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A New UX Page in the workflow process
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
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Print or get source to target line item mapping through API
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…
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Workflow and Process Builder "Save and Exit"
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…
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Workflow Design in Anaplan
Need to know when the workflow mechanism can be implemented in AnaplanCurrently we design workflow in anaplan manually( below functionalities)Few functionalities like * Concurrency Handling: When multiple users work on the application simultaneously the particular node should be locked for data entry. * Once user A submits…
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Organized Dynamic Access Driver Selections
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…
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Process Builder - Ability to have multiple contacts receive a notification for a workflow step
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…
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Suppress Saved Views in Contents Pane
We have modules that we reference frequently that would be convenient to have accessible in the Contents Pane. However, there is a relatively high number of saved views on the modules and to include them in the Contents Pane would mean taking up many lines in the Contents Pane. It would be helpful if there were an option…
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Easily see whether a list or module is used in an Action.
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…
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Fully connected planning for contact centres
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…
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Have Categories for the History Export
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.
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New workflow dashboards: auto-refresh when launching actions
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…
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To save records in the module, some kind of archiving within the model not the actual archiving.
So I am developing a model where I need to save the same module with different versions of it. Basically, I wish to make some changes and save it and someone else also should be able to make the changes and see it. I want to capture these modules with the changes made for the future reference.
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Creat PPT deck
It would be really nice to be able to create a deck with a preloaded company PPT template and select which charts and graphs should be included.
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Workflow to create and track processes not related to Anaplan dashboards
During engineers day 2018 I created a demo where I modeled an Onboarding process. Managers would start a new instance of the onboarding process on the builder side with the name of the new employee and keep track of his/her progress through the steps of the onboarding process. The project on the Hackaton was called…
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Generates email based on user action or model logic
For example, I'd like an email to be generated to a designated recipient when a value reaches a certain threshhold, if a certain activity has not been done by a certain date, when someone checks a box to indicate that an activity is complete, when a certain action is run in the model, or when any activity is done against a…
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Process to see anaplan login logs via different connection
Hi Team, we should have some process in anapla using which we should be able to see connections logs. For example, if a account get locked due to wrong password used to build connection with anaplan and can't find which connection is that.There should be some process which can provide information to find connection details…
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Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
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Navigate to next and/or previous line formatted items
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…
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Worflow to work across Models
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…