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Workflow: No assignees
Hi, Currently building a workflow functionality. I have a Group Task that relates to creating a budget transfer request. This task is dependant on the user input, if a request amount is higher than current budget, we would notify the budget holder. My question is: Is it possible to skip the task in the workflow if there…
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ERROR line item for assignees
Hi All, I've been working in Anaplan Workflow, when it comes to hierarchy task I am facing with a challenge. I chose a line-item driven assignee method in the hierarchy Task, but I was not able to assign the particular line item for assignees. The error showing in the line item for assignees: "There are no valid line…
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Revolutionizing sales operations with Anaplan's Workflow
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Anaplan's Workflow feature leads the way in revolutionizing sales operations, particularly with its group approval functionality. This comprehensive tool simplifies the approval chain by defining clear responsibilities for each step in…
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Error Line item for Assignees in Group Task for Workflow
Hi All, I've been working in Anaplan Workflow, when it comes to group task I am facing with a challenge. I chose a line-item driven assignee method in the Group Task, but I was not able to assign the particular line item for assignees. The error showing in the line item for assignees: "There are no valid line items.…
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How to manage Workflow-Approve/Reject
Hi, I am trying to create workflow for my project. My module has product(10 prod), customer(10 customers), channel, & version dimension Product, customer & version list has selective access enabled. I want to create workflow for single quarter, Step 1) Assigner workflow to planner , he will plan everything in top grid and…
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Document Storage
Would nice if Anaplan had even a small document repository/storage/library. Example: uploading a PDF and then having the ability to hyperlink to that PDF from an Anaplan dashboard. In the incentive compensation world, we have a lot of PDFs for signed/executed plan docs, and being able to store/view them in Anaplan would be…
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Allow the approver to be selected from a module, on the workflow decision template
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
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Automate workflow start based on line item trigger
As a process owner, i need to be able to set up workflow template that can be started automatically based on a trigger event with when a line item is set to true lr false. The trigger would allow to start the workflow with a machine task allowing to run cloudworks processes, send notifications and / or assign tasks to…
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Automate start of Workflow with Cloudworks
Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
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Anaplan Workflow training course
The Workflow training course is available now! Anaplan Workflow Just like Anaplan Workflow, this training is designed for everyone! You are welcome to view all of the lessons, or choose only the lessons that are most relevant to you: Lesson 1: What is Workflow? Who benefits from using Workflow? Why do you need Workflow?…
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
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Ability to reference workflow status property in a formula
Description: It is not possible to reference the workflow status of a list in a formula. Would like the ability to do so.
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Multiple approvers in workflow for the same step using a module to define the approvers
Hi, does anyone know of a workaround to have multiple approvers in a workflow for the same workflow task, using a module to define the approvers? Most of you probably know this is possible if you define multiple approvers "back-end" in the step itself. Then you have the option to define if all approvers need to approve or…
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Can a user with read-only access still approve things in the UX?
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Anaplan Workflow Access
Hi All, I've given access to myself as workflow owner but not able to see workflow tab . Can anyone have idea about that?
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Workaround for Parent Child Relationship for Boolean Lookup
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a different territory that they want that subsidiary to follow their HQ account. A specific example would be: Account 1 HQ has 4…
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Anaplan should provide a learning environment for Workflow functionality
My understanding is that there is a licensing fee (applied to all non-read-only users within a tenant) that has to be contracted and paid in order to open up the new Workflow functionality. I don't think this is fair, because how are we (as the Anaplan experts and model builders) to understand the technology to be able to…
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Email notifications : Sending Email Actions without using mailbox
Request from Amgen Europe : Anaplan is currently not able to send email notifications based on a pre-set condition. e.g. whenever a price is submitted below a certain threshold. The idea would to have an action that sends email based on a threshold but without having to use your own mailbox
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Workflow Feature Anaplan
Hi All, I was testing out the Workflow feature in Anaplan, could I get some help on how to use the machine task (data write feature) and hierarchy task? Do we have any documentations on how to use the different tasks in workflow. Is there a way we can show that a workflow or a task has been completed in the NUX? For…
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Email Notification works with workflow
It will be great if we can automate the email notification with the workflow status changed. Also so user can customise the default email content and users w
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Automated Email Notifications
Would be great if Anaplan could implement a way for users to configure automatic emails based on user defined criteria. User can also control frequency of automated emails This should work exactly like Smartsheet's automatic email function (see attachment) Examples: 1. Alert me if any new items appear on my name fall under…
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Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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Use KPI Cards to Hyperlink between Apps
Use KPI Cards to Hyperlink between Apps Provide the ability to enter a custom URL in a KPI Card that allows users to click on a KPI card and navigate to a separate Dashboard within a separate App or external website. Currently KPI cards can only link to Dashboards within the same App.…
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Button
Hello Everyone, I have a question. The button below "Show Accounts without Category mapping" but as you see in the table "List of Accounts and Mapping", accounts are showing up that have category mapping. Does anyone know the possible reason for this and potential solutions on how this can be resolved?
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MailTo Limits in Firefox vs. Chrome
We are using the MAILTO function to generate an email to a BCC-ed list of users of action required in the model. The list of BCC recipients is lengthy (>100 email addresses), and the MAILTO function appears to work in Firefox, but not Chrome (OS = Windows, email client = Outlook). Has anyone run into similar limits? Are…
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Ability to record timestamp of input as a separate line item
It would be extremely helpful from an end-user and a workflow perspective to have the ability to capture the timestamp of a manual input as a separate line item, instead of having to look through model/cell history manually. That way you could easily see when the latest input was entered.
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Schedules Mapped by Entity Name in Anaplan
In Anaplan, I have a schedule that needs to have the name of an entity name change to the English version. I was put on notice recently, that the schedule is being mapped by the entity name. Can anyone provide guidance on how I would be able to see in Anaplan exactly how that schedule is being mapped by entity name and…
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Hello,
I have a module dimensioned by Accounts on the rows, Users on the columns, and 1 Boolean line item which allows users to select certain accounts that apply only for that user. I am trying to create an action that allows the user to clear all of their selection by simply clicking an action button, as opposed to have click…