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

You can create a new process to combine import, export, or delete actions into a single run. Process guidelines:

  • One of the actions included in your process must be an AWS S3 (cloud-based) import or export. 
  • Your process cannot include a model-to-model import action.
  • Your process cannot include the Optimizer service.
  • You must be an Integration Administrator to create a process. 

Note: If your integration export is from a model with a list that has Selective Access enabled, make sure that your workspace administrator has granted Internal (Full Access), a type of Selective Access, to that list. Internal (Full Access) is a dummy user that represents integration service. 

To create a new process:

New integration and process drop-down menu.
  1. Select Integrations & Processes from the left menu.
  2. Click New integration / process on the right.  
  3. Select Process from the drop-down menu. 
  4. Complete the dialog entries:
    • Enter the Name. The name has a limit of 60 alphanumeric characters. You can also use symbols,
      such as:  @ # $ % ^ & *(!).  
    • Select your Workspace from the drop-down menu.
    • Select your Model from the drop-down menu.
    • Select the Action from the drop-down menu.
  5. From the Connection column, Select a Connection for each process action.
  6. 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.*
  7. Click Create to accept and apply your settings for your new process.
Dialog for a new process.