This task is used to start one workflow from another workflow. With this task, you can create smaller, manageable workflows and then link them together by using Run Workflow tasks.

You can also use this task to call the out-of-box workflows in the Anaplan > Consolidation > Processes > Calculations folder. For example, you can call the out-of-box Run Consolidation workflow process from your configured workflow process.

Configuration Pane parameters

The task triggers another workflow process to run within a workflow process. When defining the Run Workflow task, select the workflow process to start and select whether it'll run in Asynchronous or Synchronous mode. Optionally, you can specify parameters to pass into the selected workflow.

The key parameters include:

ParameterDescription
NameEnter the name that appears on the task.
WorkflowSelect the location and name of the workflow to run.
Asynchronous

Specify the mode the workflow should run in:

  • If selected, the current workflow process will continue right after the selected workflow process is started. 
  • If unselected, the current workflow process will wait until the selected workflow process is completed.
Start Options

These fields allow you to specify parameters to pass into the workflow. 

For example, you can define the entity, period, and scenario to pass from the parent workflow to the child workflow.

Advance Rule

Specify how to advance to the task. The default is all predecessors have completed.

Select from these options:

  • Every time a predecessor completes: Whenever any of the previous tasks have been completed, the current task is started. In this case, if there are three previous tasks, the current task will be run three times.
  • All predecessors have been completed: When all tasks before the current task have been completed, then the current task is started.
  • First time a predecessor completes: When any of the previous tasks have been completed, then the current task is started and will be started only once.

Configure a Run Workflow task

To configure a Run Workflow task:

  1. Edit an existing workflow.
  2. Add the Run Workflow task from the Control section of the Workflow toolbox.
  3. Select the Run Workflow task and select the Edit icon to edit the parameters. 
  4. The default name is prepopulated with Run Workflow X.
    You can modify this name.
  5. To select the workflow to run:
    1. Select Search below the Workflow field. 
    2. Select an existing workflow to run by navigating to the File Browser.
      For example, go to the Run Consolidation workflow in the Global > Consolidation > Processes > Calculations folder. This is the default workflow.
    3. Select whether the workflow should run in asynchronous or synchronous mode.
    4. Select New Parameter to create parameters required for the workflow.
    5. Select Advance Rule from the list of available options. 
  6. Select OK to apply changes in the Task Configuration pane.
  7. Select Save to save the workflow.
  8. Select Play in the Workflow Editor toolbar to start the workflow.
    The workflow process starts.

If the workflow requires parameters, you will be prompted to set the parameter values. This list can change and depends on the Form that you selected when setting the Process Options. 

  • If you select Asynchronous, the Run Consolidation workflow will run and the parent workflow will also continue running. 
  • If you didn't select Asynchronous, the parent workflow will wait until the Run Workflow process completes before it continues with any remaining tasks.

Use case

The Run Consolidation workflow requires Entity, Date, and Scenario parameters along with other parameters. In addition to Entity, Date, and Scenario, the process requires parameters to define the User and Model. These are set using global variables, or are hard-coded, so there's no need to re-define them here. 

You will need to examine the workflow to determine which parameters need to be passed through.

Define three parameters that'll be passed in from the parent workflow's Process Parameters. 

  • Name is the name of the parameter.
  • Value uses syntax to use the value that was selected in the Process Parameters when the parent workflow is started.
Run Workflow task
  • Scenario could be hard-coded to Actual, instead of using {ProcessParameter.Scenario.Name}.

The parent workflow sets parameters that are then passed to a child workflow to execute a specific task. The use of process parameters ensures that the child workflow correctly uses the values defined by the parent workflow's logic or user inputs, making the process dynamic and flexible.