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Forum Discussion

Michèle-A_CMA's avatar
Michèle-A_CMA
New Contributor
2 years ago

Child workflow unlocked whilst Parent is locked

Hello, We noticed that Workflow on entity can be unlocked and relocked even if the parent workflow (period) is locked. We need to have a direct dependency between the parent and child workflows for ...
Workflow
JackLacava's avatar
JackLacava
Icon for OneStream Employee rankOneStream Employee
2 years ago

Ah, I see. Yeah, the relationship between parent workflow profiles is not relevant to locking, only the relationship between base child profiles (Import, Forms, etc) and their direct parent. This is because the philosophy of the product is that data is entered strictly in base input profiles, so their locking status is the only one that really matters. Overview profiles are effectively independent.

You can see it demonstrated in the image below.

The children of QuebecLoad are locked; if I then locked QuebecLoad, I wouldn't be able to individually unlock Forms or Import Montreal TB, because their relationship is enforced for locking purposes. The relationship between QuebecLoad and GlobalSRVReview, on the other hand, is not considered, so both can be freely locked or unlocked regardless of each other's status.

If you need to enforce locking logic between parent profiles, you will have to add an Event Handler that checks whether locking or unlocking operations are allowed on the given profile. You will need a bit of coding for that. An alternative is to restructure your profiles with the above logic in mind, and/or using Named Dependants.

  • Michèle-A_CMA's avatar
    Michèle-A_CMA
    New Contributor
    2 years ago

    Hello,

    What do you mean by "named dependants" ? 

    Do you have a sample of code that I could used ?

     

    Regards,

     

    Michèle

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

      On a Review profile, in the Default scenario type, you can set up your Named Dependents:

      "A property on a Review Profile that allows it to be responsible for workflow profiles that do not directly roll up under this profile's hierarchy. This is commonly seen with Shared Services".

      I'm confident they're mentioned in training material in Navigator.

      Unfortunately I can't provide BR code for the event handler strategy but I know it's doable.