Recent Discussions
Forms Event Handler
Hi everyone, I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following: any documentation or examples for using Forms Event Handlers any sample implementations or best practices shared by the community How to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help. Thank You.
Make document attachment required on journal
Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry. I know this can be done via a confirmation rule. However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced. We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates. Is anyone familiar with this setting?
Matrix Data Load
We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns? Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass.
Data source Complex Expression in Logical Operator
I have 2 Datasource imports that I want to use the same mapping tables. The first workflow is an actual monthly GL load. The datasource is a comma delimited file and uses 2 different columns to determine the source value for the UD1 dimension. The second Datasource will use an Excel Matrix to Load Budget data for multiple periods. There is logic in the first Datasource to use the Account source value instead of the UD1 source column as defined by position. This is based on the value in the Account source field. See the code below: Dim Accountcol As String = args.Value 'Reminder - (2) column is 3th column in excel - need to count "0" as a digit Dim CostCentercol As String = api.Parser.DelimitedParsedValues(6) 'Identify PL Accounts (greater than 39999) If Accountcol > 39999 Then 'Need to bring in Cost Center Return CostCentercol Else 'Use Account as UD2 source Return Accountcol End If My question is How do I create a datasource using an excel Matrix load that refers to the Columns defined with A# and UD2# ? Is there a method similar to api.Parser.DelimitedParsedValues(6) that I can code into the Matrix based Datasource to test the source value coming from the Excel cilumn value ?
Entity Dimension Maintenance via Workday Integration
Hi all! We're looking at creating an integration from Workday for automatic maintenance of our Entity dimension - including new member creation, hierarchy creation and movements, and text fields updates. Wondered if anyone else is doing something similar? Is it a complex integration, does it seem to work relatively seamlessly? Any best practices to share? Thanks in advance!
Excel Data Incorrectly Suppressing
I am trying to load stage data via Excel and having an issue I am not sure how to fix. I am loading data, including for attribute values 1 and 2 (AV1# and AV2#). However, if there is a zero in either AV1 or AV2 the row is suppressed, even if there is a non-zero value in the other attribute dimension. Is there a way around this behavior with a special token I can add or some other change?
