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  • 1.  Template Automation - Multiple Data Models

    Posted 06-12-2023 10:45

    Any one know any work arounds for being able to do Template Automation with a file with two data models? My backup solution is a cube to cube integration channel that brings the data I need into the appropriate model, but ideally I want to keep these two data models separate. 



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    Jake Leininger
    Sr Financial Analyst
    McWhinney
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  • 2.  RE: Template Automation - Multiple Data Models

    Posted 06-13-2023 11:38

    Hi Jake

    There is a limitation right now with template automation for templates that are mapped to 2 models.   There could be multiple work arounds where you can trigger cube to cube upon template save, manually triggering the cube to cube which you may already be doing or schedule the cube-to-cube multiple times daily.   Perhaps we can chat for 10 mins or so if you would like so I can understand some of the inefficiencies or time-consuming issues you are having with your current process.  Feel free to email me and I can set something up.

    Thanks



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    Mark Dose
    Delbridge Solutions
    mdose@delbridge.solutions
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  • 3.  RE: Template Automation - Multiple Data Models

    Posted 09-13-2023 12:52

    We were not able to automate the Foundation Workforce template.  Opened a ticket and the foundation is not built to support automation at this time.



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    Jessica Parker
    FP&A
    Orthodontic Partners
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