Renaming the line item - Best Practices

Dominika_Dudzinska
Contributor

Renaming the line item - Best Practices

Hello all,

I need to rename a line item in a large model, I am wondering what are the best practices to do this?
What should I consider before renaming to avoid destroying the model? 

Thank you in advance for your help!

2 ACCEPTED SOLUTIONS

Accepted Solutions
abhay.kanik
Regular Contributor

Re: Renaming the line item - Best Practices

@Dominika_Dudzinska 

I don't think it will have any impact, Name of line item wherever it is referenced will be changed automatically whether be it a formula or line item subset, or even if you have used select statement with LISS .

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MarkWarren
Expert

Re: Renaming the line item - Best Practices

A line item can be safely renamed, it will not affect any functionality. Every line item has its own internal ID that is used for the references within Anaplan.
The only best practices are to avoid using special characters or emoji in the name.

View solution in original post

5 REPLIES 5
abhay.kanik
Regular Contributor

Re: Renaming the line item - Best Practices

@Dominika_Dudzinska 

I don't think it will have any impact, Name of line item wherever it is referenced will be changed automatically whether be it a formula or line item subset, or even if you have used select statement with LISS .

View solution in original post

MarkWarren
Expert

Re: Renaming the line item - Best Practices

A line item can be safely renamed, it will not affect any functionality. Every line item has its own internal ID that is used for the references within Anaplan.
The only best practices are to avoid using special characters or emoji in the name.

View solution in original post

Dominika_Dudzinska
Contributor

Re: Renaming the line item - Best Practices

Thank you for your help!
jczimbal
Occasional Contributor

Re: Renaming the line item - Best Practices

One thing to consider is if you are using the line item as a source or target within an action, whether model-to-model or external source-to-model. If you are using 'Match on names or codes' for the line items and you change the name of a line item then it will not be part of the mapping. If 'Map items manually' is selected then you will be fine.

vinayvm
Certified Master Anaplanner

Re: Renaming the line item - Best Practices

Hi @Dominika_Dudzinska , @jczimbal ,

 

Renaming a lineitem which is used as a source in any import action will break the mapping (even if you use Map items manually)

Please consider revisiting such actions (if any), to do the remapping!

 

Regards,

vinayvm