What is the best practice for users creating list members?

What is the anaplan best practice for creating list members?

Say…. 200 users say they need to create 15 list members in a spoke model….

Is it best for the users to….

Have them fillout 1 form per member using new UX “form” capability.
Add 1 member in dashboard at a time with "Create" List Member action on a numbered list.
Do upload template where users can import 15 at once.
Input members in a form dimensionalized by a dummy list of 15 members and users. Users input their list members and then press an process/action for “create list members”

I could not find this discussed in OEG articles, but if anyone has a reputable article that discusses this, please do let me know.

Accepted answers

All comments

sychtysz18

I am guessing 3. and 4. are the best options in terms of performance and minimizing downtime.

However, I understand that importing from file to model performs worse than import that is within the model, so this makes me feel solution 4. is ideal.

sychtysz18

@rob_marshall Any opinion or extra considerations here that I am missing?

sychtysz18

@rob_marshall

Dikshant

Option 4: Create a user specific form within Anaplan, which is nothing but a module dimensioned by the user and a list called Index, which is nothing but has a few items in it like 1, 2, 3, 4, and so on.

This approach will give you the option to validate the data while the user is entering it.

You can give bulk export and import option as well so users can enter the data in an excel and then upload it into anaplan.

You won't have concurrency issues as module is dimensioned by users, so each user has it's own form to fill in and submit.

But if there is very less data that needs to be entered by the users or they just have to add a item in the list but create a NUX form. Option 4 is when you are entering a lot of information and you need real time validations.

PulkitChawla

@sychtysz18 - I would suggest you to go with Option 4.

You can create an Exception Dashboard where you can publish a grid with all the members you wanted in your list and simply click the Process to add those members in the list.

Additionally, you can apply additional conditional formatting if a user tries to enter invalid / duplicate record so as to avoid any issues or failure while running the process.

rob_marshall

@sychtysz18

Sorry, I have been out on PTO.

Question, does every user in the model need to add the 15 members? If so, why? And why not have the list preloaded with these entries?

If it is a selected members, what is that criteria? I would be careful in dimensionalizing it by users because that would be for every user in the model.

Also, if I am understanding you correctly, Options 3 and 4 are basically the same thing, doing a bulk load of 15 "list" members. The only difference is in Option 3 you have a file that they are loading to.

@Dikshant be careful about the concurrency statement because any action created and run (especially run by end users) could be a blocking issue, whether it is dimensionalized by Users or not.

sychtysz18

@rob_marshall

I would say yes, all users need to add 15 members. No source system has all the list members that are needed in the model, therefore, the users need to add these list members according to their discretion.

I would say users x 15 dummy list members is very small, so size wouldn't be an issue.

However, I thought in Anaplan, loading from file to Anaplan takes longer than an import within Anaplan, which I think would be a key difference between option 3 and 4.

If speed is important, option 4 would be the choice assuming there are only 4 options presented.

If concurrency is an issue, an option is to have users make their list inputs in the list in option 4) and schedule an import in off schedule time.

Quick Links

Can you help?

Unanswered questions

Missing Column Headers in Anaplan Export When Using API
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
Postman/Anaplan - message "404, Not found"
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
Looking for Anaplan End-Users to take a short survey!
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.…