Version as general list

In my model the version are built using general list. In this instance if for restatement i want to copy over the complete data from one version to a new version how can i do that?

Answers

  • Hi @BlessyDube ,
    You can use the bulk copy action here to copy it from 1 version to another

    image.png


    However, this wouldn't be dynamic. You'd have to select source & destination and can then run it every time to copy the data.

    Alternatively you can create a custom process to copy all data between different versions.
    (https://community.anaplan.com/discussion/137505/bulk-copy-how-to-choose-the-source-member-and-the-target-member-from-a-page-in-the-app)

  • You haven't indicated whether you want this to be user accessible or an admin process, but if being done by a WSA, the native bulk copy functionality should work without any development work.

    • Go into the 'Version' tab > Bulk Copy… function
    image.png
    • In Bulk Copy, click the drop down and select your 'Version' list
      • I'm not sure whether you're using native versions or a fake version list, but it's the same process either way. The below screens are from a test model but you can see all 'lists' and native versions/time etc are available.
    image.png

    • Using native version as an example, select your source (left) and your target (right), then run it and that's it.
    image.png

    If you're looking to expose this to users, I'd follow the approach from @devrathahuja.