New UX - Ability to publish ‘Other Actions’ directly as an action cards.

Being a Page Builder, I would like to be able to publish other actions as a card, not only Imports/Exports/Processes/Forms.

Currently, we don't have the equivalent of "Assign" action. As well as Copy Branch or delete a branch.

Comments

michael_park

Copy Branch action is heavily used by our model. It is used when users want to copy down a line rather than create a new line and manually entering all the attributes.

Not having this feature in NUX users are reluctant to move onto NUX. Therefore had to find a workaround for now but much appreciate this feature is included in the upgrade pipeline.

Miran

Status changed to: On Roadmap

Miran

Status changed to: On Roadmap

Noemi.andres

Indeed it would be really useful to have the Copy branch functionality available in the NUX. It would be even better if we could let the user input the Code for the new member of the list too!

andrewtye

@AndreyPol - might find this helpful: https://community.anaplan.com/t5/Anaplan-Platform/Adding-numbered-list-actions-in-Anaplan-new-UX/m-p/68861#M13289.

andrewtye

@Miran - worth merging with this one: https://community.anaplan.com/t5/Idea-Exchange/New-UX-Ability-to-publish-Other-Actions-directly-as-an-action/idi-p/74966

@michael_park - looks like it's on the roadmap: https://community.anaplan.com/t5/Anaplan-Platform/Adding-numbered-list-actions-in-Anaplan-new-UX/m-p/68861#M13289, out of interest what was your workaround?

@Noemi.andres - do you mean when creating the parent or the child (ie the copied branch), if the former can do this using the forms, if the latter then we've always had it as parentcode_childcode

Miran

Hi @andrewtye,

The ideas have been merged.

Best,
Miran

davewaller

Status changed to: On Roadmap

davewaller

Hi all.

I wanted to share a quick update on this request:

Assign Action in the UX is progressing well and we should be able to share more news on when this will release in the next few weeks.
We're lining up Copy Branch as the next action to attack and would love to chat with anyone who's waiting on this feature or is able to share a quick demo of current processes so we can make sure our new implementation does exactly what you need it to do

If you're able to help, then please don't hesitate to reach out to me directly.

Thanks.

Dave.

davewaller

We've now delivered support for both the Assign action and the Assign Only action within the UX. I'll keep this Idea open for the time being as it references other action types but hopefully this unlocks some potential for you.

danieldridan

Are there any plans to allow a 'Delete from List using selection' action to be added to the UX?

Quick Links

New ideas

Grouping Modules or Module Folders
We got several hundred of modules. I think it could be usefull if modules can get sorted/filtered by (dynamic) groups or even in folders in the modules overview. Maybe the Data Tags could used with this. //GP
Enable Selective Access in Manual Filtering data
Selective Access for list used as a format of line item works properly when given line item is published on dashboard or page. Unfotunatly if user wants to filter data manually, he/she is able to see all items from the list. This behaviour was observed on dashboards and in NUX as well. This issue is most troublesome for a…
Export Function in Anaplan Beta Version – Feedback / Observation
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…