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Level 3 Sprint 2 US 2.5 Account Exception UX
JaredDolich I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work. I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name". How did you realize it? Can you please suggest if I am missing any other instructions? I went through all the use…
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Allow no conditional formatting (or transparent) to be applied if the condition is not met
Description of the enhancement required: Enhance conditional formatting so that it will be possible to set the fill if the condition is met but if not, the Grid Style is respected. Currently the conditional formatting is working with a range of values where is set the fill in the left range and in the right range (with…
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Need ability to automatically run Workflow template as an action button in UX page
Would like the ability to go to add an action button in a UX page that would run a specific workflow template that has been pre-configured against the action button. At the moment you have to go workflows and manually select the workflow template you want to execute and add extra information as an instance name for the…
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Block the extraction to excel of a grid that will fail due to too much data.
Sometimes users in the UX, when trying to export data from a grid to Excel, will accidentally attempt an extract that has too much data to Export to Excel. We request an improvement to the platform to stop an extraction that will fail based on the user having too large a selection. In one example, a user triggered an…
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Ability to see summary list levels indented and bold in New UX
In the old UX you could easily distinguish summary list levels from bottom levels on a page as they would be indented and bold by default. in the new UX there is only option to make all the rows bold or not bold at all but no way to distinguish easily summary levels. Would request if we can make this available to be on par…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, good evening, I am doing the activity but did not get what we are asked for. First, what is a stock exception count? How to add it on an user page? And, is there any faster way to have the context selectors than sync diff charts or tables ? Thank you in advance for your help BR Arthur Robbe
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Initial Page based on Selective Access
When publishing a module on a dashboard you can specify an Initial Page, an item from Page Selector that will be selected once you reopen a dashboard. For reporting dashboards, I normally put it on Total level (Total Zones). If Selective access is enabled for the Zone list, and a user has access to a specific Zone, the…
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Multiple models & Comparison in a single Page
Hi there, Just wondering if we are able to link 2 or more models in a single page? If multiple models can be linked in one page, can we compare the data from different models and have the comparison in the page? Thanks! Kelly
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End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
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OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
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Ability to change Font in UX
I have been asked by several customers about the ability to change font in UX. It is even more topical with the report page in UX. When you have invested in your brand and use a certain font you want to use that font in Anaplan as well if Anaplan is going the be where the report is created.I would say Bold, Italic and…
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Level 2 Sprint 2 2.4.8 Activity: Create Detailed Demand Review UX Page
I understand that little instructions in the said section is intentional, but I am hoping someone help me out break it to me, maybe rephrase to include a little more detailed, if possible. Thank you,
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Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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Add items using action button in new UC for the selected hierarchy
Hello Team, I am facing an issue where i am working on list with hierarchy Plant>> Building>> Process>> Scenarios. I have imported the table in UX and using context selector i am on the view specific for process (lets say A). This table have Process A and 3 scenarios below it. Using Add button, i want to add 4th Scenario…
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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Need Set Global Default Format Grid function in New UX
My users want to make it possible to set Format Grid - Small for all grids in the New UX. This function exists in Classic UX to set all dashboards to Striped, Ruled, etc. We would like to have this opportunity to set all grids of one App in New UX to one style, e.g. Small which will improve screen space utilization.
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Hide/Unhide an APP instead of Pages
Currently do not have a feature to hide an unwanted/In progress APP to not show it when end users login. Currently we can only Delete or manage the access to page level. Which is a daunting task if we have more than 10 pages.
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New UX - Landing page for NUX Apps
I would like to be able to set up Landing Page for App so that when different users enter the App, instead of Contents Section they will see Landing Page. If will allow simplifying the navigation in the App in case it is full of pages.
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Synchronize scrolling for grids
Hi team, The Synchronize scroll function allows you to group only up to 4 grids on a page. What are the solutions if you need to apply Synchronize scroll for 5 or 6 grids in one row on a page? Thanks
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Conditional Formatting on hierarchy levels
Hi, It would be a great feature to set up conditional formatting: 1. Either, even if summary method is turned to None; 2. Or based on the existence of one (or more) hierarchy levels Sometimes, users want aggregated levels of a hierarchy to be highlighted on a UX grid. You can set up a conditional formatting using some line…
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An 'Overall Total' label on top of a stacked column or chart
Description: I would like to add an "overall total" data label to the top of a stacked column or bar chart. Example: We are looking at whether our new Agreements come from Existing Customers, Previous Customers, or Brand New Customers. But I also want the overall total represented on the graph as a data label.…
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How are you configuring workflow?
Hi Anaplanners - I am in search of process improvements to workflow. Who's willing to share their success with establishing workflow for approvals that encompass some derivative of: * required date field * required approve OR reject field * email notification submission * submission button Key considerations are: user…
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Ability to embed models, charts, graphs, forms, etc. outside of Anaplan
I would like to be able to embed models, charts, graphs, forms, etc. outside of Anaplan into emails, web pages, documents so that they are updated real-time. Some examples of use cases: * Email a report that's updated regularly. When the viewer looks at the report, it shows real time data * Embed a form on a web page to…
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Excel Add-In - Allow user to specify browser used for SSO authentication
Allow user to specify which browser to use as an option in Authentication settings for facilitating SSO sign on — even if default is embedded browser, having the flexibility to select a different option such as updated browser / default system browser will help instances where organizations restrict older browsers from…
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Is there a way to change which browser is used by Excel Add-in for SSO authentication?
Using the latest Excel Add-in, it appears this is using an embedded version of Edge browser (version 95.x). Our organization has blocked this browser being used due to the age of the version. Is there a way to change which browser the Excel Add-in uses for SSO authentication so that it will use either system default…
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Changing of Text Color based on Accounting Rules, Conditional Formatting, or Combination
Description: As the title suggests, allow for accounting rules as a boolean check box for numbers, so that they are auto-formatted to meet specific guidelines (or a profile that a user creates) such as the text is red when negative with paratheses and black when positive without paratheses. Alternatively, allowing for full…
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Spacing between number formatted line items that include units.
When we format a line item to include a unit, Is there a way to remove the space between the unit and the value? lines formatted to include the USD currency unit look like this as a default: $ 1,234,500 I would like to know if there is a way for it to appear like this: $1,234,500
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UX comments per each individual cell
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 investigation of route case including history check and any comments anywhere. Usually it takes a lot of time for RCA while…