Question: I need to update text fields for hundreds of members, how can I do this easily?
Question (cont)
We’ve tried using grid view and the metadata builder but haven’t been successful.
Answer
- Consultants have developed their own tools which will have their own limitations (e.g., we’ve seen one which doesn’t cater for varying properties by scenario type and time).
- Note if you obtain any of these, they won’t be supported by OneStream.
-
Possibly the simplest approach would be to use excel to develop an XML file to update the relevant properties. Ensure you test on a few rows before making a mass change.
Source: Office Hours 2021-04-01 - Partner Enablement