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What is the method for notifying all users with a specific user role?
Hey everyone, I'm reaching out to the community to see what methods you all may find most effective in notifying all users of a specific user role. I believe creating a user role module may be an effective route, but would require the user role module to be manually updated. I thought perhaps you could export the Users…
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Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
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Need to create a form for users to fill out and the resulting data logged with several requirements
Objective: To create a reusable "data entry form" that allows users to Create a 'Project' The form requirements are as follows: Project Name, text Project Description, text Estimated Funding Cost, number - currency Projected ROI, number - currency Projected ROI (%), number - percentage Funding Required by - Date, date VP…
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Update subsets for the lists with Selective access
Hello, could you please help with following situation. I have the flat list of positions for which Selective access is set (according to the access of the user, so that HRBP of the Facility 1 has access only to applicable positions). All the major calculations are made on this list of positions ir order to save space…
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Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
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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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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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How to create a user in Anaplan to be able to access export APIs?
How to create a user in Anaplan to be able to access export APIs? I didn't find out any information about how to create a user in the documentation. is it something which needs to be done by Anaplan?
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"Unable to Find Workspace Model Data - Check your connection and try again" Issue in Anaplan
Hello Anaplan Community, I am encountering an error message in Anaplan: "Unable to find your workspace Model Data. Check your connection and try again." This issue seems to be related to the connection, but I’m unsure of the exact cause. Has anyone experienced this before? What could be the potential reasons for this…
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90 days work space access
Team- I am looking forward to free workspace as I need to complete my Anaplan certifications Anaplan Case Number: 00475525
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Add a seperate role for End User Page Builder
We have a challenge that our end users cannot share (publish) views / reports (pages), because the risk is too high to assign the current Page Builder role to them. The Page Builder policy allows actions that could be detrimental to our business (I aware of recovery options but we prevent issues rather than resolve them).…
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What is the best way to secure employee salary data to a central admin?
Hello - We are designing our first FP&A model and currently employee data is within that model. We would like only one person in the organization to be able to have access to all company salary data to keep detail by person secure to all other users. The issue we are running into is if you have a model builder role, you…
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Data Write Actions and Model Roles access
Hi, I have a Data write action where the user should be able to write a date and its user in 2 line items. However, UX says she doesn't have permission to execute the action. My user's role has access to both lists and module where the data write action should be executed, and line items have not DCA in place. Line Items…
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API to Provide Selective Access and Update Model Roles to Users
Hi all, just as the title suggested. I am looking for some Anaplan APIs to provision selective access to user and update their model role. I have come across SCIM API that work on Workspace level but can't seem to find one for Model level (or maybe I am missing something). Need some assistance regarding this. The ask is to…
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User Filter on Context Selector
Hi I have a page with a context selector on Region. I also have a module dimensioned by user and Region with a boolean for "Access". I want to apply this to filter the context selector to only show the regions I give access to for a particular user. I applied the filter to the context selector but when it shows as "Region:…
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Add last login time & UserID (hex value) to Visiting Accounts
At present I am only able to see Last Login Time and UserID for 'Internal Users' but not 'Visiting Users' in Administration. While you can dig into the auditing logs this is very cumbersome. Would like to see this information on the Administration Dashboard pages for Visitor Accounts just like you can Internal Users.
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Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
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Not able to launch a process in UAT environnement
Hello you all. I have a problem, when I put a process on a dashboard, I can run it as long as I am on the Dev environnement. ( I have full access and am a Workspace administrator ). When I switch to UAT environnement, I cannot run the process anymore. Even more, I am able to run the 4 actions separated but not the process…
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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WSA Admin Access Management
Is there a way to manage WSA access from a centralized model? Just to give background here: the client is have 300+ models in 50+ workspaces and this becomes very cumbersome to add a new user with WSA in all the workspaces. Any ideas will be appreciated.
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An action only works for workspace administrators but not 'full access' end users.
Hi there, I have an action set up that updates a saved view. The action can be run by the end user but the numbers don't actually populate. No errors are shown for them. When I run the action in the model, it runs and updates the figures as expected. The user has full access to everything, the only difference being I am a…
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Talent Builder Programme Independent access after decline
Hi everyone! My organisation have an Anaplan, but I am here for looking to complete certification outside of any organisation's ecosystem. I would like be under "Talent Builder Programme Independent". For that, I do not have any WS access to build models. How can I get WS access if anaplan team already declined my request?…
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Internal and Visiting Users.
We need to implement cloudworks in a client, and for that we need to be Internal Users so we are able to assign the Integration Admin Role to one of our users. Currently we are Internal users in our Partner workspace, and we are not being able to delete the user and log in as Internal Users on the client workspace. How…
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End Users being able to see all Users in a User dimensioned module
When you've got a module dimensioned by users only if you're a workspace admin can you see the whole list - not very helpful if you're pushing out user-level DCA to end users to manage themselves. Now I can have a separate "user list" that's can be interacted with but it should be the case that end users can see the whole…
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Not able to Insert multiple Items on a worksheet
Hello fellow Anaplaners, I have set up a worksheet (tenancy schedule). I have no issues with right clicking and inserting multiple items. But for my client, the option is greyed out. He is not able to insert List Items. What I have checked so far: -Numbered List: Production Data checked -Editing on worksheet is enabled…
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Anaplan Maintenance Break Banner for the User
Is there a way to have some banners in Anplan during the routine maintenance from Anaplan saying something like "There is currently maintenance ongoing…" or "There is an unexpected maintenance break, please follow this link for status…."? So that the users do not get confused as to why they are not able to log in or access…
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DCA without user list but with roles-list mapped to users instead
Hi Anaplan Community, I have a module "Module 1" which currently has one dimension: the product list. The module is used to apply an approval flow for cost updates to the product. Depending on if the user has been setup as requester or approver in another module (user list with boolean line items), the DCA on the line…
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Fix filter selection for different roles
Hi folks, I have a filter that controls the data category (A or B) shows in dashboards (same model), and this filter could be accessed by Full Access users as well as other roles. However, I don't want the choice made by Full access users to affect others. For example, if a Full Access user change the filter from A to B, I…
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Ability for Tenant Admin to view security/access for a particular role or user
In our organisation we have various users who are each assigned a role and also selective access to certain lists. It would be very useful for Tenant Admin to be able to select a user (or a role) and view what UX pages or modules they have access to. This is currently done via allocating the role to a separate email…
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Workaround for Access issue with Cloudworks?
Hello everyone, I am currently struggling with CloudWorks integration and I would like to ask if anybody in the Community have faced similar issue before. The setup: We have few modules which have DCA enabled in them - both Read and Write This Read and Write DCA is based off another modules where you basically set up…