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Form action greyed out on grid card in New UX?
Hi all, Can anyone help me understand why I am not allowed to open a form from a grid card? The option is greyed out. I am able to open the form from a field card, but not from the grid card. See screenshot below.
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Filter in Saved View
Hi, I have seen instances where the filters applied in saved views gets crashed, either as we proceed with the development or while ALM (the production marks the filter as crashed while the Dev Model still have the filter intact, then we have to remove and reapply the same filter and move back to Prod, and then it works).…
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New UX with ALM
Hi, In ALM, we can easily copy the models and change the mode of one model to Deployed Mode. We can use "Compare & Sync" to sync the structural changes to the Production Model from Development model. Is there a way to do the same for the apps that we create in new UX wherein if we develop apps and pages from a model and if…
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Bulk copy available for non workspace admins or possibility to add it to a process
My bad, idea already exist...multiple times (not sure how to delete the post) https://community.anaplan.com/t5/Idea-Exchange/Add-Bulk-Copy-to-action-list-to-be-added-in-process-chain/idi-p/40525 https://community.anaplan.com/t5/Idea-Exchange/Make-Bulk-Copy-between-Versions-an-Action/idi-p/40102…
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Import Error - Source Model Archived
Hi team, I'm receiving a 'Source Model Archived' error when creating an Import from another model. This source model is not archived as I can access it and I have checked whether it is archived, it is not Any idea why this error would be presenting? Thanks Mark
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New Release: Log in with SSO from Front Door
Anaplan has released the new feature on its platform - Log in with Single Sign On (SSO) Excerpts from Release Page: This link is visible under the email address field. The enhancement will direct users to their SSO provider's portal page to enter their credentials.If they have clicked on a destination to Anaplan, after…
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Selective Access - SUM
Hi team, I have an #Employees list with Selective Access enabled. The Source module has the #Employees list with properties such as Department etc as line items. My target module has Department as a Dimension and I wish to SUM on Department but it is returning the value of all the List items with that Department, not just…
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how to delete unused list items
Hi, I need to reduce the size of my model, and need to delete some unused lists. how to do that? Sorry, I am not expert. thanks, Shaj
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ALM and create action
Hi In a normal non ALM model, I am able to have a button, a create action, on my dashboard. This adds an item to a list called Rate Range L2, which is a child of Rate Range L1. This allows me to let users create a new line so they can add date ranges. they have to manually add the start and end date in the module, but that…
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Anaplan Connect for Single Sign On
Through Anaplan Connect we can automate the process for import and other actions by running batch files but what in case of Single Sign On feature in which we don't have User ID and Password of users so what to mention as identity in batch file.
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CoE - Monitoring Licences / Workspaces / Models (Anaplan Model)
Intro: As best practice, you recommend the use of a Center of Excellence to fully support Anaplan in organizations. As part of a CoE, I could not agree more with all benefits that came out following the implementation. Description: What is missing for us is the monitoring of our Licences, Models and Workspaces. As the…
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DCA, Filtering and Export Referencing
Few things make me happier than tidying up a model. It's good to delete out redundant content to remove clutter and reduce model size. The first place to look when doing this is list, module and line item 'references'. If it's used by another module or on a dashboard then you know it's in use. However, there are scenarios…
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Filtering on USER
Hi Team, I'm wanting to filter a list dependent on which USER is viewing the module but I do not want to include USER as a dimension in the module I have a Filter Module which has the Department List, USER list and a Boolean line item to indicate which Users I wish to have view access/filter access to Departments The…
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Import Help requested
Dear Friends, I receive this file every month from the vendor. I want to automate the process of adding the file. I want to follow the process of certification. Please tell me, how is it done.
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Production sync done with a bug in DEV Model
Hi, When we make a Production move and down the line 2 weeks, we get to know the production moved with an error, and there is lot of data added by the client in this time, what would be the best possible ways to fix the issue? 1. Move the production back to the last revision, fix the Dev and do a sync again? but then there…
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Search Functionality in 'Manage Models' Window
With mature Anaplan workspaces, there are typically dozens of models that would have been created during Foundations, development or for sandbox uses. As the list of models grows, it becomes hard to scroll through the list to find a specific model. This difficulty is especially evident in partners' workspaces, where there…
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Workspace Admin - Preview as a Model Role
As a Workspace Administrator, I would like the ability to "preview" models as if I were a assigned to a model role (other than 'full access') without the Workspace Admin privileges. As a Workspace Admin, I can assign myself to any model role and preview what the model will look like for those end-users. However, still…
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Create a new profile : "Viewer" Workspace Admin
Hello, If you want to check the settings (users, version, list, etc) you have to be "Workspace Admin". This profile is too large ; writte, delete everything. I would like to be able to check, for example, the security without be able to change them. Morever, with this new profile, I can display every list, modules wihtout…
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Old idea that needs attention: Tag a version as completely Locked
Possibility to tag a version as fixed, so changes in parameters and formulas do not impact the data anymore. This is really important for improving the reliability of the data for customers that want to be able to calculate multiple versions at the same time. If a formula change is needed in that case old versions also…
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Function that returns a user's role
There are times I would like to show or hide data, allow access, etc. based on the user's role. For example, some data is sensitive, and I would like to use Dynamic Cell Access to allow someone with the user role "Admin" to read/write the sensitive information, while someone without the Admin role would see nothing.…
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Additional History Filtering in a model, plus history extraction/access
On the History tab, provide more data filtering options such as filtering by history action name. For example, my customer needs to filter only user-security related actions for detailed audit history beyond the level of detail provided thru Audit in Tenant Admin. Ideally we would like to have access to the history records…
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Allow Admin to globally disable "Open Source Module" option based on user role
I would like to be able to set access to the "Open Source Module" option for users based on their role across a model. With this feature in place I could disable "open source module" for non-admin roles, while allowing those with 'Full Access' to open the source module as normal. Win-win. WHY: There are groups of users…
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Ability to schedule nightly model or workspace archiving
Looking for the ability to schedule nightly (or regular) copy/archive of selected models or all models in a workspace. We do this manually now and it it very labor intensive but having the back-up archive copy has saved us several times.
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False Boolean Action
Hi Team, I have a Override Boolean line item in 1 of my Selective Access modules that I would like to create an Action for to set all the items to FALSE. This would be done when the Selective Access admin tasks are being executed and we wish to start with a clean slate I know that I can go into the module, set the Formula…
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OEG Best Practice: To version or not to version?
One of the most common questions I get asked is when to use native versions versus using a general list to replicate versions. As is often the case, the answer is: it depends. Let me run through some key areas to help you with the decision. Functionality What functionality do you need? We always advocate using native…
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Availability of Model Name on Audit Logs (Administration DB)
It would be very helpful if the model names are exposed in addition to the object IDs in the audit logs on Anaplan's administration DBs. This eliminates the need to either retrieve the object IDs and corresponding model names by using the Anaplan API or manually checking the object ID from the individual models.
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If I don't mark a list as Production List, what will happen? Since I don't modify my list often.
As I read, if I mark a list as Production List. I can make changes to it, even in Deployed mode. What type of changes? Properties, Subsets, Code?
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Show/hide pages in new UX w.r.t user groups / roles
In Anaplan workspace, after we set the configurations for modules, versions, lists, actions w.r.t multiple roles, we have the option of going to "Contents Panel" and hide the modules accessible for the roles and only display the dashboards for the end users. In the new UX, we also build pages which is also controlled based…
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Hierachy Import
I have lists with 6 levels of hierarchy. I want to pull data for level 3 from the highlighted module. Is it possible not by using parent function but by simple import to pull the data. What I was thinking, I pull the data for L1 and then use parent and item function. In that case, friends suggest me, what will be the…
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Hide Server Name from responses in API
Hi, For security purposes of our company , and I guess for some rest customers/companies as well, through the API request Server Name should be hidden. Information of server type can be potentially used by attackers to accurately identify the specific version of the software in use Kindly ask to hide Server Name from API…