Hello Anaplanners,
I'm looking for advice on the best modeling approach for a DCA use case.
Scenario
I have an input module called "CC-Account Activation". It is dimensioned by:
Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated.
I have a process that sends the CC / Account combination selected for activation to a target list called "CC-Acct". The code for the import to that list is the CC / Account combination.
Now there's a requirement: The users want the corresponding "Activate?" boolean in the input module to become read-only via DCA once a combination exists in the target list.
What I've already tried: My first approach was to add an "Imported to List?" boolean line item in the source module and update it through an import action. The process flow is as follows:
- User selects Activate? for a Cost Center / Account combination.
- A filtered saved view identifies records that are ready for activation by selecting records where:
- Activate? = TRUE
- Imported to List? = FALSE
- The activation process runs and creates the corresponding item in the CC-Acct target list.
- Final action in the process sets Imported to List? = TRUE for the corresponding records that were selected for import.
The approach works well immediately after the process executes. However, if a CC-Acct list item is subsequently deleted from the target list (either manually or through another process), the Imported to List? flag in the source module remains TRUE.
Ideally, I would like a solution that determines whether the corresponding record currently exists in the target list rather than relying on the flag set by the process.
I would appreciate any insights on how to go about designing a solution. Thanks!
