Workflow Configuration

Workflow Setup

Admin users can configure this feature directly from the Planful application. Please note that once this functionality is enabled within your production environment, it cannot be disabled.

Enable Enhanced Workflow for scenarios from the Workflow Setup page. Once you enable workflow and Start the process, the automated tasks and multiple authorization functionalities are activated. If you do not enable Workflow Setup for a Scenario, the Planning Control Panel works as usual without automated tasks and multiple authorization functionalities. Irrespective of whether Workflow Setup is enabled for a Scenario or not, the New Workflow Actions for Templates are activated. This means that the Forward and Approve actions are available for templates.

1. Access the Configuration Tasks page via Maintenance > Admin.

2. Click the Workflow Setup task to enable this functionality, as shown in the image. The Workflow Setup page is displayed.

   

3. Select the Enable Workflow checkbox. The Enable Forward and Approve for Templates checkbox is automatically selected, as shown in the image.

   

4. Click the Save icon. A confirmation message is displayed.

   

5. Click Continue. The enhanced workflow is now enabled for scenarios.

6. Select the Enable Forward and Approve for Templates check box to enable workflow actions for templates to include Forward , Send Back and Approve. These actions work similar to the Forward, Send Back and Approve actions for budget entities. The ability to Forward and Approve templates is optional for existing customers. Existing customers can opt to enable this functionality directly from the Workflow Setup page. For all customers who are new to Planful as of the Spring19 release, this functionality is provided by default. If you are an existing customer and you choose not to have the Approve and Forward functionalities, you can mark templates as Mark Complete and Mark Not Complete after you input the data.