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MarkBird's avatar
MarkBird
Contributor III
3 years ago
Solved

Execute Import > Validate > Process using a button on a dashboard

Hi  I have a dashboard that executes an Import > Validate > Process using a business rule. In my workflow I am currently using Workspace, Import, Validate, Process, Confirm: I would like to ...
Data Integration
Data Management
Data Sources
Import
Workflow
  • EricOsmanski's avatar
    EricOsmanski
    3 years ago

    I see, so that is not possible on a single Workflow. You could have 2 Workflows though:

    Workflow 1 = Workspace

    Workflow 2 = Import, Validate, Process, Confirm

    These could be on the same Base Input Profile and control the access through the Access Group.

ckattookaran's avatar
ckattookaran
Valued Contributor
3 years ago

How are you calling the confirm execution?

MarkBird's avatar
MarkBird
Contributor III
3 years ago

I'm not automating that part - may even drop the confirm step at this stage.

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

    To clarify - are you saying that you want to drop Import, Validate, Process from the steps going across the top of the Workflow? If so, this will likely need an enhancement in order to add that Workflow Name (Workspace, Confirm) to the Import.

    • MarkBird's avatar
      MarkBird
      Contributor III
      3 years ago

      Yeah, that is what I'm asking. to be fair, I'm not precious about confirm. I would be happy with just Workspace.

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

        Ok, if it's just Workspace then you should be able to change the Workflow Name on that Import. Just be aware that this changes the Workflow Name for all periods so anything done in other steps in previous periods wouldn't be visible after this change (but will still be in the tables).