Hello Anaplanner,
Can a non work space admin user run an export action and have the export file saved to a centralized location that is not the user's local computer?
Thanks,
Lily
Hi Lily,
I think the short answer is that it is possible for a non-admin to run an export actions. However, in order to have that file saved to a centralized location an API or Anaplan Connect script would be needed. Note, there are some privacy considerations when setting up these shared exports and it is recommended that only administrators be allowed to run them. Including a link to documentation private vs. shared exports:
https://help.anaplan.com/acfd6082-a510-4be2-bc25-a9a9f396e163-Private-and-shared-exports
When an export is manually triggered within the model, it will automatically download the file and save the file based on the user's browser settings (typically a downloads folder on the local computer).
Hope this helps!
-Tiffany
Thank you, Tiffany! We will leverage API for this use case!
Have a look at this article.
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…
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