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WillVitale's avatar
WillVitale
Contributor
8 days ago

How to Exclude Entities from Confirmation Rule

Hello, I'm somewhat new to writing code for confirmation rules. I'm trying to create a confirmation that is only for 1 entity and we'd like it in our general rule groups for confirmation rules and ...
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  • Ioana's avatar
    Ioana
    6 days ago

    Hi Will,

    Can you try using the below example and adapt it for your needs? You should be able to run the confirmation rule only for 02140 and all others should return True:

    Thanks,

    Ioana

Ioana's avatar
Ioana
New Contributor III

Hi Will,

Can you try using the below example and adapt it for your needs? You should be able to run the confirmation rule only for 02140 and all others should return True:

Thanks,

Ioana

WillVitale's avatar
WillVitale
Contributor
6 days ago

Hi Ioana,

Thank you for the reply. I also was able to do something similar for what you did below.

' To check if Entity equals 02140
If api.Pov.Entity.Name <> "02140" Then
    Return True
ElseIf args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#8211:F#EndBalInput:O#BeforeAdj:I#None:U1#81:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_JE:U8#None").cellAmount And
	args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#9901:F#EndBalInput:O#BeforeAdj:I#None:U1#99:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_JE:U8#None").cellAmount And
	args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#TaxPmt|WFYear|:F#EndBalInput:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_JE:U8#None").cellAmount Then
    If args.ConfirmationRuleArgs.DisplayValue <> 0 Then
        Return True
    Else
        Return False
    End If
End If

My question to you now is, the 3rd args.ConfirmationRuleArgs.DisplayValue with account TaxPmt|WFYear|. OS doesn't like parameter in it. Currently I have the cube view set up to be dynamic, so when an user goes to that cube view in their WF, the account would automatically update to the correct year. So if they went back to 2022, it would change to TaxPmt2022 and when they move to WF year 2025, it will change to TaxPmt2025.

Is there a similar way to do this for Confirmation Rules?

Thanks,

Will

  • Ioana's avatar
    Ioana
    New Contributor III
    5 days ago

    Can you include in the confirmation rule the following?

    Dim WFYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId)

    And then replace A#TaxPmt|WFYear| with A#""TaxPmt"& WFYear &". Check if this works.

    Thanks,

    Ioana

    • WillVitale's avatar
      WillVitale
      Contributor
      5 days ago

      Hi Ioana,

      I got an error when I ran the confirmation rule. It did show TaxPmt2025, but for some reason there's an extra quote mark in front of TaxPmt.

      I did try remove some of the quotes, but kept giving me errors when I was validating the script.

      Will

      • Ioana's avatar
        Ioana
        New Contributor III
        5 days ago

        Try putting A#TaxPmt" & WFYear & " in the code. There are extra " that we should identify and remove.