Locking Workflows
Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments? When implementing OneStream, we created workflows for users to lo...
Forum Discussion
If this is a really strong need, then you can look into using a separate UD members for the “normal” users and corporate, and then put different workflow channels on the UDs and workflows. That way you can lock the standard channel but keep the “corporate” channel open for forms input/adjustments. The only caveat to using this is that it can get very confusing to end users and even consultants
if not properly documented and used in a limited way. Workflow channels are very nuanced, so you’ll need to really look at the design and reference guide and architect it out, then prove it out and make sure you don’t miss anything.
Hope that helps!