Create a Workflow

To create a new workflow the parameters required are:  

• Year

• Period  

• One or more members of the approval dimension  

To create a new workflow: 

1. Click +New icon. 

   Open

   

2. Provide the following details in the left column: 
   a. Name
   b. Description (optional)
   c. Member names
   If the report or the storyboard linked to the workflow uses multiple source systems at a time, select the Members names that should be displayed in the workflow. For example, if the member name in one source is referred as Jan and in the other source is referred as January, you can select which name should be used to appear for the workflow.
   Selecting the Member names unlocks the fields to be filled out in the right column.

   Open

   

3. Choose the Workflow Type. The following workflow types are available: 

   1. One-off: Choose this type for one time occurrence of a workflow.

   2. Recurring: Choose this type if this workflow occurs periodically.
      
      

4. Choose from the options under Select the period type. Select the period type to make appropriate Start Date settings.

5. Choose the Year and Month from under Report POV. This will indicate which year and month is used in the POV of the reports for the first instance of the workflow.

6. Choose the Start Date.

   
   Choose the month. The due date is calculated from the first day of the month. If you are selecting the current month, a pop-up is displayed for your confirmation:

7. Attach related reports and storyboards. 

8. Click Next. 

9. Click Yes on the confirmation message to continue.
   You will be directed to a new page to add the approval members and the steps required to complete the workflow. 

10. Click the Add/Edit icon to add the Approval Members.

    Although while creating a workflow only a single dimension value can be selected, there can be multiple Approval Members. See Notes.

11. By default, there are 5 steps that can be created for a workflow.  

    1. Complete data in source system(s) 

    2. Review data 

    3. Add comments 

    4. Review comments 

    5. Finalize

12. Define each step by providing the following details:
    a. Step Owner
    b. Due Workday
    c. Explanation of step (optional) 

13. Click Save.