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Dependent access on Create Forms.
Dependent access settings are not recognised on Create Forms. I.E. You can set up line items that are formatted with dependent access and include these as part of your form but the dropdown on the form will not display the dependent items. Instead, all items are shown in the dropdown. When displayed as a grid on a page the…
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Ability to select multiple grids and drag and drop as needed
While building UX page, it would be better if the developer can select multiple cards/grids in the page and move them together rather than doing it one by one which would save lot of time
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Ability for Tenant Admin to view security/access for a particular role or user
In our organisation we have various users who are each assigned a role and also selective access to certain lists. It would be very useful for Tenant Admin to be able to select a user (or a role) and view what UX pages or modules they have access to. This is currently done via allocating the role to a separate email…
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Provide visibility of the disable date of a user in the Administration app.
Request is to add a date field to the Details tab under Users where you can see the date on which a user was created and, more importantly, when a user was disabled.
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Speedometer / dial gauge Chart
We have been getting an increasing number of requests to implement a speedometer chart on Anaplan, but due to it being unavailable, reporting on Anaplan is losing some traction, with reports being created on Power BI instead. I hope this chart can be included in Anaplan in the future as it has a few key benefits. Instant…
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Provide Retrospective Access to Optimizer Process Failed Message
When the Optimizer has failed (e.g. due to a timeout) I would like to be able to access the Process Failed message and details for the most recent Optimizer run from the Actions tab in the model. This feature could be provided e.g. via a hyperlink in the Start Date and Time (UTC) column. The message contains useful…
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Character restriction on Code Import
Hi Team, Recently we encountered an issue where we were importing data to a list, where unique identifier was to be added to the code and we find few records saying as invalid code. Example: any unique identifier with underscore "_" was at the start or the end was giving error of being invalid code. Can we have these as…
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update line item format and summary method right off the bat at line creation
currently line item must be created first and then individually be updated for format and summary method - better way would be to give model builders choice to change these attributes at time of line item creation
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Have CloudWorks support DCA
I would like to see CloudWorks support Dynamic Cell Access. Our organization has a model-to-model import process that would not run correctly in CloudWorks due to the source module having DCA.
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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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Enhancing Visibility for 'Write/Read/None' with Conditional Coloring
Hello, Regarding the User Experience of the 'users' Menu, Role—> Module Tabs. To facilitate the accurate identification of properly configured settings for WS administrators, I propose implementing a conditional color scheme to improve the visibility of the 'Write/Read/None' options. In certain instances, modules might be…
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Quick Sum not working in Pages (in some cases)
I have published a module in Page after adding certain filters. After publishing, when I click on the column header, Quick Sum Bar behaves erratically. It some time shows the sum/other details but most of the time shows the error "Your selection exceeds the amount of data that can be retrieved from the sever". The error is…
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Today() Function
I'm wondering why in Anaplan we can only have to input current period in Time. As we're using Anaplan as Supply Chain planification tools and we work really at planning on days level. So it's necessary for us to determine "today"'s date. The solution we use now is to launch an automatic import and update the "Today" item.…
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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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Ability to label context selectors
It would be helpful to have ability to name the context selectors so that it is clear to end users. For example if they see at top level ones it may not always be crystal clear what dimension that is.
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
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Enhanced NUX Drill Down
Currently the drill down functionality within the NUX does not offer the ability to filter/auto filter zeros, sort or maximize the drill down window within a board or worksheet. There are some updates that I'd like to see to the NUX drill down functionality so that it more closely resembles the classic user experience.…
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Ability to View who or how many people are viewing a Dashboard - for Full Access Users
It would be very helpful for a COE team or any Full Access User of a Model to be able to see of the people that have access to the model: 1. Who is viewing a dashboard and or module 2. If not who is viewing but how many people are viewing 3. when these people are viewing dashboards example (John Doe, Jan 4th 2019). a Log…
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Drill down - option to drill down through formula or a specific dimension
Sometimes a user is viewing data at the top levels of a number of dimensions and then wants to see the underlying formula for the line item. It is very painful for them to have to drill down all the way to the bottom of the hierarchies before being able to view the formula. It can often take up to 10 drill downs to finally…
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Improve history logging when changing current period
When a change is made to the current period of a model, the history record which gets generated only contains a description of "Change Time Scale". It would be useful if the Previous Value and New Value fields could be populated as well to understand the change in current period
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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 Notification Capability
I currently have timetables built out in Anaplan with designated users to each deliverable with due-date. I would like to have the functionality to send automated rmeinder emails to users when the due date is getting closr and teh deliverabl has not been completed
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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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NUX Drill-Down side panel: hide or fold the Formula section to end users
When we drill down from a grid, if there is an underlying formula included in the path, the corresponding level will also show a “formula card” in the side panel above data. Since this formula is irrelevant to end users which may cause confusion, it should not be visible to end users. So, proposing potential solutions that…
