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VENKAB05's avatar
VENKAB05
New Contributor III
2 years ago

Retaining Previous Value of Dashboard Button Parameters While Opening in WorkFlow

Hello Everyone, I am having issues retaining the previously selected parameter value in the dashboard, which is linked to a button component. I have a dashboard that has a parameter to pick an e...
Workflow
phollander's avatar
phollander
New Contributor III

Hi Balaji,

How did you set up the parameter behind the button? Is this a member dialog/list/BR-driven parameter, is the entity selection in related to get a list of workflow assigned entities or possibly related to any of the calc-definition assigned workflow entities? Also, did you assign the Dashboard to a workflow step directly, as part of a Form template or did you make it available through any of the Dashboard Profile settings on the workflow step?

From what I have seen, Onestream stores the selected parameter values of a Dashboard in a temporary file on your computer. Only when you have written a specific BR to load upon opening the dashboard to clear/change these values, Onestream should pull the latest parameter values from that temporary file. If the parameter is workflow-dependent, it could be that the list of parameter values changes when you switch to another workflow profile. In that case, the parameter value is technically still preserved, but it may present it as an empty value on the dashboard.

Maybe you can clarify the issue with some screenshots?

Best regards,

Paul

VENKAB05's avatar
VENKAB05
New Contributor III
2 years ago

Hi Paul,
Thanks for the response.

Parameter setup as Member Dialog in a Button.
I haven't assigned any Entities to that WorkFlow
Dashboard is added to WorkFlow through Form Template.

So i'm currently in 2nd Form. Lets say i choose Entity X and submit some data. Now i am going back to 1st form and then coming back to the 2nd form, i would expect the same Entity X to be displayed but that's not happening. It works fine when i run the dashboard directly, issue is only while accessing Dashboard through Workflow.

 

  • JackLacava's avatar
    JackLacava
    Honored Contributor
    2 years ago

    Works for me, dude (version 7.4.2). Button:

    Parameter:

    Label to show the parameter:

    The label shows the last-selected value for the parameter, after i switch back and forth through forms and even periods.

    You might have some Dashboard Extender or XFBR interacting with that parameter.

     

    • VENKAB05's avatar
      VENKAB05
      New Contributor III
      2 years ago

      Hi Jack,

      Thanks, Just to confirm..Does it work even while doing it through WorkFlow ?

      • phollander's avatar
        phollander
        New Contributor III
        2 years ago

        I would check two things:

        • As mentioned by Jack, is there a dashboard extender running on the "Load Dashboard Server Task" or possibly an XFBR within the parameter that you set up?

        • If this is not the case, try to navigate to the following directory path on your local Windows Explorer and confirm if you can find the following .txt file:

          Forms_CustomSubstVars_<UserName>_<AppName>_<DashboardName>.txt
        • If the .txt file is available, open it and you should be able to identify what value is stored for the parameter. Now try opening up the dashboard through the workflow form, change the parameter to reflect a different value. Once it is has processed your action, click away and refresh the .txt file.

        Has the parameter value changed in the .txt file? Has it changed the Date Modified in the file after you changed the parameter value? Reason for checking is to rule out that Onestream somehow does not have the appropriate Write access to the folder where the parameter values are preserved. I have never come across this myself, but it would be good to rule this out.

        Regards,
        Paul