Recent Discussions
Task Manager: Require Attachment Before Marking Task as "Prepared"
Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!
Delete Cube root Workflow Profile ! !
I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile. The error occurs whenever I attempt to delete the workflow profile. I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0. I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table. How can i delete the log associated with this workflow profile so i can be able to delete it ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !!Unsaved changes lost despite clicking Cancel when navigating between Input Forms?
Hi all, If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost. I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data. The issue seems to occur only when moving from one Input Form workflow step to another. Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?
How can I force a delimited data source to not skip blank values in an Amount field?
I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit. QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank. If there is a credit value in the credit column, the debit column is blank. This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load). I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped). I'm using a Parser Business Rule to return the net amount (debit column 2 minus credit column 3) for the Amount value, but the records where the Debit column is blank never make it to the parser rule (e.g. accounts 1170, 2000, and 2002 in the screen capture of the source file) because of OneStream's built-in Non-Numeric Amount preprocessing. I've tried various combinations in the Substitution Strings settings, hoping to find one that replaces the empty field with '0', but with no luck. I've tried all of the following Find combinations (the '$-' does successfully produce a 0 by the way). And yes, I know the documentation lists |Null| as a valid Replace value, not a Find value, but I thought I would try it in the Find string just to see if it worked: $-^ ^$- |Null|^$- $-^|Null|
Monthly Data from D365 into OneStream
Is there an interface from Dynamics 365 into OneStream? I have seen some comments mention direct connection with D365 using oData API. We have several business units across the world that will need to push month end data from D365. Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?Allow 'Enter' on keyboard to search for dimensions in Cube views and Guided reporting
There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.How to treat blank values for Source field and wanted to assign it to 'None' Target member
Hi Team, My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you
Reset Scenario Error: Error processing data. The item was not found. Entity, Parent, -1.
Hi, I have encountered an error when running reset scenario that says "Error processing data. The item was not found. Entity, Parent, -1." I understand that the possible cause of this issue is that there might be orphaned entity members. However, in the application I am working on there are no orphaned members. Could there be any other possible cause that I could look into? There is not much detail in the logs that I can find. Any suggestion/recommendation is appreciated :) Thanks!
