Creating workflows

Use this procedure to create workflows.

  1. After signing in to Infor Birst and selecting Orchestration, click the Create Workflow icon.
  2. Specify the name of the workflow and click the Save icon.
  3. Add a task to a step by performing these steps.
    1. Click the Add task to step icon.
    2. Specify this information:
      Select a task type:
      Specify Set Variable.
      Space
      Specify a model space.
      Variable Name
      Specify YearFilter as the variable.
      This variable is used to identify the year when the data must be extracted. By default, the YearFilter value is the current year. If the current date is January, the value is the current year minus one.
      Variable Value
      Specify the query for the variable.
      This is default query for the variable:
      SELECT TOP 1 IIF([Time.Month] = 'January', [Time.Year] - 1, [Time.Year]) FROM [ALL] WHERE [Time.Date] = NOW

      If the data must be loaded from a specific year, replace NOW with any date of that year. The date format must be use MM/DD/YY.

      For example, 
      SELECT TOP 1 IIF ([Time.Month] = 'January', [Time.Year] - 1, [Time.Year]) FROM [ALL] WHERE [Time.Date] =  '02/28/15'

      Because the YearFilter value is 2015, data from 2015 is loaded.

      If the date specified is in January, the YearFilter value is 2014.

      Change the YearFilter variable value to the default query once after the data from specific year is loaded.

  4. Add another step.
    Note: For MS SQL users, perform these steps if you are using custom schema. For ORACLE users, perform these steps whether you are using default or custom schema.
    1. Click Add a new step.
    2. Click the Add task to step icon.
    3. Specify this information:
      Select a task type:
      Specify Set Variable.
      Space
      Specify a model space.
      Variable Name
      Specify SchemaName as the variable.
      Variable Value
      For MS SQL users, Schema Name can be followed by dot operator, <Schema Name>. to extract the data from the tables of respective schema.
      For ORACLE users:
      • For default schema, DB Username can be followed by dot operator, <DB User>.
      • For custom schema, Schema Name can be followed by dot operator, <Schema Name>.
  5. Skip this step if Customized Accounting Unit security is not required. See Row Level Security for customized Accounting Unit in Configuring row level security.
    1. Click Add a new step.
    2. Click the Add task to step icon.
    3. Specify this information:
      Select a task type:
      Specify Set Variable.
      Space
      Specify a model space.
      Variable Name
      Specify AccountingUnitStartPosition as the variable.
      Variable Value
      Specify the value.
    4. Specify this information:
      Select a task type:
      Specify Set Variable.
      Space
      Specify a model space.
      Variable Name
      Specify AccountingUnitEndPosition as the variable.
      Variable Value
      Specify the value.
  6. Add another step.
    1. Click Add a new step.
    2. Click the Add task to step icon.
    3. Specify this information:
      Select a task type:
      Specify Extract.
      Space
      Specify a model space.
      Connection
      Select either the MS SQL connection or ORACLE connection.
  7. Add another step.
    1. Click Add a new step.
    2. Click the Add task to step icon.
    3. Specify this information:
      Select a task type:
      Specify Publish.
      Space
      Specify a model space.
      Publishing Group
      Select All or specify processing groups that must be processed.
  8. Click Save.