UX
Discussion List
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FCR - Improve Bursted processes
Hello, In FCR several things are missing or does not work has it should under the bursted processes : Major Issue : A stop task under a subprocess stops the whole workflow and not only the bursted one ⇒ this should be updated, or a specific "stop" task for bursted process should be added Major Issue : A restart of a…
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Recording now available! October 28 platform release event
If you missed our October 28, 2026 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Event recording available: User Experience Design Thinking
If you missed our Anaplan Community Experience event on User Experience Design Thinking, a recording is now available! Anaplan experts Andy Martin, Director, Platform Adoption Specialist, Seb McMillan, Sr. Platform Adoption Specialist, Kat Owens, Sr. Manager, Product Research, and Richard Halford, Principal Product…
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Management Reporting: Table cards should dynamically adjust the number of columns based on filters a
Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…
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Landing page for Full access in UX app
The UX allows setting a landing dashboard for all the model roles except the default full access role. This is a step down in functionality from the classic dashboards where all roles including full access had the ability to set landing dashboards. This is causing a little bit of adoption hurdle as users with full access…
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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NUX multi-model pages
It would be great to have a NUX page that allows working with data from all the models connected to the page simultaneously, without having to select a specific model at the top of the page. This would be especially useful for model builders when creating control pages that show synchronization results and model statuses,…
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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Dependent Dropdowns on UX Context Selectors
I've come across this need more than once now so I figured I'd post it here for the Anaplan product team! We have a client who utilizes a primary hierarchy for a core list but developed the need to see the lowest level in that primary hierarchy rolling up to an alternate hierarchy of parent list members. In their Polaris…
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OEG Best Practice: UX transition: Overview of the U.S.E.R. methodology
Looking at transitioning from Classic to UX? The U.S.E.R. methodology can be your guide in this journey. Follow these four steps to facilitate your adoption of the UX: Understand The goal with understanding is to build a vision for the UX in your company and empathize with users and address their challenges. This is…
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Conditional Formatting on Bar Charts
Is there a way to add a conditional formation on bar charts? I need to show past months in one color and future months in another color. I have the logic created and it's working fine on a grid but cannot make it work on a bar chart. Thanks
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Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
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Pivoting line items to the context selector in UX is exposing all line items from the backend module
When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.
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Latest enhancements in Anaplan Workflow
Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…
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Ability to auto-name PDF based on context when exporting from Management Reporting
When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…
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Expand or collapse grid rows: how to publish level 1 and 2 in a 5-level hierarchy
I have a question about the new Expand or collapse grid rows option. Is it possible to publish a grid containing a 5-level hierarchy so that all items from levels 1 and 2 are always visible? And I do not want to use a filter for this.
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Expand/collapse for hierarchies on columns and line items
The new expand/collapse functionality for hierarchies on rows is a great improvement! It would be helpful to have the same functionality when a hierarchy is pivoted to the columns. This would give users more flexibility in how they structure a view while still being able to hide or show detail. It would also be useful to…
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Conditionally Show/Hide elements of a page based on line item
When we are designing boards for clients we often have a trade-off between: Too many pages Too much information on the page A really powerful feature would be to have the ability to show hide elements of the page (example: fields, cards, grids, charts or even entire rows) based on a line item that can be a user selection /…
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Anaplan login forcing me to home page.
If I have an Anaplan page open and leave for an hour and get logged out, logging back in takes me to the home page of Anaplan now instead of to the page I was already on and to fix it I need to right click my back button and click on the page I was already on and that takes me where I wanted to go. I generally keep about…
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Export a grid card options
Hello, I recently had an export issue with grid cards on the UX. A user Click the ellipsis (…) on the top of the grid card, wanting to export the grid as a CSV, but the only option was PDF. It didn't even show the export this view button, it was just export as PDF. I could go to the same page, and I was given the option of…
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Workflow Templates Organization
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
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Change row height for Summary levels.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When having pictures shown in a line item in the new UX, the summaries levels all take the same height as the lowest list item, even…
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Quick Collapse of expanded grid rows
Quick Collapse of expanded grid rows will help improve usability of this new feature.
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Declutter your planning: A leader's and builder's guide to the new Board Insights Panel
Author: Steve Prendergast is the Director, Product Management at Anaplan. In the world of enterprise planning, clarity is everything. When you're reviewing high-level data and making critical business decisions, the last thing you want is a cluttered dashboard that distracts from the core metrics. That's why we're thrilled…
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Register for our July 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
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Allow custom background colors for individual cards on Boards
With the recent release of the Board background customization feature, it would be a fantastic addition to also have the ability to define a specific background color for individual published cards. Currently, cards blend into the main background or rely on default styling. Allowing a dedicated background color for cards…
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"Model is busy" context
All End Users and Executives experience this issue. When the model locks up (from integrations, inputs, etc) in the UX, all users see is a "Model is busy" without any context. It would be great if: They can see who is making the update They can get an estimated time of the model being busy This is key - When they see…
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Redesign your organization in seconds: A leader's and builder's guide to the new hierarchy chart
Author: Steve Prendergast is the Director, Product Management at Anaplan. In modern business, change is constant. Departments restructure, sales territories split, and product lines evolve. Yet for most planning teams, reflecting these changes in a traditional planning tool has historically been a slow, rigid, and highly…
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Recording now available! July 29 platform release event
If you missed our July 29, 2026 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
Upcoming Events
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Build Your First Optimization Models with Ease
Have you ever wondered how to solve massive planning problems with trillions of possibilities at the click of a button? If you have heard of Anaplan Optimizer and are ready to move past theory and see it in action, this session is for you! In this session, you will see: • The Core Elements of Optimization: A quick,…