Workflow Profiles are the foundation of the data loading process, which is where Data Sources and Transformation Rules are assigned, and the anchors for the review and certifications. This section will go through more detail about all the configuration settings available. See Workflow in Workflow for more details on how the Workflow function works.
TIP: It is best to lay out the organization first in Excel to view and review how the structure looks. Once confirmed, create the same structure in OneStream.
TIP: There are a variety of combinations for building out the Workflow Profiles. Below are a couple from some best practices.
Fully Integrated
This is the complete flow from data loading to certification in the same structure.
Shared Services
Data loading and data certification are integrated; however shared services are separated from the certification.
Separation of Duties
Data load and certification each have their own structures.
Navigation tips for this section
Each profile can have a separate configuration based on the Scenario. Out of the box, the standard configuration is set to (Default).
Workflow Profile Toolbar and Right Click Options
Create a Cube Root Workflow Profile
Use this to begin the hierarchy of a new Workflow Profile.
Create Child Under Current Workflow Profile
There are three types of profiles that can be created:
Review
Reviewer or Certification
Base Input
Data Load
Parent Input
Parent Adjustments
Create Sibling of Current Workflow Profile
This has the same option as above.
Delete Selected Workflow Profile and its Children
Use this to delete the selected Workflow Profile and any children it may have
Rename Profile
Use this to rename a Workflow Profile or Workflow Profile Input Type
Cancel All Changes Since Last Save
Use this to cancel any unsaved changes
Save
Use this to save any changes made to selected Workflow Profile
Move Current Workflow Profile as Child of Another Profile
Use this to move a selected child of a selected Workflow Profile to another Workflow Profile
Move Current Workflow Profile as Sibling of Another Profile
Use this to move a selected sibling of a selected Workflow Profile to another Workflow Profile
Move Up
Use this to move sibling profiles up in the hierarchy
Move Down
Use this to move sibling profiles down in the hierarchy
Work with Profiles
Use this icon when working in the Workflow Template screen to navigate to the Workflow Profile screen.
Work with Templates
Use this icon when working in the Workflow Profile screen to navigate to the Workflow Template screen. See Workflow Templates for more details on this feature.
Update Input Children Using Template
Select a specific Workflow Profile Template and assign it to a Workflow Profile’s input child. See Workflow Templates for more details on this feature.
Unassign Selected Entity
Use this to assign a selected Entity from a Workflow Profile
Show Items that Reference Selected Item
Use this to see the other areas where the selected item is being used.
Navigate
This icon appears in various fields and when clicked it navigates to a section that coincides with the Workflow Profile property. For example, if this icon is clicked in the Cube Name setting, the Cube screen will open allowing the user to make any changes needed before assigning a Cube to a Workflow Profile.
Use the Workflow search tool to filter down to the specific Workflow Profile or Workflow Input Type desired. The Cube Root defaults to the last one selected and displays the associated Workflow Profiles. In order to see another Workflow structure hierarchy, select a different Cube Root.
Right-click on any Workflow Profile name in order to expand or collapse all the selected Workflow Profile’s descendants.
