Friday, November 10, 2017

HFM (EPMA) Taskflows in Tasklist

Problem Area: Inorder to execute or manage a taskflow, one has to navigate through EPMA or Consolidation Administration (in HFM 11.1.2.3). Opening taskflow page directly from HFM tasklist is simple and convenient.

1. Taskflow is module of EPMA. To get a list of EPMA modules that can be directly opened from Tasklist go to:

http://<server>:19091/awb/conf/AwbConfig.xml

...
- <!--  ADS Ends
  -->
  <module id="awb.smartlist" namespace="com.hyperion.awb.web.smartlist" adfUri="Adf.do" handlerClass="Handler" helpIndexUri="launch.html" />
  <module id="awb.upgrade" namespace="com.hyperion.awb.web.upgrade" adfUri="Adf.do" handlerClass="Handler" helpUri="epma_app_upgrade.html" helpBasePath="." helpWindow="EPMA" helpIndexUri="launch.html" />
  <module id="awb.taskflow" namespace="com.hyperion.awb.web.taskflow" adfUri="Adf.do" handlerClass="Handler" singleton="true" helpUri="epma_taskflows.html" helpBasePath="." helpWindow="EPMA" helpIndexUri="launch.html" />
  </modules>
  </config>

...

2. Create a new 'Link' in HFM with the following URL:

http://<server>:19000/workspace/index.jsp?module=awb.taskflow

3. Add the 'Link' to the Tasklist:

Note: This by default shows the status page of tasflow. To execute/manage the taskflow click, Administration > Manage Taskflow

Note 2: Here is good guide to configuring taskflow roles for individual taskflows by creating new roles and using assign control: https://ranzal.wordpress.com/tag/taskflow/