Configuring decision package top downs

The default workflow for decision package top down is the object based workflow. Object based workflows consist of one or more stages. Each stage can contain multiple steps. Different users can be responsible for different stages and steps. You can apply one or more conditions to steps.

Each condition is evaluated in order. If a condition is not met, the workflow moves to the next step. When a condition is met, the responsible user can accept or reject the value that triggered the condition.

  1. Click the Home icon.
  2. Select Workflow and Workbooks > Workflow Configuration.
  3. In Context pane, click the version to which the step applies.
    The version and its parent configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
  4. In the Configure column, click the arrow icon of the application to which the planning step belongs.
  5. In the Object Based Workflow section, select the workbook for the step.
  6. Click Add Stage, or click the Edit icon of an existing stage and specify this information:
    Name
    Specify a name for the stage.
    Active
    Select Active to make the step available.
  7. Add further stages as required.
    You can drag and drop stages to change their order.
  8. To add a step to a stage, click the > icon and click Add Step. Specify this information:
    Name
    Specify a name for the step.
    Hierarchical Approval
    This check box is enabled if organizational planning has been enabled on the planning step.
    Select this option if the step requires data from multiple organizations.
    Hierarchical task assignment relates only to the first step of a stage.
    Responsible
    This option is not available if Hierarchical Approval is selected. Select the user or groups responsible for approving or rejecting the step.
    Active
    Select Active to make the step available.
    Due Date
    Select a due date for the responsible user.
    Enable Modification
    Select if the responsible user can modify the data.
    Mandatory Comments
    This option relates to the Data Entry report. If this option is enabled, a comment is required for each account where data was written back.
  9. Add further steps as required.
    If you select the Hierarchical Approval option for the second and subsequent steps of a stage, then the configuration of hierarchical approval is enabled.
  10. Specify one or more conditions for each step.
    Conditions are required for decision packages.
  11. Specify logic blocks.
  12. Select Completed when you have finished configuring the workflow.
    Decision package top down tasks are added to the tasks lists of the specified users. If one user is responsible for providing data from more than one organization, a separate top down task is added in respect of each organization.