Workflow

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…
Allow the approver to be selected from a module, on the workflow decision template
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.
Automate workflow start based on line item trigger
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 start the workflow with a machine task allowing to run cloudworks processes, send notifications and / or assign tasks to…
Anaplan Workflow training course
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 lessons that are most relevant to you: Lesson 1: What is Workflow? Who benefits from using Workflow? Why do you need Workflow?…
Ability to reference workflow status property in a formula
Description: It is not possible to reference the workflow status of a list in a formula. Would like the ability to do so.
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…
Can a user with read-only access still approve things in the UX?
Workaround for Parent Child Relationship for Boolean Lookup
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 different territory that they want that subsidiary to follow their HQ account. A specific example would be: Account 1 HQ has 4…
Workflow Feature Anaplan
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 different tasks in workflow. Is there a way we can show that a workflow or a task has been completed in the NUX? For…
Email Notification works with workflow
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
Automated Email Notifications
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 like Smartsheet's automatic email function (see attachment) Examples: 1. Alert me if any new items appear on my name fall under…
Schedule automated Anaplan notifications
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 (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
Use KPI Cards to Hyperlink between Apps
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 external website. Currently KPI cards can only link to Dashboards within the same App.…
Button
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 mapping. Does anyone know the possible reason for this and potential solutions on how this can be resolved?
MailTo Limits in Firefox vs. Chrome
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 appears to work in Firefox, but not Chrome (OS = Windows, email client = Outlook). Has anyone run into similar limits? Are…
Ability to record timestamp of input as a separate line item
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 model/cell history manually. That way you could easily see when the latest input was entered.
Schedules Mapped by Entity Name in Anaplan
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 anyone provide guidance on how I would be able to see in Anaplan exactly how that schedule is being mapped by entity name and…
Hello,
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 action that allows the user to clear all of their selection by simply clicking an action button, as opposed to have click…
Ability to combine processes across models in CloudWorks
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 DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.
Workflow triggers Import/Export
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 is completed. Can we trigger imports or exports, or model-to-model imports from workflow?
Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
When Adding A New Line Item - No Data Format
I would like to request that when a new line item is added into a module, rather than defaulting the format to Number as is standard, it defaults to "No Data". Immediate ROI: - Automatically won't toast the model if you write a formula without changing the format * In another post, someone asked what do you "always forget…
Pop-up notification about upcoming timeout
Would be nice to have a notification about timeout due to long inactivity in both NUX and Classic. Good addition will be to have a button to be able to reset the timeout countdown. This way end users and model builders will be able to save there progress and won't have to re-open every tab/page they had on their screen.
Store Start Date and Time (UTC) for Actions/Process Indefinitely
Reviewing past models or model history (archived) for even our current live models the Start Date and Time (UTC) for Actions/Processes is not populated for anything that's been run more than ~1 month ago. This feels like a gap in how this field should function. Proposal: The Start Date and Time (UTC) for Actions/Processes…
Need Ability to Disallow NUX Toolbar Filtering, or Hide Toolbar Entirely in NUX
Similar to how we have ability to disallow native pivoting of a NUX grid by end-users, we need the same ability for native filtering via the toolbar. Prime example is that many of the would-be strong synchronized scrolling use-cases are negated by the fact that as soon as an end-user applies a native toolbar filter on one…
Select page link arrow position or hide it (>)
Idea: As a page builder I'd like to be able to choose there to locate the arrow next to the page link or even disable it. Usage: Talking about linear workflow it's not always that you (as a user) want to go downstream of the workflow. And looking at some cards can be confusing especially to the ones who are new to the…
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…
QUICKLY IDENTIFY FILTERS USED IN DASHBOARDS
This has consistently taken me way more time than required. As a solutions architect, i need a quick way to identify which filters are being used in the UX. I am currently in the process of cleaning up 100s of filters built in systems modules and it is taking me additional time (and windows) to reconcile which filters are…
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Workflow

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