Forum Discussion

leandroM's avatar
leandroM
New Contributor II
12 months ago

Limit excel upload after workflow closed

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to...
Import
Workflow
  • Big_Rick_CPM's avatar
    Big_Rick_CPM
    12 months ago

    It sounds like you are missing entity assignments. Make sure you are assigning the entities to the workflows you are locking if you want to prevent data changes after a workflow gets locked. If you need to lock a portion of the entities data and not all (e.g. lock a certain account type members), you will also need to consider workflow channels in addition to entity assignments.

Big_Rick_CPM's avatar
Big_Rick_CPM
Contributor
12 months ago

It sounds like you are missing entity assignments. Make sure you are assigning the entities to the workflows you are locking if you want to prevent data changes after a workflow gets locked. If you need to lock a portion of the entities data and not all (e.g. lock a certain account type members), you will also need to consider workflow channels in addition to entity assignments.