I would like to filter a module which uses a list of users (either actual User list or a regular list which is a copy) by the Model Role each user has been assigned. Cannot seem to figure out how to import the model role into a module. Ideas?
@BrentOrr
Great question.
You won't be able to filter directly on the users for role but what you can do is export the user list (which contains the role) then import it into a system module where you can build your filters.
Others have asked the same question
https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Creating-a-formula-to-directly-change-a-User-s-quot-Model-Role/m-p/35290#M1526
Some good responses in case you want read about it.
Thanks for the response Jared but if it can't be done directly then it would be easier to add a manual workaround within the model vs export/import.
@BrentOrr @JaredDolich
There is no way we can do it in Anaplan as of now.
By the way I was thinking What if we had attributes tagged to the Inbuilt Users list. All we had to do is click and refer
Amazing, wouldn't that be?
Misbah
How about thinking about it from the opposite.
Create a module to maintain user properties and roles, and import data from the module to the user list.
I have not done this experiment, though...
Hi @BrentOrr ,
An alternative approach:
1. If an API can be written to export the User information to a file at a fixed location.
2. This export can be loaded to a module.
Let me know if this sounds feasible.
Thanks,
Yash
Hi,
1. You can build a module with the users list and then publish it to dashboard.
2. Then create 2 actions,
a. Where the user can be added as an entry into the module and
b. Use this module to import the users into the user list by using a process and attach an import action to it.
The import action will basically import the user data from the module to the "Users" list.
This way it'll be automated also.
Hope this helps.
Thanks
Neel
Good reply Jared.
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
