09-25-2020 05:53 AM
9/30/2019
IS there a way to set up OS to launch a PDF report (or book) from a Dashboard button? I searched but cannot see any? I understand you answer above tho.
09-25-2020 05:59 AM
You can do this one of two ways. The easiest way is to create a standard button component that uses the Open File navigation option. You simply use this to tell OneStream where to grab a file such as a PDF report or report book and then OneStream will open the file in a new screen upon clicking the button. You can have the file open in OS or outside of OS by defining this in the navigation arguments.
09-25-2020 06:35 AM
I do this with a dashboard button that runs a data management sequence that runs a book using the 'Export File'. It allows me to also pass parameters to the book as well as email it to the user(s).
Nick, does your Open File Navigation option allow for parameters to be passed to the book? If so, your option might be more straight forward than mine.
Mike