How can I allow users to override a filter and display selected accounts in an input module?

Sharmali
Sharmali
in Modeling

I have a module where users need to input data for accounts. Currently, I hide accounts without any values using a filter. However, I want to allow users to select specific accounts in a side module, and this selection should override the filter for those accounts, making them appear in the input module for data entry. What is the best approach to achieve this functionality in Anaplan?

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Answers

  • seymatas1
    seymatas1

    Hi @Sharmali,

    Users can’t filter directly using a dropdown, but you can achieve this with a Boolean filter.

    1. Create a Boolean line item in the side module and publish it on a UX page where users can select the accounts they want.
    2. Update the filter line item formula in your data input module to include this Boolean, so the selected accounts will override the existing filter logic.

    I hope this helps.

    Seyma 🌷🙂

  • RichardHenderson
    RichardHenderson

    Thank @seymatas!

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