1. Data integration
  2. Anaplan Data Integration
  3. CloudWorks
  4. Create a new process
  5. Edit a process

Edit a process to revise how it runs.

You must be an Integration Administrator to use this procedure.

To edit a process:

  1. Hover over a process in your list and an ellipses (...) displays on the right.
  2. Click the ellipse (...) and select Edit from the menu.
  3. The Edit-Process dialog displays. Revise your integration settings.
    • Enter or revise the Name. The connection name limit has a maximum of 60 alphanumeric characters, as well as these symbols: ! @ # $ % ^ & *.
    • Select your Workspace from the drop-down menu.
    • Select your Model from the drop-down menu.
    • Select the Action from the drop-down menu.
  4. From the Connection column, select a Connection for each process action.
  5. From the Data source or target column:
    • Select the Data source (per import) or target (per export) for each process action.
    • If you have run an export action previously, and you want to overwrite the download file, select the Overwrite file checkbox to the right.*
  6. Click Save to accept and apply your revised Process settings.
Dialog for edit a process.