Journal Templates

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Journal Templates

Create pre-set Journal Templates in Journal Template Groups. After the Journal Template Groups are created, they are organized into Journal Template Profiles and then assigned to Workflow Profiles. For more details on Profiles, see Form Template Profiles.

Journal details can also be loaded via an Excel or CSV template. See "Loading Journal Data" in Collecting Data for more information.

Additional Resources

PDF Design_and_Reference_Guide

Design and Reference Guide

D&R Security

Knowledge Base Articles

How To Import New Users Using OneStream Excel Security Template
Data Access and Conditional Input Security
Which Security Settings Control Workflow Locking/Unlocking
How to Set up Security Exclusion Groups
How to Keep the Security Synchronized Between Two Environments
and more, search the Knowledge Base using the term "security"

Navigator Courses

Conversations with IT: Security
OneStream Essentials: Configuring Core Application Security
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OneStream Community Forum

D&R Journal Templates

Knowledge Base Articles

"Security Access Error" Loading a Journal Template
Is it Possible to Delete or Deactivate Journal Templates that are No Longer Needed
Error message "Unable to delete member 'xxx'. Error removing member. Memeber 'xxx' has data."
How to Open Another Onestream Page From a Dashboard
and more, search the Knowledge Base using the term "journal templates"

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OneStream Essentials: Getting Started with OneStream
OneStream Essentials: Implementing OneStream
and more, search Navigator courses using the term "journal templates"

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Journal Templates

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