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KH1
Contributor II
19 hours ago

Workflow Leading Practices - Input Data to Parent Entities

Please share your Workflow leading practices to input data to Parent Entities. Thank you.

In addition, please help us with three initial questions below:
 0. Workflow: Parent Input – Forms/O#AdjInput
- Is this Workflow the leading option to input data to Parent Entities?
 -- We prefer not to create alternative Base E#/A# Members as they are massive.

0. If Forms/O#AdjInput is the leading option:
1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type
 -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'?
 -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default?

Loading Form Data
2. Form Input Template: Format – CSV v Excel
 -- CSV v Excel: which template format is better and why?
 -- CSV Template: please share a copy here per OS Support.
  -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide.

Thank you, SMEs.

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