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leandroM
Newcomer
Jan 9, 2024 5:06 PM UTC
Solved

Limit excel upload after workflow closed

Hi, 

We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel. 

 

Is it possible to prevent this behavior? 

Big_Rick_CPMAnswer
Member
Jan 9, 2024 9:59 PM UTC

It sounds like you are missing entity assignments. Make sure you are assigning the entities to the workflows you are locking if you want to prevent data changes after a workflow gets locked. If you need to lock a portion of the entities data and not all (e.g. lock a certain account type members), you will also need to consider workflow channels in addition to entity assignments.

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2 replies

Big_Rick_CPMAnswer
Member
Jan 9, 2024 9:59 PM UTC

It sounds like you are missing entity assignments. Make sure you are assigning the entities to the workflows you are locking if you want to prevent data changes after a workflow gets locked. If you need to lock a portion of the entities data and not all (e.g. lock a certain account type members), you will also need to consider workflow channels in addition to entity assignments.

    photon
    Contributor
    Jan 22, 2024 3:44 PM UTC

    No, it's not possible. The reason is because locking the workflow doesn't impact cube security and editing things via Excel doesn't involve the workflow at all. Excel directly accesses the cube.

    If you want to lock data down by entity/period, then you'll have to configure security to support it.

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