Forms

Forms Channel Workflow

To minimize form maintenance, Cube View and Excel XFSetCell updates are not tied to specific Forms. Association is at the Input Type level, not the individual Form level. The Forms Input Type determines if you can update data from Excel. If the Forms channel is completed, but the process is not certified, you can import data from Excel using XFSetCell or a Cube View. If a cell is updated, the Analytic Engine traces the cell by:

1. Identifying the Workflow that owns the Entity.

2. Checking the Input Child Workflow Profile.

This determines if the Form Input Type is enabled for the Scenario Type. If not, the Form Input Type is disabled and cannot update cells from a Cube View in the web, Cube View, or XFSetCell function from Excel.

If Form Input Type is enabled, the Analytic Engine checks the full Workflow Status for the active Form Input Type. If the Workflow is locked or the Parent Workflow is certified, cells are not updated. If the Workflow indicates updates can occur, the Process Cube task of the Workflow and all ancestor Parent Workflows are impacted.