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
As an Anaplan Tenant Administrator, I need the Export functionality to be able to export all the existing Tenant Level Roles information as well as the role details, into a CSV file, So that I have the accessibility to document and report to my security team. I know this feature is successfully implemented when I can see…
Currently, only Workspace Admins in Anaplan can access certain model metadata and deployment validation panels (such as Revision Tags, Data Tags, etc.) in the Production workspace. For security and compliance reasons, we want to avoid granting admin-level access to users who only need to view this information. There is no…
Currently, Anaplan does not natively restrict number inputs to specific ranges. Users can input any numeric value, which may result in data integrity problems, especially in collaborative or decentralised planning environments. Introducing a validation capability—where model builders set upper and lower bounds for number…