Let me "Grab" your attention: Re-ordering categories and pages functionality

Tiffany.Rice

Hey there Anaplanners,

Wanted to see if anyone else was experiencing challenges with the recently released functionality for re-ordering categories and pages. When I use the grabber to reorder a page it seems to lag and can be temperamental to use. I'm only able to drag to the top of the category and cannot insert between existing pages (grabber freezes when I try this). I've tried different browsers but the behavior seems to be consistent.

Have you experienced the same? Any tips to improve the experience?

Below is some additional information on the release:

August 2024 platform releases

GingerAnderson

Sep 11, 2024

https://us.v-cdn.net/6037036/uploads/GO47MO9JN6JL/mot-image-use.png

Check out the latest Anaplan feature updates and enhancements in our August 2024 release notes. The information below offers supplemental information to that post.

UX

• Font color conditional formatting
  Page builders can now select font as a style for conditional formatting for any Grids in UX pages, tables in Management Reporting, and variance columns on a table.
  Photo:

  https://us.v-cdn.net/6037036/uploads/T1XEBM6BYNKE/font-color-conditional-formatting-on-grids.png

  Video:

  https://play.vidyard.com/JfYwRgS9PLqDALLMLRkphV?

• Rich text formatting (for end users)
  End users can now apply rich text formatting to editable text in grids and field cards to add commentary or highlight summaries and key points.
  Photo:

  https://us.v-cdn.net/6037036/uploads/2QKBU3JHARFB/rich-text-formatting-28end-users-29-screen-shot.png

  Video:

  https://play.vidyard.com/z2FoNTukPcYyQNKc9KcNj3?

• Conditional page navigation based on line items
  Conditional navigation action buttons in the UX can now use either list-formatted properties or line items, allowing for additional flexibility and following model building best practices.

• Workflow: Line item driven decision steps
  Configure decisions and approvals to be assigned to users based on a connected line item, allowing model logic to determine who should approve at each stage of the process.

• Workflow: Skippable decisions and approvals
  Decisions and approvals can be optionally skipped if the line item used to define the approvers is blank, adding more flexibility in handling approval steps.

• Workflow: Model role driven decision steps
  Workflow Owners have the flexibility to issue an approval to all users who hold a specified model role, allowing for everyone who holds that role to be notified when approval is required.

• Re-ordering categories and pages
  Page builders can drag and drop pages within an App from one category to another using the grabber icon. Using this feature, page builders can create their own custom sequential view of pages to be displayed to ‌end users. Page builders can also change the order of categories on the left hand panel and ensure to do a quick browser refresh for the changes to reflect. The custom order is maintained until further changes in the App is performed.

  https://play.vidyard.com/jbKEdHn3nDdf4kjh8NrB68?

Security

• Manage users in Administration
  Tenant Administrators can now disable user assignments from the model's user management tab and allow on User Administrators to create users in the tenant.

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• Quarterly platform release webinar on October 30
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Read more about these events here.

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https://help.anaplan.com/work-with-categories-5022d914-1ec3-40ac-9373-d7d206046443

derektslim

Hi Tiffany,

I've faced similar issues too when they first introduced and found the problem to be my browser's zoom level. Resetting the browser's zoom to 100% and I do not face the issue anymore. Not a permanent solution, but I do not reorder often so it's good until Anaplan improves it.

Hope this helps!

andrewtye

Even more frustratingly if you create a new page it drops it to the bottom of the list rather than into the sort - say if you're numbering them.

We've raised a ticket with support as this is the best way to flag up things that happen in the way you don't expect them to.

GingerAnderson

Passing this feedback along - thanks @Tiffany.Rice !

JoannaM

Hi @Tiffany.Rice @andrewtye Thank you both so much for this feedback, I will pass it along to the team. I also wanted to highlight my comment on the page below, in case helpful.

https://community.anaplan.com/discussion/comment/168486#Comment_168486

Tiffany.Rice

Thanks for the tip @derektslim!

andrewtye

Guess it's expected behaviour on my point - at least that's consistent(ish) with all other elements of the platform

AjayM

I think we don't need the zoom level trick anymore since the reported re-ordering behaviour is not seen anymore. It just works fine with wherever you would want to place/re-order a page/category.