Importing a list data by end user

vsbwofficial

Hi,

Just want to know, can end-user able to upload data into the Anaplan list? or only workspace admin can do it?

Anyway, he can upload changing user access?

Import Action can solve this issue but anything other than that?

Thanks & Regards

Sai Bharadwaj

Accepted answers

Misbah

@vsbwofficial

End users (Refer to Non Workspace Administrators)

End users can load the data into Anaplan respecting the access given to the end user

End users can also create list items from their dashboard .

What end users wont be able to do is to change the access and then import - as you highlighted it

Thanks,

Misbah

LipChean_Soh

Hi,

Yes, a non Workspace Admin can also add list members, you'll need to create a specific role (I created a role called 'Create List' shown below)

A. To allow 'Create List' role to add list members, you'll need to check the relevant list in 'Roles --> Lists'.

Screen Shot 2019-12-14 at 15.26.33.png

B. If you want to use an action to add new members, you'll need to tick the relevant action in 'Roles --> Actions'.

Screen Shot 2019-12-14 at 15.26.49.png

You need to perform item A to do the following.

Screen Shot 2019-12-14 at 15.27.27.png

You need to do item A and B to do the following.

Screen Shot 2019-12-14 at 15.27.39.png

Thanks,

LipChean

All comments

Misbah

@vsbwofficial

End users (Refer to Non Workspace Administrators)

End users can load the data into Anaplan respecting the access given to the end user

End users can also create list items from their dashboard .

What end users wont be able to do is to change the access and then import - as you highlighted it

Thanks,

Misbah

LipChean_Soh

Hi,

Yes, a non Workspace Admin can also add list members, you'll need to create a specific role (I created a role called 'Create List' shown below)

A. To allow 'Create List' role to add list members, you'll need to check the relevant list in 'Roles --> Lists'.

Screen Shot 2019-12-14 at 15.26.33.png

B. If you want to use an action to add new members, you'll need to tick the relevant action in 'Roles --> Actions'.

Screen Shot 2019-12-14 at 15.26.49.png

You need to perform item A to do the following.

Screen Shot 2019-12-14 at 15.27.27.png

You need to do item A and B to do the following.

Screen Shot 2019-12-14 at 15.27.39.png

Thanks,

LipChean

usman.zia

Great detail there @LipChean_Soh will definitely use this is practice to create more control around list creation

vsbwofficial

Hi,

Great explanation, just a followup question can an end-user able to do list mapping (i.e mapping excel file columns to anaplan list property)?

Thanks & Regards,

Sai Bharadwaj

LipChean_Soh

Hi,

Only a workspace admin can edit the mapping, because this can only be done in the 'Action' page of Admin Settings, and only Workspace Admin has access to that.

Thanks,

LipChean

vsbwofficial

Thanks

Quick Links

Can you help?

Unanswered questions

Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…