Idea Exchange

usman.zia · ‎01-13-2020

Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used platforms the schedules are always up to date. Having this in the NUX mobile app would be really useful for productivity. Thanks, Usman

jamietgwang · ‎04-24-2019

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 .

paul.rappmund · ‎04-25-2019

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.

maud_vermeulen · ‎10-23-2018

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

Frederic.sabo · ‎10-04-2018

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

CallumW · ‎11-04-2019

I think all model builders will know the frustration of trying to open the settings menu and misclicking the model map! It will often take minutes to load on large models, with no option to cancel the selection - in some instances it even crashes the browser! Please give us the opportunity to hide or move the button to open the model map to somewhere on the page that is more suitable! (I would love to see some stats on time wasted by clicking the button, I know I must have lost plenty over the years!)

usman.zia · ‎07-17-2019

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

vadim.rogatskin · ‎01-21-2020

It would be great to have an option to choose a 'Page' from the New UX functionality instead of a classic dashboard as a ' DASHBOARDS FOR APPROVAL' when setting up a workflow process

PhilippErkinger · ‎06-21-2019

"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.

daian · ‎04-11-2019

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.

Divya · ‎10-25-2018

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

GrahamJordan · ‎05-06-2019

Our customer would benefit greatly from an enhancement to our DocuSign integreation functionality: Right now, users need to create one workflow per DocuSign template, which results in needing to maintain a large number of workflows. The customer request is to allow one workflow to work for multiple templates at the same time. This would greatly cut down on the workflows that need to be created and maintained.

hamzamahmood1993 · ‎11-12-2019

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!

obriegr · ‎09-13-2019

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.

NoxVoortella · ‎11-07-2018

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.

Idea Exchange

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Limit Dropdown Options for Time Selections

Group/ungroup columns/rows in New UX

Assign actions in NUX

Export data from NUX with preserved conditional fo...

Editing cells while drilldown in New UX

Apps on the App Hub

Certificate authentication for all integration acc...

Idea exchange: idea of the week

App Hub videos

New UX: Set an "Initial Page" selector link old UX

NewUX - Historical log for app changes

Option to Tie Time Range to Current Period

Automatically set Model Builders as Page Builders ...

Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow

Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)

Easily see whether a list or module is used in an Action.

Old idea that needs attention: Formula scope on combination of Actual and Current version

Email notifications : Sending Email Actions without using mailbox

Hide/Move Model Map Button!

Process Builder - Ability to have multiple contacts receive a notification for a workflow step

A New UX Page in the workflow process

Direct launch of models via SSO link

Have Categories for the History Export

Worflow to work across Models

DocuSign Workflow enhancement

Print or get source to target line item mapping through API

Workflow and Process Builder "Save and Exit"

Navigate to next and/or previous line formatted items