Idea Exchange

As a model builder, I want to see whether a module or list is referenced by, or used in, an Action.    For example, in "General Lists", we can see whether a list is referenced in a module's "Applies To", as a Format, or in a Formula. But we can't easily see, for example, whether the list is used in a Saved Export. The same idea applies to the Modules menu - we can't see which actions use the modules.   The solution could be as simple as a "Used in Actions" column in the Modules menu and General Lists, that lists all of the actions using the module or list.   Today, the way we're handling this is to export the various tabs in the Actions menu and then review in Excel. This is tedious and - when working on a break-fix - too time-consuming.      ... View more

Hi Anaplan,    Currently the process builder only allows for each Process to only have ONE contact assignment. It would be really beneficial if it would possible to have multiple contacts recieve a notification for a workflow step. The benefit would be a time saving in not having to repeat the creation of multiple workflow steps to multiple users.    Credit to @jbalkin    Thanks,   Usman ... View more

Hi Anaplan community,        Based on clients needs, I wanted to figure out a way to print out the line items' source --> Target mapping through the Anaplan API. This is when a model builder is doing an import and gets to manually map data from the source file to the target line items but here we can quickly have an array or list of mappings that can be printed on a website/dashboard.    Much Appreciated! ... View more

This request has been posted already in 2013  & 2018 and probably in the years in between. It is not availbale yet, while it will solve a lot of problems for many of our customers. If you do not want to change a previous version, then the option for Formula Scope needs to be put on "Current Version" this however blocks all formulas that use IF ISACTUALVERSION(). #FormulaScope #VersionControl ... View more

Request from Amgen Europe : Anaplan is currently not able to send email notifications based on a pre-set condition. e.g.  whenever a price is submitted below a certain threshold. The idea would to have an action that sends email based on a threshold but without having to use your own mailbox ... View more

Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan, instead of an extra step setting up API/Anaplan Connect or 3rd party integration . ... View more

"As an end-user I want to directly launch a model, dashboard or task (new workflow) via a SSO secured URL so that I can do efficiently my work and don't waste time by navigating through the launchpad / model structure."   This is makes collaboration across our organisation much more intuitive, because URL links could be included in other applications (third party CRM's etc.) and shared via team messaging services (MS Teams, Slack etc.). Also the new workflow could be launched directly from the email notifiers. ... View more

Currently, exporting the history of the model will include all changes, including selective access, imports, value changes, delete/add user etc.    Allowing users to only export specific categories (ex. Value changes) would cut down on the time it takes to download history, and would cut down on the size of the export.  ... View more

When editing or creating a new process the button at the top right says "Save & Exit" and when you process it, the process changes are not retain, there is no warning of losing your work, and you exit the process editing page. I believe that this is misleading and should be changed to "Exit" and a prompt should appear prior to completing the exit, if there are changes that a prompt appears stating you need to complete the "Save" in the bottom corner to complete, unless you wish to discard changes. ... View more

Currently we need to select a specific model while building a process in the workflow.   There would be situations where, a process have to go steps in different models to complete the process. For example, we could have a separate model for Cost Centre planning and another model for Profit Centre Planning. So if they want to push the data from the Cost Centre Model to Profit Centre and then review/change, then we need to have a model agnostic workflow.   Generally, thinkign about Connected Planning, a workflow that works across models might be just ideal. As currently we can't link one step in one model to another in another model if there is a dependency for the task.   Thank you, Divya ... View more

As a model builder, dynamic access drivers can be hard to find when implementing this feature. Anything formatted as a boolean will appear as a possible driver and the resulting list becomes tedious to search through in big models. My idea is to show potential drivers based on the current module on the top of the drop-down list. This will enable model builders to quickly and easily seek out dynamic access drivers within the current module first without having to scroll through ones from different modules. It will also help eliminate some confusion if drivers have similar names across several modules.  ... View more

In a standard dashboard  data within are automatically refresh when a process/action is run. If you are loading data from a txt or from another module the user see that data are changing at the end of the action. With the new workflow this is not happening and, from an user stanpoint, this generate confusion and the need to manual refresh the module clicking on Edit -> Refresh or clicking F5 to reload the page.   Is not possible, as a workaround, eiter to create a button to open again the dashboard or use the Refresh button on top of the dashboard.   Autorefresh functionality should work as usual also in the new workflow.   Thanks, Daniele ... View more

Description:  As user, I want to have the ability to navigate back and forth through list formatted items with by clicking right/left arrows so I can easily navigate through items during a workflow process instead of having to select items from a drop-down list.   Enhancement: I’ll know when this is successful when there are right and left arrows on either side of a list formatted item and I can click on to navigate to the next and/or previous item in the list.    Benefit / Impact: Today, a user can only selected items from a drop-down list. Having a click through navigation option for viewing items could help with user workflow and ease of viewing/navigating list formatted items one at a time vs always having to select an item from a drop down.     I’ve attached a picture that shows an example from another system that allows users to view Products and Locations, and navigate through them by clicking arrows to the right of left.  ... View more

Contact centres regularly use expensive workforce management solutions that are inflexible and difficult to work with. These solutions focus on managing call handler schedules (ie what they're doing at each point in the day) against customer fulfilment (how quickly they're getting to support that customer). These solutions represent the last step of the planning journey for many companies and to be truly connected, Anaplan should look to invest time in supporting organisations that are interested in developing this capability within Anaplan. Increasing the available time scale sensitivity and improving the customisation of these settings to model builders would facilitate this development work. ... View more