How to add a create form action (new UX) to a process?

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muratakkas
muratakkas Member, ALL USERS, Certified Model Builder Posts: 5 Occasional Contributor
in Anaplan Community

Hello Anaplanners!

 

I have a numbered list that I'm using it as a staging list. I have a module dimensioned by this numbered list only. I added a line item to generate automatically code for this numbered list. 

CODE = MID(NAME(ITEM(# Numbered_List)), 2, LENGTH(NAME(ITEM(# Numbered_List))) - 1)

I have another two line items:

ITEM CODE = CODE(ITEM(# Numbered_List))

UPDATE CODE? = ISBLANK(CODE)

In the UX page, I added a saved view of this module which has some additional line items for user input. 

 

I added a "Create Form" action using new UX feature, and did not activated the code, so when this action is run, a new list member is added to the # Numbered_List but without a code. As you know, "Numbered Lists without a Code" is not a best practice and reduces performance. So, I created an import list action which imports the CODE line item (in this saved view UPDATE CODE? is used as a filter). I can run these two actions on the UX page and I can able to add new list item to the # Numbered_List which also has an auto generated code. 

 

Therefore, my question is, how can I add these two actions in a process? Since the create form action is a new UX feature, I could not find on the model Actions, therefore cannot add these two into a process, so that user will only run a process, rather than running these two actions manually. 

 

Thank you!

Murat Akkas

 

 

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Comments

  • Badam
    Badam Member, ALL USERS, Partner Posts: 5 Contributor

    Hi Muratakkas,

     

    Currently, forms are created at the story level, but these are published into models. Hence we are not able to include forms into a process. 

     

    @JaredDolich , Do we have any work around on this?

     

    Thanks & Regards

    Badam Anjani Prasad

    Ph No: 9625266183

  • ryan_kohn
    ryan_kohn Member, ALL USERS, Certified Master Anaplanner, Employee, Community Pioneer Posts: 5 Master Anaplanner of the Year

    As others have noted, what you are looking for is not possible in the platform today. There is an open Idea on the Idea Exchange for this, so I recommend kudoing, following, and adding any comments to it if needed.

     

    https://community.anaplan.com/t5/Idea-Exchange/Trigger-a-process-after-sa-form/idi-p/66945

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