Workflow: Can we use Import Actions with Source Type = File ?

dalimeon
dalimeon
in Integrations and extensibility

Dear Community,
we are struggling with a topic and would be glad about some help.
We want to create a Workflow that starts with an Import Action that requires the User Upload of a CSV file. The user has to deliver a lot of data on various planning dimensions, which is why manual entry of data is no option. Data is coming from a source system and can be exported in a way that is readable by Anaplan. The Import Action if posted on a regular NUX page works fine.

When choosing this Import Action as a machine task in a workflow template, we get an error.

image.png

Is it possible to do it with Workflow and if so how?

Our requirements:
Step1:
User 1 (or any representative) uploads a CSV File from his Laptop to run an import action. The import action itself also has one mapping with user input:

image.png

Sometimes our planning versions are differently named and therefore mapping can't come from CSV Import file.

Step2:
User 2 (or any representative) gets a Workflow Notification that new data can be found in Anaplan ready to validate and maybe adjust to have final plan values.

We appreciate any help!
Best regards,
Dalim

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Answers

  • fczerniawski
    fczerniawski

    Hi, have you considered a process like this?

    Step 1: Create a group task that takes a user to a UX page where he can upload CSV file. You can setup submission check logic to verify that data is loaded correctly. Then user submits his task.

    Step 2: Another group task to validate data and submit task if everything is correct.

    You can have an admin module that let's you assign users for each of these steps before you run a workflow.

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