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.

BenvanBergen's avatar
BenvanBergen
Contributor

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.

       

      • BenvanBergen's avatar
        BenvanBergen
        Contributor
        2 years ago

        Wonderful! Thanks so much. Didn't realize that some could be done at that level.