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SM009's avatar
SM009
New Contributor II
1 year ago

Workflow profile status

There are two workflow profiles named Submission and Consol, Import TB falls under Submission and  Consol is under TotalConsol WF. When a new TB is imported and loaded to Import TB WF, the Consolidate Status ( Green Circle ) remains unchanged for TotalConsol WF. so another user will not know that the Consolidate step has to be retriggered as a new TB has been loaded.

Is it possible to create a dependency such that whenever the the Import step is retriggered, the Status ( Green Circle ) of Consolidate is reset for TotalConsol WF ( to blue circle ) 

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1 Reply

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    1 year ago

    One way to achieve this is to move your Consol WF as a parent to your Submission WF.  This is hierarchal so that Consol is above Submission thus when Submission changes, the status of Consol will change.  You could also add a consolidate step to your Submission WF profile (Import, Validate, Process perhaps) that will mean a person will not get a green check mark on the Submission step, until they run a consolidation.  I think there are several ways you can go about tackling this dependency without needing to write an event handler, and instead structuring your WF differently.