Contributor

Retrieve user details when Importing to list

Hi,

I have a module where the user populate a few line items with information, which is then imported into a list and used further on in the model. However, now the client wants to include a column (line item) where they can see who made the new "transaction", that is, the user that is logged into Anaplan.

So my question is if it is possible to somehow retrieve the user details and them publish them into a line item by some formula. 

Thanks a lot, any help is highly appreciated!

Best,

Fredrick

6 REPLIES 6
Community Boss

Re: Retrieve user details when Importing to list

We don't have a Current user function (it is something that has been asked for), but one solution is to dimension the input module by the users list

You could then use that for the follow on import, as the user (email address) will be a "column" in the data source module

Will that work?

David

Community Boss

Re: Retrieve user details when Importing to list

Just as a follow up you can format a line item as users and use FINDITEM(Users, User Text) if that helps

David

Contributor

Re: Retrieve user details when Importing to list

Hi David,

 

This might be a good solutions. 

When you write "User Text" in the FINDITEM-formula, would that be the email-address I want to add? But if I do that, it would be static and say the same thing no matter which user is making the import, correct?

//Fredrick

Community Boss

Re: Retrieve user details when Importing to list

@fredrickstraube 

Yes it is the email, but that was just for additional info and wouldn't work directly for your issue

 

I think the way to go is to have a module by User. An end user will only have access to their "slice" of the input module by user, so they should only be able to import into there (I haven't tested that to be honest!)

You can set the module to show all users (applicable to admins), meaning when a user runs an import from that module, it will only pick up them, but when an admin runs it it will pick up all user entries.

So, it kind of depends on how you want the process to work

 

An alternative is to put the email as part of the initial import, if that is possible.  I don't know how that initial import is formatted

I hope that helps

David

Contributor

Re: Retrieve user details when Importing to list

Hi David,

Thanks a lot, I now know how to progress!

//Fredrick

Community Boss

Re: Retrieve user details when Importing to list

Excellent!