Auto generation of Code

Hi everyone,

We have list of Activities that are being uploaded in a numbered list with Activity Description and Expense Group as Unique Properties. Requirement is to generate Code in Anaplan based on Activity. I've tried different approaches but not able to fulfill all criteria

Example: -

Activity Desc	Expense Group	Anaplan Code
ABC	Travel	A1-ABC
XYZ	IT	A2-XYZ
ABC	IT	A1-ABC

Accepted answers

Sai_Bharadwaj_Venati

Approach we've taken to solve the problem: -

1. Instead of creating code at Activity-GL we have created code at Activity level. This takes care of the duplication issue

2. Used finditem to get the Activity code in Activity-GL list

3. Concatenated with GL

we are using Activity as parent of Activity-GL

All comments

Vinay VaradarajM

Hi @Sai_Bharadwaj_Venati,

It is always recommended to get codes from the source (codes for activity & expense individually, and then concatenate). This will avoid any inconsistency which can arise from creating codes here vs what is available in source.

regards,

vinayvm

Sai_Bharadwaj_Venati

It's planning data; they don't want to create code for it

Vinay VaradarajM

Activity desc & Expense group : both are unique attributes, but you would like to create codes in Anaplan just based on Activity?

Sai_Bharadwaj_Venati

Yes

ChrisStauffer

are end users creating the codes? You could try concatenating pieces of the end user's name from the users list to make it unique?

keep in mind this

https://community.anaplan.com/t5/How-To/Memory-usage-from-text-concatenation/ta-p/105881

Sai_Bharadwaj_Venati

Approach we've taken to solve the problem: -

1. Instead of creating code at Activity-GL we have created code at Activity level. This takes care of the duplication issue

2. Used finditem to get the Activity code in Activity-GL list

3. Concatenated with GL

we are using Activity as parent of Activity-GL

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