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, AnthonyMake document attachment required on journal
Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry. I know this can be done via a confirmation rule. However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced. We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates. Is anyone familiar with this setting?
Delete Cube root Workflow Profile ! !
I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile. The error occurs whenever I attempt to delete the workflow profile. I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0. I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table. How can i delete the log associated with this workflow profile so i can be able to delete it ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !!
Liquidated entities with nil balance in forms
Hi all, I'm after some guidance for a capex form that I'm currently developing. Simply, it's a form that takes the current month closing balance (BS accounts) less the prior month closing balance, and need to categorise these movements. At the end of FY24, 2 entities liquidated (LQE) and transferred assets to a new entity. In the entity dimension, it's timestamped in the 2 entities as no longer in use from FY25 M1 onwards. So for FY25, there is no form to fill in for the 2 LQE's but there is for the new entity. However, at group level, it shows the FY24 balance with 2 LQE's and no balance for new entity, and FY25 is no LQE's, just the new entity. Because the setting means the 2 entities are no longer part of the group, it's no longer showing in the movement columns. See below. The real movement for the month to be explained is -33k, but the calculated movement ignores the 2 LQE's and just shows the new entity with +164k addition. Any ideas how I can develop this form so that the liquidated entity movements can be incorporated? At the individual entity level, the forms work, but it's when it consolidates at Group level it's the issue. I feel like I'm just missing something very simple, but it's been a long day...
Cube views and Parameters
Hi All, I encounter this issue while opening a cube view from a form template in the Workflow. The same cube view opens without any issues directly but if you try opening the same via the workflow, it gives this error "Cube Views used for Forms cannot use parameters when referencing other cube views for Shared rows or columns. Unable to resolve substitution variable <paramtere_name>" .Some detail worth mentioning here is that we are using paramters for formatting and in one of those formatting parameters we are using another parameter. Has anyone encountered something like this and how did you overcome it. Thanks for your help 🙂 KR Arpit
Export Formatted Data Explorer to Excel via code
I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting. The same functionality as is available in the export to Excel button on the data explorer component itself. Am I missing an obvious function or does anyone have a way to replicate that functionality. Thanks, Scott
Retaining parameter value when navigating between forms - is it possible?
Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below): I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022. I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here. Any advice would be really helpful.
Refresh 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, Sharon
