What is the recommended sequence to use the Workflow Excel Metadata Builder Template?

What is the recommended sequence to use the Workflow Excel Metadata Builder Template?

• A. Create a Cube Root Profile within OneStream, Create Workflow Templates in OneStream for Input Profiles (Import Forms Adj), and Use the Workflow Hierarchy Builder Excel Template to build the Workflow hierarchy under the Cube Root Workflow Profile
• B. Create a Cube Root Profile within OneStream, Create Workflow Templates in OneStream for Input Profiles (Import Forms Adj), and Use the Cube Root Template to build the Workflow hierarchy
• C. Create Workflow Templates in OneStream for Input Profiles (Import Forms Adj), Create Cube Root Profile within OneStream, and Use the Workflow Hierarchy Builder Excel Template to build the Workflow hierarchy under the Cube Root Workflow Profile
• D. Create a Cube Root Profile within OneStream, Use the Workflow Hierarchy Builder Excel Template to build the Workflow hierarchy, and Create Workflow Templates in OneStream for Input Profiles (Import Forms Adj)

Answer: (A)

The sequence tested is about what needs to exist first to successfully assemble a workflow structure in OneStream. Start by creating the Cube Root Profile in OneStream because this provides the top-level container under which all workflow nodes will live. Without a root, there’s nowhere to place the hierarchy, so the rest of the setup can’t be organized correctly. Next, create the Workflow Templates in OneStream for Input Profiles (Import Forms Adj). These templates define the available workflow paths and how input forms relate to the workflow steps. Having them created ensures the hierarchy you build later has actual templates to reference and enforce the correct flow and adjacency. Finally, use the Workflow Hierarchy Builder Excel Template to build the Workflow hierarchy under the Cube Root Workflow Profile. This Excel tool is designed to construct the full hierarchy and wire it to the root profile and the templates you prepared, ensuring consistency and correct linkage throughout the structure. If you skip creating the root or the templates, or if you try to build the hierarchy with the wrong tool, the builder won’t have valid targets to reference, leading to errors or an incomplete, unusable workflow structure.

The sequence tested is about what needs to exist first to successfully assemble a workflow structure in OneStream. Start by creating the Cube Root Profile in OneStream because this provides the top-level container under which all workflow nodes will live. Without a root, there’s nowhere to place the hierarchy, so the rest of the setup can’t be organized correctly.

Next, create the Workflow Templates in OneStream for Input Profiles (Import Forms Adj). These templates define the available workflow paths and how input forms relate to the workflow steps. Having them created ensures the hierarchy you build later has actual templates to reference and enforce the correct flow and adjacency.

Finally, use the Workflow Hierarchy Builder Excel Template to build the Workflow hierarchy under the Cube Root Workflow Profile. This Excel tool is designed to construct the full hierarchy and wire it to the root profile and the templates you prepared, ensuring consistency and correct linkage throughout the structure.

If you skip creating the root or the templates, or if you try to build the hierarchy with the wrong tool, the builder won’t have valid targets to reference, leading to errors or an incomplete, unusable workflow structure.