Forum Discussion

Francisco's avatar
Francisco
New Contributor II
3 years ago

Question: How can I prevent a user from loading data to a close period via import forms

How do you prevent users from accidentally loading data via QV submission to a non-forecast scenario ie; Actuals. The CV is set up to point at the WF scenario so if a user doesn't change their WF POV...
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SKMundra's avatar
SKMundra
New Contributor III
3 years ago

Hi Francisco,

before going into any details, one question - have you already tried workflow channels.

Channels can be working with any Acct/UD and also can be setup by scenario type. 

as soon as all Forms member for given period for a given scenario are locked nd that scenario has a specific Channel in the accounts.. this should lock everything for given scenario.

Hope this make sense. However I can say best is Work Flow Channel

Thanks

Satish