Flow How-To Guide

Create Activity

1. Go to the Flow tab and click on the Plus icon in the Level 2 header to create a new flow. The flow details panel will open on the right side for you to fill in the details.

2. Enter the details for Activity Name and Description.

3. Select the corresponding Functional Area from the dropdown list.

4. Click on Update List and select the dimensions to include in the Create Instances By list.

5. Select the relevant checkboxes for:

   • Enable Submission

   • Enable Approval

   • Enable Target Date

6. Select dropdown values for the Performer and Reviewer fields. The list of options for selection should be based on the field set on the instance defined for. Select the Active checkbox.

7. Click Save to save the activity.

Create Task Group

1. Click on the existing activity where the additional task group is to be created.

2. Click on the Plus icon on the activity to add a task group. This action will open a right-side panel for you to enter the new task group details.

3. Enter the Task Group Name and Description.

4. Check the Active checkbox.

5. Click Save to save the task group.

Add Task

1. Click on the existing task group.

2. Click on the Plus icon at the task group level to add a new task. This action will open a right-side panel for you to enter the new task details.

3. Enter the Task Name and Description.

4. Select the Type for the task from the dropdown. Depending on the type selected, add the story, rule, link, or connection detail, whichever applies to the task type.

5. Select the Active checkbox. This ensures the task can be used when an instance is set.

6. Click Save to save the task.

Advance Model Subscription

Enable the capability to run Advance Model Subscription activity directly in a task as a step under Calculations and Dataflow. In existing functions, we are currently using Advance Model Subscription to integrate data from a remote table or any other source into Master Data. Now, users will be able to call the same subscription execution action in a task as a normal calculation step.

To add this:

1. Go to any Calculations and Dataflow task and click Insert Rule.

2. Navigate to the Subscription folder and find the subscription.

3. All the Advance Model Subscriptions will be present here. Just select the relevant one and continue, then save the task.

4. Execute the task as a normal calculation.

Note: There will be no selection for the Advance Model Subscription step.

Other Features

• Edit Flow: Enables users to change or modify the existing activity/task group or task details on the respective detail panel. Click Save to save the changes.

• Copy Flow: Allows users to copy an existing activity/task group or task and make the desired modifications.

• Export/Import: Function to export/import the system activity flow with all details to an Excel workbook. This provides users with the flexibility to edit the changes in the exported Excel file and then import it back again.