Forum Discussion

Filip's avatar
Filip
New Contributor II
7 days ago

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. ...
Dashboards
  • T_Kress's avatar
    T_Kress
    6 days 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.

T_Kress's avatar
T_Kress
Contributor III
6 days 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
    4 days 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."