Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
Agreed! Would be nice to be able to link a "trigger" to start a workflow. For example, if someone run's an action to manually upload a file, it would be nice if the workflow approval process would automatically start without a Workflow admin having to intervene and manually start it. Similarly, would be nice to have any automated API start a workflow.
To add further clarity on request: Allow any Anaplan Action or Process (weather using a button on a page or via any integration, regardless of User access status) to trigger a workflow template automatically without Workflow Admin having to manually trigger. (Model builders would need to build appropriate security around this action using roles).
Hello😊 Just a question: is Workflow nre functionality available with Polaris engine?
Thanks in advance for you help!
We are testing workflow and while it has some great potential, it s showing quickly limits as people today dont want to spend time launching manual workflows as BUA (though the ability to run it manually is required), they need the workflow to start on itself based on an automated trigger
@david.savarin are you saying that currently workiflow luanch is manual Only? I thought it could be triggered by other action/scheduled.
Thanks :)
@FrankPau : if it exists, I couldnt find it !
Agreed - We need to be able to utilize the scheduler in Cloudworks as a trigger, or we need a native scheduler embedded in Workflow like how you can set up a recurring meeting in your email. Without this, there is still value, but it is diminished.
we especially need besides the scheduler to be able to include cloudworks integrations into the workflows
In case anyone finds this thread looking for a way to schedule workflows (like I just did!), the ability to schedule Workflows is available when you start one from a template. The below screenshot is from this blog post. I don't know about event-based or API triggers, but I wonder if including model actions/processes in the setup of a Workflow template would satisfy some of that requirement.
The ability to dynamically initiate a workflow via an API call or from CloudWorks would be a huge enhancement for us! Until this is available, we may have to continue using legacy options.
@dameyer01 : the requirement is to trigger workflow based on a cloudworks action (process, integration, export…) be it scheduled or not.
Workflow feels very disconnected for now
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
When selecting two or more cells in Anaplan, a calculation menu appears in the bottom-right corner displaying useful statistics such as Count, Min, Max, Average, and Sum. This is a helpful functionality for quickly analyzing selected values. However, the current functionality is limited to contiguous cells. Users cannot…
When we are designing boards for clients we often have a trade-off between: Too many pages Too much information on the page A really powerful feature would be to have the ability to show hide elements of the page (example: fields, cards, grids, charts or even entire rows) based on a line item that can be a user selection /…
