Automate plan actions with workflow processes

Use workflow processes to trigger TurboIntegrator actions based on user activity in Planning Analytics Workspace plans.

You can configure TurboIntegrator processes to run when tasks are activated or deactivated, when contributors take ownership or submit changes, and when reviewers approve or reject submissions.

Workflow processes pass plan-specific details (such as the plan ID, task ID, and member from the data accountability hierarchy) into the TM1® process. You can also define static values for parameters, making it easier to reuse processes across multiple events. Use workflow processes to perform tasks such as assigning security, managing TM1 groups, and locking or unlocking data slices by using the TM1 security overlay feature.

Processes run under the credentials of the user who triggered the event and execute after the plan state is updated. To ensure successful execution, users must have appropriate access in the TM1 Database.

Workflow processes are disabled by default. To enable workflow processes, go to the Planning Analytics Administration page, click the Features tab, then enable the Workflow processes field.

For more information, see Workflow processes.