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workflow with different tasks from month to month

Marcello
Contributor

Hi all,

I would ask your help on this topic.

I would like to develop a workflow in which the requested steps are different from month to month.

The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below

 

Example

JAN:

    Forms:    Balance Sheet, PL

    Validation

FEB:

    Forms:    Balance Sheet, PL

    Validation

MAR:

    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)

    Validation

    Certification

APR:

    Forms:    Balance Sheet, PL

    Validation

MAY:

    Forms:    Balance Sheet, PL

    Validation

JUN:

    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)

    Validation

    Certification

JUL:

    Forms:    Balance Sheet, PL

    Validation

.....etc ...

 

I was thinking to create a special purpose scenario with a special scenario type. But before going with this customization I would like to be sure if I can achieve the same result using standard workflow features.

 

This is a quite common request from all customers involved in a statutory consolidation process. So maybe there is already a validated procedure or workaround.

 

Thanks in advance,

Marcello

 

1 ACCEPTED SOLUTION

EricOsmanski
Contributor III

On the Form Template you can specify time periods in which the Form is required.

EricOsmanski_0-1658754871164.png

 

View solution in original post

2 REPLIES 2

EricOsmanski
Contributor III

On the Form Template you can specify time periods in which the Form is required.

EricOsmanski_0-1658754871164.png

 

Thanks Eric! That was exactly the setting I was looking for.