-
Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
-
Filter non-zero rows based on Context Selector selection
Hi, I have a filter to filter out non-zero rows with the employees across to top as columns and a total colum for the LOB (Line of Business). I have set the hierarchy so I can select LOB A or LOB B from the context selector or All LOBs. Employee 1 // Employee 2 // LOB A Project A Project B Project C The issue is that…
-
How to publish Workflow triger button into UX
Hi, I am working on setting up workflow and cannot find the place where I can publish workflow button into the UX - so for example end user can start workflow for the UX without entering Workflow tab
-
Page Source Model Settings in Manage Models
Hi, It would help productivity and reduce errors if we could add additional source models in the App's Manage Model settings. Currently, you can only change an app from here but to add additional sources you must go to each page individually. For ease of use, it would also be great is we could choose to hide archived model…
-
Synchronize Export Action based on UI Context Selector
Often times when we publish explicit Export Action as Button in dashboard, either we could configure as Full export (Tabular single or Multiple) or we will need to provide boolean check box, to identify which context they are trying to export How often is this impacting your users? Frequent impact to Users while we create…
-
Is it possible to Sync a Context Selector to a Field Car Line Item?
I have a grid dimensioned by country and Brand (No time). Country is visible in the grid, while Brand appears on the top right as a page selector - as the user wants to see values by country, one brand at a time. The question is: Is there a way to have a field above said grid. Formatted as brand, so that the user instead…
-
Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)
-
Ability to Post Images Behind Firewall
Just curious if the Anaplan "images" card has the ability to post images behind a firewall? Or do all images within Anaplan interfaces need to be publicly available? I saw in a thread someone mentioned an "internal server", but what I'm not clear on is how to configure that, or if the "images" feature has any way to…
-
Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
-
Selection of multiple option from list on UX pages
Hello Anaplaner, Please find the attached Excel sheet along with the use case description below. We have a use case where the end user requires a selection option on the UX page from a list (Product & Company). As you may be aware, there is currently no option available on the UX page to select multiple list members from a…
-
Page Settings: background color
Can we have option of changing background color of the page like dark theme, light theme?
-
Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
-
Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
-
Enable Right-Click Functionality on Any Cell Within a Row to Add/Delete List Members in Worksheets
Description: Currently, the ability to add or delete list members in Anaplan UX worksheets is limited to specific interactions, often requiring users to click on the row header or use action buttons. This can be unintuitive, especially when working with hierarchical lists or when users are focused on cell-level data entry.…
-
Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
-
Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…
-
Enable Case-Insensitive Filtering in UX Pages
Description: Currently, filters applied in Anaplan UX pages are case-sensitive, which can lead to inconsistent behavior and confusion for end users. For example, filtering for "North" will not match "north" or "NORTH", even if they refer to the same logical value. Proposed Enhancement: Introduce an option to make…
-
Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
-
Ability to perform "Insert Multiple Items" function on Board Pages
Today, you can add more than one list member on a worksheet via a "right-click" > Insert multiple items. However, you cannot do this same action on a board without creating an Import action that temporarily locks up the model. This impacts model builders and architects when designing UX pages and all end users needing to…
-
Anaplan ANZ newsletter - July 2025
Welcome to the July edition of your Anaplan ANZ Customer Newsletter! This is the Australia and New Zealand specific content that will help keep you apprised of the latest in our collaboration, inform you of product updates and industry news, and connect you with our broader Anaplan community and resources to stay at the…
-
History Pull Inconsistent Record
I pulled the history log for a specific time period and filtered it by module, line item, and list items. I'm trying to understand how to interpret this history: Row 1: Previous value was 0.5 → changed to 1 Row 2: Previous value was 1 → changed to 3 Row 3: Previous value was 0.5 → changed to 3 Row 4: Previous value was 3 →…
-
Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
-
Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
-
Is there a way to create a navigation link from App builder to UX Dashboard?
I wanted to create a navigation button from the App directly to a specific UX Dashboard.
-
End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
-
Ability to Generate Management Reports based on a Hierarchy Chart
We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data. There is also a requirement to have a Management Report that…
-
Quick Sum only providing the sum of the previous selection (App UX Grid)
Noticed an issue with the Quick Sum on a grid in the App UX where the quick sum seems to be showing me the previous selection in the quick sum field. Example: Dec 2025 <> Jan 2026 $100 <> $25 $100 <> $50 I select the 2 rows in Dec 2025 and will not get a total. then select the 2 rows in Jan 2026 and the Sum shows $200 (Dec…
-
size of the dropdown in filtering screen
My suggestion: ability to increase or automatically increase the size of the dropdown in filtering – see screenshot. In current UX, due to the many levels of hierarchy on our SKU level, the dropdown is too small to immediately show (even only a single) SKU. Currently our users each time need to use the scroll bars. Same…
-
Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
-
Sprint 3 3.3.5.2C Purchase Order Line Items - Confirmed PO Delivery
Hi, When i am testing submit purchase order request for Cookie Crumbs_EN. In Week 9 FY20, select the Boolean for Submit Purchase Order Request? Comitted PO delivery should be enabled for Week 13, instead it is enabling for week 5 Please find the formulas i have added below, don't know where i made a mistake, sharing all…