Defining the default file for imports

Is it possible to specify a default file for some import actions in Anaplan, so that whenever the user clicks on the action, instead of asking the file to upload "choose files", it automatically looks at a specific place for a specific file and runs the import?

Accepted answers

All comments

anirudh

Hi Aakash,

Once an action which uploads from a file is published to a dashboard, it will always ask for a file when the button is clicked. However, workspace admins can go to the actions tab and just click run and this will run the action with the file that is originally uploaded when the action is created (make sure to upload the file with the 'Everyone' setting)

To achieve what you described, create a module to module import. This will not ask for a file upload

Hope this helps!

Regards,

Anirudh

hari.prasad

Hi Aakash,

Refer "Anaplan Connect" or other data integration options to specify the fixed file path to load the data into Anaplan. You can also schedule it, if required.

https://help.anaplan.com/anapedia/Content/Data_Integrations/Anaplan_Connect.html?_ga=2.72340307.1118503509.1564377745-933561406.1564377745

But if you are looking to just click the import action / process button manually (on-demand) and expect to pick the file from fixed file path automatically, this feature does not currently available in Anaplan.

Regards
Hari Prasad M

aakash

Thanks for the answers. Is there any workaround available to just click the import action / process button manually (on-demand) and expect to pick the file from fixed file path automatically?

hari.prasad

No, I dont have any work-around for now. If the uploading file is in shared folder and if it's difficult to remember the file path & name to search & open, I can give you a suggession. You can store the file path in the URL text format in one of the line item and you can publish the URL file path & action button in a separate Admin dashboard. Admin dashboard can comprise of all such periodic activities (action / process buttons) including required instructions and URL file path.

Quick Links

Can you help?

Unanswered questions

Anaplan Matillion Integration
I have a requirement to extract last 90 days data from an Anaplan model through Matillion. I wanted to know is there any API which I can use to achieve the same? I have taken a look at the (Integration APIs) Bulk API as well as Transactional API and none of them has a relevant query parameter which I can use to apply the…
How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
How to create identical child items for multiple parents
The data I'm trying to import is as follows Parent-Code A B A C B D C D D E I want to generate the following list from this data: L1 L2 L3 L4 A A-B A-B-D A-B-D-E A A-C A-C-D A-C-D-E You can create up to L3.However, L4 has multiple parents for one row of data When I try to create L4 from D-E, only one list row is generated…