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Group Workflow Task
Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
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Increase Process Status report retain logs for more than 21 days
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: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…
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FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
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Cloudworks : Duplicate names
What could be the rootcause, and how could we fix it ?
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Line items used as filters in saved views
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: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…
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Anaplan 101
I'm currently working on optimizing our business planning processes using Anaplan. Given its robust real-time data integration capabilities, I'm looking for practical solutions to efficiently manage complex planning models across various functions such as finance, sales, and supply chain. What are some best practices for…
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Support for Dual-Axis Charts in Anaplan UX
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
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Anaplan API - Python
Hi I wanted to ask whether with the changes in MFA whether there will be any issues continuing to use this python package to manage integrations with Anaplan. https://pypi.org/project/anaplanConnector/
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Can an email notification be triggered outside of workflow
I would like to trigger an email to a user based on a boolean. Specifically, send an email to an admin when a list needs to be reset. I am aware that WSA gets the notification within Anaplan, however I would like to send notification via email as the Admin is not logged into Anaplan on a regular basis
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Forecaster Advanced Explainability — time-phased writeback into a Time-dimensioned module: expected
Hi all, I'm using Forecaster's Advanced Explainability export ("Send to Anaplan") and I'd like to confirm the intended behavior and the correct interpretation of the results. Context The Advanced Explainability data form requires a Time dimension, and it writes feature values per period into a target module dimensioned as…
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Module Security/Restriction in Anaplan XL
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: We have modules which should be accessible on UX but not in Anaplan XL or Excel Add-ins. For example we have employee data which…
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Bulk Data Change Details in History Log
As a model builder and administrator, it would be a huge improvement if the history log could provide details into Bulk Data Changes. Our company utilizes user imports, and it is very difficult to track down changes when everything is grouped into one line of history. One option is to run history on individual cells of…
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Dependent Dropdowns
Hi I have set up a Property on a list so that I can filter the list for only certain items in a user filter. I have successfully done this on another list but for the one I am currently working on, the dependent box is unable to be selected. Can anyone guide me as to why this checkbox could be greyed out? Thanks in advance.
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New Release : Chart from Grid unavailable
Hi, I tried using create chart from a grid, but step 2 is unavailable and grid logo is grey. Any idea why ?
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Does the Standard Planner license include Workflow access?
Hi everyone, I have a question regarding the Anaplan licenses. If an organization purchases Standard Planner user licenses, do these users automatically get access to the Workflow feature? Additionally, I would like to clarify whether the Workflow capabilities included under this license level are considered "Standard…
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Which is better for Polaris' performance? SUM or LOOKUP
Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…
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workflow
workflow - in a group task of 50 people. each assignees (50 people) has complete task button on the task page. but it doesn't make wait to see all the 50 people hitting complete button, we want anyone out of the 50 assignees to hit the complete button to work for all and push the task to the next step
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ANAPLAN FCR - Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
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Combined grids with the same module
I would like a combined grid with Customer-Products, Sales history up top the current week and and Forecast data for the future weeks. The Sales History and the Forecast are in the same module, dimensioned by Customer-Product and weeks. I can filter the columns in grid2 and grid3 to show past and future weeks as required,…
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Scenario Issue
For some reason, when adding a new scenario, our enrollment numbers double instead of projecting normally. This begin occuring after the roll over process. SS with two scenarios in model. shows the same on base case SS with only one scenario in model Formulas not really sure where the duplication is happening.
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Beta Module Creation: Unable to Create a New Functional Area
In the current UX, when creating a new module, we have the option to create a new Functional Area directly from the module creation screen. However, in the Beta module creation experience, I no longer see the option to create a new Functional Area. I can see the Functional Area field, but it only allows me to select an…
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Modules - Beta Version
I have a question regarding the new Beta module creation experience. In the current UX, when creating a new module, we have the option to create a new Functional Area directly from the module creation screen. However, in the Beta version of module creation, I no longer see the option to create a new Functional Area. I do…
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Full names in hierarchy charts
It would be useful and necessary if hierarchy charts could display full names or possibly include a line break. Currently, when names are too long, dots are displayed.
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1.6.3 Activity: Create Distribution Center Parameters Module issue
Hi While importing the data into the module the data is getting ignored instead of updating. I cannot clear this issue can u help regarding this. it is getting as ignoredmy mapping result no data
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API certificats renewal
Hello Anaplan Community, We are currently facing an issue related to certificate validation and would appreciate your help or guidance. We are getting the following error: Unable to build certificate chain for Cert [subject DN = EMAILADDRESS=********, CN=service account email address, cert serial number = XXXXX; issuer DN…
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Hide Column Headings for Grid Cards on Board Pages
Would be great to be able to hide column headings on board pages - sometimes need to have two tables that have the same line items / time periods but I don't want to waste page space on duplicating them. Or the very least be able to "shrink" the top row like you can for columns.
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Share your Anaplan Workflow experience — Community Q&A Challenge
Get ready for our latest Community Q&A Challenge! This time, it's all about Anaplan Workflow. We will be exploring different strategies regarding the implementation, use, and benefits of Anaplan Workflow. This Community Challenge is all about sharing your real world experience. We want to spotlight the…
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How to replace YEARVALUE() in Polaris?
I' am migrating data from Classic to Polaris. I have a metric at the intersection of Market, Item, and Division that is calculated as Current Amount / Annual Amount. I obtain the annual amount using YEARVALUE(Current Amount). In Polaris, I cannot use this formula as a summary, so when data rolls up to higher hierarchy…