Server Workflows

Configure Server Workflows to run a sequence of actions on the server back end. Define actions such as importing datasets from M3, exporting datasets to M3, and performing SQL commands. These actions are run automatically as scheduled tasks. This configuration automates recurring data operations and improves efficiency.

Note: This feature is only available for Multi-tenant Cloud deployments.
  1. From the menu, select Data Administration > Server Workflows.
    The Server Workflows dialog box is displayed.
  2. On Configuration, specify this information:
    Name
    Select a configuration from the list.
  3. In the Action field, select the applicable action from the list.
    • Import M3 Dataset

      Imports datasets from M3

    • Export M3 Dataset

      Exports datasets to M3

    • Run SQL

      Run SQL commands on the version

    • Import Data lake / Data Warehouse

      Imports from data lake and data warehouse to a table

    • Extra/Numeric/Text Key Import

      Run additional dataset keys and data in a scheduled server workflow to improve scheduled tasks.

    • Confirm Scenario Parts
    • Accept Sales Activities
      Note: For Confirm Scenario Parts and Accept Sales Activities, you must complete these actions before Export Dataset.
    After selecting an action, the Execute check box is automatically selected. Clear the check box if you prefer not to run the action. You can also use the arrow buttons on the right side of the grid to arrange the sequence of actions.
    Note: More actions are expected in the future.
  4. In the Parameter field, select the applicable parameter detail from the list.
  5. Click Close.