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Anaplan Workflow Advanced: Intelligent Routing
Workflow Advanced extends Anaplan's workflow capabilities with sophisticated features that enable automatic decisions and intelligent routing. Workflow Advanced contains all the Workflow Basic functionality with the additional capabilities of branch and reconnect, send-back loops, value-based decisions, and parallel steps.…
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Mastering Anaplan Workflow: Tips and learnings from real-world experience
Author: Shivankur Sharma is a Certified Master Anaplanner and Principal Architect at PM Square. Anaplan has long been a leader in the connected planning space, and with the introduction of Workflow functionality, it’s taken a major step toward streamlining collaboration and task accountability. If you’re a model builder,…
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Anaplan Workflow in action: Focused demo series
Author: Dave Waller, Principal Product Manager at Anaplan. Discover how Anaplan Workflow streamlines and simplifies complex approval processes with our set of short demo videos. Each video highlights a real-world use case — budget submission, capex submission, headcount allocation, and compensation plans — showing how…
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Set up Anaplan Workflow Approval process at higher level
I need to create an Anaplan workflow where a task is completed at the subregion level, but the approval happens at the higher region level. The current Anaplan workflow functionality seems to require that the approval task is on the same page and at the same hierarchical level as the completed task. My specific question…
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New Idea - Tenant Log - Workflow Deletion Records are not captured
We have recently identified a potential issue in the Anaplan platform related to workflow deletion not being captured in the Tenant Audit Logs. While the creation and modification of workflows are being appropriately logged, we have observed that deletion events are missing from the audit trail entirely. This gap poses a…
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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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Workflow: Continue Workflow after Decision Task Rejection
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 a workflow ends if a decision task is rejected and it is not possible to add workflow steps after the rejection. I want to…
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How I Built It: Set up timestamps leveraging ADO & Workflow
Author: Jeffrey Glazner is a Manager, FP&A Systems at ResMed. Hello folks! I’m happy to share my ‘How I Built It’ tutorial with you all. This video shows a simple way to set up timestamps in Anaplan leveraging Anaplan Data Orchestrator (ADO) and Workflow, without the need for any additional scripting. While not…
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Dynamically Select Users in Anaplan Workflow
How can we implement dynamic approver selection in the workflow, given the following scenario? A manager may oversee multiple regions, and each manager has their own manager’s manager who is responsible for approving changes. When a manager initiates a workflow to edit a region, the approval request should be routed to…
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes. The session explores how Workflow can support more scalable and intelligent process automation by comparing two different…
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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
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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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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…
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July 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our July 2025 official release notes. The information below offers supplemental information to that post. Planning experience External URL navigation button Page builders can configure navigation action buttons to link to external URLs, including non-Anaplan…
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Recording now available! July 30 platform release event
If you missed our July 30, 2025 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 demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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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…
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Bulk processing with Workflow
Author: Dave Waller, Principal Product Manager at Anaplan. While Workflow has been fine tuned for progressing single items through a business process, typically using forms to create new list items and then syncing workflows to that new item, there are some situations where there is benefit in processing new items in bulk.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…