Forum Discussion

MarkBird's avatar
MarkBird
Contributor III
2 years ago

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
    2 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.

EricOsmanski's avatar
EricOsmanski
Valued Contributor

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
2 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
    Valued Contributor
    2 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).

     

    • MarkBird's avatar
      MarkBird
      Contributor III
      2 years ago

      When I do that, I get the following error when my business rule runs:

      "Cannot execute step because the specified step classification doesn't exist for the workflow profile."

      • EricOsmanski's avatar
        EricOsmanski
        Valued Contributor
        2 years ago

        We probably will need to see the rule detail in order to be able to diagnose the issue. Can you share that?