Certify batch of workflow
Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again. I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.
Amount and Pct variance confirmation rules for all base accounts
Hi all, I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward. I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts. Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't sure how to show this in the Information 1/2 boxes. Hopefully this is clear, and hoping there can be someone out there to help. Thanks!Value from CustomCalc not storing after processing cube - DM Roll Forward Form job
Hi all, I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell. I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 and now it doesn't seem to work. I have attached my BR and a some screenshots to see if anyone has any ideas. Highlighted where the value has changed (annotation remains) after processing. Thanks in advance!
Run Confirmation Rules from Outside the Workflow
Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected workflow, but this only populates after the workflow has been completed and confirmation rules have been run. If we could run those rules from a dashboard (or via some other method outside the workflow), that would save our users some extra steps. Would this require a custom business rule assigned to a button? Would we need to process the cube as part of this button in addition to running the confirmation rules? Or is there a simpler way to do this? Any advice is much appreciated. Thank you.Customize answers to the certification questions
Hi all, Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list. With kind regards, Tim
Re:- warning action in workflow load process
Hi everyone, I want some help in workflow.anybody knows how to get warning action during importing of data in workflow using conformation rules.If someone know please help me. Otherwise,you can tell any alternative method to achive this case like through the business rule(parser).The business rule should give the warning message at workflow import process(first step of loading data) and the importing process should me continued,not to be breaked.i.e)soft validating......we want warning action not error action. Thank you.
