Workflow Task

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Workflow Task Form

This form allows users to adjust workflow tasks, determine user groups, send email notifications 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 menu and flow diagram (which changes based on the Workflow Type you select) when the cubes for the Step Dimension exist.

 

The input fields and options for the workflow task menu and diagram are explained below:

Field Description Implementation
Workflow Task Displays the name of the workflow task Element of dimension _WF Task
Cube A data validation that allows you to select the cube that will connect to the workflow task. Element of dimension #_CUBE_  which has the value Fact in the attribute Type
Type of Dimension Displays the dimension connected to the workflow task Type attribute of dimension #_#_DIMENSION_
Step Dimension Displays the Step Dimension connected to the workflow task. Listed dimensions of the selected Cube 
Workflow Type A data validation that allows you to select the type of workflow task that will be executed. Several workflow types are selectable: Approval workflow, Two Level Approval Workflow, Three Level Approval Workflow, and Feedback Workflow. Workflow Type attribute of dimension #__WF Task
E-mail Notification Hyperlink to report that allows you to edit e-mail notifications.

Opens <Model Name>Reports/Detail/E-Mail/<Model Name>Notification.wss

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: Approval workflow, Two Level Approval Workflow, Three Level Approval Workflow, and Feedback Workflow (images are stored in Opens <Model Name>/Cost Center/Files/Images).

 

The columns displayed in the Workflow Task form are shown below: 

 

Below are descriptions of the columns in the Workflow Task form:

Column Description Implementation
 … (in Header) Edit Due Date for activity, an attribute of the workflow step_WF Task Definition. (calendar selection) Due date element of dimension _WF Task Definition_measure 
Step Dimension Displays the elements of the workflow Step Dimension. Elements of selected step dimension depending on which Step Dimension is for the Workflow Task that selected
Activity Displays the type of activity (e.g. Data Entry, Review or Revise). connected to the workflow step Attribute Name of dimension _WF Activity , visual presentation of number of activities depends on selected workflow type
Assigned Displays the group(s) to which the workflow step has been assigned to  Returns the assigned groups of the workflow task and activity with function IMPLODE_ARRAY(WORKFLOW_ACTIVITY_ASSIGNEMENTS_()
… (within Table) Opens the Workflow Assignments form.  Opens <Model Name>/Reports/Detail/<Model Name>Workflow Assignments.wss

 

 

 

Workflow Assignments Form

This form allows process owners to assign workflow steps to user groups.

 

The fields and options are explained below:

Field Description  Implementation
Workflow Task Displays the name of the workflow task  Element of dimension _WF Task
Name of Step Dimension Displays the selected element of the Step Dimension  
Activity Displays the type of activity (e.g. Data Entry, Review or Revise). connected to the workflow step.   Name attribute of the  _WF Activity dimension
User Group Shows the user groups that are allowed to perform the workflow step  

 

 

 

Create Workflow Cubes for Step Dimension

 

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 for the first time instead of Cost Center for the Cost Center Workflow Task, two new_WF Status(Legal Entity) and _WF Task Assignment(Legal Entity) cubes will be created when this button is pressed. 

The image below shows the new cubes that were created when the Create Workflow Cubes for Step Dimension button was selected.

Notes:

  • Model Cost Center will only support the Step Dimension Cost Center in reports Budget, Forecast, and Mid-Term Planning.
  • Model Sales will only support the Step Dimensions Customer and Article in 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 Customer to Article the Sales planning reports work as long as the assigned Article element 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).
  • Model Human Resources will only support the Step Dimension Cost Center in reports Headcount, Wages and Salaries, Non-Wage Labour Costs and Mid-Term Planning.
  • When a new workflow cube is created without the above-mentioned Step Dimension it will not function with the Model reports