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lp's avatar
lp
New Contributor III
3 years ago

Auto Complete Workflow

Hello,

I have a dashboard on a workflow and the profile name is Workspace, Certify. 

I would like to be able to batch certify this node but I cannot because I believe the system is expecting me to manually Complete the Workspace first. 

Does anyone know if it is possible to either auto complete the dashboard workspace or not have to complete the workspace.

I am able to batch certify once all of the node have been manually completed. 

Thanks!

Laura

Workflow

3 Replies

  • JackLacava's avatar
    JackLacava
    Icon for OneStream Employee rankOneStream Employee
    3 years ago

    This would have to be done with a Business Rule, which can be triggered from a Data Management job.

    The relevant call is BRApi.Workflow.Status.SetWorkflowStatus, here's an (untested) example snippet to get started:

    ' yourProfileName will be like "ParentProfileName.ChildWorkflowName", e.g. Clubs.Import
Dim wfToUpdate As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, yourProfileName, yourScenarioName, yourPeriodName)
BRApi.Workflow.Status.SetWorkflowStatus(si, wfToUpdate, StepClassificationTypes.Workspace, WorkflowStatusTypes.Completed, "Auto completing Workspace", "Error autocompleting Workspace", "Auto completing", Nothing)
    • lp's avatar
      lp
      New Contributor III
      3 years ago

      Thanks so much, we will try this!