Tech Talks After Hours: CPMx GAAP PV900-SV100 – Activating Functionality
On this Tech Talks After Hours, discover how CPMx GAAP PV900-SV100 accelerates implementation and time to value with pre-built reports, planning methods, and flexible metadata activation—without the need to dive into complex rule files. To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: CPMx GAAP PV900-SV100 – Activating Functionality8Views0likes0CommentsQuickTips: Writing a Forms Event Handler Rule
In this QuickTips Fundamentals video you will see how to automatically run a data management sequence when a user saves a Form in the Workflow. This will require the use of a Forms Event Handler Rule, which we will show you how to create and write.61Views2likes0CommentsTech Talks After Hours: Creating Entity Dimensions from a UD via Rules Part 2
Entity Relationships created via UD Text properties driving rules! Ludo de Paz returns as the SME joining Tom Linton as they continue their advanced rule writing examination of the Planning/Forecast use case of creating Entities and Relationships via rules from UD text fields! Here we focus on creating/updating Entity relationships!30Views0likes0CommentsTech Talks After Hours: Creating Entity Dimensions from a UD via Rules
On this advanced rule writing edition of Tech Talk After Hours, Ludo de Paz and Tom Linton review a use case where dashboard selections, data management steps, and extender business rules come together to create an Entity dimension from an existing User Defined Dimension via rules!45Views0likes0CommentsQuickTips: Reverse Engineering an Attachment Confirmation Rule Part 2
In this QuickTips Intermediate two-part series, we're going to explore Confirmation Rules within the OneStream platform. In this second part, we’ll continue to break down the Confirmation Rule, exploring how to edit the Rule Formula to customize the Rule and have it check an individual Data Cell for the presence of an attachment.43Views1like0CommentsQuickTips: Reverse Engineering an Attachment Confirmation Rule Part 1
In this QuickTips Intermediate two-part series, we're going to explore Confirmation Rules within the OneStream platform. In this first part we’ll show how the Confirmation Rule works and how to implement it.51Views2likes0Comments