All workflows must begin with a Start task. There can be multiple Start tasks in a workflow. When the workflow is started, all Start tasks will be started and successors will be started.

Design your workflow to prompt for parameters such as Entity and Period at the start. The selected values can then be passed to other tasks in the workflow.

Note: When a workflow is started, Anaplan Financial Consolidation performs validations against the tasks in the workflow. 

For example, if a Data Input task displays that there's no input form, a message displays, and you can't start the workflow.

Configuration pane parameters

The key parameters include:

ParameterDescription
NameEnter the name that appears on the task.
Due DateSelect the date the task needs to be completed by. It's an optional field.
Process options

Select a Parameters Form to be used to set process options for the workflow. Parameters Forms define parameters such as the Year, Period, and Entity to use within the Process. 

Select a form from the dialog by selecting ‌the magnifying icon and navigating to the form in the Explorer.

For more information on how to use Process Options, see Set up a Workflow to Use Parameters. 

Configure a Start task

To configure a Start task:

  1. Create a new workflow process.
    The Start task is automatically added for you.
  2. Select the Start task and select Edit to modify the parameters in the Task Configuration pane.
  3. Fill in the required parameters:
    1. The default Name is prepopulated with Start. You can modify this name.
    2. You may optionally select a Process Due Date. If this is the outermost or first Start Task in your workflow, you don't need to modify this parameter. 
    3. The Process Options is an optional field which allows you to select a Parameters Form to be used to set process options for the workflow. Parameters Forms define parameters such as the Year, Period, and Entity to use within the Process.
      1. Select a form from the dialog by selecting the magnifying icon below the Process Options edit field.
      2. Navigate to a Parameters form within Explorer.
  4. Select OK to apply changes in the Task Configuration pane.
  5. Select Save to save the workflow.
  6. Select Play in the Workflow Editor to start the workflow.
  7. You are prompted to set the parameters values.
    This list can change and depends on the Form that you selected when setting the Process Options.
  8. Select Run.
    The workflow process starts.

If there are tasks that require parameters, the parameter values that you selected for Scenario, Period, and Entity will be passed through to those tasks.