I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
@robinsalk if you are referring to the UX create actions below then the answer is No
@robinsalk
Please see this thread
Hi Rob,
Thanks for your workaround. Would it be possible to record a little demo of how to do this?
@robinsalk,
Follow the steps below to create import action to add item into the list which can be added to a Process.
1) Create two lists (New Line Stage (Flat List) and New List (Number List))
2) Create respective system modules:
3) Create saved view:
4) Create the import action and add it to Process:
5) Add the import action the process if required.
Let me know if you've any questions!
Thanks. I appreciate your response. I'm looking for an example of how to do this…' 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.' The 'create action' is within the UX
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.…
Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…