Copy Branch should have the option for list formatted line items that are copied to update to the correct list item automatically

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Copy Branch should have the option for list formatted line items that are copied to update to the correct list item automatically

Description of the enhancement required:

When using Copy Branch, Anaplan should give the user an option about how it copies blue (editable) cells - particularly for List formatted line items. The user should have the option for list formatted line items that are copied to update to the correct list item automatically. This is usually to the list item which corresponds with the branch which has been created in the copy.

 

An example of an enhancement:

Current set up is three lists:
List A
List B
List C
where A is the parent of B, and B is the Parent of C. There is a line item which has List C as the format and is NOT formula driven. If I do copy Branch on this hierarchy, C will just copy as it is seen - in some scenarios it would be useful for it to copy the line item with the correct list item from List C ( the item which it created). ie there should be an option where the list formatted line items would change to match the branch it is now in.

 

A story for why they want the enhancement:
Users like to manage different versions of a project and therefore use Copy Branch action of one project to get a new version of it. For list formatted line items Anaplan keeps the internal number and copies it as it is, and it does not keep the same Parent / Child relationship. The copied data for these line items is therefore not relevant anymore, and we have to change it manually.

1 Comment
Community Manager
 
Status changed to: Considered for Future Roadmap
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