Create a workflow that passes the same parameters to various tasks within the workflow. For example, you may want to pass the Current Period to any Reporting tasks, Review tasks, and other workflows that are called from the main workflow.

This use case shows a workflow where there is a Review task and a Run Workflow task. The Run Consolidation process is used in this workflow. The Workflow Process should be:

  1. Start Task: Use Process Options to select a Parameters Form to be used to prompt the user who starts the workflow to select various parameters.
  2. Configure Review Task: Set up the report, for example, add a link to the Consolidated Financials – By Entity report to use default parameters, such as Entity, Period, and Scenario passed from the workflow.
  3. Select Parameters: Select the cog icon beside the field to select the Entity value from the available parameters.
  4. Resolve Parameters: The Entity field updates based on your selection.
  5. Define and Save Workflow: Complete the workflow setup and save it.
  6. Run Workflow: When you run the workflow, a prompt appears for you to set the parameter values, Scenario, Period, and Entity. The parameter values change based on the form selected when setting the Process Options.
  7. Execute: Select RUN to start the workflow. The selected parameters will be passed to all relevant reports. inputs, and tasks with parameters defined.
  8. End-User Tasks: Assigned users won't need to make these selections.

Passing Parameters through from one Workflow to a Run Workflow Task

You can also pass the Start parameters from the initiating workflow (calling workflow) to a Run Workflow task (child workflow). For more information, see Run Workflow Tasks.