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AndreaF
Expert
Jul 11, 2023 5:26 PM UTC
Solved

Closing Vs Locking & their automation

Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by using one against the other.

 

Also, is there a way of automating the closing/locking so that it is trigger on a certain date? I was thinking I can may create a rule encapsulated in a data management job and schedule that, but is there an easier way? Thank you 

JackLacavaAnswer
Employee - Sage
Jul 12, 2023 8:10 AM UTC

Closing Workflows is not recommended anymore. It does some "optimizations" behind the scenes, severing ties from the original sources of data and reshaping records in a data-warehouse-oriented fashion; which means that data retrieval becomes slower, some drilldowns stop working, and reopening the workflows later on might create problems. It's a feature we recommend only when you're 200% certain that the data will never, ever, be modified again, and you are ok with paying a performance penalty to retrieve it (think "Amazon Glacier", or tape backups).

As for automating locking - apart from the Lock After Certify option in Application Properties, I'm not aware of any feature to do that automatically. A rule from a DM job sounds like a good way to go.

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9 replies

Employee - Sage
JackLacavaEmployee - SageAnswer
Employee - Sage
Jul 12, 2023 8:10 AM UTC

Closing Workflows is not recommended anymore. It does some "optimizations" behind the scenes, severing ties from the original sources of data and reshaping records in a data-warehouse-oriented fashion; which means that data retrieval becomes slower, some drilldowns stop working, and reopening the workflows later on might create problems. It's a feature we recommend only when you're 200% certain that the data will never, ever, be modified again, and you are ok with paying a performance penalty to retrieve it (think "Amazon Glacier", or tape backups).

As for automating locking - apart from the Lock After Certify option in Application Properties, I'm not aware of any feature to do that automatically. A rule from a DM job sounds like a good way to go.

    gregwills
    Newcomer
    Jul 17, 2023 7:14 PM UTC

    Is there any SQL we can use to lock units based on the Entity hierarchy for specific scenarios and times? 

    Employee - Sage
    JackLacavaEmployee - Sage
    Employee - Sage
    Jul 18, 2023 5:07 AM UTC

    Don't use SQL, use the officially-supported BRApi calls in rules. Search in your helper tree for "lock" and they will appear.

    gregwills
    Newcomer
    Jul 17, 2023 7:15 PM UTC

    Is there any SQL we can use to lock units based on the Entity hierarchy for specific scenarios and times?

     

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