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Email Notification works with workflow
It will be great if we can automate the email notification with the workflow status changed. Also so user can customise the default email content and users w
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Automated Email Notifications
Would be great if Anaplan could implement a way for users to configure automatic emails based on user defined criteria. User can also control frequency of automated emails This should work exactly like Smartsheet's automatic email function (see attachment) Examples: 1. Alert me if any new items appear on my name fall under…
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Expand/Collapse Hierarchies in Tables
I don't think there is an option to expand/collapse hierarchies tables in the UXPages and I believe that could be a great feature to improve the organization and search of data in a table with a large hierarchy. In addition, it could minimize the page size and reduce the scroll required for querying information. It would…
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Iterate Process X Times
Functionality should be added that allows users to iterate a process X times. This could be done with nested processes (which have gained support and would have other use cases), or some other configuration to determine if a process should be run several times. Use Case - pro forma financial statement development. To…
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Add "includeDetails" parameter to "Retrieve lists" API Endpoint
Currently "Retrieve lists" Endpoint returns only an array of lists which contain only "id" and "name" information. [ { "id": "101000000000", "name": "Organization" }, { "id": "101000000001", "name": "opportunities" }, ] For my use case, I need to find out which lists have Selective Access. There are two ways to do that:…
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Column Header Labels
One common ask that I normally get is having 2 levels in the column headers. While this can be done by adding another dimension, manually hiding excess columns, and publishing them in a page, this ends up taking up unnecessary space if the intention is to just have the 1st level of the column header act as a label. Would…
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NUX - Worksheet Additional Insight Grid Card Hierarchy Filter BUG
Situation: On NUX Worksheet Dashboard, the Main Grid shows the summary view by SKU (Level 1) and pairing with Additional Insights Card - Gird view below shows the view at the lower level (Level 3). the Additional Insight Card is set to sync on Hierarchy based on the selection from the Main Grid. During instances where…
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Remove Line Item Mapping when Item is Removed from Import Data Source
Within the Line Items tab of the import dialogue, please can line item sources be removed when these are removed from the import data source. Take the below as an example: If I were to remove Revenue from the import data source, the Revenue line item source would still appear on the left to be mapped to a line item target.…
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Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
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LIST FORMAT: Able to select any member if list hierarchy
In setting up Initiatives or Allocation Rules, I would like the end user to be able to apply it to any level of the Hierarchy ie Product. You can create a flat List with the parents in it but visually it would be better if it was the actual Hierarchy List. From there the rules can be applied. The solution is better for the…
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Allow users to toggle between auto-axis on and off
Currently, Page Builder need to set auto-axis either on or off in the edit mode, and all users always see it the same in all conditions. However, it really depends on the data (so on selected items on the dimensions/conditions, if the differences are relatively small to the total values), and user's personal preference, if…
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UX create page as a hyperlink
Hi, As a page builder I would like to add a link to external sources as a page, the way user can use native Anaplan navigation pane and click on the link to external source instead of going into the page directly. This would be useful in cases when Anaplan is integrated with external systems for reporting giving the sense…
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Unit Testing is for finding bugs, not show correctness
Architect, Builders; Having worked projects with hundreds of bugs, the natural question is how did this happen? The solution passes User Acceptance Testing means that it was adequately tested. This could be a paradigm shift for some in thinking about unit testing. Doing a quality job of it adds time to get a solution to…
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Merged: Multiple Sort
This discussion has been merged.
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Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
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Unanswered items clean-up
It seems that there are a lots of old (and very old) unanswered questions in the Community site and it seems that they are sorted by date order with the latest items appearing first. If this is true, when I go to the 2nd page (by clicking on the NEXT button) the first item there is dated 29 Jan 2022 which is 1.5 years old.…
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Model Map, stop automatic build of map
When selecting Model Map, Anaplan automatically builds the map. For a large model this can take a while to build and is rarely what you want. Instead you should be allowed to make your module selection, perhaps with checkbox for immediate dependents 'to' and 'from' and then have a 'Build Map' button.
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Manage Password Page | Reminder Notification if Password is about to expire
Hi Anaplan Team, I just would like to raise an idea for Anaplan to have a Manage Password page which will be administered by specific Full Admin (WS Admin). I believe this will be helpful for other users in Anaplan to just reach out to their Full Admin (WS Admin) in resetting their password in addition to Password Reset…
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Allow disabling of unsolicited direct to end-user notifications
Hi Anaplan Team, We constantly tell our employees not to click on ANY links from ANY unsolicited email. Anaplan sends email to every person who's been granted a license telling them it's been activated with links. We don't want Anaplan to do this. We don't want any of our vendors sending unsolicited email directly to our…
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Ability to show/hide time dimension when pivoting a grid / maintaining show/hide selections
A user at our company has reported a change in functionality when pivoting a grid within an App: They previously could use show/hide via the little eye icon within the pivot edit/setup window when pivoting from a grid in an App on the time dimension. Now they can't. In the same pivot edit/setup window, If they make…
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Limit of 60 chars must be removed in the list item / lineitem name
Hi, The current limit of 60 chracters restricts the users to make sophisticated codes in complex usecases. It would be great if this limit cna be extended. Thanks.
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"Always Open on Current Page" Impact on NUX Dashboard Design
We have recently run into an issue where Views designed for the Classic UX published to the NUX are mismatched on common dimensions because of "Always Open on Current Page". When saving a view "Always Open on Current Page" is checked by default. When multiple common views that share dimensions are published to the NUX, you…
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SSO login portal by default
The possibility to set up the SSO login portal by default when users are going to connect to the Anaplan platform : instead of the "Log in with email" view.
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Possibility to turn off sorting a grid, double-click the column header.
With the new Anaplan release users in UX can sort a grid using double-click the column header. That feature might appear to be a problem because users can double-click the column by mistake (especially if the columns are used for synchronization). We definetly need the ability to control this feature. It can be a selection…
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Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)
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TEXTLIST summary for line items with format set to Text
As Model Builder, I want to have additional choice - TEXTLIST - when selecting summary for line items formatted as Text. When TEXTLIST is selected, summary should join/concatenate lower level data. Preferably, joining should be done using separator defined by user (as different appilcations may need comma, colon, dot,…
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Regex Formula
It would be very helpful to include a regex style formula in Anaplan so we can pre-process text fields ahead of an integration, or even help to cleanse messy inbound text. Currently if we want to remove special characters, or parse strings into cleaner formats we have to specify one by one the characters we wish to remove…
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History Log for NUX
A history log of changes made to the NUX pages similar to the history log present for backend technical changes. This will greatly help in understanding root causes of few user experience issues and also revert to older page templates if needed
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Optimizer Error Handling
Hi As a Model Builder I like to see the exact constrain failure for my variable definition while constructing an Optimizer action. Currently Anaplan gives are generic message for Optimizer failure, in case we use multiple constrains for a solution and any one constrain doesn't meet the criteria process fails, if Anaplan…
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Dates in Timesum
Timesum formula currently works with time periods. When the granularity of the data is Days, the formula cannot return anything (although it does not generate an error). The idea here is to enable Timesum to also work with Dates so that we can apply this formula to more granular use cases.