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 friendliness for approvers who aren't in the plattform regularly, intuitive steps/instructions, etc.
Thank you!!!
Answers
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Hi Sarah,
You can build a workflow that consists out of a combination of line items, a list, and a time dimension. By using Dynamic Cell Access (DCA) you can ensure that once the date field and a submission button is ticked you lock the input data.
After approval/rejection you can keep the data locked or re-open it again.
The email notification button in the NUX can be configured only in the NUX directly, you have to pre-specify the recipients per button.
Once Anaplan delivers the new additional workflow functionality you can assign tasks to specific roles/users. This would probably still need DCA on the back-ground so the effort that you're taking now isn't lost completely due to new update.5 -
Hi All, Is the workflow still available? I tried to create a new list in an old model that was using some lists with workflow but the button is greyed out . Also if we don't set the DCA is the status blocking the data entry?
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Hello :) Is workflow working with polaris engine? Thanks!
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@s.jansenidw can you elaborate on how to control email notifications? I'm not sure I'm familiar with this functionality.
I'm looking to turn off email notifications for end users.
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