Workflow

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…
New UX Idea - KPI text formatted color coding in Insights
I like to add some dynamic guiding which can be changed according to users' current actions. KPI can be a good card for this. I found a way to use it in Worksheets this way that user while going step by step in my process could easily see should he/she pay attention to some step or can skip it. For example, this picture…
Create Dependent Dropdowns based on List Properties
It would be extremely useful if you could create dependent drop downs based on a lists properties. Since we do not necessarily want the list to have backend properties we would want it maintained in a module. This would be useful when a user is filling out a form for a capex project for example and without creating…
Create Lists for the Tenant rather create Lists for a Model
At Anaplan we promote a DataHub model. This is the central model to create/manage Lists, to import data into and to transform this data, to have the Lists and transformed data imported into the relevant models. As for the Lists, rather creating the Lists in each model and to have a process to update these Lists across…
New UX: Send Notification to Anaplan Roles/AD Groups
With the introduction of the new Notificaiton capability in the New UX (which works great when tested), it would be great to expand it to include 'Anaplan Roles' instead of Specific People in the email selection. Another far fetched expansion would be to integrate this with AD groups etc. to send notifications across the…
Make Bulk Copy respect the Selective Access settings
Dear all, Seems it would be great to limit Bulk Copy area by the Selective Access rights. For example, I have a model with two departents with similar business cycles, but version fixation should happen a little bit different days (from the very beggining it wasn't like that, so we didn't expect this new requirement).…
Direct launch of models via SSO link
"As an end-user I want to directly launch a model, dashboard or task (new workflow) via a SSO secured URL so that I can do efficiently my work and don't waste time by navigating through the launchpad / model structure." This is makes collaboration across our organisation much more intuitive, because URL links could be…
New UX: Edit/Change pre-existing Notification Action
With the introduction of the Notification action in the New UX, it would be great to have the ability to edit these actions once created. At the moment, once the notification worksheet action has been created there is no ability to tweak it further - you have to redo the whole thing again.
Expose Current & Past User Logins for Audit Fields
Hi, We are looking to enhance our model capabilities for our account and upcoming model to expose the last time a user logged in and the current user to the model features to enable audit fields for tracking and status notifications. Thanks, C.H.
Old idea that needs attention: Formula scope on combination of Actual and Current version
This request has been posted already in 2013 & 2018 and probably in the years in between. It is not availbale yet, while it will solve a lot of problems for many of our customers. If you do not want to change a previous version, then the option for Formula Scope needs to be put on "Current Version" this however blocks all…
Bulk Copy multi month mapping
Dear all, Would be great to do a bulk copy being able to map multiple months either to the same month or to another month. So if for example I would like to copy data from Jan - Dec 2019 to Jan - Dec 2020 I would have to do this in 12 steps. Other posts have been shared that I also support, but are slightly different:…
Bulk Copy over a selection of two or more dimensions
Dear all, Would be great to bulk copy data on a certain combination of dimensions: For example to copy the data of one Store to a specific other store but just for a selection of months and a specific version. And make it possible to create an action out of it; it would allow end-users to pre-populate a new Product, Store,…
Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow
Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used…
A New UX Page in the workflow process
It would be great to have an option to choose a 'Page' from the New UX functionality instead of a classic dashboard as a 'DASHBOARDS FOR APPROVAL' when setting up a workflow process
Print or get source to target line item mapping through API
Hi Anaplan community, Based on clients needs, I wanted to figure out a way to print out the line items' source --> Target mapping through the Anaplan API. This is when a model builder is doing an import and gets to manually map data from the source file to the target line items but here we can quickly have an array or list…
Workflow and Process Builder "Save and Exit"
When editing or creating a new process the button at the top right says "Save & Exit" and when you process it, the process changes are not retain, there is no warning of losing your work, and you exit the process editing page. I believe that this is misleading and should be changed to "Exit" and a prompt should appear…
Workflow Design in Anaplan
Need to know when the workflow mechanism can be implemented in AnaplanCurrently we design workflow in anaplan manually( below functionalities)Few functionalities like * Concurrency Handling: When multiple users work on the application simultaneously the particular node should be locked for data entry. * Once user A submits…
Organized Dynamic Access Driver Selections
As a model builder, dynamic access drivers can be hard to find when implementing this feature. Anything formatted as a boolean will appear as a possible driver and the resulting list becomes tedious to search through in big models. My idea is to show potential drivers based on the current module on the top of the drop-down…
Process Builder - Ability to have multiple contacts receive a notification for a workflow step
Hi Anaplan, Currently the process builder only allows for each Process to only have ONE contact assignment. It would be really beneficial if it would possible to have multiple contacts recieve a notification for a workflow step. The benefit would be a time saving in not having to repeat the creation of multiple workflow…
Suppress Saved Views in Contents Pane
We have modules that we reference frequently that would be convenient to have accessible in the Contents Pane. However, there is a relatively high number of saved views on the modules and to include them in the Contents Pane would mean taking up many lines in the Contents Pane. It would be helpful if there were an option…
Easily see whether a list or module is used in an Action.
As a model builder, I want to see whether a module or list is referenced by, or used in, an Action. For example, in "General Lists", we can see whether a list is referenced in a module's "Applies To", as a Format, or in a Formula. But we can't easily see, for example, whether the list is used in a Saved Export. The same…

Workflow

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