Idea Exchange

In the current scenario, the page in New UX displays a perfect layout with 50% zoom ratio of browser. If the zoom ratio of browser increases, the columns to the right are getting cut. I suggest having a horizontal scroll bar would be helpful. Please find the cases in the images one with 50% zoom and other with 67% zoom. ... View more

It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts of a workflow without having a user have to click on a web-service link which launches an unnecessary browser window. Use cases would be for users to be able to trigger ETLs that import data from external source into model, update an ML model with inputs from new ux dashboard etc. ... View more

I'd like the ability to allow users to fill out a Form in the new UX and create a code for the new item (automatically) based on the inputs - as well as flag the inputs as not possible if the item has been created before. ... View more

The action of sending emails could be linked to an existing action; currently the MAILTO formula only sends when a user clicks a link. If a user could click a Process button (that incorporates other actions) and it automatically create the email based on the user that clicked it. This would be immensely helpful for workflow operations.  ... View more

It would be helpful if the recipient of a notification or a link to a shared page could see the same context as the sender, and not have to select the right dimensions themselves.  Use case: Person A enters data and notifies person B to approve or comment on the new entry.   P.S. This is possible using the Process Builder, but not in the New UX ... View more

With the introduction of the Notification action in the New UX, it would be great to have the ability to edit these actions once created.      At the moment, once the notification worksheet action has been created there is no ability to tweak it further - you have to redo the whole thing again. ... View more

With the introduction of the new Notificaiton capability in the New UX (which works great when tested), it would be great to expand it to include 'Anaplan Roles' instead of Specific People in the email selection.     Another far fetched expansion would be to integrate this with AD groups etc. to send notifications across the organisation to people with limited access to Anaplan! ... View more

I like to add some dynamic guiding which can be changed according to users' current actions. KPI can be a good card for this. I found a way to use it in Worksheets this way that user while going step by step in my process could easily see should he/she pay attention to some step or can skip it.   For example, this picture has the first step when user loads some data to a buffer module, the second step with validation on a separate page where user should go if he/she have a message that something should be validated before the load. The third step will be the final confirmation which will load the data.   KPI here applied by line item with IF THEN conditions of text and a color coding.     This is where the second step leads - a validation Board. As you can see this validation page has the same KPI card, but here you can see the color coding which helps user visually understand that everything is correct. While KPI card in insights tab of Worksheet does not show color coding.       ... View more

Dear all,   Would be great to do a bulk copy being able to map multiple months either to the same month or to another month. So if for example I would like to copy data from Jan - Dec 2019 to Jan - Dec 2020 I would have to do this in 12 steps.   Other posts have been shared that I also support, but are slightly different:   https://community.anaplan.com/t5/Idea-Exchange/Bulk-Copy-by-Month/idi-p/36076 https://community.anaplan.com/t5/Idea-Exchange/Add-Bulk-Copy-to-action-list-to-be-added-in-process-chain/idi-p/40525   Kind regards, Maud ... View more

Scrolling within a page in the NUX scrolls down the board or within the module. There are cases where a user may want to run scenario planning (for example) and view data and perform actions across a same initial list but not with the same dimensions. Currently if i had a Project list by time to view my information and I then wanted to choose to include the project in my forecast (across all months and years, not just for one year) having separate modules can make this a pain. If the modules are side by side sharing the Project dimension, one has time while the other is boolean formatted and does not. This would mean you have to either scroll both and make sure they align OR have the checkbox also dimensioned by time in which case checking the box would require multiple checks (across years). If there was a way to simultaneously scroll across modules (when a user wants to) that would be useful.  ... View more

Dear all,   Would be great to bulk copy data on a certain combination of dimensions: For example to copy the data of one Store to a specific other store but just for a selection of months and a specific version. And make it possible to create an action out of it; it would allow end-users to pre-populate a new Product, Store, CC based on a reference Product, Store, CC in multiple modules in one go.   Other example is copy just 1 month from 1 version to a different month in another version.   see also related posts: https://community.anaplan.com/t5/Idea-Exchange/Bulk-Copy-multi-month-mapping/idi-p/73012#M5859 https://community.anaplan.com/t5/Idea-Exchange/Bulk-Copy-by-Month/idi-p/36076 https://community.anaplan.com/t5/Idea-Exchange/Add-Bulk-Copy-to-action-list-to-be-added-in-process-chain/idi-p/40525   Kind regards, Maud ... View more

It will be great if we can automate the email notification with the workflow status changed.  Also so user can customise the default email content and users w ... 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

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