How to create two actions with same source object type and target object type without creating new saved view and the two actions has a different mapping in line items?
To create two actions with the same source object type and target object type in Anaplan without creating a new saved view, you can follow these steps:
By following these steps, you can have two actions with the same source and target object types but with different mappings without creating new saved views.
Hi @AdamSayyad ,
Appreciate your quick response.
In the first step 2nd bullet, I can't see where I can select the type of action. Below screenshot is my view.
Thank you
The above steps i suggested is to Create actions enable users to add a new item to a numbered list from a dashboard.
https://help.anaplan.com/set-up-a-create-action-56fc1124-a792-4bcc-827a-8ea33207cbd7
I think you need to crate saved view to crate multiple action in order to perform same model import action otherwise by default your Anaplan action will consider your latest selection.
Hi @MRVeroya ,
In Anaplan, to create multiple actions from the same source to the same target, you can utilize different saved views. This approach simplifies the identification of actions for different mappings.
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.β¦
Hello community, I have an issue with anaplan report (functionality). The issue I have is within couple of slides. The data in that report is scrolling into a new page. There is a hierarchy in the rows and line items and time in the columns. My problem is, the hierarchy is getting broken in the second page. One of the nodeβ¦
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create aβ¦