Anaplan Modules
In an Adobe Workfront Fusion scenario, you can automate workflows that use Anaplan, as well as connect it to multiple third-party applications and services.
For instructions on creating a scenario, see the articles under Create scenarios: article index.
For information about modules, see the articles under Modules: article index.
Access requirements
You must have the following access to use the functionality in this article:
New: Standard
Or
Current: Work or higher
Current: No Workfront Fusion license requirement
Or
Legacy: Workfront Fusion for Work Automation and Integration
New:
- Select or Prime Workfront package: Your organization must purchase Adobe Workfront Fusion.
- Ultimate Workfront package: Workfront Fusion is included.
Or
Current: Your organization must purchase Adobe Workfront Fusion.
For more detail about the information in this table, see Access requirements in documentation.
For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.
Prerequisites
Before you can use the Anaplan connector, you must ensure that the following prerequisites are met:
- You must have an active Anaplan account.
- You must configure Workspaces, Models, and other Anaplan objects in your Anaplan account before Workfront Fusion can interact with them.
Anaplan API information
The Anaplan connector uses the following:
Connect Anaplan to Workfront Fusion
To create a connection for your Anaplan modules:
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Click Add next to the Connection box.
-
Fill in the following fields:
Connection nameEnter a name for the new connection.EnvironmentSelect whether are connecting to a production or non-production environment.TypeSelect whether you are connecting to a service account or a personal account.emailEnter the email address for this Anaplan accountPasswordEnter the password for this Anaplan account. -
Click Continue to save the connection and return to the module.
Anaplan modules and their fields
When you configure Anaplan modules, Workfront Fusion displays the fields listed below. Along with these, additional Anaplan fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.
Triggers
Watch records
This trigger module starts a scenario when a record of the chosen type is created or updated.
Actions
Create a list item
This action module adds a new item to a list in Anaplan.
Delete a record
This action module deletes an existing record.
Select the type of object to delete.
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Action
Select or map the action to delete.
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List item
Select the list that you want to delete an item from, then enter or map the ID or the code of the item that you want to delete
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File
Select or map the file to delete.
Export data
This action module retrieves data from Anaplan using Export Definitions .
Import data
This action module imports data into Anaplan.
Make a custom API Call
This module allows you to perform a custom API call to the Anaplan API.
https://api.anaplan.com/2/0/
Add the headers of the request in the form of a standard JSON object.
For example, {"Content-type":"application/json"}
Workfront Fusion adds authorization headers automatically.
Add the body content for the API call in the form of a standard JSON object.
Note:
When using conditional statements such as if
in your JSON, put the quotation marks outside of the conditional statement.
Read a record
This action module reads a single record.
Select the type of record to read.
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Model
Select or map the ID of the Model you want to read
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Model list
Select or map the IDs of the Workspace and Model that contain the List you want to read, then select the List. In the Data type field, select whether you want to read data or metadata.
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Model version
Select or map the ID of the Model you want to read.
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User
Select whether you want to return data about the owner of the account being used, or another user. If you select another user, select the name of the user.
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Workspace
Select or map the ID of the Workspace you want to read.
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View
Select or map the ID of the Model that contains the view you want to read.
Run an action
This action module imports, exports, deletes, or processes an action.
Select the action that you want to perform
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Delete
Enter or map the ID of the action you want to delete.
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Export
Enter or map the ID of the export definition that you want to use. You can export into the following file formats:
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XLS
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XLSX
-
CSV
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Import
Enter or map the ID of the import definition that you want to use.
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Process
Enter or map the ID of the process you want to use.
Update a record
This action module updates a single record in Anaplan.
Select the type of record you want to update.
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List item
For fields, see Create a list item in this article.
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Module cell data
When you update cell data, all downstream calculations that use that data are also updated.
Fill in the following fields:
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Model ID
Select or map the Model that contains the cell you want to update.
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Module ID
Select or map the Module that contains the cell you want to update
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Line item name
Select or map the line item of the cell you want to update
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Dimension ID
Select or map the dimension that is on the line item.
Note:
- Dimension key (value) must be either
dimensionName
(next) ordimensionId
(ID). - Item key (value) must be
itemName
(text),itemCode
(text), oritemId
(ID). - Dimension and item keys must be the same type (text or ID).
For information on dimensions, search for Dimensions in the Anaplan Anapedia.
- Dimension key (value) must be either
-
Value
Enter or map the new value for the cell.
-
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Model current fiscal year
Enter the Workspace ID and Model ID of the Model for which you want to update the fiscal year, then enter or map the new year for the model.
Upload file for action
This action module uploads an existing file in Anaplan to additional locations within Anaplan.
Searches
Get record
This search module returns all accessible records of the selected type.
Select the type of record that you want to retrieve.
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Workspaces
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Models
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Line items
Select or map the ID of the Model that contains the line items you want to retrieve.
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Model lists
Select or map the ID of the Workspace and Model ID that contain the Model lists you want to retrieve.
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Model calendar
Select or map the ID of the Workspace that contains the Model calendar you want to retrieve.
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Model versions
-
Select or map the ID of the Model that contains the Model versions you want to retrieve.
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Users
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Views
Select whether you want to choose the view by Module or by Model, then select or map the ID of the Module or Model that contains the view you want to retrieve.