Forum Discussion

AndreaF's avatar
AndreaF
Contributor III
2 years ago

Closing Vs Locking & their automation

Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by...
Workflow
  • JackLacava's avatar
    JackLacava
    2 years ago

    Closing Workflows is not recommended anymore. It does some "optimizations" behind the scenes, severing ties from the original sources of data and reshaping records in a data-warehouse-oriented fashion; which means that data retrieval becomes slower, some drilldowns stop working, and reopening the workflows later on might create problems. It's a feature we recommend only when you're 200% certain that the data will never, ever, be modified again, and you are ok with paying a performance penalty to retrieve it (think "Amazon Glacier", or tape backups).

    As for automating locking - apart from the Lock After Certify option in Application Properties, I'm not aware of any feature to do that automatically. A rule from a DM job sounds like a good way to go.

JackLacava's avatar
JackLacava
Honored Contributor

Closing Workflows is not recommended anymore. It does some "optimizations" behind the scenes, severing ties from the original sources of data and reshaping records in a data-warehouse-oriented fashion; which means that data retrieval becomes slower, some drilldowns stop working, and reopening the workflows later on might create problems. It's a feature we recommend only when you're 200% certain that the data will never, ever, be modified again, and you are ok with paying a performance penalty to retrieve it (think "Amazon Glacier", or tape backups).

As for automating locking - apart from the Lock After Certify option in Application Properties, I'm not aware of any feature to do that automatically. A rule from a DM job sounds like a good way to go.

BenvanBergen's avatar
BenvanBergen
Contributor
2 years ago

Hello Jack, do you know if there is a way to reopen a closed workflow? Someone closed it somehow, but we can find how or how to open it. Thanks

  • AndreaF's avatar
    AndreaF
    Contributor III
    2 years ago

    BenvanBergenClosing/Opening of a workflow is done from the Root workflow profile of the workflow hierarchy. The 2 buttons are next to each other.

     

    • BenvanBergen's avatar
      BenvanBergen
      Contributor
      2 years ago

      Hi Andrea, Thanks a lot for your quick help, Feels silly but I don't see the screen with Manage Workflow. Workflow Name is Process, Certify.

      I have below in the root.

      1 level lower it's this view.

       

       

       

       

      • AndreaF's avatar
        AndreaF
        Contributor III
        2 years ago

        BenvanBergen  I think "SupplyChain_Inputs" is not a root workflow. You cannot have input or adjustment steps in a root workflow as far as I know. A root workflow is one that has a cube icon in from of it.