Add actions to a process - Anaplan Technical Documentation

When you first create a process it contains no actions. Edit the process to add the actions in the order you want them to run. You can also add, remove, or reorder actions in a process that already has actions.

You must create the imports, exports, and other actions you want to include in the process before you add them. Then add the process to your model.

Note: Workspace administrators always see the results summary when they run a process. You can choose whether non-workspace administrators see this, or a simple confirmation. They can still choose to view the results summary from the confirmation.

To add actions to a process:

Go to the Actions pane and select the process.
Select Edit in the toolbar at the top.
In the Available Actions pane of the dialog, select the actions to add to the process.
The actions display in the Selected Actions pane.
Optionally, change the sequence of actions in the process:
- Select the action you want to move in the Selected Actions pane and move it up or down with the arrows.
Optionally, select the Display action confirmation and full result details to end users when running this process checkbox in the bottom right.
Select OK.