Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
Agreed! Would be nice to be able to link a "trigger" to start a workflow. For example, if someone run's an action to manually upload a file, it would be nice if the workflow approval process would automatically start without a Workflow admin having to intervene and manually start it. Similarly, would be nice to have any automated API start a workflow.
To add further clarity on request: Allow any Anaplan Action or Process (weather using a button on a page or via any integration, regardless of User access status) to trigger a workflow template automatically without Workflow Admin having to manually trigger. (Model builders would need to build appropriate security around this action using roles).
Hello😊 Just a question: is Workflow nre functionality available with Polaris engine?
Thanks in advance for you help!
We are testing workflow and while it has some great potential, it s showing quickly limits as people today dont want to spend time launching manual workflows as BUA (though the ability to run it manually is required), they need the workflow to start on itself based on an automated trigger
@david.savarin are you saying that currently workiflow luanch is manual Only? I thought it could be triggered by other action/scheduled.
Thanks :)
@FrankPau : if it exists, I couldnt find it !
Agreed - We need to be able to utilize the scheduler in Cloudworks as a trigger, or we need a native scheduler embedded in Workflow like how you can set up a recurring meeting in your email. Without this, there is still value, but it is diminished.
we especially need besides the scheduler to be able to include cloudworks integrations into the workflows
In case anyone finds this thread looking for a way to schedule workflows (like I just did!), the ability to schedule Workflows is available when you start one from a template. The below screenshot is from this blog post. I don't know about event-based or API triggers, but I wonder if including model actions/processes in the setup of a Workflow template would satisfy some of that requirement.
Hi everyone! Been working on a import module where the import is set to have the base (salary) for a selected month. Then I need to use that number and import it into the rest of the month of that year. For example: Import → $1500 USD on January Then need to import o add that value for each month from February till…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: On an Anaplan New UX page, I would like to be able to group charts together. I would then like to be able to activate a setting that…
Current Limitation: Anaplan restricts sorting functionality on line items or dimensions in columns when rows have nested dimensions. Sorting is only allowed when there is a single dimension in the row axis. Impact: Limits the usability of reports that require multiple dimensions in row axes. Reduces the value of recently…
