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M
Marta
Newcomer
November 28, 2023

Update the member Text5 property from a dashboard

  • November 28, 2023
  • 2 replies
  • 0 views

Hello,

We want to update the UD2 Text5 property from a workflow step (via a cube view or a dashboard, for example). Is it possible to do it? We don't find how to do it.

Thanks.

2 replies

M
Manasa
Newcomer
November 28, 2023

Hi Marta, 

One approach would be to use a button and a dashboard extender rule to do this.

Create a button that calls the rule as shown below, passing the member's name and the text5 value (modify as needed).

Manasa_0-1701179005682.png

and use the below code to update the property.

Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()
					Dim memberName As String = args.NameValuePairs.XFGetValue("Name")
					Dim propertyValue As String = args.NameValuePairs.XFGetValue("Value")
					Dim member = BRApi.Finance.Members.GetMemberInfo(si, DimType.UD2.Id, memberName,True)
					Dim UD2Properties As UDVMProperties=member.GetUDProperties()
	                UD2Properties.Text5.SetStoredValue(ScenarioType.Unknown.Id, DimConstants.Unknown, propertyValue)
					selectionChangedTaskResult.WorkflowWasChangedByBusinessRule = True
                    selectionChangedTaskResult.IsOK = True
                    selectionChangedTaskResult.ShowMessageBox = True
                    selectionChangedTaskResult.Message = "Text 5 updated"
	                
					Return selectionChangedTaskResult

Thank you.

    J
    johnnyRockets
    Newcomer
    November 28, 2023

    Hi Marta,

    An alternative would be to utilize ACM (Application Control Manager) from the marketplace. The out-of-the-box functionality within ACM provides a Workflow to manage any metadata change requests. It could be worth exploring, especially if you will need to update more than one member property.

    Thanks!

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