About GrahamJordan

Updated July 31st 2020 Here is an overview of the different roles in Classic and in the UX.   Tenant Admin Model Builder Page Builder End User Classic UX Disable and Enable Tenant users and assign Page Builders ✅       Manage Workspace users and assign Model Builders and Users   ✅     Manage Model Security   ✅     Build Modules, Line Items, and Formulas   ✅     Build Saved Views   ✅     Build Dashboards   ✅     View Dashboards   ✅   ✅ Enable Personal Saved Dashboards by Model   ✅     New UX Enable MyPages by Model   ✅     Build Apps and Pages for Desktop and Mobile     ✅   Build Custom Views     ✅   Manage Card Template Library     ✅   Build MyPages     ✅ ✅ Convert MyPages to an App     ✅   Manage Page access by Roles     ✅   View Pages   ✅ ✅ ✅ Share Pages     ✅ ✅ Export Pages     ✅ ✅ Create Notify Actions     ✅   View Pages on Mobile   ✅ ✅ ✅   It's important to keep in mind that these roles may not be mutually exclusive; a user can have multiple roles. ... View more

Come join us at the San Francisco User Group - Model Builder Summit on October 24th.   Your Anaplanner peers will share details of what they've been building, and we'll have some guest speakers on the topics of the product roadmap, Centers of Excellence, and the Master Anaplanner Program.   There is no fee to attend, you just need to be an Anaplan customer with an active account.   Find more details here - and don't forget to register! ... View more

When attempting to login to Tenant Administration: if you do not have Tenant Admin access, there is a generic 404 error message that states "Sorry this page is not available - 404"   It would be helpful to instead state: "You do not have Tenant Administrator privileges, please contact your Tenant Admin or support@anaplan.com"   This way users will know it's not a system error, but a lack of security access. ... View more

For those using an Apple computer or Mac OS:   If you need to start a new paragraph (drop down a row) in an Anaplan dashboard text box: Hold Control+Option+Command and hit enter. ... View more

When configuring a Service Account, here are some things to keep in mind:   A Service Account is typically an IT owned Anaplan account used for automating data integrations. In most senses it is a regular user account, but it is linked to a company email account that is not an individual employee.   When setting up a Service Account: The account needs to be run/accessed with basic authentication, or using a CA certificate (disable SSO) There are licensing implications: For data integration purposes, the user does not need to be Workspace Administrator/Model Builder. Can just be Full Access. However the account may need WSA access if User Integrations are needed. When setting up a Service Account, contact your Account Executive to understand licensing implications. ... View more

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. ... View more

When typing in a calculation function, show a dropdown box that provides possible matches   Example 1: In the formula box when you type "Da" a tooltip suggests "DATE, DAY, DAYS, DAYSINMONTH, DAYSINYEAR.." etc   Example 2 (List/Module specific): When typing "Employees. " a tooltip suggests your available Properties or Line Items that match "Employees.Start Date,  Employees.End Date, Employees.Salary..." etc ... View more