Customize Workflow in Hyperion Planning 15

This entry was posted in Customization Planning SQL on by (updated 2303 days ago)
Once I had an opportunity to work with a client who needed some workflow customizations in Hyperion Planning 11.1.1.3 version. (most of them were not possible….) We ended up customizing some of the workflow options like Process Status, Process Actions,…..

These customizations are possible in 9 and 11.1.1 versions of Planning.

So I’ll share some of them with you all.


I always had a disapproval with the coloring convention of Process Status and thought of adding some color to the workflow process status :).

These information are stored in  2 tables of Planning Database Repository, they are
  • HSP_PM_ACTIONS
  • HSP_PM_STATES 
I ran some update queries to change the look and feel of Planning workflow. Make sure that you have a backup of the repository before making any changes.

SQL

update HSP_PM_STATES set COLOR=’BLUE’
where NAME = ‘First Pass’
update HSP_PM_STATES set COLOR=’ORANGE’
where NAME = ‘Under Review’
update HSP_PM_STATES set COLOR=’GREEN’
where NAME = ‘Approved’
update HSP_PM_STATES set COLOR=’VIOLET’
where NAME = ‘Signed Off’
update HSP_PM_STATES set COLOR=’RED’
where NAME = ‘Not Signed Off’

In-order to test the changes, I changed the status of a particular Business Unit and below given is the result.



Since the Workflow Process status got trendy colors, I thought of playing around with the Status actions.

My client had a workflow process where an employee promotes a Business Unit to his Manager, and a Senior Manger is responsible for the approval of the Business Unit So they wanted to change the action “Promote” and the status “Approved” to something some “User Friendly” and below given is the result.



SQL

update HSP_PM_ACTIONS set NAME=’Promote to Manager’
where NAME = ‘Promote‘



SQL

update HSP_PM_STATES set NAME=’Approved by Senior Manager’
where NAME = ‘Approved’

Remember to do a commit if you are using Oracle. Restart Planning services and login to see the changes.

About Celvin Kattookaran

I’m an EPM Consultant, my primary focus is on Hyperion Planning and Essbase. Some of you from Hyperion Support team might recognize me or have seen my support articles, I was with the WebAnalysis Support Team. I'm an Independent Consultant with “Intekgrate Corporation” based out of Aurora office. I’m from God’s Own Country (Kerala, India), lived in all southern states of India, Istanbul and Johannesburg (and of course United States). I’m core gamer :) and an avid reader. I was awarded Oracle ACE Director for my contributions towards EPM community.

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15 thoughts on “Customize Workflow in Hyperion Planning”

  • Reply ↓
    Anonymous

    in SQL Server I executed the code:

    update HSP_PM_STATES set COLOR = 'BLUE'
    where name = 'First Pass'

    update HSP_PM_STATES set COLOR = 'ORANGE'
    where name = 'Under Review'

    update HSP_PM_STATES set COLOR = 'GREEN'
    where name = 'Approved'

    update HSP_PM_STATES set COLOR = 'PURPLE'
    where name = 'Signed Off'

    update HSP_PM_STATES set COLOR = 'RED'
    where name = 'Not Signed Off'

    there's the color of the status 'First Pass' is changed to 'Blue'. the color of other statutes not.
    I verified the syntax of the names of various statutes … it's okay

    why the other colors are not displayed

    i use Version 11.1.1.3

    cheers,

  • Reply ↓
    Leo Jose

    Hi Celvin,

    Thanks for sharing this information. I have been trying to do some planning form customizations in 11.1.2.1. I also heard from a third party communication that the java framework is going to change in 11.1.2.2 onwards and the developments changes in validate.js might not work in next versions(11.1.2.2). Is is the case?, Could you shed some light on this.

  • Reply ↓
    Celvin Kattookaran

    @Leo Jose

    Yes you are correct with ADF you cannot use ValidateData.js (You can disable ADF and then try it, however that will remove the new ADF features)

    I think will have to wait till Oracle comes up with innovative ways to stop data entry with validation rules

  • Reply ↓
    Anand

    Hi Celvin,

    In the process management customer does not want to use the actions "delegate,take ownership,sign off,freeze,originate" and expecting the same to be not displayed in the process management UI.

    I had a look at the HSP_PM tables, could not get any idea how to have them blocked in the UI.

    How can we achieve this?

    Regards
    Anand Gobbur

  • Reply ↓
    Anonymous

    Is there way to manage the hyperion workflow outside of Hyperion planning application like in e services. We want to build the common workflow for all the applications oracle (hyperion,ebs,eservices). I have created the query to update the PM tables in hyperion planning application, but the issue is every time we need to restart the planning services please advice on this