Editing Taskflows

To edit taskflows:

1. Open the Manage Task Flows screen. See Accessing the Manage Taskflow Screen.

2. From Taskflow Listing Summary, select a taskflow, and then click Edit.

   The first stage of the task flow is selected by default.

3. In Password, enter the password of the Oracle Enterprise Performance Management System user whose account is used to initiate the taskflow stage.

4. Edit the current stage, if required, or select another stage by clicking the stage name.

   1. In General, complete these steps.

      1. Optional: Change the stage name and the EPM System user whose account is used to initiate the taskflow.

      2. In Password, enter the password of the EPM System user whose account is used to initiate the current taskflow stage.

   2. In Processing, modify the following stage processing information. You can change the values in any field on this tab.

      • See Table 8-1 for a list of available Oracle Hyperion Shared Services actions.

      • See the Oracle Hyperion Financial Management User's Guide for a list of Oracle Hyperion Financial Management actions.

   3. In Starting Event, modify schedule for starting the stage.

   4. Optional: Modify links, if needed.

      Note:

      Before you can edit links, you must, at a minimum, enter the password of the EPM System user whose account is used to initiate the current taskflow stage.

      1. Click the name of the link that you want to edit.

      2. In General, edit link details, such as name, description, and receiving stage. You cannot modify the sending stage of the link.

      3. Optional: Modify link conditions if needed.

5. Click Save.