Hi,
I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this?
Thanks, Ethan
@egc8r
Or, you could "hide" the actions in a different process. For example, do the Create first and then have a "Save" button where it has the Process and actions behind it.
You can't do that as the create action needs to know where to put the new member. For an alternative, have the new member (with code and parent ) defined in a view and have the process import the new member into the list, and then the final action within the process will clear that member our from the module. Will that work for you?
Rob
@rob_marshall
I can try that … but I was hoping to have the create action run first, where it would ask the user where to put the new member, and then have other actions run after that.
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…