---
title: "Executing Multiple Elements Using Workflows"
description: "With workflows, you can map a saved sequence in Consolidation & Financial Planning in which executable elements such as scripts, data imports, or apps, are executed one after another in a defined order."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/general-functions/executing-elements-using-workflows
language: en
last_updated: 2023-08-16
---
# Executing Multiple Elements Using a Workflow

## Overview

With **workflows**, you can map a saved sequence in Consolidation & Financial Planning in which executable elements such as **scripts**, **data imports**, or **apps**, are executed one after another in a defined order.

Workflows can be created directly in a directory structure, provided that the [element type has been enabled](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/konfiguration-der-arbeitsbereiche/create-configure-directory-structures.md) for workflows, and you can:

- Add any executable elements or executable folders from Consolidation & Financial Planning
- Define the behavior in case of errors
- Execute the workflow as a coordinated process

Workflows thereby contribute to the standardization of recurring execution processes and reduce the manual setup effort for repeated runs.

## Creating and Configuring a Workflow

A workflow can be created in any directory structure, provided that the element type **Workflow** has been [enabled](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/konfiguration-der-arbeitsbereiche/create-configure-directory-structures.md) for this directory structure.

To create and configure a workflow, proceed as follows:

{% stepper %}
{% stepper-step %}
Navigate to the [directory structure](https://support.lucanet.cloud/en/documentation/glossary.md#directory-structure) in which the workflow is to be created.
{% /stepper-step %}
{% stepper-step %}
Select the **root folder** of the directory structure or, if applicable, a **folder** under which you want to create the workflow, and select **Create | Workflow** from the context menu.

The **Create Workflow** dialog is displayed as follows:

Create workflow
{% /stepper-step %}
{% stepper-step %}
Enter a **name** for the workflow and click **Save**. The workflow is created in the structure view.
{% /stepper-step %}
{% stepper-step %}
In the detail view of the workflow, click **Edit**.

The detail view is displayed as follows, for example:

Detail view of a workflow
{% /stepper-step %}
{% stepper-step %}
For each element that you want to execute within the workflow, click **\+ Add row** and then select the element or executable folder that you want to add to the workflow from the drop-down list in the **Element** column.

The elements and/or folders are subsequently executed in the order defined here.
{% /stepper-step %}
{% stepper-step %}
Define the **behavior in case of an error or missing read or write permissions**:

- **Continue execution** if the workflow is to be continued even if an error has occurred during execution
- **Cancel execution** if the execution of the workflow is to be stopped when an error occurs while executing an element

Whether you have the permissions required for execution is displayed in the **Permission** column as soon as you have added the element.
{% /stepper-step %}
{% stepper-step %}
**Save** the settings.
{% /stepper-step %}
{% /stepper %}

## Executing Workflow

After you have configured a workflow, you can execute it by clicking **Execute** at the top right of the detail view.

Execute workflow

Once the workflow has been executed, the **Executions** tab displays the **date and time** and **status** of the execution as well as the **user** who executed the workflow.

Following statuses are possible:

- **Not executed**: The workflow has not been executed yet
- **OK**: The workflow was executed successfully.
- **Error**: An error occurred during execution.
- **Canceled**: Execution has been canceled manually by the user.

{% info-box %}
[Data imports into reporting entities](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-reporting-entities.md) can only be executed within a workflow if it is an update of an existing import in which the configuration is kept unchanged. If the configuration of a data import is to be adjusted during execution, the data import must be executed as described under [Creating and Executing the Data Import](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-reporting-entities/creating-executing-data-import.md).
{% /info-box %}