Anaplan new UX - Can not find Form Designer

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Occasional Contributor

Anaplan new UX - Can not find Form Designer

Hello community,

 

I am trying to create a form in the New UX but I can not find the Form Designer. When I create a Worksheet the '+' symbol is greyed out with the message: 'You don't have permission to add items'. Can somebody help?

 

Kind regards,

Jim Verhagen

8 REPLIES 8
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Occasional Contributor

Re: Anaplan new UX - Can not find Form Designer

Hello Jim,

 

Have you tried making sure that you are set to Workspace Admin and that you have the proper permissions set up for the data set you are looking to interact with?

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Frequent Contributor

Re: Anaplan new UX - Can not find Form Designer

Hey Jim Verhagen Can you editing the worksheet, and then goto Edit Toolbar Actions, from where you have forms as the last section and you can create forms which directs you to the form designer page. As recommended, do check the roles as well in the model, but here you should be able to view the form designer Thanks Akhil
Occasional Contributor

Re: Anaplan new UX - Can not find Form Designer

Hello Akhil Kohli,

 

I can not find the Edit Toolbar Actions, could you show me a screenshot where it is located? Is it the '+' symbol? That is grayed out. 

 

I have full access to all models, my assignments are:

View Admin

Tenant Admin

Proces Owner

Page Builder

Tenant Auditor

Workspace Admin

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Frequent Contributor

Re: Anaplan new UX - Can not find Form Designer

Hi Jim,

 

This comes when you edit your worksheet by the pencil icon next to your context selectors.

Edit these and you will get Edit Toolbar Actions, from here goto the Forms and from there you will be able to create/enable forms.

This is for the page builders.

 

Edit Toolbar.pngForms.pngForms2.png

 

Thanks

Akhil

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Certified Master Anaplanner

Re: Anaplan new UX - Can not find Form Designer

Just came across this article. I consider Forms a very powerful feature in NUX... yet it's still one of the most hidden ones.

Is there a reason why Anaplan isn't promoting it better?

Planning Rockstar at Bluesprint
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Community Boss

Re: Anaplan new UX - Can not find Form Designer

we were all surprised when we discovered how hard it is to get there. will use this thread to feedback the UX team


Nathan Rudman, Anaplan Model Builder
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Regular Contributor

Re: Anaplan new UX - Can not find Form Designer

Hi @jim_verhagen 

 

Its not clear if this has been answered sufficiently so here is my two pennies worth.

The form designer is accessed via a new action card set up as per the below;

 

ChrisHeathcote_0-1600856734353.png

 

From here you can create and then save as a template to use throughout you app design.

 

Chris 

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Occasional Contributor

Re: Anaplan new UX - Can not find Form Designer

Hello Chris,

 

Thanks for your reply, this new feature has solved the problem of having to make a worksheet to be able to make new forms.

 

Kind regards,

Jim Verhagen