tutorial

15 Topics

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.
JamesLane
1 hour ago Place QuickTips
5Views
0likes
0Comments
QuickTips: Triggering a Forms Event Handler Rule
In this QuickTips Fundamentals video we will demonstrate how to apply logic to a Forms Event Handler Rule so that it triggers only when a specific form is saved.
JamesLane
20 days ago Place QuickTips
94Views
1like
2Comments
QuickTips: BI Viewer: Using Drill Down & Filters
In this QuickTips Intermediate video we will demonstrate how to filter data using the Filter Editor and drilling down into charts.
JamesLane
27 days ago Place QuickTips
37Views
1like
0Comments
QuickTips: BI Viewer: Creating Basic Calculated Fields
In this QuickTips Intermediate video we will demonstrate how to add Calculated Fields and how to group data based on it’s name.
JamesLane
1 month ago Place QuickTips
64Views
1like
0Comments
QuickTips: BI Viewer: Naming & Updating Table Connections
In this QuickTips Intermediate video we will demonstrate how to name Data Adapters and how to update the Table Connections to display their Components.
JamesLane
1 month ago Place QuickTips
31Views
1like
0Comments
QuickTips: Loading FX Rates
This QuickTips video explores how to use Row and Column Suppression in Cube Views. Learn how to apply row and column suppression, insert suppressed members, and modify the suppression properties.
JamesLane
1 month ago Place QuickTips
279Views
2likes
4Comments
QuickTips: Reverse Engineering a Dynamic Form Pop-Up Menu
In this QuickTips Intermediate video, we're going to explore Forms within the OneStream platform. We'll learn how to create a Form with a pop-up menu and how to add selected entities to that menu.
JamesLane
1 month ago Place QuickTips
54Views
2likes
0Comments
QuickTips: 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.
JamesLane
1 month ago Place QuickTips
41Views
1like
0Comments
QuickTips: Creating a Custom Time Dimension
This QuickTips Fundamentals video explores how to create a Custom Time Dimension in the OneStream application. Learn how to go beyond the default Time Dimension by creating, editing, and implementing a Custom Time Dimension.
JamesLane
1 month ago Place QuickTips
159Views
4likes
3Comments
QuickTips: 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.
JamesLane
2 months ago Place QuickTips
45Views
2likes
0Comments