Once I had an opportunity to work with a client who needed some workflow customizations in Hyperion Planning 18.104.22.168 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
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.
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.
update HSP_PM_ACTIONS set NAME=’Promote to Manager’
where NAME = ‘Promote‘
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.
Good one Celvin, will check this on my sand box
gud one celvin…thanks
This is really good and informative too…..Thanks
Thank you guys…and gals 😉
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 22.214.171.124
Can you send me a screen shot of the states to my email id? I believe that you did commit and a restart of Planning services.
it works well, just had to restart the service
thanks for all
Can you provide me with any link or material to get the existing workflows from 126.96.36.199 to 188.8.131.52.
Thanks for sharing this information. I have been trying to do some planning form customizations in 184.108.40.206. I also heard from a third party communication that the java framework is going to change in 220.127.116.11 onwards and the developments changes in validate.js might not work in next versions(18.104.22.168). Is is the case?, Could you shed some light on this.
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
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?
@Anand I don't think there is a way to hide them. Maybe if you delete them from the tables then probably yes. I won't recommend doing it. That's how the tool is designed.
Hi Celvin, Do you think, if similar customization can be done in 22.214.171.124.x version of Hyperion Planning.
ADF version is not allowing any sort of customization, Even grid spread customization is not working on this one.
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