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UX source model auto updater
Author: Abhishek Roy is a Certified Solution Architect , Sr. Platform Architect at Equinix and a member of their Anaplan CoE team. This article primarily covers a less explored API functionality that the Anaplan UX is based on and adds an element of automation and easy configuration to the otherwise manual time-taking and…
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Approach for managing conditional formatting colors in one place
Thought I'd drop this here in case it's helpful to anyone. Business Need To promote a consistent user experience and an intuitive application, we want colors to be used in a consistent manner across an application. We also want it to be easy to quickly and easily change those colors in the event of: Changes to user…
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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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UX obstacle course or scavenger hunt
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: As an end user, I want to upskill in UX pages in a fun gamified way such as an obstacle course or scavenger hunt, so that I can be…
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UX Format an item, is there a limitation on the number of rows that can be formatted?
I have a quandary. I love the new UX formatting options that were released to add scaling to the line item format being displayed within a card. This is super helpful to create more dynamic user experiences on the fly. However, I noticed a quirk where the formatting is not being consistently applied when there are multiple…
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New UX - Conditional formatting multiple line items the same
Hi, I have a dashboard with 20 columns, all of which share the same complex conditional formatting rule that consists of 12 midpoints. Setting up one column takes a little time, and I need to repeat this process for all 20 columns. It would be really helpful to have the option to apply a formatting template to multiple…
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UX Grid Filters: After initial filter is applied, how do I get subsequent filters to reduce options?
I am working with a grid with a large amount of data. After an initial filter is selected and the end user moves to further filter the data with a second filter, all available options are still shown. I was expecting to see the options in the second filter truncated to just the options possible after the first filter. For…
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Ability to Create Multiple List Items in Forms
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: Currently in UX, users have to create list items one by one, which can cause a significant amount of extra work over time. How often…
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
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Management Reporting Spell Checker
Would it be possible to get a Management Reporting Spell Checker feature like what Microsoft apps currently have for commentary boxes.
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Mmt Reporting - notes commentary boxes
In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
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Management Reporting - Undo/Redo buttons
In management reporting can we get an undo button? Allows you to undo accidents made during editing
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Mmt Reporting - Allow multiple concurrent Page Builders
In mmt reporting we have been having version control issues if saving a page whilst multiple people are editing. Ideally is there a way having multiple people editing at the same time? Alternatively is possible to lock the page while one person is making changes and state who is in there making the changes. (Should be able…
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Management reporting commentary boxes - size by version
In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.
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Mmt Reporting - Allow grouping of cards
In management reporting, when you highlight a group of cards and then stretch them to fit the page, they can become overlapped, would be good that when you change the page size it changes accordingly or when you change dimensions of cards they also act accordingly. Similar to the 'group objects' in paint.
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Mmt Reporting - defining card position
In management reporting can we define the position of cards e.g. option to enter x mm from top left / top right, similar to PPT positioning?
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Mmt Reporting - Availability of Grid card templates
Any grid card saved template cannot by used on a Mmt reporting page. Is it possible to have templates tat are shared between dashboards and management reports?
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Mmt Reporting - Ability to define height and width of cards
When updating cards in management reporting is it possible to dictate the size of the boxes (similar to PPT), page builders need to stretch dimensions rather than keying them in directly.
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Mmt reporting - greater formatting variety for text boxes
Highlighting, bolding, underlining text, adding text commentary & re-ordering pages without entering edit mode. MR Contributors can apply formatting to the page, but without it being a page edit - this would allow users to replicate standard mgmt. report deck production (highlighting/bolding etc. of key points). This would…
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Mmt reporting - new user role for management reporting contributors
Is it possible to have different types of page builder access? End users may want to move boxes around depending on commentary - ideally we would not want to give them full page builder access. New user role, like page editor, but is only applicable for Management Report pages
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Mmt Reporting - End User Ability Review Text Box/notes
In management End User Ability to make notes/review feature like what Microsoft apps currently have. This will enable users to comment and query with other users in one place. This is currently possible in dashboard pages
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Reducing Extra Space Before List Item Name in UX for Multi-Level Hierarchy
Hi Everyone, I’m working with a 6-7 level hierarchy in Anaplan, and at the lowest level, the list item names are quite long. In the UX, I’m seeing extra space before the list item names start at that level after hiding the other higher level list members, which makes the display less clean. I have already tried adjusting…
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Hide Indent of a hieararchy list
I'm trying to hide the indentation of a hierarchy list on a UX page. Is there a way to achieve this without creating a flat list? Any ideas would be greatly appreciated! Thanks,
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Copy Branch Workaround for the User Experience
The ‘Copy Branch’ action hasn’t currently made its way onto the UX, so I was recently challenged to create a workaround. This is my relatively simple solution, which could be amended for “Assign” by deleting the items in the ‘copy from’ list once copied. It should be noted that it is not a best practice for users to run…
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Page Settings: background color
Can we have option of changing background color of the page like dark theme, light theme?
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Give a functionality to select month range(from & To) in UX
I have a module that is calculation P1 Sales%, P2 Sales%, P3 Sales% as line items and the calculation of P3 Sales% is dependent on P1 & P2. For dimensions of this module i have two lists as selectors & History is being kept as Columns & for rows i have line items. On UX i want to provide user functionality where he/she can…
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Reorder line items functionality for end users
Ability for the front-end users to reorder the line items in a grid in worksheet view. Currently the functionality is availability for model builders only.
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Lookups to apply to LISS Parent Line items
Hi Anaplan Community, I'm encountering an issue with my Anaplan model where a lookup function isn't picking up values from line item subset with line items that have "Is summary" turned on. If I keep the "Is summary" checked in the source module, the only way I can retrieve the values in this line is by using the "SELECT"…
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How to enable Notification Functionality across apps in NUX?
Hi Team, I have a requirement where, I have 2 Apps i.e., App A & App B. I have an access to App A but not App B. Conversely, the other user has an access to App B but not App A. My ask is, if I click on Notify Button on NUX, user received a mail and when the user clicks on the "Visit the Page" link, he should be redirected…