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STDN
August 29, 2023

Need to set up default workflow

  • August 29, 2023
  • 3 replies
  • 0 views

Hi All,

Is there a way to set up default workflow POV period each month for users instead of them going into the tool and changing the period .

 

 

Thanks in advance.

 

3 replies

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NicolasArgente
August 29, 2023

Hi! You can not achieve that without the use of a dashboard or custom coding. In other words, as of today there is no property by default in OneStream to achieve that. I suggest that you ask for a enhancement in this forum.
Have a good day,

S
Steven
August 31, 2023

STDN : You can create a job that will update the WorkflowView.xml file in the users Application\Internal folder.

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WernerN
June 2, 2024

Awesome Steve! Thanks! Did not even know about that xml file in the user internal folder.
You wouldn't have some code to share to read and update that xml file, would you?
Great seeing you at Splash by the way!

C
ckattookaran
September 1, 2023

There used to be a solution in the marketplace that allows you to set dashboards as home page. I am not sure if that is still around and whether that had this capability. Like Steven suggested, you could use an XML reader to read the following nodes and update them.


ckattookaran_0-1693570827558.png

Now that being said, you'll have to do that after a user login, I believe those internal folders are created after a user login only.

 

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WernerN
June 2, 2024

Isn't that solution part of AST now?
AST_SolutionHelperHOM
Public Class HomePageManager

with loads of great code to learn from

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