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Workflow Status Details including user names
I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example: I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream Community Displaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide! Thanks!
Load/Extract EventHandler
Hi OneStream experts, I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind. I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch. Hopefully someone is able to assist. Thank you!
The OneStream Podcast: Partner Spotlight - Appreciating Our Partners Available Now!
1 MIN READ On this special episode of The OneStream Podcast, we’re celebrating the invaluable contributions of our partners in driving innovation and delivering exceptional solutions for our clients. Shawne Vandesteeg and Sean Thompson from OneStream’s Alliances team join Peter Fugere to discuss the essential role our partners play in the OneStream ecosystem and the ways we recognize them during Partner Appreciation Month.
Cube Root Workflow Profile - Display Description
Hi Folks, I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu. For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow ProfileTech Talks After Hours: REST and SOAP API
API: REST or SOAP? Extending the Data Integration series, SMEs David Stroud and Andrew Talecki join Tom Linton as they discuss the differences, prerequisites, authentication types, and optimization techniques while utilizing SOAP or REST API calls. To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: REST and SOAP APINow Available: Learning Path-level Micro Credentials
2 MIN READ OneStream Global Education Services now issues Learning Path micro credentials for the First Project Readiness and Implementing OneStream Financial Close Learning Paths! What’s the difference between a course micro credential and a Learning Path micro credential? Upon successful completion of an individual OneStream course, learners receive an email from Credly where they can claim their course micro credential to share to their social media platforms of choice. Learning Paths are next level in that learners must successfully pass all prescribed courseware in the Learning Path prior to earning the Learning Path micro credential. Do I earn a micro credential for the courses as I complete them AND the Learning Path? Yes! Learners will still earn course-level micro credentials as you have in the past. The only change is that if you complete all courses in a designated Learning Path, you will receive an ADDITIONAL overarching badge to share your achievement! Who is eligible to earn these micro credentials? Everyone! Whether you’re an Employee, Partner or Customer, we want to celebrate your achievement! Which Learning Paths are available today? And which courses are included in them? First Project Readiness Learning Path OneStream Essentials: Building Dashboards OneStream Essentials: Configuring Core Application Security OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Implementing OneStream Financial Close Learning Path OneStream MarketPlace: Implementing OFC Account Reconciliations OneStream Marketplace: Implementing OFC Transaction Matching OneStream MarketPlace: Integrating and Automating OneStream Financial Close What if I’ve already taken these courses? If a learner has already taken these courses to satisfy a Learning Path, no action is needed. They will receive an automated email from Credly informing them that the appropriate Learning Path Micro Credential is ready to claim and share! Who should I contact if I have questions about micro credentials? For any questions, please submit a ServiceNow ticket to Credentialing.The Admin’s North Star: What “Basic Proficiency” Really Looks Like in OneStream
3 MIN READ When we talk about “basic proficiency” for new OneStream administrators, what does that actually mean? It’s not about redesigning an application from scratch. It’s about confidently maintaining and modifying the core artifacts that keep your OneStream environment running smoothly—without breaking the architecture your consultants worked so hard to build. This post defines that first base level, why it matters, and how the Getting Started + OneStream Administration combo course helps learners reach it quickly. Why Define Basic Proficiency? Too often, new admins feel pressure to “know everything” on day one. That’s unrealistic—and unnecessary. The real goal is operational reliability: workflows that run on time, data that flows cleanly, and governance that sticks. The combo course is designed to deliver exactly that. In four focused days (or via On-Demand), learners move from platform orientation to hands-on administration, building confidence and competence in the tasks they’ll use every week. What Basic Proficiency Looks Like Here’s the practical checklist for a capable new admin: Dimensions & Metadata: Understand the Dimension Library, add or edit members, and validate changes against reporting needs. Cubes & Extensibility: Confirm cube settings and know how extensibility impacts workflows. Workflows: Create and modify profiles, apply confirmation rules and certification questions, and lock sequences to enforce governance. Data Sources & Transformation Rules: Configure reliable imports and keep transformation logic aligned with source reality. Admin Tools: Use Diagnostics for health checks, Task Scheduler for automation, and System Reports for visibility. If an admin can publish one clean workflow, run imports end-to-end, certify without orphaned steps, and diagnose routine issues, they’ve hit the North Star. Skills Reserved for the Next Level Fundamental application redesign. Deep Planning/Consolidation specifics. Advanced finance rules and bespoke logic. These come later. The first base level is about stability and repeatability. Lab-Driven Outcomes You Should See A working workflow pipeline with confirmation and certification steps. A repeatable data import path using configured sources and transformation rules. A minimal run-book for diagnostics and scheduled tasks. A clear triage routine for common issues. Instructor Perspective For a complete novice with the vision of becoming a OneStream Admin expert, attending this combo course is the only way to make that happen. Whether ILT or on-demand, the course provides the confidence to tackle enhancements, configurations and moments when the OneStream feature ‘just clicks’, providing the understanding of what to do when encountering challenges at the workplace. Knowledge grows exponentially from the overview on day 1 to feeling confident on working through a deep dive of the platform by the afternoon of day 4. The course is aimed at making an impact to your OneStream Administrator role afterwards, providing you with the subject matter expertise required by your stakeholders and end users rely on. Also, helps you prepare for OneStream Certification. Special Q1 Offer: Save 15% on Instructor-Led Training Start the year strong! For a limited time, enjoy 15% off all Instructor-Led Training (ILT) courses in Q1—including the Getting Started + OneStream Administration combo. Use coupon code: ILT15%Q1_2026 at checkout. Enrollment must be completed by March 31, 2026. This is the perfect opportunity to build confidence and capability for the year ahead. Beyond the Base Level: What’s Next? Once basic proficiency is locked in, expand with: Building Basic Reports for visibility. Configuring Core Application Security for governance. Building Dashboards for stakeholder engagement. Navigator Passport supports this progression with unlimited On-Demand access, making it easier to build on your foundation. Ready to hit the North Star? Register for the Getting Started + Administration combo course Apply your discount code: ILT15%Q1_2026 at checkout.
