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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 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.
T_Kress
OneStream Employee
OneStream EmployeeI 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.
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."
