Hello Anaplan Community,
I have a special requirement from a customer and would appreciate your input. Let me explain the situation:
We have a hierarchy with three levels: Level 1, Level 2, and Level 3.
Screen 1: Creation of Level 1 Items
On this screen, the user selects a team. Based on their selection, an action runs to create new Level 1 elements in a table. Several line items are automatically prefilled based on the selected team's properties. This part works well.
Screen 2: Creation of Level 2 Items
Thanks to Anaplan's native context, when a user selects a Level 1 item on Screen 1, the context carries over to Screen 2. So on Screen 2, only the Level 2 items associated with the previously selected Level 1 are shown. This is also working as expected.
The issue arises when the user wants to create a new Level 2 item. To do this, they must select the parent Level 1 item in a field.
However, the customer does not want the user to have to select the parent each time. They want this field to be automatically prefilled based on the Level 1 context selected on Screen 1.
I know that using the "Create Form" action from the UX would allow predefining the parent based on context, but unfortunately, I can’t use this method. That’s because, upon creating a Level 2 item, I also need to prefill multiple fields such as Code (following a specific structure), Description, Created By, Year, etc. and these need to be editable on the table
I appreciate your help!
Noura
