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The workflow implementation for this model facilitates the collection of planning data while ensuring timely and controlled access to reports. Users can only input and edit planning data within designated workflow activities. Any attempts to modify data outside of these activities are restricted, granting the workflow administrator increased control over modifications and ensuring the integrity of the data.
This report is designed for the workflow process owner, with the objective of facilitating the setup, Administration, and monitoring of the workflow process through the Workflow Administration report.
The following forms are parts of the Workflow Administration report:
Workflow Status Control Panel
You can control the state of the data collection process in this panel.
The available options and visualizations are described below:
| Field | Description | Implementation |
| Select a Task (Combobox) | Select the workflow task, e.g., Consolidation Actual 2020-12 | Selection of elements of dimension _WF Task, additional elements can be added to the dimension to represent other workflow tasks. To ensure that it works with planning reports, define the element name as it is described in the _WF Task Dimension article.
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| Reset (Button) | Stops workflow process that is underway and clears the status and the history. | Deletes all state and history information from the _WF Status (Name of Step Dimension) cube. The properties of the workflow task stored in the _WF Task Definition cube and the assignments stored in the _WF Task Assignments (Name of Step Dimension) cube will stay intact. The operation is encapsulated by the workflow_reset_task() function in the workflow.php library. |
| Start (Button) | Starts a workflow process from the beginning or resumes a paused or stopped workflow process again. | Sets the State and other measures in the _WF Status (Name of Step Dimension) cube.
The operation is encapsulated by the workflow_start_task() function in the workflow.php library.
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| Pause (Button) | Pauses a running workflow task. The paused workflow process activates cell protection in the planning reports. | Sets the State and other measures in the _WF Status (Name of Step Dimension) cube.
The operation is encapsulated by the workflow_suspend_task() function in the workflow.php library.
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| Stop (Button) | Stops a running or paused workflow task. A stopped workflow task can be started again with the Start button. A stopped workflow process removes any workflow-related cell protection and blocks the progress of the workflow. Cell functions will work as stated within the cell locking section of the planning report articles. | measures in the _WF Status (Name of Step Dimension) cube.
The operation is encapsulated by the workflow_disable_task() function in the workflow.php library.
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| Workflow Status Summary (Diagram) | See the status of the workflow process for various activities (e.g., Data Entry, Review, and Revise). | Shows the share of activities on the root step of the workflow step dimension. The shares are read from the Active Rate measure for all user activities and the Finished Rate measure for the final system activity in the _WF Status (Name of Step Dimension) cube. These are taken from the ~ (Not applicable) element in the Event dimension. The root step of the workflow step dimension is encapsulated by the workflow_root_step() function in the workflow.php library. |
Workflow Step Table
Below, you can see the columns that are shown in the report:
Below, you can see the descriptions of the columns in the Workflow Step table.
| Column | Description | Implementation |
| Step Dimension | Displays the elements of the workflow step dimension | Elements of the step dimension |
| Step Dimension Name | Displays the name of the workflow Step Dimension element | Name attribute of the step dimension |
| Last Activity | Displays the name of the last workflow activity | Reads the Activity measure in the _WF Status (Name of Step Dimension) cube. This is taken from the most recent element for this workflow step in the Event dimension on the ~ (Not applicable) element of the _WF Activity dimension.
The access to this measure is encapsulated by the workflow_history() function in the workflow.php library.
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| Modify, Modified By | Shows the date, time, and user of the last modification of the workflow step | Reads the Modified (Date) and Modified By measures in the _WF Status (Name of Step Dimension) cube. These are taken from the most recent element for this workflow step in the Event dimension on the ~ (Not applicable) element of the _WF Activity dimension.
The access to these measures is encapsulated by the workflow_history() function in the workflow.php library.
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| Information symbol | The symbol is shown only when a comment has been entered for the last activity. This comment is shown as a tooltip when you hover the mouse cursor over the information symbol. | Reads the Comment measure in the _WF Status (Name of Step Dimension) cube. This is taken from the most recent element for this workflow step in the Event dimension on the ~ (Not applicable) element of the _WF Activity dimension.
The access to this measure is encapsulated by the workflow_history() function in the workflow.php library.
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| Current Activity | Displays the Name attribute of the element in the workflow step dimension | Identifies the element of the _WF Activity dimension that has the value 1 on the State (Consolidated) measure in the _WF Status (Name of Step Dimension) cube. This is taken from the ~ (Not applicable) element in the Event dimension.
The access is encapsulated by the workflow_get_current_activity() function in the workflow.php library.
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| Due Date | Displays the Due Date of the workflow activity | Due Date measure of the _WF Task Definition cube |
| Traffic Light | Shows a red traffic light when the due date of the current activity for that workflow step is overdue. | Shows a red traffic light when the day specified in the Due Date measure of the _WF Task Definition cube has completely elapsed. |
| Assigned | Displays the group(s) to which the workflow step has been assigned to | Identifies the elements of the #_GROUP_ dimension that have the value 1 on the Assigned measure in the _WF Task Assignments (Name of Step Dimension) cube.
The access to this measure is encapsulated by the workflow_activity_assignements() function in the workflow.php library.
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| ... | Opens the Workflow Detail form | Opens //Models/<Model Name>/Reports/Detail/<Model Name> Detail.wss |
Updated July 3, 2025