Workflow templates let you combine a sequence of tasks together to run Anaplan Data Orchestrator actions. Tasks include data extracts, model links, model actions, and notifications. You can run tasks immediately after the you set up the workflow template, or on a schedule.

Note: Workflow is an entitled service and you must opt in to access this feature. For limited availability customers, if you don't have access to Workflow, we will give you temporary access to it.

To set up Workflow with Data Orchestrator, create a Workflow template that runs Data Orchestrator actions. 

You can run these Data Orchestrator actions with the Workflow template:

  • Extract action: Use this action to extract data from a connection. Create a data extract in Data Orchestrator to run this action.
  • Link action: Use this action to push data to a model. Create a link in Data Orchestrator that pushes data to a model to run this action.

Create a Workflow template

You can create a Workflow template that runs Data Orchestrator extract and link actions.

To create a Workflow template:

  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, and then select Create template.
  5. Add an extract action to the workflow template:
    1. Select Data Orchestrator from the right-side panel.
    2. Under Task details, enter a Title and Instructions.
    3. Under Select action:
      • Action type: Extract
      • Action: Select a source dataset.
  6. Add a link action to the workflow template:
    1. Under ON SUCCESS, select the plus icon to add the link action.
    2. Select Data Orchestrator from the right-side panel.
    3. Under Task details, enter a Title and Instructions.
    4. Under Select action, select:
      • Action type: Link
      • Action: Select an link dataset.
  7. Either add a workflow step to handle failures or tell workflow to ignore failures:
    • To add a workflow step to handle failures, select the plus icon under ON FAILURE and select a workflow step.
    • To tell the workflow to ignore failures, turn on the Continue workflow on failure switch.
  8. Select Publish.

Start the workflow

After you create the workflow template, you can either start the workflow immediately, or schedule when you want the workflow to start.

To start the workflow:

  1. Select Workflow > Templates from the left-side panel.
  2. Select the template you created.
  3. Select Start workflow from the right-side panel.
  4. 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 select this option, select Start workflow on the next page.
      • 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 on the next page, and then select Start workflow.