User Experience

Conditional Formatting for Duplicate List-Formatted Line Item
Feels like I'm missing a simple idea. I have a module dimensioned by line items and list A. One line item is formatted as list B. Users select corresponding list B for each list A. What logic in a CF line item can call out if duplicate list Bs have been selected?
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
Sprint 3 3.3.5.2C Purchase Order Line Items - Confirmed PO Delivery
Hi, When i am testing submit purchase order request for Cookie Crumbs_EN. In Week 9 FY20, select the Boolean for Submit Purchase Order Request? Comitted PO delivery should be enabled for Week 13, instead it is enabling for week 5 Please find the formulas i have added below, don't know where i made a mistake, sharing all…
Trigger a process after sa form
It would be nice to be able when a user complete a form and click on the "submit" button to be able to launch another action/process. Could be very useful to implement other dependent lists automatically for example.
NUX - Multiple Pages/Worksheets Open at a time
As a user of the New User Experience, I want to have the ability to have more than one Page or Worksheet open at a time. Depending on the setup of a model, and UX, many users may create temporary views and jump back and forth between a couple of grids to validate or compare. In the classic UX, you can have multiple…
Ability to add more fields in row. Also, ability to remove background from fields.
I’ve noticed we don’t have a current solution for a more flexible layout with field selectors on NUX. I propose that we can enhance user experience by allowing more than 4 fields per row. Right now, we need to divide them into 2 field cards, if more than four fields are selected. Additionally, it would be fantastic to…
"Reset" on UX Page
When a user clicks on the reset button, the ux page should reset any sort, filters, or pivots that are directly applied to a grid.
Duplicate my page
Hi Team Please add the ability for end users to duplicate pages under the my pages section. Currently, they have to goto master page for re-creating any pages. Duplicating from already created pages will save time. Thanks Kudi
Having boolean true for certain hierarchy levels only
I have a hierarchy consisting three levels (product/product family/total products. Similar to the one in the trainings) and I tried to do some conditional formatting on it (need to use it as other tables on dashboard have list/line item subsets in it so needed to create a consistent outlook) I thought using an if formula…
Remove space/indentation from list items when parent levels are hidden on UX worksheet
When parent levels are hidden on worksheet, there are a lot of white space for list items which is a big waste and also not good visualization. See screenshot below. It'd be great if the space will be shortened or removed when one or more parent levels are hidden/deselected.
show parent hierarchy results in bold in modules and dashboard
As an end user I want my parent hierarchy results to show in bold in tables so that they are quickly and easily distinguishable from the rest of the data Currently the parent item name in the list shows as bold when it is used in a table but not the attached results
Multi-Dimensional Scatter Plot Alternatives?
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…
Permit users to store rich text
Our requirement is for a team of users to edit text narrative for report pages, without being able to modify the overall page layout or content other than their text card. Option 1: Currently one needs to be a Page Builder to enter rich text on text cards. Provide an option for (non Page Builder) users to enter rich text…
New UX: Dashboard Sorting
Allow page builders within the New UX to specify the sort order of created pages and sections. Currently items are sorted alphabetically even when pre-empted with a number. Would expect 3.1, 3.2, 3.3, 3.4, ... 3.8, 3.9. and 3.10 but the alphabetical sorting makes the list as 3.1, 3.10, 3.2, 3.3, 3.4, ... 3.8, and 3.9.
New User Experience UX Page Ordering
I am requesting the ability to order pages in any order we choose. Currently, the new UX defaults to alphabetical ordering of both pages and categories, but I would like the ability to order these in any way. For example, our users navigate through a series of dashboards in the Classic view in sequential order (i.e.…
New UX: Hide Model where there is an App
As we build more and more out in UX it'd be really great if as a workspace admin I could turn-off the model to end users so that all they see is the app. This could either be done in the model itself or on the homepage by restricting the visibility of individual models either by user or by user role and then in time that…
Rearranging Contents on the initial App page in NUX
Perhaps I am missing something basic, but I am having trouble re-organizing the initial Contents page once I get into my app. For example, I created a page that I wanted to serve as the landing page (or first item in contents). I subsequently added more pages to that category, and now my "Landing" page is at the bottom of…
Enable user to write comments on dashboard
Hi, I want users to be able to add comments on the dashboards. How can I manage that? Thank you very much
UX comment summary
Is it possible to see all comments associated with a UX page in one place, regardless of context selectors? E.g. it would be ideal if selecting a parent item in context selectors could aggregate all the comments or if there was another way to run a report that captures all comments on any given page to facilitate review.…
Why Anaplan model page fails to load suddenly in between.
See below SS, hope anybody else also might have experienced this.
Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
Level 2, activity 2.4.11.2 Create Account Demand Manager Role
Hello everyone, In the 2.4.11.2, it is mentioned: The Account Demand Managers should be able to see the Global Demand Assumptions UX page but not add in growth percentages. My problem is that I created Global Demand Assumptions UX page in My pages but I am not able to select this ux page as the Landing Dashboard at Users…
Management Reporting: Export to PowerPoint
Ability to export the reporting slides into PowerPoint, so that we can combine the report with other offline decks.
Ability to disable commenting on a card/grid
As a Page Builder, I shoud have the ability to disable "COMMENT" feature on a card/grid so as to view all the comments for a context at once in Comment section.
Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
Processes within Processes
It's a really old idea from Exchange - Include Process Within a Process — Anaplan Community I thought I had a workaround of sorts - using Cloudworks but alas the "integration flows" element can't be put onto UX pages even though individually processes can be. Is this because of a page only being attached to a single model…
New card type for videos
As a page builder I want I would like a new card type that I can use to display videos directly within a page so that users can interact with it without the need of having a separate window. I want to be able to drag and drop it into a page, resize it and ideally add a short description that users could show/hide. It would…
Export PDF from NUX Page
Hello, I would like to export a dashboard from the NUX as a PDF. But the native export from the NUX page doesn't work for me, because I can't display all my columns on the same page How can I select the same properties than in the classic dashboard export ? If not, how can I save this export definition to publish it in the…
How to add a code to an item after an assign action
Hi, I am trying to follow the planuals that states that after an assign action, you should add a "create code"' action in a process. —> I tried to combine an assign action and import into a process, but the assign actions doesnt seem to show up in the list of actions ?
Combining line item number formats
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…

User Experience

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