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Filip's avatar
Filip
New Contributor II
1 year ago
Solved

Dashboard in Workflow. How to control when a workflow profile step is shown

Hi,

I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form.

I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter? 

I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.

 

 

dashboards
  • T_Kress's avatar
    T_Kress
    1 year ago

    I do not believe it is possible to control this True/False based on WF time (hiding in quarter months and only showing in non-quarter-end months).  You could consider using one WF profile and then a dynamic dashboard that shows one dashboard on months and a different dashboard on quarters based on WF time.  Or you could consider setting these workflows to optional and then run a BR that marks the quarter ones as complete and lock them on non-quarter months and vice versa.  In that way the quarter WF profile could be locked on regular months before users beging their processes.

2 Replies

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    1 year ago

    I do not believe it is possible to control this True/False based on WF time (hiding in quarter months and only showing in non-quarter-end months).  You could consider using one WF profile and then a dynamic dashboard that shows one dashboard on months and a different dashboard on quarters based on WF time.  Or you could consider setting these workflows to optional and then run a BR that marks the quarter ones as complete and lock them on non-quarter months and vice versa.  In that way the quarter WF profile could be locked on regular months before users beging their processes.

    • Filip's avatar
      Filip
      New Contributor II
      1 year ago

      Hi, 

      Thank you for the reply and help.

      I was afraid the answer would be that there is no good way using OneStream standard settings. 

      How would you do this in the easiest and most straight-forward way?
      "You could consider using one WF profile and then a dynamic dashboard that shows one dashboard on months and a different dashboard on quarters based on WF time."