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EPMware Logic Builder Guide

Welcome to the EPMware Logic Builder Guide. This comprehensive guide provides detailed instructions for creating and managing custom logic scripts to extend EPMware's functionality and automate complex business processes.

About This Guide

The Logic Builder Module allows users to build custom logic in various modules within EPMware to provide solutions for custom requirements such as property validations, custom workflow tasks, and automated hierarchy actions. This guide is designed for developers, administrators, and power users responsible for:

  • Creating and maintaining custom logic scripts
  • Implementing business rules and validations
  • Automating metadata management processes
  • Extending EPMware functionality through scripting
  • Building custom workflow tasks and integrations

Version Information

This guide covers EPMware Logic Builder version 2.9, updated September 2025

Key Features

Oracle PL/SQL Based

The Logic Builder utilizes Oracle PL/SQL as its programming language, with scripts residing within the EPMware database for optimal performance and security.

Event-Driven Architecture

Logic Scripts are triggered by specific events in EPMware, such as: - Hierarchy changes (create, rename, move members) - Property modifications - Workflow stage transitions - Deployment executions - Export operations

Rich API Library

Access a comprehensive library of APIs for: - Hierarchy manipulation - Property management - Workflow automation - Security operations - Email notifications - External integrations

Quick Start

New to Logic Builder? Follow these steps to get started:

  1. Enable Security Access - Grant Logic Builder access to appropriate user groups
  2. Create Your First Script - Build a simple validation script
  3. Understand Script Types - Learn about different script categories
  4. Configure Script Events - Associate scripts with EPMware events
  5. Test and Debug - Use logging and error handling

Script Types Overview

Logic Builder supports multiple script types for different purposes:

Script Type Purpose Common Use Cases
Dimension Mapping Synchronize hierarchies across applications Cross-application member synchronization
Property Mapping Map property values between dimensions Attribute synchronization
Property Validation Validate property values Business rule enforcement
Property Derivation Auto-populate property values Default value assignment
Hierarchy Actions Execute logic before/after hierarchy changes Audit trails, automated tasks
Workflow Tasks Custom workflow automation Conditional approvals, notifications
Deployment Tasks Pre/post deployment operations Validation checks, notifications
ERP Interface ERP import/export automation Data transformation

Prerequisites

Before using this guide, ensure you have:

  • Administrative or developer access to your EPMware environment
  • Basic understanding of Oracle PL/SQL syntax
  • Familiarity with EPMware metadata management concepts
  • Understanding of your target EPM applications (HFM, Planning, Essbase, etc.)
  • Access to the Logic Builder module (via Security Provisioning)

Important Note

For cloud deployments, stored database functions are not available. All logic must be implemented within the Script Editor interface.

Support & Resources

  • Technical Support: support@epmware.com
  • Phone: 408-614-0442
  • Website: www.epmware.com
  • Administrator Guide: For general EPMware administration topics

Documentation Sections

Explore the complete Logic Builder documentation:

  • Getting Started

    Set up security, create your first script, and learn the basics

    Get started

  • Script Events

    Configure scripts for dimension mapping, property validation, and workflow automation

    Explore events

  • API Reference

    Complete reference for all Logic Builder APIs, functions, and database views

    View APIs

  • Dimension Mapping

    Synchronize hierarchies and members across applications

    Learn mapping

  • Property Validation

    Implement custom validation rules for member properties

    Build validations

  • Workflow Automation

    Create custom workflow tasks and conditional logic

    Automate workflows

  • ERP Integration

    Build custom logic for ERP import and export processes

    Integrate ERP

  • Appendices

    Action codes, standard scripts, and technical references

    Reference