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Import Saved view into list

RajeshPrabhu
Occasional Contributor

Import Saved view into list

Hi All - I am new to Anaplan and  sure missing something obvious in implementing this use case.

Could you please point me what I am doing wrong

 

Use case: Create a button in dashboard for admins to add new Regions. As soon as a new region is added it should be saved in a list

 

Here is what I did

 

1. Created a module (INP01 Region) with no dimension. It has line items Region code, Region Name, Is Active?, Is New?

2. Created a saved view with a filter on IsNew? boolean to show only newly added region

3. Created a list (L1 Region) to hold all regions that are active and new ones added 

 

Issue I am facing:

 

#1: When I try to import saved view into the list, I don't see the line items ( Region code, Region Name, Is Active?, Is New?) in mapping screen. 

 

 

 

7 REPLIES 7
Anilkumarch
Certified Master Anaplanner

Re: Import Saved view into list

Hi @RajeshPrabhu if Region is numbered list then you can "Create" action to add items to the "Region" list. Once the items are added then create a module with "Region" list as dimension and add the line items that you mentioned in the module so that admin will update the data in module. Use formula for pulling data from module to "Region" list.

 

If the list is not numbered list then follow the same process that you mentioned but only change you need to add is you need to create dummy list with one item and use that list as the dimension in the module that you created.

RajeshPrabhu
Occasional Contributor

Re: Import Saved view into list

Thanks Anil. It is not a numbered list in my case so I will go ahead and give a try with Dummy list . Will keep the outcome posted. Thank you
RajeshPrabhu
Occasional Contributor

Re: Import Saved view into list

Thank you Anil. It worked. 👍

nathan_rudman
Master Anaplanner/Community Boss

Re: Import Saved view into list

if you are using the UX instead of classic, you can use a form action to add directly into a list, without the staging module.


Nathan Rudman, Anaplan Model Builder
RajeshPrabhu
Occasional Contributor

Re: Import Saved view into list

Thanks Nathan. I will explore NUX option as well.   

JosephA
Occasional Contributor

Level 1 model building

Nathan,

     Any help here would be appreciated. I tried importing the product.csv into the product details module and it did not come out right. It looks like I'm missing something

 

 

RajeshPrabhu
Occasional Contributor

Re: Import Saved view into list

May I know how dummy list made it work ?