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Newcomer
November 11, 2024

Certify batch of workflow

  • November 11, 2024
  • 3 replies
  • 0 views

Hi,

How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again.

I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.

Abbesz_0-1731338229310.png

 

Abbesz_0-1731337952620.png

 

3 replies

Newcomer
November 12, 2024

How is your workflow set up?
If you have review profile and under, you have child Import profile by entity then you can certify for particular period.

 

 

AbbeszAuthor
Newcomer
November 12, 2024

Hi, 

See below pictures for clarity. Please let me know if you have any suggestions.

Abbesz_1-1731402236818.png

 

 

Abbesz_0-1731402097770.png

 

 

Newcomer
November 13, 2024

I believe if you have review profile as certify like this then you could do for descendants 

pranav46_0-1731505852701.png

 

OneStream Employee
November 25, 2024

Hi, 

Did you manage to solve this?