User Experience

Board failed to load
I maked my pages. But I can not load the pages. I think the reason why this happend is After I edit the pages, I did not publish the pages and shutdown pc. do you have any idea?
NUX Forms - Expansion of Required Field Types: Booleans, List Formatted Properties, etc
Hello, It looks like Text formatted list properties can be marked as required fields in the New UX forms which is great. However, we'd like to be able to expand required field types to include: * Boolean formatted List Properties * List formatted list properties * Module Line Items An example of why we'd like the…
New UX: raise the limit of columns in one row to 12
As a Page Builder, I need more than 4 columns on the New UX Board. Currently, in New UX, there is a limit of 4 columns in a single row. But when designing a page, Page Builder can easily see, that there should be possibility to have up to 12 columns - that's how Board is divided. I know that currently, when you place card…
Saving Custom views in the User Experience
With new releases happening with custom views versus module views, it is more and more clear that Anaplan needs to enable page builders to save the custom views within the new UX in the same way you can with module views. This would help model and page builders out tremendously to recycle views, edit views, etc.…
Allow Multi-Line Text Format in a Worksheet Form
Hello, I would like to see the ability to configure a NUX Worksheet form as a multi-line text field, similar to how you can configure a card to allow multi-line text. This would allow users to enter text and see what they have entered without having to scroll left and right continuously. This would also make the user…
Read and Write Access Driver not working as Form on new UX
Hi, I have created a read/write access driver that works fine in the model but not in the form action on the new UX, as it displays the line item along with its dropdown list that was supposed to be blank based its driver (if the driver is false or true). Best regards, Johan
Instructions within a Form
Would be nice to be able to have the possibility to put in instructions in the top of a form and not only as a Card on the same Page. Best regards, Johan
Level 1 training program Anaplan model builder | Level 2 training program Anaplan model builder
Hello guys. how long does it take to complete the Level 1 training program Anaplan model builder? how long does it take to compete the Level 2 training program Anaplan model builder? it seems a lot of learning material. what is the best practice; (only to fly above as fast as possible)? or take a note of everything that is…
Reorder Favorites on NewUX Homepage
You should be able to re-order favorites on the NewUx Homepage... I have about 30.. would be nice to sort them.
Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
List-formatted line items as Conditional Formatting base
As a Model Builder, I want to use list-formatted line items as Conditional Formatting base (currently Conditional Formatting can be based only on number-formatted line items), so I don't have to create extra line item to use CF. Developer should be able to pick line item formatted as list as a base and define the colours…
Add an opportunity to submit "Other actions" to the Board in New UX
Hi All, Could you please let me know if this is possible to be able to publish "Other actions" to the New UX in the nearest future (delete from list using selection, etc.) Cheers, Dmitry
4.02-09 Publish charts with full filters initially
If the chart has a filtered axis, set the filter such that all items are shown, then publish the chart. Then set the filter criteria back as desired; the chart will then respect the filter
4.02-08 Avoid Refresh buttons
Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards
4.02-07 Avoid buttons for Navigation
Use the contents page for navigation rather than clutter the dashboards with buttons Exceptions: 4.02-07a Iterative processes: When the user needs to toggle back and forth between dashboards, it is acceptable to have navigation buttons (old UX)
4.02-05 Turn off module page selectors
Show the page selector is appropriate but try and drive the selection from a general page selector Related to Rule: 4.02-04 Add Page Selectors rather than module selectors
Hierarchy Filter Not Working on Saved View
Hello, I am having an issue where my hierarchy filter is working on one saved view, but not the other. This all refers to a hierarchy with 4 levels (L1, L2, L3, and L4). The following views are involved: * Module A: Dimensions: L3. Select levels to show: L3 * Module B: Dimensions: L4. Selected levels to show: L3 and L4 *…
Adding background color to the columns
Hi Is there any way we can add background color to select few columns in a Module/Dashboard? We want to highlight the data in certain columns to the users. Thanks Regards Prabakaran
Delete Branch New UX
Community, @Misbah I see the way to create list items using forms then reusing the create action. But is there also a more intuitive way to remove a list item? Only way I can see is to create a Boolean in the system module that marks for deletion, then run a process (that has the delete action in it). Then add the process…
Edit list items in UX ( Boards/Worksheets)
Hi, is it possible to edit list items in Boards/Worksheets ? For example, I have added an item in a list by using a form but i made a mistake on the name of the element. How can I correct it?
Show existing saved views when saving a view
Description of the enhancement required: It would be helpful to have the ability to, when saving a Saved View, see a list of all of the existing Saved Views and select the one that I want to overwrite. How it would help business processes: Primarily, this would be beneficial to model builders who are creating and saving…
Upload action in NUX, show both CSV/TXT in the instructions
The upload action in NUX is a bit misleading by saying select the CSV file, if TXT file is used the users might get confused. Change it to show CSV or TXT .
Highlighting Parent Rows of a List
You may wish to highlight the parent or total of a list when displaying data on a board or worksheet. Conditional formatting uses line items to set the criteria for the conditional formatting and it is not possible to specifically highlight a summary or parent list item directly. However, the following steps can be taken…
Implementing Anaplan
I am new to Anaplan; we are in the process of implementing and have engaged a consulting firm to help us with the build. I am the CFO of a FinTech company and am excited about the move; I've seen the power of Anaplan, and I'm hoping the community can help answer a few questions for me: Question 1: What is the best way to…
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Exclude Process Details for Demos without involving Tenant Admin for Page Builder Rights removal
As an external implementation Team member with page builder Rights, I want to demo processes and Actions in the NewUX the same way that end users see them (without having to double click "run process" in pop-up window). I want to swich process Details (that are only visible for page builders) on/off (e.g. by linking them…
Tip - Publishing Model Documentation on a Dashboard
Hi guys, I would like to share with you a rather simple trick that will facilitate Anaplan users’ access to documentation within the model, contributing to increase the user satisfaction and early-adoption of the tool. Functionalities such the tooltips, text instructions, Line items with messages or conditional formatting…
Enhance "drill" capabilities based on Property and/or Line Item
Idea: Functionality to have synchronisation between a Line Item and a page selector. Select/mouse click the cell of a Line Item and the page selector adjusts itself. Use case: I have several customers which plan on transactional level. Think of that SAP COPA is imported into Anaplan. A transaction can have many (SAP)…
KPI Card, two sparklines
Would be great to be able to have two (2) sparkles on the same KPI-Card. The possibility to show budget vs actual in the same card.
How often do you set the sales revenue target?
Hi In ref to the above, Is there a particular time (month) of each year (if annual) that the organisation begins the goal setting by role? (Country Sales Targets etc)? If yes - should access be granted on/off for a limited time period in which the user begins/finishes the target setting process . I understand it lead to…

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