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Forum Discussion
Is it possible to hide workflows based on Period?
We have a client who wishes certain workflows (Input Child) to only be visible at specific periods during the year (6 and 12)
The only way I could conceive of this based on my knowledge of OneStrea...
JackLacava
OneStream Employee
OneStream EmployeeThe frequency of Workflow tasks will depend on the "Workflow Tracking Frequency" option on the specific Scenario, which has a "Half-Yearly" option. You can load your data in a dedicated Scenario with that frequency, then copy or merge it into another Scenario via Business Rules (e.g. through a Process step) or Dashboards (Workspace step).
Or you can set up a Workspace step to perform the load through a Dashboard, which will simply appear blank (with a "Next" button or something) for all WF periods except the good ones, via a Dashboard Extender rule.
For Forms you can also leverage a specific option.
There are quite a few other ways to achieve this type of result, the choice will likely boil down to the preferred auditing requirements.
Surely it would be make more sense for product development to create an input frequency feature for workflow profiles as opposed to 400+ consultants spending time on building workarounds for such a simple requirement?