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Adaptive Planning
Last Updated: 2026-03-13
Launch Configurable Workflows

Launch Configurable Workflows

  • Create at least 1 published workflow definition.
  • Ensure that you share the hub with all of your participants.
  • Security:
    • Edit Hubs
       permission.
    • Manage Workflows
       permission.
    • Access Hubs
       permission so that your participants can receive their My Tasks items after you share the hub.
    • Task assignees require the permissions needed to access their task destinations and complete their tasks. See Reference: Available Permissions.
As a financial system administrator who creates workflows, you can launch workflows to initiate a new planning process based on a published workflow definition. This enables your workflow participants to complete their assigned tasks, submit, and approve according to the steps in that workflow definition.
We recommend that you check with other administrators before you launch a workflow to ensure that no other workflows exist for the same version, sheets scope, and levels. If multiple workflows launch for the same coordinates across hubs, the assignees for both workflows might override each other’s actions on the data. Example: A user from one workflow completes their task to edit sheet data, but afterwards, a user from another workflow tries to edit that same sheet data.
  1. Select
    Hubs
     from the main menu.
  2. Select the hub where you want to launch workflows.
    We recommend that you only launch workflows from shared hubs.
  3. Select
    Workflows
     in the Workflows section of your hub.
  4. Select
    Launch New
    .
  5. Complete the workflow launch configuration:
    Option Description
    Workflow Name
    Enter a unique name with 64 characters or fewer.
    Enter a name that’s unique to other tasks on this workflow definition. Use a name with characters fewer than 65.
    Description
    We display this description when you monitor and manage workflows.
    Workflow Definition
    You can only select published workflow definitions.
    Plan Version
    You can only select plan versions that aren’t hidden.
    When we lock data as part of the submissions up the level hierarchy, we only lock data for this version on the sheet that you specify.
    If in progress tasks across multiple workflows use the same sheet scope for the same version, we only lock the data after you submit all of the tasks with that sheet for that version.
    If in progress tasks exist across multiple workflows for the same version, some workflows with sheet scope tasks and at least 1 workflow with no sheet scopes on all tasks:
    • When you submit a workflow with a sheet scope, we lock that sheet only.
    • When you submit a workflow with no sheet scope, we lock all sheets.
    In this scenario, we recommend that you run workflows with no sheets last to avoid prematurely locking sheets.
    For examples explaining overlapping sheet scope tasks and no sheet scope tasks, see FAQ: Configurable Workflows.
    Select Participating Levels
    Click the link to access the grid where you can view, validate, and select levels that you want to participate in the workflow.
    You can select only valid levels for participation. A valid level is a level with 1 or more associated users in the association. All valid levels will be selected by default.
    If the levels you want to select don’t have a user associated in associations, you can assign them on the
    Associations
     page in Administration by selecting
    Open Associations in New Tab
     from the actions menu. Ensure that those level owners have access to the data in your access rules.
    We automatically select
    Auto-select and maintain valid descendants
     by default, and you can change this setting. Use this setting to automatically include all valid subordinate levels when a superior level is selected, and keeps the workflow in sync if those associations change. A valid level is any level that has 1 or more associated users, so if someone is later added to that level, they’re automatically pulled into the workflow.
    You can turn
    Auto-select and maintain valid descendants
     off if you prefer to manage participating levels manually. Example: If you want to include a parent level but exclude its children.
    After you launch the workflow with
    Auto-select and maintain valid descendants
     selected, you can’t change this setting.
  6. Select
    Confirm
     to confirm your level selections.
  7. Select
    Launch
    .
The workflow status changes to
In Progress
. We send the initial tasks to your assignees, and they receive notifications asking them to start on their tasks.
Monitor and manage your workflows in your hub.