What is the correct Workflow Profile configuration when one user submits data for both a Base Entity and a Parent Entity?

The correct configuration for a Workflow Profile when one user submits data for both a Base Entity and a Parent Entity is to have one Base Input Workflow Profile and one Parent Input Workflow Profile. This setup is necessary because the Base Entity and Parent Entity represent different levels of data aggregation and reporting within OneStream.

The Base Input Workflow Profile is responsible for managing the data submission process specifically at the entity level. When submitting data at this level, it ensures that data is accurately captured and handled according to the rules and workflows defined for that particular Base Entity.

On the other hand, the Parent Input Workflow Profile is used for managing data at the Parent Entity level, which often involves aggregating or consolidating data from multiple Base Entities. Having a dedicated workflow profile for the Parent Entity allows for distinct approval processes, validation rules, and more granular control for data submission at that level.

This dual-profile approach facilitates accurate data governance and submission processes, ensuring that both the granular, detailed data for the Base Entity and the aggregated data at the Parent level are managed effectively and efficiently.