Skip to main content
J
johnal67
April 17, 2023
Solved

Account with combined calculated data and input data?

  • April 17, 2023
  • 1 reply
  • 0 views

I want to have an account that has a calculated value (rounding it to thousands), and then allow a Forms input adjustment to it for footing reasons.  The calculated value would have a UD4 of "Calc", and the input would have a UD4 of "Footing".  As soon as I make the account calculated it doesn't seem to let me input to it with the other UD4.  It shows in white background indicating you can input, but I can't put anything in the cell.  Anyone know if what I'm trying to do is possible?

Best answer by JackLacava

By "calculated" you mean "Dynamic Calc"?

The way OneStream works, it will execute the first dynamic rule it finds in the sequence (Account -> Flow -> UD1-8), and stop dealing with the cell altogether.

So make sure you don't put the formula on the Account member, leaving it as a stored member, but on the UD. If you set a dynamic rule on UD4 member "Calc", the UD4 member "Footing" should be unaffected and you should be able to store anything you want there.

1 reply

J
JackLacavaAnswer
April 18, 2023

By "calculated" you mean "Dynamic Calc"?

The way OneStream works, it will execute the first dynamic rule it finds in the sequence (Account -> Flow -> UD1-8), and stop dealing with the cell altogether.

So make sure you don't put the formula on the Account member, leaving it as a stored member, but on the UD. If you set a dynamic rule on UD4 member "Calc", the UD4 member "Footing" should be unaffected and you should be able to store anything you want there.

Terms & ConditionsAccessibility statement