Security and Administration

Use First Name in Users list
hi, I know we can now use the Users list in our modules, but can we use any of the other properties from the User list? Similar to the new U/X, I like to show a welcome greeting on our landing dashboards, and we can get the greeting to show the full email address based off the users list, by someone's email address is a…
Model builder roles and responsibilities and he can participate in testing or testing team is differ
I am the beginner so confusing the roles of Model builder and responsibilities and he can participate in testing or testing team is different, i am not able to find those answers and i want to know the project team members available. there roles and responsibilities
User stories
I am the beginner i want to know the information about user stories who will write user stories who will do testing on it and in the project how they implement the user stories
Notification button
Currently we are using Anaplan for internal purposes for checklist onboarding. Once a new person passes all requirements he/she is supposed to send notification to the admin. AS of right now, the email notification has just name. "John send you an notification". Since we have John1, John2, etc.. it is impossible to…
Boolean to filter the tarrget module
Hi, I am not able to filter the target module by using the system module time filter.
Selective Access Automation
I have a list using selective access. I want a user, from a new UX dashboard, to be able to add an item to the list then select some subset options then run a process to update the subsets. The problem is that after the user adds the list item, they do not have write access to the new item therefore can't do any of the…
Ability to configure message when user doesn't have access to a card in NUX
I would really love to see a way for model builders configure the message that appears in a NUX card when a particular role does not have access to it. * Current state: When you restrict someone’s access to a card, you get the following default message, along with the client ID: * Benefit of New Feature: Being able to…
Model Open Analysis vs Model Performance Analysis
Hi! I reckon there are two reports we can ask Anaplan to run for the models to gauge its performance. Wanted to know a bit more about Model Open Analysis and Performance Analysis reports - what do they entail and when should we go for one over the other. Thanks!
Fastest way to Archive multiple models [Approx 500 - 1k]
Hi, I am looking for the fastest way to archive multiple models at once [approximately 500-1k]. Can we raise a support ticket for this and Anaplan can do this from the backend or are there any other options such as API etc. to perform this? Any help is appreciated. Thanks Aakash Sachdeva
What Type Of Formats Used in Production Lists
Hi Anyone, What are the production lists Formats.
Sort action in users list (in the workspace)
Hi all could it be possible to add a sort action in the user list window of the workspace ? Indeed, we have to do one by one if we want to remove users from workspace(s) in the Administration console. With the list sorted in the workspace, it will be easier to identify and select the desired users to be removed instead of…
Sort action in users list (in the workspace)
Hi all could it be possible to add a sort action in the user list window of the workspace ? Indeed, we have to do one by one if we want to remove users from workspace(s) in the Administration console. With the list sorted in the workspace, it will be easier to identify and select the desired users to be removed instead of…
Can some one explain the SWITCHOVER concept with suitable example !!
When ever I try working with the switchover concept in versions..in merging and making the forecast with the actual ...though I get resuls , still my mind pops up with questions about this. Hence I request some one in clearing my doubt please.Tq
Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
No apply button for Anaplan 90 day trial
Hi All, Could I kindly ask for help with my issue. I'm currently looking at this page: https://community.anaplan.com/t5/Talent-Builder-Independent/ct-p/ATBReg I cannot see any apply buttons (or links) anywhere for the 90 day free trial. I want to ask if anyone had experience with applying for this or had the same issue and…
User Reporting
As a customer administrator, I want enhanced reporting on my users' accounts: * Filter users by different login time period (1 month, 2 months, etc.) * I need to know total quantity of active users, but I can see only both active and non-active * I need to map my users with a Workday extraction
User Access Management Control
In Anaplan, All the users having "Workspace Admin" are able to add Users to the workspace. I would like to propose an idea in which among all the 'Workspace Admins" only certain set of users among them should have the option of adding new users to the workspace. This will help one to easily manage and keep a track of the…
Not able to log intthe workspace
Link = Click to download a copy of the Level 1 Model Building 2.0 (New UX) model ID= gharatshruti5@gmail.com
Setting production lists
*Content reviewed for accuracy June 2020 Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how someone can make revisions to their model to allow for the tagging of a list as a…
Cloudworks - Enable/Disable email notifications
Administrators should have the ability to enable/disable and otherwise manage email notifications around their integration processes. An example of this is when an integration job on Cloudworks is run with partial failures, an email is always sent (even if the failures don't disrupt the data in the process).
Adding A User in the NUX
Hey there, Trying to build a module that will import into my 'Users' tab so my client can add users from the UX. So far I've created a module with needed input fields in the columns but unsure of what to put in the rows to allow new line items if they're adding multiple users. Any suggestions on how to go about this or how…
Self-Serve Workspace Size Management
As a client CoE team lead, I want to be able to manage the workspace size from the Anaplan platform, such as decreasing the size of a workspace which is not much used by my end users, and increasing the same amount of size for a workspace which is heavily used by my end users and is about to hit the maximum workspace…
Model Builder 1
How do I go about taking the Level 1 Model Builder training course on line?
Number of periods for a model should not be part of ALM
There has been numerous occasions where by my clients have asked me to reduce time duration for DEV and UAT Models . For eg. i might have 20 Yrs forecast in prod but only 5 yrs in DEV and UAT . With number of periods being part of ALM it cannot be achieved . It will be great if we can take it out of ALM structural change…
You are not authorised to move this entity
Hi all, I am receiving an error with one of the numbered lists - "You are not authorised to move this entity". ONLY non- workspace admins are getting this error. They are able to add items to the list but they cannot put the Parent against the Parent field. I have checked the action and the Parent field is being correctly…
Refactor the action "Imports" tab
The action import tab should include: - all the info that is in the first tab the source ID ( especially the last execution date) - source object should be exploded into workspace/model/module/view fields - the data source ID should be available here as well - an export button, just like on the first tab - the ability the…
Regarding History Tracking in Anaplan
Hi, Since last few days, we have been encountering some unusual behavior in Anaplan. One particular line item got cleared from the production model. In another case , an import copied the data from all the line items mapped except one in particular, when we checked , all the mappings seemed fine. Even running the same…
ALM Version Structure Settings - Allow for CURRENTVERSION setting updates in PROD model
Other structural version settings are now unique to the production environment and the Current Version setting should be allowed to be changed directly in the PROD environment as well. Currently if you are using the native version formula settings in order to calculate for specific versions, there is no dynamic way to…
Help "Add app.anaplan.com to your allow-list"
Hello Community! In the PDF Anaplan_Connect_User_Guide_v3.0.0.pdf , I'm trying to follow the step "Prerequisites, Firewall and Proxy Access", but I don't have a clue how to do it. May I have your help? Thanks in advance 1_ Add api.anaplan.com to your ‘allow-list’. 2_ Add auth.anaplan.com in your firewall and any proxies…
process action and role permission
Hello, I have an action-process published in the NUX. This process includes 4 actions (please see the screenshot). I would like some users to be able to use this process. I have checked that their role allowed the use of the 4 actions. But despite that, they are not allowed, unless I check them as Workspace Admin How do I…

Security and Administration

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