Hi Nicole, There is a way via channels however for this option, we need to know the WF design, if you have a separate CubeRoot WFP for forecasting or planning this can be easily implemented, however if same CubeRoot WFP if being used then this may or may not be easy..., if you want to discuss on this, pls suggest
Steps would be as follows,
1) Create a new workflow channel e.g, 'Forecast_Forms'
2) In the Workflow profiles where entities (for forecast loads) are assigned, deactivate other forms for Forecast scenario and create a new form which should have channel assigned as new one 'Forecast_Forms' (cleaner way - however you can use an active Form as well )
3) With this setup as soon as these forms, with new channel, in Forecast / Entity WFPs are locked - none of the users can load data by Quick view Grid or setvalue for those entities (assigned on the WFP)
Hope this helps (may be you can test this for one wfp first )
SKMundra - Quick Question I have a WF with a Form Profile and the form has Jan - Dec with an account.
1. I Created WF Profile and assigned it too the WF Profile form
2. Made the account as No Data Lock.
3. Input the data and saved and locked the WF Profile Form.
4. When I navigate to Feb I still able to see input data for Jan and the Form is not locked ?
Any Idea what I am missing ?
