General Navigation

Learn how to navigate browser experience. This section explores foundational capabilities of the browser experience, general features and highlights notable differences between the browser and Windows Application.

Intuitive User Experience

Log in

The modern browser experience is accessed through a web browser instead of using a Windows shortcut or ClickOnce to open a local instance of OneStream. You can use bookmarked URLs to navigate to the browser. Once successfully authenticated, you can select an application from the drop-down menu and click the LOG IN button to access OneStream.

The browser environment is accessed through a custom URL. For example, https://cloudsitename.onestreamcloud.com/. To start the authentication process, input a Username and select Next. Once authenticated, the browser will display a OneStreamHome Page or, if multiple Applications are available, an Application Selector.

Log out

  1. In the User Menu, select Log Out, or

  1. On the Application Selection page, click the LOG OUT button, or

Logging out will not log out other open OneStream instances, such as the Windows Client or Excel Add-In. If using single sign-on, the user will not be logged out of your single-sign on session.

Change Applications

To change applications, select Change Applications from the User Menu. The Application Selector will be displayed with available applications.

Header

The browser experience has a header and a OnePlace panel that persist throughout the user experience. Similar to the Windows Application, the header has a Home button embedded in the OneStream logo and displays the Application Name. Other header functionality has been moved to two menus in the top right corner of the screen.

  • Gear Icon – Application Name, Global POV, Version Number, Help Documentation, Task Activity, File Explorer

  • User Icon – User’s Name, Change Application, Set/Clear Home Page, Log Out

The OnePlace Panel can be fully collapsed, opened to display Navigation controls, or expanded as an overlay when working with any of the menu areas.

NOTE: The OnePlace panel may be fully hidden for certain users using security settings.

OnePlace Panel

Hide OnePlace Panel

The OnePlacePane security role can be used to hide the Navigation panel. This configuration has been added under Security Roles to enable or disable end user access to the OnePlace navigation panel.

Navigate OnePlace Panel Sections

In the expanded OnePlace panel, there is a drop-down menu at the top of each area to navigate between them.

File Explorer

File Explorer is used to manage all OneStream files and saved POVs. All file actions are available in the toolbar, including create, edit, delete, upload, download, and apply POV.


Grids

While the browser grids offer the same functionality as the Windows Client, some differences were added to improve the user experience. Many of the grids have virtual scrolling instead of paging to handle large datasets. In addition to the Sorting, Filtering, and Column controls found in the Windows Client, the browser experience has added a column Lock feature, which allows users to lock in place any column and the columns to its left, while being able to scroll the remaining columns horizontally.  Many of the grids will also have a context menu button in the left corner of the grid header with additional functionality. See Appendix D for a list of supported Number Formats.

Anchored Dialogs

Many of the dialog boxes display in a slide-out panel anchored to the right side of the page instead of the floating dialogs used in the Windows Client. This paradigm offers improved visibility and provides consistency for users accessing the browser from various devices. Slide-out panels can be expanded or constricted to suit user preference by dragging the left edge horizontally across the page.

This anchored dialog box has been extended to dashboards that appear in dialog boxes. There is a larger default width compared to the Windows Client, but the width can be altered with the dialog box display format configurations. Since these dialog boxes are always the full height of the screen, the height configuration for dashboards in dialog boxes are ignored.

Timeout

A warning for users who are about to be logged off due to inactivity will now be displayed in a floating dialog two minutes prior to timeout, providing users with the ability to extend their session or log off. The length of idle time allowed for a user can be configured, but the two-minute warning threshold is not currently adjustable.

Smart Links

Smart Links are designed to make it easy to share dashboards. Built with a combination of security-aware features and declarative parameters, these links can open dashboards to specific pages or mimic a series of clicks.

Smart Links are generated and stored for a set period using a Business Rule. To access a shared link, users will simply click a hyperlink or paste the URL into a browser. On access, the Smart Link will:

  • Verify if the user is logged in (if not, remain active through the login process)

  • Check if the user has access to the shared dashboard

  • Verify the dashboard can be rendered on the user’s device

  • Supply the dashboard with any declared parameters

  • Prompt the user for any undeclared parameters

  • Render the dashboard

Example Smart Link structure: https://example.onestream.com/share/ E1C52337EEE9430EAAF52D6A5846109B/DashboardProfile/Dashboard

To get started, review the code snippets in Appendix E.