How I Built It: Data locking and validation within processes
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Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan.
Hello Anaplan Community! I’m excited to share this ‘How I Built It’ video with you.
In this tutorial, I walk you through two types of actions that you can add to your Anaplan processes to improve your data access control and validation:
- A “Lock” action and an “Unlock” action that you can use to easily toggle access between different steps of a process.
- A “Data Check” action that we will set up to intentionally fail and halt the process when further action is needed.
In my sample model I use the “Lock / Unlock” actions to allow a non-Admin end user to import into a table for which they should generally have read only access. I use the “Data Check” action to draw attention to when a new product is added and requires a decision point, which avoids having to re-run imports and reduces the risk of missed steps.
I think these concepts and some of the tips and tricks I cover could be useful in all sorts of contexts; leave a comment if you see something that you think might fit in your models!
https://play.vidyard.com/ycCpnCW4aBTGucaYP8oc6V
Happy planning!