Workflow Channels Issue with Parent Input Profiles

NickLaFave
New Contributor

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.

As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in the form the same workflow channel in the Account properties.

However, when we do this, we see that the base-level intersections in the form are green and not allowing inputs.  There is no lock icon, but I’m confused as to why we can’t input to these forms.  Is there anything special we need to consider when using Workflow Channels with a Parent Input workflow profile?

3 REPLIES 3

NicoleBruno
Contributor III

Hello! 

We are doing something similar with our consolidations team loading overrides in a form on the "Form Input" workflow channel. We don't have this "Consol_Admin" workflow set up as a parent though; it's set up as its own base workflow though it still has the ability to load overrides to entities on other workflows. Maybe that's an option for you too? 

Hi!

Thanks for the response, I'm in process of testing a "Consol_Admin" workflow set up as a base input.  A couple quick questions while doing this, is your "Consol_Admin" base input workflow a direct sibling of your divisional/entity workflows?  If not, did you have to assign all base entities to your "Consol_Admin" workflow to get this to work?

Hello! 

Yes, ConsolAdmin is a sibling of our normal sub workflows: 

NicoleBruno_0-1665404239267.png

The only base entities assigned to Consolidation_Admin are the ones that exist only in OS with no actual data flowing from our ERPs. 

Hope that's useful but please feel free to reach out with other questions. You're welcome to DM me also if that's helpful/quicker.