Forum Discussion

STDN's avatar
STDN
New Contributor III
2 years ago

Need to set up default workflow

Hi All,

Is there a way to set up default workflow POV period each month for users instead of them going into the tool and changing the period .

 

 

Thanks in advance.

 

Methodology
User Interface

5 Replies

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  • Steven's avatar
    Steven
    Contributor II
    2 years ago

    STDN : You can create a job that will update the WorkflowView.xml file in the users Application\Internal folder.

    • WernerN's avatar
      WernerN
      Contributor
      12 months ago

      Awesome Steve! Thanks! Did not even know about that xml file in the user internal folder.
      You wouldn't have some code to share to read and update that xml file, would you?
      Great seeing you at Splash by the way!

  • NicolasArgente's avatar
    NicolasArgente
    Valued Contributor
    2 years ago

    Hi! You can not achieve that without the use of a dashboard or custom coding. In other words, as of today there is no property by default in OneStream to achieve that. I suggest that you ask for a enhancement in this forum.
    Have a good day,

  • ckattookaran's avatar
    ckattookaran
    VIP
    2 years ago

    There used to be a solution in the marketplace that allows you to set dashboards as home page. I am not sure if that is still around and whether that had this capability. Like Steven suggested, you could use an XML reader to read the following nodes and update them.

    Now that being said, you'll have to do that after a user login, I believe those internal folders are created after a user login only.

     

    • WernerN's avatar
      WernerN
      Contributor
      12 months ago

      Isn't that solution part of AST now?
      AST_SolutionHelperHOM
      Public Class HomePageManager

      with loads of great code to learn from