Need to set up default workflow

[STDN]

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.

[NicolasArgente]

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,

[Steven]

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

[ckattookaran]

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.