1. Anaplan User Experience
  2. Use apps and pages in the User Experience
  3. Forms

Use forms to create list items, along with list properties and line item values.

When you use a form, the relevant data on any pages updates immediately.

If enabled by the page builder, you can use forms on both worksheets and boards. On a worksheet, forms are accessed via the worksheet toolbar. On a board, they are accessed via action cards.

Forms contain a Name field to name the item you're adding to a list. You may also have the option to enter list properties, choose a parent for the item, or to submit line item values.

In this example, the form enables you to add list items to an Employees list. You can:

  • input the employee Name, the name of the list item;
  • input the employee ID Code, a list property; and
  • select the Region where the employee is located, the parent of the list item.
A form displaying input fields for Name and Code, and a drop-down menu for Region.

Learn how to create a list item via a form.


We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.