You can integrate your Anaplan Data Orchestrator writeback pipelines into your broader business processes by running them as part of an Anaplan Workflow. This enables you to automate data transfers based on a schedule, or trigger them manually as part of a larger sequence of tasks.

Create a workflow template

You need to create a workflow template with your Data Orchestrator pipeline.

To create a workflow template with the pipeline:

  1. Select Workflow from the top-left navigation menu.
  2. Select Workflows > Templates from the left-side panel.
  3. Select Create > Template.
  4. Enter a Name and Description for your template, and then select Create template.
  5. Select ADO under Automated tasks in the Select workflow step panel.
    The Select workflow step panel changes to the Configure step - Data Orchestrator panel.
  6. Enter a Title and Task instructions under the Task details section.
  7. Expand the Select action section and follow these steps:
    1. Select a Data Orchestrator dataspace from the Dataspace dropdown.
    2. Select Pipeline from the Action type dropdown. 
    3. Select a pipeline from the Action dropdown.
    4. Select Skip and continue from the Step failure action section.
  8. Select Publish.

Start the workflow

Once the pipeline task is added to your workflow template, you can run it immediately or set it to run on a workflow schedule.

To start the workflow:

  1. Select the template you created from the main Templates inventory screen.
  2. Select Start workflow from the right-side panel.
  3. From the Start workflow dialog, enter the workflow details and select Next:
    • Make sure the template you selected displays in the Start template field.
    • Enter a Workflow name.
    • Enter a Workflow description.
    • Select when you want the workflow to start:
      • Start immediately: If you choose this option, you can customize the assignees and set deadlines before you start the workflow.
      • Start on a certain date, or repeat on a schedule: If you choose this option, choose the data and time for the workflow to start, and set a schedule.
  4. Select Start, and then select Done in the next dialog.