Workflow Task Form
This form allows users to adjust workflow tasks, determine user groups, and set the due dates for workflow activities. The setting of the
Workflow Task is the same as for the combobox in the
Workflow Administration Report workflow status control panel.
The image below shows the workflow task form and flow diagram (which changes based on selected workflow type).
The input fields and options for the workflow task form and diagram are explained below:
|Workflow Task||Displays the name of the workflow task||Element of the
|Cube||Select the cube that will connect to the workflow task.||A data validation offering elements of the
|Type of Dimension||Displays the type of the step dimension||
|Step Dimension||Select the step dimension connected to the workflow task.||The data validation offers all dimensions of the selected cube|
Select the type of workflow that will be executed. Several workflow types are available: Approval workflow, Two Level Approval Workflow, Three Level Approval Workflow, and Feedback Workflow.
|The data validation offers root elements of the
|Create Workflow Cubes for Step Dimension (button)||Appears when a previously unused step dimension is selected. See the Create Workflow Cubes for Step Dimension Section for further details.|
|Workflow Task Summary (diagram)||Displays the Unified Modeling Language (UML) diagram of the workflow task.||There are several diagrams possible depending on which workflow type is selected. The images are stored as
The columns displayed in the assignments table are shown below:
Below are descriptions of the columns in the Workflow Task form:
|… (in Header)||Edit the due date for the user activities of the workflow task||
|Step Dimension||Displays the elements of the workflow step dimension.||
|Activity||Displays the user activities of the workflow type.||
|Assignment||Displays the group(s) to which the workflow step has been assigned to||Shows the
|… (within Table)||Opens the Workflow Assignments form.|| Opens
This form allows process owners to assign workflow steps to user groups.
The fields and options are explained below:
|Workflow Task||Displays the name of the workflow task|| Element of
|Name of step dimension||Displays the selected element of the step dimension||
|Activity||Displays user activity (e.g. Data Entry, Review or Revise) within the workflow step.||
|User Group||Shows the user groups that are allowed to perform the workflow step|
The image below shows the workflow task menu and flow diagram when the cubes for the Step Dimension must be created by selecting the
Create Workflow Cubes for Step Dimension button.
It appears when a previously unused step dimension is selected. It creates new
_WF Status () and
_WF Task Assignment () cubes for the previously unused step dimension.
For example, when
Legal Entity is selected as the workflow step dimension, two cubes will be created: the
_WF Status (Legal Entity) and the
_WF Task Assignment (Legal Entity) cube.
The image below shows the new cubes that were created when the
Create Workflow Cubes for Step Dimension button was selected.
- The Cost Center model will only support the step dimension
Cost Centerin reports Budget, Forecast, and Mid-Term Planning.
- The Sales model will only support the step dimensions
Articlein reports Sales Mid-Term Planning, Sales Gross Earnings, Sales Gross Revenue, Sales Commission and Sales Costs and Contributions Margin. When changing the workflow step dimension from
Articlethe Sales planning reports work as long as the assigned
Articleelement is selected in the POC section. If an element above or below the assigned workflow step is selected, the reports will be protected (will not allow entering values).
- The Human Resources model will only support the step dimension
Cost Centerin reports Headcount, Wages and Salaries, Non-Wage Labour Costs, and Mid-Term Planning.
- When dimensions not listed above are defined as step dimension the model reports will not function properly.