How to DYNAMICALLY Copy Data from One LIST ITEM to Another?

Sachinsourav02 · 2025-05-23T06:11:13+00:00

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Hi Anaplan Community,

I’m working on a use case where we have to work with templates (List: L_Template#), data pertaining to the template stored in a module (IM01 Input Data).

We have given the end-user privilege to create N number of templates, now the ask is if we could Copy data in IM01 Input data of Template 1 to another set of Templates for example Template 2, 3 and 4.

The idea is to allow the end user to:
•Select a BASE TEMPLATE
•Select one or more TARGET TEMPLATES
•Trigger a process to copy the template data from the source to the selected target TEMPLATES. A customizable bulk copy sort of

Has anyone implemented a similar solution?
Would love to hear your thoughts on:
•Structuring the selection logic (Booleans vs. custom lists)
•Optimizing the number of actions
•UX recommendations to make it intuitive for users

Thanks in advance!

Accepted answers

All comments

devrathahuja

Hi @Sachinsourav02 ,
I've provided detailed steps in this thread earlier for a custom solution-

https://community.anaplan.com/discussion/137505/bulk-copy-how-to-choose-the-source-member-and-the-target-member-from-a-page-in-the-app

Hope this helps :)

Sachinsourav02

@devrathahuja Thank you and defenitely helps, however, a query, what if you were to do this with multipl destinations ? like I was thinking users would get a Boolean where they select FC2, FC3. And then data from source (FC1) gets copied to BOTH

devrathahuja

@Sachinsourav02 - Do you have a max # of destinations in mind?

1 option to approach it would be to create a dummy list 1 to 5 & let users select the destinations in it.

The process would be-
1.Copy member to target line from #1 source
2.Main import
3.Copy member to target line from #2 source
4.Main import
& so on….

Here the main import remains the same & you have multiple actions to copy the dummy list member to the target line item after each run

You could optimize it & automate it for the end user by copying say FC1 to FC2 first then FC1 to FC3 all of it in 1 action but with a filter to ignore the empty destination values.

And the destination line item will have values imported from #1 through #5 each run.

In this case where originally the user is selecting it in this line item, now it'll instead be imported from #1 first then #2 & so on as per the above table.

When this target is blank though (Case 2 in the 2nd run), the source module will be filtered out to show nothing as we have nothing to be copied in that case & the action would effectively complete immediately.

Hope this helps! :) If not, feel free to ask any clarifications!

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