Framework
Selectors
Selectors are made up of Selector Bars and Selector Lists. Combined they provide a library of items as drop downs on a form.
Selector Bar
The Selector Bars are the item selectors on a form. Up to twenty selectors can be used within a selector bar.
| Option | Description |
|---|---|
|
Name |
The unique name of the Selector Bar. |
|
Height |
Specifies the height in pixels of all Selector Lists within the Selector Bar. |
|
Font Size
|
Choose from available font sizes to adjust displayed values within all Selectors. |
|
Parameter Name
|
The assigned parameter name to be used to store the parameter value from the specified column. |
|
Dim Parameter Name
|
The assigned dimension of the parameter name. Duplicates are not allowed within each Selector Bar. |
|
List Name |
The name of the item Selector List. |
|
Active
|
If the active box is checked the selector will be reflected in the form for that Selector Bar. |
|
Width |
Specifies the selector column width to be displayed on the form. |
Selector Lists
The Selector Lists tab is a list of items available for a Selector on a Selector Bar.
| Option | Description |
|---|---|
|
Preview |
Provides the ability to preview any selector list. |
|
List Name |
The name of the selector list. |
|
List Label
|
The name that will be reflected in the form as the item selector list header.
|
|
Tool Tip |
The text to be displayed when hovering over the selector list. |
|
Default Value
|
This will be the default item selector that is presented to the user when accessing a form. If the default value is left blank then the default item selector will be the first item in the parameter list. |
|
Member Filter |
The area of the cube that is seen in the parameter. |
|
MF Dimension |
The dimension of the member filter. |
|
Display Type
|
Determines how the items in the selector lists are displayed. The options are: name, description, name followed by description, or description followed by name. |
| SQL Statement
|
The SQL query used to provide the selector list items as an alternative to using a member filter. SQL commands; DROP, UPDATE, DELETE, TRUNCATE, and DBCC are not supported. |
|
DB Location
|
The location of the database for the for the SQL statement to be applied against. The options are: Application, Framework or External. |
|
Filter Criteria
|
This provides the ability to write a basic script to filter the selector list. Ex. StoredValue Like 'H%' |
|
Sort Type
|
This provides a way to sort the selector list items by stored or display values as ascending or descending. |
List Items
Use the list items to manually add values to Selector Lists. The values will appear in a Selector List along with any values that would be reflected from a Member Filter or SQL Statement query.
| Option | Description |
|---|---|
|
Display Value |
The item value displayed to the user in a Selector List. |
|
Stored Value |
The item value that is the value that would get applied in the parameter upon selection. |
Calculations
This section is used to create Expression or Business Rule based calculations to be applied to the data set on a form.
Calculation Lists and Calculations
|
Option |
Description |
|---|---|
|
Edit BR
|
Selecting this icon will open an Application - Business Rules tab where business rules can be viewed and edited. |
|
Name |
The name of the calculation list. |
|
Calc Name |
The name of the custom calculation. |
|
Calc Type |
The type of the calculation as either an Expression List or a BR Function. |
|
BusinessRule Name |
The name of the custom business rule. |
|
Function Name |
The name of the custom function in the selected Business Rule. |
|
Cube Name
|
The name of the cube associated with this data source which will dictate the available dimensions that can be used. |
|
Cube Dimension Names (Entity thru Custom 4) |
The name of each dimension associated with the cube.
|
|
Access Group
|
This contains a list of all account access groups. Members assigned to the selected group will have access to run the calculation. |
|
Execution Type
|
This determines how the calculation is executed. The options are: No Execute, Execute, Execute and Log, and Log Only. |
|
Run On Open |
Selecting this setting will run the calculation when the form is opened. |
|
Run On Save |
Selecting this setting will run the calculation when the form is saved. |
|
Show In List |
Selecting this setting will show the calculation in a list. |
|
Sequence |
Numeric value for ordering calculation executions. |
Expression List
If Expression List is selected as the Calc Type then an expression icon will be present. Selecting this icon will present the Expression List dialog where the expression settings are maintained per calculation.
|
Option |
Description |
|---|---|
|
Seq
|
The ordered series of one or more expressions which will execute in the order in which they are organized.
|
|
Name |
The name of the expression. |
|
Expression |
The member script expression is stored in this field. |
|
Active
|
If the active box is checked the expression will be executed as part of the calculation. |
Forms
Forms can be used to allow manual data entry via a CubeView, Dashboard or Spreadsheet. One or many forms are assigned to Form Groups with Selectors and Calculations. 
|
Option |
Description |
|---|---|
|
Selectors |
Select Selectors to view and edit the selector bars and selector list. |
|
Calculations |
Select Calculations to view and edit the form calculations. |
|
Edit CV
|
Select Edit CV to view and edit the cube view associated with the selected form. |
|
Edit SS
|
Select Edit SS to view and edit the spreadsheet associated with the selected form. |
|
Reference Documents
|
Custom documents can be uploaded to accompany any form. All file types are supported except XML. |
|
Upload
|
This provides the ability to upload and associate a reference document to a form. |
|
Remove
|
This provides the ability to remove a reference document associated with a form. |
|
View
|
This provides the ability to view a reference document associated with a form. |
|
Preview
|
This provides the ability to view a form in a preview state.
|
|
Design
|
This provides the ability to navigate from preview back to the form design dashboard. |
Form Groups
|
Option |
Description |
|---|---|
|
Name
|
The name of the Form Group.
|
|
Access Group
|
This contains a list of all account access groups. Members assigned to the selected group will have access to the Form Group. |
Forms (by Group)
|
Option |
Description |
|---|---|
|
Name |
The name of the form in the group. |
|
Form Type
|
The type of form that can be assigned as either a Cube View, Dashboard, or a Spreadsheet. |
|
Selector Bar |
A dropdown of available Selector Bars from the Selectors dashboard. |
|
Calculation List
|
A dropdown of available Calculation Lists from the Calculations dashboard. |
|
CubeView
|
The CubeView assigned to the form. The CubeView list is populated from the CubeView profile setup in the Data Entry 123 Settings - Global Options. |
|
Spreadsheet |
The Spreadsheet assigned to the form. If Spreadsheet is selected the Main Unit in Data Entry 123 Settings - Global Options, needs to be set to the Dashboard Maintenance Unit where the files are located. |
NOTE: The Spreadsheet feature is only available in the OneStream App for Windows. If any users would be accessing the assigned form in a browser then a CubeView should also be assigned to the form. The system will default to the CubeView assigned to the form in the cases where OneStream is used via a browser.
|
Dashboard |
The dashboard assigned to the form. |
|
Reference Document
|
A reference document attached to the form. The reference document can be attached by selecting the Upload icon or detached from the form by selecting the Remove icon. |
|
Active |
If the active box is checked the form will be presented to users. |
|
Sequence |
Numeric value for ordering forms. |
|
Access Group
|
This contains a list of all account access groups. Members assigned to the selected group will have access to the form. |
Form Usage
Select the Form Usage icon to access Form Sets and Workflow Assignment. In this section Form Groups can be assigned to Form Sets which can then be assigned to workflows. 
Form Sets
|
Option |
Description |
|---|---|
|
Name |
The name of the Form Set. |
Form Set Members
|
Option |
Description |
|---|---|
|
Group |
The Form Group assigned as a member to the Form Set. |
|
Active |
If the active box is checked the Form Group will be presented to users. |
|
Sequence |
Numeric value for ordering form set members. |
Workflow Assignment
|
Option |
Description |
|---|---|
|
Workflow Profile |
The Workflow Profile that is assigned to the Form Set. |
|
Scenario Type |
The Scenario Type that is assigned to the Form Set. |
|
Form Set |
The Form Set that is assigned to the Workflow. |
