Forum Discussion

Beeswing77's avatar
Beeswing77
New Contributor III
10 months ago

How to prevent journals on wrong entity

We have a workflow structure such that each entity has it's own workflow, with a number of steps for Import, Forms and Journals.   We had an issue recently where one entity (e.g. E123) accidentally...
User Interface
T_Kress's avatar
T_Kress
Icon for OneStream Employee rankOneStream Employee
10 months ago

As long as you assign your entity to the WF profile "Entity Assignment" tab and then make sure the "Adj" profile has "Can Load Unrelated Entities" as False, this will prevent a user from posting a journal to any entity other than what is in the WF profile "Entity Assignment". 

This setup is shown below.