Custom Approval Hierarchy

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ardi
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OLAP Product: tm1, cognos bi
Version: from TM1 9.4 to PA 2.0.9.6
Excel Version: 2010
Location: Toronto, ON

Custom Approval Hierarchy

Post by ardi »

Hi gurus, we have an existing TM1Web planning/forecasting model ( mainly with websheets). The users have asked us to implement a workflow. We checked the Approval Hierarchy but it looks like it's not easy to implement it on top of an existing model, since we will have to change the structure of cubes, and not just that but also we do not have a single dimension that can be used as approval hierarchy, we have different versions of Org Structure dimension ( summarized version is used in some cubes and detailed version is used in some other cubes ).

We are thinking to implement our own approval process. Has anyone done this, and if yes, can you please share a few steps regarding designing a custom approval hierarchy that can be used in a Planning/Forecasting model?

Thank you
Ardian Alikaj
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jim wood
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Re: Custom Approval Hierarchy

Post by jim wood »

Before the application server existed (and also before TM1 workflow which you could look at) we had no choice but to build custom workflows. The key is using security and security groups to represent the different roles. Most people use rules on security cubes to update access if a workflow change come in to effect. You can also however use TI (with websheets) to do the same thing.

If you do a search on here ofr rule based security you should get everything you need.
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