Skip to main content
D
drgerrow
Contributor
July 17, 2026
Solved

Create a Workflow Template from a Workflow Profile

  • July 17, 2026
  • 1 reply
  • 27 views

What I think might be a useful setup option would be to have the ability to right-click any existing Workflow Profile and have OneStream build a Workflow Template from that Workflow.

Often we’ll build out one Workflow and test it the way we want it to work, which is more difficult to do with the current Template process.  Being able to “go the other way” and create a Workflow Profile that we like and turn it into a Template would save a lot of time.

Best answer by JJones

Thank you for the idea.  If you would like to have this idea voted on by the OneStream Community, please post it in the “IdeaStream” section of OneCommunity which will allow for other community members to vote on this as a future enhancement for the product.

Thank You

1 reply

J
OneStream Employee
JJonesOneStream EmployeeAnswer
OneStream Employee
July 22, 2026

Thank you for the idea.  If you would like to have this idea voted on by the OneStream Community, please post it in the “IdeaStream” section of OneCommunity which will allow for other community members to vote on this as a future enhancement for the product.

Thank You

Terms & ConditionsAccessibility statement