Forum Discussion

DavidT's avatar
DavidT
New Contributor III
5 months ago

Parameter - Is there a way to update the Filter Property via a Business rule?

I am writing to the community to see if anyone knows of a way to programmatically update a Parameter from a Business Rule to update the Filter Property (for a Member List or really any type of list). I can see the way to set the "Default Value" of a property but not a way to update the List which the property gets its values from.

The member Filter is set to just reference Net Sales, but what I'd like to really do here is build the Member Filter from a list that I create in a business rule (Dashboard Extender, call to an Extender Rule, etc). I only see these options:

This will set the value to 2024, but it has to be already in the List...

This throws an error after the 1st entry, but still won't render in a combo box because I'm not really adding it to the List of Member Filters...

This will set the 1st value, but doesn't work for a list ... only 1 value...

I don't see in the api an ability to modify the Filter property or really inspect a parameter and change its other properties.

Has anyone been able to do this?

Thanks,
David

 

 

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  • TheJonG's avatar
    TheJonG
    5 months ago

    If you are trying to assign a dashboard dataset rule to a parameter, the parameter type must be Bound List with Command Type = Method and Method Type = BusinessRule. If you want to use a Member Filter parameter, you will need to go the XFBR route. 

  • TheJonG's avatar
    TheJonG
    Contributor III
    5 months ago

    I might not be fully understanding what you are trying to do but you could generate the Member Filter via an XFBR rule. Ultimately, your XFBR rule would return a list of Accounts based off parameter selections or whatever logic needed to generate the list. 

  • DavidT's avatar
    DavidT
    New Contributor III
    5 months ago

    Hi,

    I'm wondering if its possible to change the Filter on a MemberList type parameter to programmatically create a list and pass it back to the parameter. I found some writeups on Dashboard DataSet rules, so I'm trying that as well. You know how you can build a lists file in HFM and load it, something along those lines. I figured if they have parameters, there must be a way to programmatically return a list to assign to a parameter rather than having to build it out via the GUI. I'm relatively new to OneStream, but I would prefer to not use the GUI to build out the List but rather some type of business rule.

  • DavidT's avatar
    DavidT
    New Contributor III
    5 months ago

    for the dashboard dataset rule

    and the config to the parameter:

     

    but its not actually updating the combox that's assigned the parameter

     

    • TheJonG's avatar
      TheJonG
      Contributor III
      5 months ago

      If you are trying to assign a dashboard dataset rule to a parameter, the parameter type must be Bound List with Command Type = Method and Method Type = BusinessRule. If you want to use a Member Filter parameter, you will need to go the XFBR route.