Workflow

Using Workflow to schedule Optimizer actions
After building your shiny new module and Optimizer action, you might be thinking, “Now do I really have to remember to press the button every single time?” Many clients want the flexibility to schedule their actions, whether it’s running an optimization with each new demand update or setting up jobs to run automatically…
Workflow error requires (unnecessary) confirmation
When i setup my Workflow with "Allow next occurence to run if previous is not complete" then it comes to errors from time to time without a reason, and it continues as it shoult. BUT why do i have to confirm that? These "Action required" annoys me. And then i have to find in somewhere a hidden menu to agree that there was…
Event recording available: Building Valuable Anaplan Workflows
If you missed our event on Anaplan Community Experience: Building Valuable Anaplan Workflows, a recording is now available! Anaplan experts Chris Stauffer (Director of Platform Adoption), David Elston (Director of Product Management Applications), and Elizabeth Schera (Architecture and Adoption Director, Operational…
Configuring batch approvals: a step-by-step guide for Workflow administrators
Author: Dave Waller, Principal Product Manager at Anaplan. Managing high-volume operational plans often introduces administrative friction. When an organization scales its planning cycles to handle hundreds or thousands of individual budget, headcount, or promotional requests, processing them one by one is highly…
How I Built It: Process logging
Author: Karim Bhaidani is a Certified Master Anaplanner & Transformation Director at Spaulding Ridge. In this 'How I Built It' video, I demonstrate how to build Process Logging in Anaplan to enable non-workspace admins to view a summary of the most recent hour and date any process ran within the model on a front end…
Register for our July 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
Group Workflow Task
Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…
Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
How I Built It: Workflow-centric approach to designing Anaplan projects
Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Shifting gears: From dashboard-centric to workflow-centric applications Are your users getting lost in a sea of…
Make Workflow Draft Templates saveable
We set up our Workflow Environment. Some of our builds are not done or not deployed yet. I cannot prepare a Workflow as DRAFT and save it if the actions does not exist in the productive environment. i want to create placeholder actions in it - but workflow prevents me to save unfinished steps. What is the purpose of a…
Optimizer Process in Workflow Template
Hi All, I've tried to include an Optimizer Process as a machine task in a workflow template. However, when running the workflow template, the Optimizer process parts consistently fails. I could not find anything on including an Optimizer in a Workflow, but is there a limitation in Workflow that Optimizer processes can't be…
FCR Feature Enhancement: Expand the Limitation of Contributor Roles in Workflow
We would like to request an enhancement to allow adding more than 10 Contributor roles per task in workflow. Currently, the number of Contributor roles that can be added to a workflow task is limited to 10. Use Case: Most of our clients are large enterprises, one of our client has contracted nearly 200 user accounts. Under…
Workflow historization for auditability
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 it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…
Recording now available! April 29 platform release event
If you missed our April 29, 2026 platform release event, the recording is now available! In this webinar, we highlighted 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”,…
CoE guide: Workflow governance in multi-team Anaplan tenants
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…
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
Event recording available: Anaplan Workflow expanded
If you missed our spotlight event on Anaplan Community Experience: Workflow Expanded, a recording is now available. Anaplan's Elizabeth Schera and Chris Stauffer share insights and strategies to optimize your processes. Presenters highlighted how to thoughtfully design workflows around real business processes rather than…
Register for our April 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held April 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
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…
January 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our January 2026 official release notes. The information below offers supplemental information to that post. Dataspaces in Anaplan Data Orchestrator Dataspaces are partitioned areas of a tenant-wide Anaplan Data Orchestrator instance. Integration…
Speeding up ADO data syncs with Workflow
Author: Mark Warren is the Architecture and Performance Director at Anaplan. Anaplan Data Orchestrator (ADO) is used to connect, transform, and manage data from various sources to be used in Anaplan models. It is a data management system that enhances integration, efficiency, and data governance within the Anaplan…
Anaplan Workflows in ADO combo to execute a FOR loop
Haven't used the new workflows yet so don't know it's full capability or limitations but does anyone know if I can use it to execute a FOR loop? E.g. traverse one list item at a time and then execute logic against it? I mean the bulk formula calculations is awesome but there are just some specific scenarios it best runs in…
Custom Calendar Scheduling for Workflow
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
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…
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…
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…
Recording now available! October 29 platform release event
If you missed our October 29, 2025 platform release event, the recording is now available! In this webinar, we highlighted 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”,…

Upcoming Events

Driving security, compliance, and governance with the Anaplan Audit Log
Join Anaplan experts for a practical deep dive into the Anaplan Audit Log and learn how organizations are using it to maintain robust security and compliance measures. Designed for workspace administrators, security and compliance teams, IT leads, and other hands-on Anaplan users looking to better understand how to track…
Anaplan's Quarterly Customer Platform Release Webinar
Anaplan's next quarterly platform release webinar will be held July 29 at 8:00 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience! Our expert-led session will equip you with live demonstrations to help you get the most out of new features and…
Achieving enterprise savings with Anaplan Optimizer
Join Anaplan experts to discover how Anaplan Optimizer can transform complex decision planning challenges into measurable financial savings. In this session, you will: See how Anaplan Optimizer helps solve complex planning decisions by balancing business objectives, constraints, and trade-offs Explore real-world use cases,…
Building smarter models with Polaris and Planual
Join us as Anaplan experts share practical strategies for building smarter, more scalable models using Polaris and Planual best practices. During this session, attendees will learn how to: Learn how to align your model development with recommended Polaris and Planual best practices. See how to improve system performance…
ACE: Anaplan Workflow
Registration and events details will release closer to the event date. Join us for the fourth session in our Workflow Expanded series as part of the Anaplan Community Experience program. In this session, we continue building on the concepts and best practices discussed throughout the series, with a focus on helping model…

Workflow

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