How do I show parameter options in a cubeview display ( see example screenshot )
Hi,
So I have inherited a OneStream application and although I know how to build cubeviews, I cannot work out how to replicate the feature shown below on some of my existing application's cubeviews. The cubeview "parent" is referencing a row template to provide the flow lines and a column template which holds the parameter elements to select in this example the PPE Class.
I am trying to recreate this layout, but try as I might, on running the cubeview it just serves a popup for the user to select the parameters, rather than docking it to the cubeview output.
What do i need to select, or where do i need to place these various elements in order for me to be able to dock it like this screenshot.
Thanks
Mark
Hello Mark,
I believe the "docking" functionality you are looking for is a consequence of attaching a cube view that has parameters within it to a form template.
For your case this would mean attaching the "parent" cube view to a form template on a workflow step. Running a cube view with parameters from the "cube views" page will always result in a pop up requesting parameters.
Follow the below process to add your cube view to a form template within the workflow:
- Create a cube view with parameters
- Ensure the created cube view resides within a "Cube View Group" that is attached to a "Cube View Profile"
- Ensure the Cube View Profile's "Visibility" setting is set to "Always" OR contains the word "Forms"
- Go to Application>Form Templates
- Within an existing "Form Template Group" (Or newly created Form Template Group), create a new form template
- Ensure the "Form Type" of the newly created form template is set to "Cube View"
- Attach the created cube view to the form by configuring the "Cube View" setting
- If cube view does not appear to attach, ensure step 3 is complete or refresh form templates page
- Select desired options for "Form Requirement Level" and "Form Frequency"
- Ensure the "Form Template Group" that contains the new form template is attached to a "Form Template Profile"
- Go to Application>Workflow Profiles
- Click on the "Forms" Workflow step which should display the new form template (Create one if necessary)
- Within the Forms Workflow Step ensure you have the correct Scenario Type desired selected
- Ensure the "Workflow Name" setting contains "Form Input"
- Ensure the "Profile Active" setting is set to "True"
- Ensure the "Input Forms Profile Name" setting is set to the Form Template Profile that contains the new form template
- Refresh the application
- The new cube view's parameters should show up docked when you click on the form within the workflow (same selections would be a pop up if ran from the "cube views" page)
I hope this helps.
