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Previous Contributor

End-user file import from a dashboard

Hi all, understand that is a new function release by Anaplan this year https://community.anaplan.com/anapedia/data-integration/import/end-user-file-import-from-a-dashboard. However I don't seem to get it working when i create a process button. The issue I faced is that the process did not prompt me to select the file for upload. Did anyone manged to get it working ? Please do share on how did you get it setup. Thank you and appreciate your help Cheers, Elvin See

8 REPLIES 8
Super Contributor

RE: End-user file import from a dashboard

I just set one up and don't seem to be having an issue. Ran an import, created a process for the import. Then published it to the dashboard and was able to have it prompt me. I thought it might be if you have the same file in the same place and you run the process it might not prompt you, but I ran the process multiple times and it prompted me every time. Are you still having the issue?
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New Contributor

Re: RE: End-user file import from a dashboard

Hi,

I might be missing something, but I don't see this to be working. I tried changing the location of source file, and it never prompted for file (when I run it neither from process pulished on dashboard nor list of actions/processes). Appreciate if you can share details of how this actions has to be setup.

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Frequent Contributor

Re: RE: End-user file import from a dashboard

@ajaymuthureddy,

 

Kindly share screenshots of the steps taken from your end.

 

Thanks

Sathya

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New Contributor

Re: RE: End-user file import from a dashboard

Hi Satya,

1. I created a csv file with columns same as those required for adding a user (along with selective access columns)

2. I clicked import from users, selected csv file and mapped the columns (snap1 and snap2 attached)

Users_Snap1.PNG

 

Users_Snap2.PNG

3. I clicked OK to save this action, didn't run import

4. Added a process for the action and published it to dashboard

5. When I run it from the dashbaord, it doesn't prompt for any file (snap3 attached)Users_Snap3.PNG

 

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Master Anaplanner/Community Boss

Re: RE: End-user file import from a dashboard

@ajaymuthureddy 

Unfortunately the import to Users is the one type of import that doesn't prompt for a file

If you need this as part of the ALM set up, you have to set it up as Production Data Source and upload a file called Users (or whatever the DEV model file was called)

See the following post for more guidance

https://community.anaplan.com/t5/Anaplan-Discussions/Importing-users-in-deployed-mode/m-p/36758#M156

Hope that helps

David

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New Contributor

Re: RE: End-user file import from a dashboard

Thanks for the link David. I never attempted this before and just realized as a limitation.

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Frequent Contributor

Re: RE: End-user file import from a dashboard

Hi @ajaymuthureddy,

 

As far as I know, choosing a file to Import a list of users and updating their attributes through a button published in the dashboard is not available.

 

The Workspace administrator has to import the updated file every time.

 

https://help.anaplan.com/anapedia/Content/Import_and_Export/Import_Data_into_Models/Import_a_Users_L...

 

Thanks

Sathya

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New Contributor

Re: RE: End-user file import from a dashboard

Understood, thanks Sathya!