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Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
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ログイン後のタイムアウト設定について
ログイン後、Anaplanでの操作が10分以上ないと、自動的にタイムアウトされて、再度ログインを行うことが頻発しています。 私は長らくISMSの事務局を担当していましたので、ログオフの設定は必要であり、無操作時間を短くしておくことは理解しています。 当社は予実管理をAnaplanで行っているため、他のファイルを確認して登録することをしていると、いつの間にかタイムアウト、再ログインが頻発しています。 タイムアウトの設定は、Professional Userに設定可能な権限を付与することは検討いただけますでしょうか。 最小単位1分、最大単位30分、といったことができてくれば、私たちユーザー側にとってメリットが出てくるように思います。…
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Ability to see summary list levels indented and bold in New UX
In the old UX you could easily distinguish summary list levels from bottom levels on a page as they would be indented and bold by default. in the new UX there is only option to make all the rows bold or not bold at all but no way to distinguish easily summary levels. Would request if we can make this available to be on par…
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Administration in the UX: Removing Visitors
Currently, if the Admin User selects a Visitor from the list (under Administration in the UX) and then clicks Remove they are given the attached modal (see attachment). But nowhere in the modal is there a reference as to which user is about to be deleted. I suggest that the name of the user(s) be added to the modal.
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Administration in the UX: Inviting Users
This is some feedback on the experience of using Administration within the UX. I am requesting that the User be given the option to select whether or not SSO is applied after following these steps. Log into Anaplan Click on Administration from the main menu Click on Visiting Click on 'Invite' Enter the user's email address…
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Cloud Works integration
I apologies in advance if this idea has already been posted🙂. In Cloud works if we delete any integration by mistake is there any solution or process for reverting it back again or to see what we have deleted and revert it back .
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Process Filter in Role->Action in User Access
It would be usefull if I could filter to one particular selected process can configure all actions within that process. Yet i can only search action by action and set it up slowly Also how often get one action forgotten because its just too many of them. This would be prevented if i can see the (filtered only) whole list…
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Process to refer to Module for Mapping or Bulk Process to allow user to select Source/Target
I would like the end user to be able to copy one scenario inputs into another scenario. It would be nice to be able to under manual have the ability to select a module as the mapping so long as the wording is correct. Or under the Bulk Process that you can leave it for the end user to select Source and Target. The way to…
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Include Calculation Effort metric in Anaplan Classic
I have found this feature available in Polaris to be very valuable. So I would like to request it to be included in Anaplan Classic as well. Thought there was already an existing idea request for this but couldn't find it. When I encountered performance issues during a list item insert that was taking 90 seconds to execute…
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Allow Page Builders to Restrict Access to Pages
We have the ability to allow any user to be a page/report builder, but they can't restrict access to the pages they're building. We'd like to enable super users to be report builder, but they won't be model builders. Currently, a user must be a WSA in order to restrict access to WIP pages they're building. We also do not…
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Import action between models not pulling through data
Hi All, I am currently having an issue with one of my import actions. I am pushing data from a saved view in one model, into a staging module in another model. I've checked the filters, mapping, and more and they all seem to be correct. However, when I run the action I am met with this prompt It shows that the import is…
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Request "Freeze" enhancement
Request improvement to save the "Freeze" setting set by the user. This is because the current specification resets each page transition. We set it up every time and I think it is very troublesome.
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Ability to change Font in UX
I have been asked by several customers about the ability to change font in UX. It is even more topical with the report page in UX. When you have invested in your brand and use a certain font you want to use that font in Anaplan as well if Anaplan is going the be where the report is created.I would say Bold, Italic and…
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Ability to export the list of pages
As a workspace administrator I want the ability to export the list of pages, as it can be listed from the model, using an Export button, same as what's available elsewhere within Anaplan. This is needed to monitor the complexity. Anaplan are to support not only ease of adding build but also to manage the complexity of…
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Ability to set Model default settings for Number line items
It would be useful to be able to specify a default format for number line items within a model. For example, within my model, I may want all numbers to be formatted to 2dp, comma thousand separated and with brackets to indicate negatives. Currently, I have to remember to apply this setting to every Number line item within…
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Display source model in page bar even if user only has access to a single model
As an end user i need to be able to see the source model for any page displayed on the page bar, even when a page is only linked to a single model or when i only have access to one of the linked models. This is in order to know which model will contain the source data published on the page. It is also needed in order to…
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Consistent Conditional Formatting Between Model Views and NUX Design
A view pre-built in the model with Conditional Formatting which is then published will not have the same look/feel compared to a card built manually in the NUX. As far as I am aware you are unable to edit the conditional formatting in a pre-built view in the NUX. I'd like the ability to have the same controls over a views'…
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Ability to Search Deleted Pages
We now have the ability to restore deleted pages within an App which is a very useful feature. It would be very useful to have a search ability within the list of deleted apps for those cases where the number of deleted pages in the last 60 days is quite large and finding the page you wish to restore becomes difficult.
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Folder Structure for Apps with Security
Currently we create an app for each area so it acts like a folder given here is only one level of Category within an App. We add a number in front so that the Apps go in the order we want. It also means that people can navigate via the menu which makes sense. Screen Shot We have only got Revenue in and running out of…
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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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Ability to format the source model drop down on the page bar.
As a page builder I want to be able to format the model dropdown on the page bar assigning different background colors to the source models, this is in order to highlight to the end users which source model the page is currently linked to. This is needed so that the end user is not by mistake using a Productive model for…
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Need Set Global Default Format Grid function in New UX
My users want to make it possible to set Format Grid - Small for all grids in the New UX. This function exists in Classic UX to set all dashboards to Striped, Ruled, etc. We would like to have this opportunity to set all grids of one App in New UX to one style, e.g. Small which will improve screen space utilization.
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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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Option to duplicate Anaplan processes
Greetings Anaplanners, I'd like to share an idea about the availability of the option to duplicate Anaplan processes. Context: Recently, I was engaged in creating flat exports from a module, which functioned seamlessly when a series of 12 actions were executed, followed by an export action. When the need arose to replicate…
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Control while syncing changes using ALM
At this moment, we (model builders) cannot control what changes should be synced with models in deployed mode. This is quite a challenge & honestly a concern especially when multiple model builders are working on a model and want to sync changes with testing models and poses sometimes a risk of unauthorised data exposures…
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Automatically Sort List Dimensions in "Applies To"
The Planual 2.01-11 states that dimension order should remain consistent among modules to ensure faster calculations so that common dimensions are in the same order as the applies to. I know I am able to click into the Applies To section for a module or line item and then click "OK", and that this will re-sort the list…
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selective access via formula's in module
Hi all, It would be helpful if we could control selective access via a sort of system module with booleans. This would allow a relatively standard import to update access that can be done by regular users if set up by the admin As well as enable some extended filtering capabilities and references per user to be made. all…
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Conditional Formatting on hierarchy levels
Hi, It would be a great feature to set up conditional formatting: 1. Either, even if summary method is turned to None; 2. Or based on the existence of one (or more) hierarchy levels Sometimes, users want aggregated levels of a hierarchy to be highlighted on a UX grid. You can set up a conditional formatting using some line…