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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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Multiple approvers in workflow when using, "select user from a line item in a module”
Currently we can assign only 1 approver when assigning using "select user from a line item in a module”. There is no option assign the task to multiple approvers and have one of them approve the task. Even if we create 2 line items each for an approver, since it is a drop down, it is currently giving an option to select…
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Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
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Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
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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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How can I add more than one assignee to a Offline task when creating a Workflow task?
I not being able to add 2 assignees when creating an Offline Task when crating a Workflow template. Do I need to crate 2 separate offline tasks, one for each user? Thanks.
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Experience expanded functionality and flexibility with Workflow Advanced
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…
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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…