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 …
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 tha…
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 …
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 cu…
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 ass…
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 fu…
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 …
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…
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
As a process owner, i need to be able to set up workflow template that can be started automatically based on a trigger event with when a line item is set to true lr false. The trigger would allow to s…
The Workflow training course is available now! Anaplan Workflow Just like Anaplan Workflow, this training is designed for everyone! You are welcome to view all of the lessons, or choose only the lesso…
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 defi…
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a differ…
Hi All, I was testing out the Workflow feature in Anaplan, could I get some help on how to use the machine task (data write feature) and hierarchy task? Do we have any documentations on how to use the…
It will be great if we can automate the email notification with the workflow status changed. Also so user can customise the default email content and users w
Would be great if Anaplan could implement a way for users to configure automatic emails based on user defined criteria. User can also control frequency of automated emails This should work exactly lik…
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (har…
Use KPI Cards to Hyperlink between Apps Provide the ability to enter a custom URL in a KPI Card that allows users to click on a KPI card and navigate to a separate Dashboard within a separate App or …
Hello Everyone, I have a question. The button below "Show Accounts without Category mapping" but as you see in the table "List of Accounts and Mapping", accounts are showing up that have category mapp…
We are using the MAILTO function to generate an email to a BCC-ed list of users of action required in the model. The list of BCC recipients is lengthy (>100 email addresses), and the MAILTO function a…
It would be extremely helpful from an end-user and a workflow perspective to have the ability to capture the timestamp of a manual input as a separate line item, instead of having to look through mode…
In Anaplan, I have a schedule that needs to have the name of an entity name change to the English version. I was put on notice recently, that the schedule is being mapped by the entity name. Can anyon…
I have a module dimensioned by Accounts on the rows, Users on the columns, and 1 Boolean line item which allows users to select certain accounts that apply only for that user. I am trying to create an…
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update Data…
Having CloudWorks schedule imports between models is useful, but users still need to wait. Our users are participating in a workflow, data is ready to move from the source model when a workflow step i…
