Displaying all the lists in a model, General Lists provides administrators with an interface for quickly customizing list attributes.
Displayed in a grid, each list is shown on a row with its attributes across columns. You will need to scroll to the right of the screen to see all the attributes.
When a model is created, a single default simple list, called Organization, is created (and assigned to the default category, Organization). This list is a default dimension of the model so it can't be deleted, but you can rename it and populate it with list items appropriate to its new purpose.
When the list, Organization, is created, a single default parent list item, called Total Company, is also created. Any list items you add will initially be child items of Total Company.
You can rename Total Company and you can restructure its list items by assigning them a Parent item in the Grid View tab.
All models have a Users list that can be applied both as a dimension of modules and line items, and/or as list-format of a line item.
Users added to the workspace are shown in Model Settings > Users. The Users list dynamically mirrors all users in the workspace who are assigned a Model Role other than No Access.
You cannot add custom properties to the Users list, and there is no Top Level Item.
There could be more than one instance of a first name-surname combination, so the email address field provides both the unique identifier and Display Name for users.
It is treated as a production list by Application Lifecycle Management (ALM), so it isn't synchronized from one model to another. Because it’s a production list, formula reference protection is applied and any attempt to create a formula that makes reference to an item in the list will be blocked. This means the list is not available for use in the SELECT function.
The Users list can be applied as the list format of a line item. A data-entry line item would then offer a pick-list of users with role access to the model; users assigned the role No Access are not shown. See Line Items for more.
Users can also be applied as a dimension of a module and/or line item. If you're a workspace administrator, all users with model access are shown. For more information, see Dimension.
The model cell count increases when the Users list is added to a module.
See Work with Users List.
The name of the list item at the top of the hierarchy; all other list items will roll up into this item. It's really important that you populate this field to ensure that lists map correctly from module to module.
A Top Level item is required if you want Anaplan to automatically calculate a total on this dimension.
|Parent Hierarchy||Assign a parent to the selected list — select an option from the dropdown.|
When this option is selected the list becomes invisible to all users until they are assigned Read or Write access to the list and, potentially, its individual list items.
When Selective Access is applied in General Lists:
If Selective Access is selected for a child list, all parent lists automatically assume Selective Access — you will see the tick boxes for all parent lists selected. However, when Selective Access is applied to a parent list, its children do not automatically assume Selective Access — the tick boxes for the child lists will not be selected automatically.
|Production Data||Marks the list as containing data used in ALM.|
|Managed By||Reserved for future use.|
|Has Workflow||Indicates that the update of items in the list is monitored by Workflow.|
|Properties||Lists the names of the properties of the selected list.|
|Subsets||Lists the names of any subsets of the selected list.|
|Numbered||Marks the list as a numbered list.|
|Display Name Property||Where a list is marked as a numbered list and has properties defined, one of those properties can be chosen (from the Display Name Property dropdown) as a display name rather than showing the unique identifier (UID) prefixed with a # symbol (#UID).|
|Is Organization||Shows the top-most list in the category Organization.|
|Category||Provides default categories that can be used to group lists based on the type of data they contain.|
|Data Tags||Lists any data tags applied to the selected list. To apply a data tag, click the ellipsis (…) and then select one or more data tags.|
|Item Count||The total number of list items in the hierarchy to which the selected list belongs.|
|Notes||Shows any notes added to the list.|
|Referenced in Applies To||Shows modules and subsidiary line items where the list has been applied as a dimension.|
|Referenced as Format||Shows the line items and list properties where the list has been set as the line item format.|
|Referenced in Formula||Shows the modules and line items where the list has been used in a formula.\|
|Next item index||
Contains the index of the next new item in the list. If your organization works with a large amount of data, you might need to reset the Next item index.
|Use Top Level As Default Page?|
General Lists enables you to Open, Insert, or Delete a list; you can Reorder the items displayed, Refresh the display, or Search for lists.
A 60-character limit is imposed on list names and a warning displays if you exceed that limit.
Add a list
You can add a new list in one of two ways:
- In Model Settings, expand Lists and Roll-ups, click General Lists then click Insert.
- In Model Settings, expand Lists and Roll-ups, click General Lists then click New List – Click here (just before Line Item Subsets, at the bottom of General Lists, in the left-hand panel).