When creating a new Workflow Profile in OneStream, which Profile Type must be selected for the Template Name field to appear?

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When creating a new Workflow Profile in OneStream, the selection of the Base Input Profile Type is essential for the Template Name field to be accessible. The Base Input Profile Type is specifically designed to handle the inputs that feed data into the system, and it allows for the configuration of various templates to structure and streamline data entry. When you choose this profile type, it triggers the system to show additional options, including the Template Name field, which is vital for identifying and managing the templates associated with data entry processes.

In contrast, the other profile types—Data Entry, Reporting, and Transformation—serve different functions within the OneStream system and do not require the Template Name field to be filled out, as they focus on either presenting data in reports, transforming data types, or managing specific user interactions that do not necessitate template references. Therefore, selecting Base Input is key to accessing options related to data templates in the workflow configuration.

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