We've identified the following known issues with the initial GA release of the DocuSign for Anaplan integration. We're working hard to resolve these issues in the next release.
The status of a sent document does not change to Complete after all recipients have signed it in DocuSign and clicked Complete. Workaround: Refresh your browser to update the status.
When you send an envelope, the Sent Documents page opens automatically but does not show the correct Sent Date and Signed Date. Workaround: Refresh your browser to update the Sent Date and Signed Date to reflect when the envelope was sent.
The signing status of the envelope does not update in Anaplan in the following signing workflow: Recipient 1, with DocuSign role 1, signs the document; Recipient 2, with DocuSign role 2, declines the document. The Update Anaplan button is disabled and your view does not update to show the declined status. Workaround: Check the signing status on the Sent Documents page in the DocuSign for Anaplan integration.
If you reuse an envelope with a document template that has a greater number of recipients, step two of the Create a new Workflow wizard does not show the updated number of recipients for the envelope.
If two or more of your DocuSign accounts are part of the same group, DocuSign information (for example, envelopes) from both accounts is available to logged-in users who connect the integration to any account in the group. You'll only encounter this issue if you have multiple DocuSign accounts organized using groups.
When you preview an envelope by clicking Preview and Send, the preview table shows all data in the Anaplan view regardless of any filters that are applied. However, filters are respected when the DocuSign Workflow is triggered, and documents are only sent to the filtered recipients.
Selecting an envelope in the Create a new workflow wizard can take up to 20 seconds if multiple envelopes exist.
Leading and trailing spaces are not excluded from search queries. For example, searching for "envelope one " doesn't return an envelope named "envelope one".. Workaround: Check for leading and trailing spaces when searching for envelopes, DocuSign Workflows, or sent documents.
The column dropdowns in step 2 of the Create a new envelope wizard do not close as expected.
Users are unable to save DocuSign Workflows. Workaround: Create a new module in Anaplan and use that to configure the DocuSign integration.
We're pleased to announce the release of the Anaplan Connector for Informatica Cloud version 2.3. In this release, you can extract the dump file created during an import action and send it to a target connector. This enables you to export the dump file to a flat file, database table or other connector with a field mapping. For more information, see the Anaplan Informatica Connector Guide.
At Anaplan, our mission is to change the way companies around the world align people and plans to market opportunities. Central to achieving this goal is successfully integrating your data from various external systems into Anaplan, including native connectors as well as connectors with the most popular ETL tools on the market.
Recently, I used Anaplan Connect for the first time; I used it to import Workday and Jobvite data into my Anaplan model. This was my first serious data integration. After my experience I put together some tips and tricks to help other first-timers succeed.