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JérémyRenard's avatar
JérémyRenard
New Contributor III
3 hours ago

How can I retrieve the name of the form template using a finance business rule?

Hello everyone,

Thanks to this discussion: https://community.onestreamsoftware.com/discussions/WorkflowDI/forms-by-entity/13417

I can now show or hide the input cube views based on whether or not the group entity has been released, as stored in Entity Text6.

However, by doing this, I lose the ability to display cube views only for the quarter, half-year or full year.

Currently, I display the cube views every month if the entity is present in the group, so this does not apply to cube views that should be displayed quarterly.

I would therefore like to retrieve the name of the form displaying each data entry cube view, so that I can define in the Business Rules whether each form should be displayed monthly, quarterly, half-yearly or only in December.

This would allow me to use the settings provided natively by OneStream, which I have previously bypassed.

But I am unable to do so.

Is this feasible?

The ultimate aim is to prevent accidental data entry into workflows that should no longer be populated.
I have already removed accountants’ access to the workflow for entities that have left the group, but the central team still has access, and I would like to prevent them from accidentally entering data for periods when the entity has left the group.

Thank you for your help

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