Workflow

Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
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…
Workflow Notifications
I created a workflow with 3 task steps. I'm getting 5 email notifications. One for each task step and a start workflow and end workflow notification. Is there a way to suppress/control which email notification that can be triggered? Only email notification I really want generated is when the task is assigned (last task…
Ability to suppress workflow step notification
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: If you have a workflow with 3 machine tasks. You will get 5 email notifications. One for each task step and a start workflow and end…
Issues in creating workflow
I am trying to create a workflow for below scenario - Module - dimension is number list rolling to division . Three line items - user ,approve ,reject 3. I want to create WF ,so that approver can either approve or reject individual row item . 4. Below is screen shot of workflow . My requirement - user click on Line item…
UX formatting
Hello everyone, Is there a way to format within a UX page so that a user selection (boolean based) will make a chart and/or grid visible to the end user? I would like certain grids and charts to be visible to the end user for their planning based on their boolean selection of planning method, and other grids and charts to…
Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
Workflow: Assign to users from a line item in a module, with multiple users
I have a module and it has a boolean to check for a missing field and if the field is missing I want to send a notification to multiple users, via a workflow. I have a field called 'Notify' set as 'users' list.(I can easily enter 1 user from dropdown.) However, I want to add multiple users to this field, so I can use it in…
Streamlined Workflow Migration for Environment Transitions
I suggest enhancing the product feature to streamline the migration of workflows from the Dev Model to the UAT and Production environments. Currently, the process requires manually duplicating existing workflows and updating each task—such as the source workspace, source model, import actions, and ADO links—to reflect the…
February 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
Data Quality Orchestration : a simple example with ADO & Workflow - Part 1/2
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. This Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. The Part 2 is a deep dive on some details. Summary For illustration,…
My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
Workflow : Skip on Blank Assignees
Half a question and half a thought on the below toggle that I noticed has appeared recently Does this mean that you could setup a flow which was Task A - Task B - Task C where you could go directly into Task B if you weren't part of Task A? Or does Task A still need to be fully completed before going to Task B? And…
Workflow adhoc triggering
Hi, we have workflow enabled now and I was looking at it for Invoice approval process. Some days we have no invoices, and then other days we may get multiple invoices arriving. From what I can see Workflow needs a schedule to run (daily, weekly, monthly etc), does that mean we can't trigger a workflow when we want to start…
Workflow - Notify people on rejection
Hello, If you have a decision task in workflow and you choose "Continue after rejection", you don't get a choice of messages. If you choose not to continue then you can't add a notification telling people the task has been rejected. How would you notify someone that the decision was rejected?
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…
Dynamic Workflow Design
Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time. This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals. Below is my 2 step…
Is there anyway to provide a notification to the user
Hi team, I want to create an automatic notification system. as you can see in below screen, there is a module with week time dimension and delta line item (difference of actual data vs forecast data). so, I want to notify the user via email whenever the delta Boolean is true ? How to create this in anaplan?
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…
Workflow builder - Include or Exclude emails
Workflow Builder Enhancement It would be fantastic if you could toggle the option to include or exclude emails generated from Anaplan from the Workflow builder. I have a two step machine task process in workflow that is published to the UX. The process steps are to run an action in the workforce planning model to prepare…
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…
October 2024 platform releases
Check out the latest Anaplan feature updates and enhancements from October 2024. Our full list of release notes can be viewed here. Mobile Create Workflow tasks on mobile Workflow owners can now create page and group tasks directly from any Anaplan page on Mobile. Assignees will receive a notification and can complete the…
Route Rejection and Approval Notes back to Line item selected users
I may be overlooking something, but I can’t find a way to route comments collected by Workflow after approving or rejecting a Decision Task back to a specific user. This limitation complicates taking action on rejections. Since Workflow mandates a comment input, it would be beneficial to have the ability to send that…
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…
Recording now available! October 30 quarterly platform release event
If you missed our October 30 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrates new features and innovations, provides a technical deep-dive and “how-to”, followed…
Data Quality Orchestration : a simple example with ADO & Workflow - Part 2/2
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. The Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. This Part 2 is a deep dive on some details. Above is the final Object…
Workflow: A comprehensive guide to streamlined planning
Author: Prasanth Kosuri is a Solution Architect and EPM Consultant at Deloitte. Anaplan Workflow, introduced in September 2023, has revolutionized the way organizations approach planning. This powerful tool offers a range of enhancements designed to improve efficiency, accuracy, and collaboration. Anaplan Workflow allows…
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
Model Archives : Automation & Tenant administration
Hello ! It would be great to have automatic quick-wins regarding Model Archive Management ! ALM & Archives : When we need to move a large number of developments (or time management switch) into production, we always try to do a "Copy & Archive" first. However, this task is manual and potentially error-prone. It would be…
How to connect two group tasks within a workflow template?
Business units will update their e.g. Target sales and once all BU in a country update the target then it should be proceeded to Country for its approval. Country should have option either to Approve or Send it back to Business unit. If send it back to Business unit, he/she needs to change the target and send it back to…

Workflow

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