How to customize the OneStream Excel Addin Ribbon. In Excel, go to File > OptionsSelect Customize RibbonSelect MainSelect the OneStream Tab on the left – that is the source of all the buttonsSelect the Onestream Ribbon on the right – that is your tar...
Hello,We are working to identify what Cube Views are used within the workflow structure. For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form. For dashboards, we are having d...
HiHas anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always:I understand that this is because a sin...
I am testing an update from version 5.1 to 6.4. In our current version, when I select a workflow form that opens an Excel file with an embedded Cube View, the form opens with the Excel menu set to “OneStream XF”. This was good because the user can in...
Hi,We have combo boxes in a dashboard that use an XFBR to define a UD1 (Cost Centre) list based on the text 2 field from the users current workflow. For example, if a user is in the North America workflow the combo box will only display North America...
Hi All,We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journalsExample - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assign...
