8.5 Excel Add-In Forms and Parameters
Hello Everyone, I was wondering if anyone has experienced and resolved the issue I am finding. I am working on an excel workbook that has tabs corresponding to each workflow step consisting of various forms. These forms have parameter requirements. The request is to have the parameter dropdowns on each excel tab. The issue I am having is some of these form tabs have the same parameters. I am met with the popup, this parameter already exists when trying to introduce it a second time on a different tab. I know you can set one parameter to work across the entire workbook however that is not what my client wants. The only way around this that I have found so far is to make multiple copies of parameters within the Application however I would rather not have multiple parameters that are the exact same. The other option is to have a separate excel workbook for each Workflow task. I find even setting the parameter to be used across the entire workbook to be a bit clunky. Thanks in advance for the input! Regards, Anthony38Views2likes0CommentsRefresh first tab when data changes on another tab when click the save buttn.
Hi, I need to make sure the first tab updates when the data changes on another tab after saving. I tried to add the refresh on that save button and redraw that component from the first tab . Is there a way to make this happen with the tabs. I have to currently refresh the page in the upper right when I go to the first tab. Thanks, Sharon385Views1like3CommentsForms Only Available in Certain Time Periods
Hello, I was wondering if we can have forms only populate for certain months. I tried using the Form Frequency filter as Member Filter and tried a few different things to no prevail. I only need the form to show up in the WF for months 1-10 and I tried T#WFYear.Prior10 and a couple others. Thanks, WillSolved1.4KViews1like4CommentsForms by Entity
In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow). I have one form that is only applicable to a selection of entities. Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create different Forms Template Profile for theses workflows)?Solved3.2KViews1like4Comments