Hi, anyone should read an apply the Naming conventions which are described in Anapedia. I found it usefull to add some personnal ideas. When you build a model, you will often find duplicate names for :
Of course Anaplan will prevent using the same name in duplicates, and your entry will be rejected, but when the model starts to be huge, it will take some seconds or dozen of seconds or even more than one minute before you get the hand back, waiting for your mistake to be solved. To avoid this, I usually build my model by the following conventions, in combination with Anapedia's good practices :
Of course I do it in french because most of my models are in french. The example I wrote here are only for illustration purposes. The idea is to find a recurring pattern which can be applied and remembered by the model builders and which fit Anapedia's practice. My pattern is : Module : process description. Dashboard : Name Action Open dashboard : Verb Eager to hear abour your own practices. Kind regards. Michel.
I have an issue with this tip:
Any isolated import or export actions can be added to an All Action process. This process will never be run but prevents accidental deletion of actions that aren’t part of a process.
It is inefficient. You can't see when one of your actions becomes obsolete. You have a process that never runs.
Instead I never publish actions to dashboards, only processes. So any isolated action is added to it's own process (with one single action assigned to it), and then the process is published to dashboard. This solution has the same benefit as the one above - actions will not be deleted accidentally, and it has added benefit of being able to choose user-friendly name for the process. And it is easier to understand if it is still relevant and where exactly it is being used.
Hope it helps someone 🙂
Thanks for you input. and yes best practice is not to publish actions to dashboards
Where an Action is to be run by a user, the Process it is part of — not the Action — should be published to the dashboard as a button with a friendly name
When this article was written we didn't have the same visiblity of the 'referenced by' so the tip was useful to prevent accidental deletion (you couldn't tell if the action was used or not).
However, now that we have the following it is a lot easier to see if an action is obsolete
When this article was written we didn't have the same visiblity of the 'referenced by' so the tip was useful to prevent accidental deletion (you couldn't tell if the action was used or not).
This is a good point. Anaplan functionality evolves quickly, so best practices should keep up with it. I think this topic's goal is to help with keeping up 🙂