Workflow

NewUX view Source Module
In the NewUX, you cannot go directly to the source module. When selected it takes you to your default dashboard page in the classic version. This is not helpful for users that aren't model builders with access to everything. This functionality and the Drill to Transaction is needed in order to make the NewUX functional for…
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…
Allow Process to call the same Action more than once
I have a number of Actions that need to be repeated several times as part of a process. This requires multiple identical Actions to be created with an incrementing suffix and then called sequentially. This would be partially resolved if a Process was allowed to call another Process Allow a Process Action to have other…
Additional API testing # 2
more to come on this - stay tuned!
UX add images in comments
For more connected collaboration would be good to be able to add images to the comments. This will allow users to send their screenshots with drawings they may want to add for better explantation of something. And with a power of contextual commenting it will give additional communication engagement. This may be used by…
Insert Version should ask for Switchover date
When I want to Bulk Copy an existing version, currently I need to do two steps: 1/ Insert New Version 2/ Do the Bulk Copy In the first step, the system will create a new version that takes the maximum storage, as you are not asked to specify the switchover date prior to creating the new version. Therefore, due to storage…
Actions tab -> Imports Tab -> Can we have the ability to export this data into an excel file?
Or can there be a way to combine the data on the Actions tabs with the Imports tabs to pull an entire listing of my Imports and Processes? I am constantly copying and pasting data from the Imports tab into an excel file so I can filter and find the necessary imports and where they come from. Especially after…
Workflow status management in new ux
As a page builder in new ux i need to be able to add / drag the workflow parts (not started / in progress / completed) from my models for lists with workflow enabled lists. As a user of app / pages i need to be able to action in progress / completed buttons to complete my work and once done lock my work or work from my team
Notes for NUX Pages
Please add Notes to NUX Pages for Page Editors to view. In the Notes for Page Editors we will be able to maintain context/background for individual pages. This could be useful as some pages were used in one way for a particular group/role in classic dashboard, but the page is now used for a broader audience or for a…
Impact Discovery (Reverse of Drill Down)
Concept: You have entered an adjustment in a cell, you wish to see what line items, cells, items, etc. that are dependent on the entry or are impacted by it. Simply taking the referenced by information and displaying the equations that pull the value and how they change the value (+/-, T/F, Text Change, etc.) Benefits:…
Actions and Processes executed via web UI to return taskId's
Currently, it is intended that actions and processes executed via the API return taskId's visible in the /tasks/ endpoint. These same tasks when executed via the web UI are not intended to return a taskId, resulting in different levels of detail returned by the API depending on the method of execution. We propose that all…
Ability to create Formulas between models
As a workspace admin, i need to build connected planning between models, meaning direct formulas references between models themselves. This is needed as our current only option is to either use import actions which need to be either run manually, or scheduled through cloudworks or would require a substantial amount of…
Search Read/Write Access
Assigning read/write access to lists is very cumbersome when there are hundreds of items within that list. There should be a search bar within the read/write access when granting users so what that user needs access to is easier to find.
UX: Card Blocks/Groups
Initial Idea: (1) Would be nice to be able to group cards on a page into a single container and save it as a single template. This will allow me to save time on repetitive builds where I have to publish the same header with 10+ separate cards on all my pages (workflow status steps, filters, company photo, custom…
UX idea: Pictures on published actions and processes
To make interface more user-friendly I propose to add ability to appy some images instead of action labels. Currently you can use emojis instead of an action label. But this means you are limited by existing emojis and they also can look diferent on different browsers and devices. Would be nice if we could choose an image…
Hide/Move Model Map Button!
I think all model builders will know the frustration of trying to open the settings menu and misclicking the model map! It will often take minutes to load on large models, with no option to cancel the selection - in some instances it even crashes the browser! Please give us the opportunity to hide or move the button to…
Move/Ability to disable model map
With the gear icon being so small and so close to the model map, it isn't uncommon to accidentally click on the model map. When this happens in some of our larger models it can lock up our model for a good amount of time while it loads. Having the icon in a different spot, or having the ability to disable the icon (as our…
Decimal places default value to be 2 instead of 0
By default, when changing number to have decimal places, the number of places is 0. After finishing L1 model building course, I realized that most of the time the number of digital places is changes to 2, so I suggest it would be the default value for that action.
New UX: Send notifications / share page with context
It would be helpful if the recipient of a notification or a link to a shared page could see the same context as the sender, and not have to select the right dimensions themselves. Use case: Person A enters data and notifies person B to approve or comment on the new entry. P.S. This is possible using the Process Builder,…
Dependent Drop Down on Multiple Criteria
It would be very helpful to be able to create dependent drop downs based on multiple criteria. Currently you can do either hierarchy levels or list properties but to help users filter more dynamically and spend less time scrolling through long lists, we should be able to make a line item drown down dependent on multiple…
Automated List Code creation logic based on Form inputs
I'd like the ability to allow users to fill out a Form in the new UX and create a code for the new item (automatically) based on the inputs - as well as flag the inputs as not possible if the item has been created before.
Ability to run bulk copy in the NUX
Sometimes you build a model and/or a page that must be managed by another person, but you need that that person runs bulk copy from a version to a version; I think could worth to have the ability that a user can runs the bulk copy function from the new UX instead go to the classic models to run this action.
Moving models to new workspaces
Hi am new to Anaplan and recently requested for the creation of my own personal workspace as I continue with model building journey past Level 2. I did this as the training workspace allocated to new learners is getting rather cluttered. Upon the creation of my personal workspace, the next step would of course be to move…
Current page Context for page filters
I have a module with a list-1 in rows list-2 in columns list-3 in pages list-4 in pages. The dropdown for list-4 is dependent on item selection from list-3 and vice versa. Filters are created for that but when applied, I couldn't see the option of Current context. Alternative work around could be creating hierarchical…
Add Dynamic Actions
Please add dynamic actions that only run based on a boolean line item. For example, when importing transactional data other lists may require updating if a new item is detected. If actions in a process could dynamically run based on boolean line item, model builders could improve model speed during updates.
Add Conditional Formatting to Action Cards
Please add the ability to conditionally format actions cards within the NUX. Superficially, may appear minor, however this would be a powerful way to guide users in apps and provide workflow. For example, a page builder could highlight any actions that require running. As a additional benefit, this would help model…
Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
Action Button to Trigger Outbound Requests (GET, POST etc.)
It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts…
New UX page compatibility with all Zoom Ratio of Browser
In the current scenario, the page in New UX displays a perfect layout with 50% zoom ratio of browser. If the zoom ratio of browser increases, the columns to the right are getting cut. I suggest having a horizontal scroll bar would be helpful. Please find the cases in the images one with 50% zoom and other with 67% zoom.
New UX Idea - General Selector list items order change
While setting up a P&L report I found out that the order of the elements in a selector is default and cannot be changed. It goes from the upper elements of the list down to the lowest. (See required order below) Even if the order in the list is presented as "grouping after" it does not help. (if you pivot module that P&L…

Workflow

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