Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2026-05-15
Enable Advanced Workflows

Enable Advanced Workflows

  • Enable Hubs in Adaptive Planning. See Enable Adaptive Planning Hubs.
  • Purchase the applicable SKUs to access Advanced Workflows.
  • Security:
    • Edit Hubs
       permission.
    • Manage Workflows
       permission.
To enable and use Advanced Workflows, first enable Configurable Workflows. If you already enabled
Configurable Workflows
 in your tenant, you don’t need to enable it again.
Configurable approvals using workflows provide enhanced capabilities for governing planning cycles, tracking planning contributions, enforcing authorization rules, and identifying bottlenecks. This optional feature offers greater flexibility and control over your organization's planning processes compared to the existing workflow and process tracker.
When you enable configurable workflows, we disable and remove the legacy Workflow and Process Tracker. This resets all legacy workflows and deletes all legacy processes.
All tenants provisioned after 2026R1 automatically receive this functionality by default, and you don’t have to enable it or remove any legacy functionality.
  1. Select
    Administration
     from the main menu.
  2. Select
    General Setup
    .
  3. Select the
    Enable Configurable Workflows
     check box.
  4. Select
    Save
    .
We remove these items and functionalities from your tenant because they belong to the legacy workflow and process tracker features:
Area
Removed
Main menu options
  • Process Tracker
  • Workflows
Permissions
  • Access Process Tracker
  • Complete Tasks Assigned to Myself
  • Complete Any Tasks
  • Manage Tasks
  • Manage Processes
  • Approve Levels
We don’t automatically assign the new
Manage Workflows
 permission to users with the
Manage Processes
 permission before we remove it. Security administrators must manually assign the new permission.
Level Assigned sheets overview page
  • Workflow Status
     field.
  • Update Workflow Status
     option on the actions menu.
Assumptions overview page
  • Workflow Status
     column.
  • Update Workflow Status
     option on the actions menu.
Model Management
Levels page:
  • In workflow
     setting.
  • We no longer include workflow information in the Excel export.
  • We no longer allow you to include workflow notes when you copy plan versions with cell and sheet notes.
Versions page:
  • Enable workflow
     check box on the root actuals version.
  • We no longer include workflow information in the Excel export.
General Setup page in Administration
Workflow and Process Tracker alerts
 check box.
Notifications
  • Legacy workflow and process tracker notifications.
  • Workflow and process tracker notification routing rules. Example: If old email notifications about legacy workflow and process trackers exist with links, we disable those links.
  • Create a hub.
    Example: Create a Revenue hub, where you’ll create workflow definitions specific to this hub.
  • Manually assign the
    Manage Workflows
     permission to yourself and other workflows administrators.
  • Share the hub with other workflows administrators and participants who need access to the hub and workflow tasks.