Workflow

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 - 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…
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 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,…
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…
Anaplan New Workflow decision task
Hello all I have a question regarding the New Anaplan workflow . In the online course provided by Anaplan it says when a Decision Task is created and assigned for example to a user , when workflow starts that approver will see 3 option : Approve - Reject and Send back . i decided to create a Decision task but when it is…
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…
Workflow: Can we use Import Actions with Source Type = File ?
Dear Community, we are struggling with a topic and would be glad about some help. We want to create a Workflow that starts with an Import Action that requires the User Upload of a CSV file. The user has to deliver a lot of data on various planning dimensions, which is why manual entry of data is no option. Data is coming…
Recording now available! July 30 quarterly platform release event
If you missed our July 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 Operational Excellence Group (OEG) goes through a demonstration of the most recent platform features, provides a…
MAILTO can be added into an Action
The action of sending emails could be linked to an existing action; currently the MAILTO formula only sends when a user clicks a link. If a user could click a Process button (that incorporates other actions) and it automatically create the email based on the user that clicked it. This would be immensely helpful for…
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…
Embed python into looker
Is there a natural way to wrap Python code to display in Looker? The ideal dataflow for my problem is SQL DB->python-> looker, or alternatively, looker->python-> looker. I am hoping to embed a.py into lookML so that I can automate python analysis, ready to display in looker.
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
Anaplan Workflow : Les évolutions essentielles à connaître
Bonjour, En septembre 2023, je vous ai présenté, à travers cet article, le lancement de notre nouvelle fonctionnalité : Anaplan Workflow. Quelques mois seulement après son lancement, je souhaite vous présenter les récentes nouveautés d'Anaplan Workflow, permettant d'orchestrer les étapes de manière encore plus efficace et…
Workflow Notifications
Hello! I'm currently building out a workflow template using the new workflow feature. However, when I kickoff the workflow I receive about 10-15 emails. Is there a way to control the notifications that are sent to the end users? Thanks!
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?
UX comments per each individual cell
Many of our clients would consider to use comments feature if they could publish them of each cell in a table. Use case: Any outliering value would always be questionable and would require additional investigation of route case including history check and any comments anywhere. Usually it takes a lot of time for RCA while…
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…
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…
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…
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.…
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…

Workflow

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