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Newcomer
September 19, 2024

How to add a new workflow step to existing workflow

  • September 19, 2024
  • 4 replies
  • 0 views

We have lot of workflows by entities, for each entity we need to add another workflow step(Import). and each workflow has different security groups. here, how can i updated the new workflow step at a time at one go. Can you please suggest us some easy ways to update the same.

Thank you,

Shiva Prasad.

4 replies

Newcomer
September 19, 2024

Hi,

My approach would be to create a workflow template with the import step, and update all of the workflows with that step. It will be added as the last step which would be one manual thing you have to update.

With kind regards,

Tim Vierhout

Newcomer
September 19, 2024

Hi Tim,

Thank you for the info, i have tried that way. when we added new template it is appearing as last step in the profile, that is manual work and again i need to define the security that is diffrent for each profile. i am just looking for any way to make easier. 

Thank you,

Shiva Prasad

OneStream Employee
September 19, 2024

I am not aware of a supported way to do what you describe (i.e. bulk insert workflow steps in between existing steps). Maybe a good one to post to IdeaStream to put this on the agenda for possible future additions to the platform functionality.

OneStream Employee
September 19, 2024

I agree with ShivaPrasad and Henning and will also add that you can use grid view to more efficiently update workflow profiles.

TheJonG_0-1726765178926.png

 

Newcomer
September 24, 2024

You can programmatically change the positions using code and add them using code. But how often are you doing it?