Access to HFM Taskflows is restricted to users provisioned for Consolidation Administration
tested through PSU 11.1.2.2.305
3/4/2014
The README for Patch 17740222: Patch Set Update: 11.1.2.2.306 for Oracle Hyperion Financial Management indicates Defect fixed in this patch (“17328388: The Consolidation Administration menu is not available for users with the Run Taskflows role.”) Testing to follow…
Oracle Enterprise Performance Management Documentation for 11.1.2.2 indicates on page 232
Run Taskflows – Permits users to only run and view taskflows. Users with this role cannot create new taskflows or edit existing taskflows
As implemented, the placement of the Taskflows interface within Consolidation Administration effectively blocks all but HFM administrators from viewing or managing Taskflows. Until the application design catches up with the documentation one would need to provide access to Taskflows via EPMA rather than HFM.
steps
If you would like assistance with Taskflows in HFM 11.1.2.2+ please let me know as I can help you with your HFM-Planning automation processes.
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How can taskflows that have been created in a DEV environment be migrated to a PROD enviroment? These do not come across with LCM, and there is not option from the Taskflows screen to export. Thanks much!
In an 11.1.2.2.305 DEV environment, open HSS (Shared Services Console)
Open the file system location and copy the source LCM export to target (PROD)
Here is where things get interesting. One way to finish the migration is edit the *.xml files manually.
You are looking for items like this
HFM:APPNAME_HFMQA They will need to be updated. Be sure you get it right as an inaccurately edited file can pollute relational tables.