The Copy Branch action enables you to copy an item and its children to the same or a different parent item.
When copying a branch, the list that you copy from must be a numbered list and must have a parent hierarchy - this excludes the Users list. If it has a child hierarchy, then that must also be a numbered list.
How it works
It's a deep copy because it copies the item, its children and all associated data across all modules and list properties in the model. It is a many-to-many copy because you can copy more than one branch of the hierarchy and target more than one parent item as a destination.
Copy Branch can copy from many sources to many parent items. You might have a composite hierarchy consisting of #Products (a numbered list) rolling up into #Promotions (another numbered list) rolling up into the Organization hierarchy. In this case, the Copy Branch action is most appropriate for the #Promotions list, allowing you to copy a promotion along with all its products from one organizational unit to another:
#Products > #Promotions > Organization
In the example above, the # prefix indicates a numbered list. This is a naming convention to indicate the list is a numbered list — Good Practice: Naming Conventions provides further information about names and numbered lists.
#Products has a property that is list-formatted on a normal list — Products. This property is used as the Display Name. The #Products dimension has a parent hierarchy of #Promotions . #Promotions is also a numbered list and has a property that is text-formatted; this property is used as the Display Name. #Promotions has a parent hierarchy of Organization, which is a normal list.
What can I copy?
When copying a branch, the list that you copy from:
- must be a numbered list
- must have a parent hierarchy
- if it has a child hierarchy, then that must also be a numbered list. It doesn't need to have a child hierarchy; if no child hierarchy is set, it will still copy the item and all its data.
You also need access to the child and parent hierarchy. In the case of #Products > #Promotions > #Organization, you would need write access to #Products and #Promotions or you wouldn't be able to insert items in these lists. For example, if you had write-access to North region and read-access to South region, you could copy a promotion from South to North but not from North to South.
Configure Copy Branch
You can configure the Copy Branch action to be applied in one of two ways:
- All levels — copies the parent, all descendent items and all data.
- Immediate children only — copies the parent and immediate children only.
You can also set-up other options for users when they work with a Copy Branch action you configure:
- List Filtering — lets users filter the list to be copied, based on any list-formatted properties of the parent hierarchy.
- Default Dashboard to open — specifies a target dashboard which users will be taken to, when they execute the Copy Branch action.
- Prompt users to show only recently created items — lets users show only the items recently created by the Copy Branch action.
Create and deploy a Copy Branch action
When you create a copy branch action, there's a 60-character limit. If you exceed that limit, a warning appears on the Copy Branch dialog.
Create a Copy Branch action
- In Settings click Actions. On the New Action list click Copy Branch.
- In the Button text box, enter the name of the action as you would like it to appear on the button.
- In the Copy from list, select the numbered list that you want to copy from.
- In the Level to copy list, select All levels or Immediate children only.
- If you want users to be taken to a specific dashboard when they execute the Copy Branch action, select a target dashboard from the Default Dashboard to open.
- If you want users to be able to choose to show only the items recently created by the Copy Branch action, select the Prompt to show all/recently created only check box.
- If you want end users to be able to filter the list when they copy by any of the list-formatted properties of the parent hierarchy, select the properties using the Filter using list. What you select here will display as a filter on the Copy Branch dialog box, allowing users to easily find the items they want to work with.
- Click OK.
The list you copy from must be a numbered list and must have a parent hierarchy. If it has a child hierarchy, then that must also be a numbered list. It doesn't have to have a child hierarchy — with no child hierarchy, it will still copy the item and all of its data.
Deploy the action to a dashboard
- To deploy the Copy Branch action button on a dashboard, select the action in the list under Other Actions. On the View menu, click Publish to Dashboard.
- Choose a suitable dashboard where the action will appear as a button. The one you select will open in the Dashboard Designer, showing the action button at the bottom of the dashboard.
- Drag the button to the required position at the top of the dashboard.
- On the dashboard menu, click Save and Exit Dashboard Designer.
Work with the Copy Branch action
- If you select items at the incorrect level of a hierarchy, a message will display when you click the Copy Branch Action button.
- If you don't select any items in the target grid, Anaplan will try and derive the context from any other grids or page selectors on the dashboard that apply to the same list. If Anaplan cannot identify the context, you'll see an invalid selection dialog.
- If the target dashboard grid does not have the list being copied on either rows or columns, the prompt to show only recently-created items will not display: a copy confirmation dialog is shown instead.
- If the dashboard grid has been configured for synchronized selections, the prompt to show only recently-created items will not display: a copy confirmation dialog is shown instead.