SAP Knowledge Base Article - Public

3831595 - Work files not transferred from planning calendar template when generating events - SAP Analytics Cloud

Symptom

Generate Events with Wizard not retaining the work files from the Template.

Environment

SAP Analytics Cloud

Reproducing the Issue

  1. Go to the planning calendar.
  2. Create a new process.
  3. Create a general task and assign the process as the parent process.
  4. Assign a work file to the task and save it.
  5. Save the process as a template.
  6. Open the template and verify the work files are still assigned and visible.
  7. Return to the planning calendar and start the event creation wizard.
  8. Create a new process.
  9. Select the context with a model, a driving dimension, and a filter.
  10. Select event types from the template created earlier.
  11. Leave the people section unchanged.
  12. Keep the additional settings as they are.
  13. Select the Generate button in the preview section.
  14. Open a generated event’s task and check the work file section: it is empty although the template task had a work file.

Cause

 The behavior is working as designed from SAC perspective.

Resolution

From SAC perspective, the UI of the Wizard states under Step 3 that only the Event Types are taken from the template.
"Generated Event Types for Leaf Members: 
[…] 
From Template
[…]"
The attached work files of the events in the template are not considered during generation with the wizard.

To help us raise awareness and prioritize this request correctly, please follow this Knowledge Base Article to create an enhancement request on the Continuous Influence Portal: 2424376 - How do you create an enhancement request and provide feedback for SAP Analytics Cloud?

See Also

Help Guide: Generate Tasks and Processes with the Calendar Wizard

Keywords

planning calendar, template, work file, attachment, not transferred, not inherited, calendar wizard, generate events, existing process, task, inheritance, SAC planning, event types, template tasks, work file missing , KBA , LOD-ANA-PL-PRO , Planning Process, Input Task, Calendar Task , Problem

Product

SAP Analytics Cloud 1.0