Recent Discussions
task manager comments - how to notify users by email
Hello, We are implementing the task manager and one of the requests is for the users to be able to know when comment is added. Is there a way to build business rules so email is sent when comment in TM is added. If someone already has it would you be willing to share it? thank you, OlaOlaWidera3 days agoNew Contributor II10Views0likes0CommentsFunction to get the workflow to which an entity is assinged?
Is there a function, or other method, to get the workflow an enitty is assigned to, if it is assigned? Seems like an there should be an api for this but for the life of me I can not find it. Thanks in advance.Sweez4 days agoContributor15Views0likes0CommentsFinding a user connection type in Business Rules
Hello, We are trying to find the best way to determine if a user is using web-based or Windows App OneStream environments to customize a dashboard experience. For now, we are using the si.WebServerURLByClient to determine this which works but seems a bit clunky. Is there a better call to determine which environment a user is in? Thanks in advance. BrettSolvedbsalamone7 days agoNew Contributor II32Views0likes2Commentsaccount is not translating
Good afternoon, I need help with translating a balance account. We set it up to calculate job to date and load its local currency value, then I wanted to translate it using a job to date rate (also setup as the balance account). The formula attached to the account is for every foreign base entity executes this: api.Data.Calculate("A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#USD = RemoveZeros(A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#Local * A#JTD_FX_RATE:V#YTD:F#EndBalLoad:U8#None:C#Local)",,,,,"U1#Active.base") The problem is that when I set the original account with Formula Pass then I get an error during the consolidation suggesting the invalid destination data unit in script. When I don't attach any Formula Pass then nothing happens at all. Any suggestions what I miss or how else balance accounts can be translated? Thank you, OlaOlaWidera11 days agoNew Contributor II72Views0likes4CommentsTransformationEventHandler - Adding new member to main and Alternate hierarchy
Is it possible to add members to both main and alternate hierarchies using EventHandler from source. Was not able to achieve using existing code. Below code is being used to add new members from source to the Flow dimension which works for main hierarchy but not adding under Alternate hierarchy, any help is appreciated. The new member needs to get added under both parents below Dim flowDimName As String = "Product_Attributes" Dim flowMF As String = "F#TopProductAttributes.Base" Dim flowLookup As Dictionary(Of String, MemberInfo) = Me.CreateMemberLookupUsingFilter(si, flowDimName, flowMF) Dim ExistflowLookup As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, flowDimName, flowMF, True) Dim flowAddedMembers As New Dictionary (Of String, String) 'Set the parent to add new FLOW Members under Dim tFlowColIndex As Integer = (objTransformer.TransformerDimensions(StageConstants.MasterDimensionNames.Flow).DataTableColumnIndex) + StageConstants.TransformationColumnIncrements.Target '****************Start adding new members********************************************* 'Loop over all pages in the cache If objTransformer.DataCache.Pages.Count > 0 Then 'Move to the first page objTransformer.DataCache.MoveFirstPage(si) 'BRAPI.ErrorLog.LogMessage(si,"Add member Yes: Line 223") 'Process All pages in the data cache For intPageNo As Integer = 0 To objTransformer.DataCache.Pages.Count - 1 'Set the current data page objTransformer.DataCache.ActivatePage(si, intPageNo) 'Process each row in the data table on this page for each dimension we are checking For Each row As DataRow In objTransformer.DataCache.CurrentPage.PageDataTable.Rows ' BRApi.ErrorLog.LogMessage(si, "Line 123") 'Check the target Flow Value Dim targetFlow As String = row(tFlowColIndex) Dim flowDesc As String = "" '*** Product Attribute Description *** Dim flowMember As String = row(tFlowColIndex) 'Determine Flow Parent member Dim flowParent As String = "NA_RELEASE_STATUS" 'Determine Flow Parent member Dim flowParent As String = "NA_RELEASE_STATUS" If (Not row(tFlowColIndex) Is Nothing) Then If flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Or flowMember.XFContainsIgnoreCase("NOTRELEASED~AUTOMOTIVE") Then flowParent = "NOT_RELEASED" ElseIF flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Or flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Then flowParent = "AUTOMOTIVE" End If End Iffellow_Ones12 days agoNew Contributor III26Views0likes0CommentsC# - is it now widely used for BRs?
1) Is C# now widely used for Business Rules? 2) Is there any plan to support C# in member formulas? 3) For those who moved their business rules from vb.net to C# - why you did it and what benefits you get out of it? 4) In OneStream - is there anything that one can do in vb.net but can't in C#? If so, what are they? Thanks in advance for sharing your experience.SolvedNS202517 days agoNew Contributor II139Views0likes5CommentsUnable to set the CreditAmount in JournalLineItem for journals created with Business Rule
I can't seem to figure out why the CreditAmount in the JournalLineItem isn't reflecting the number that I assign to it. It's always zero no matter what. Is anyone experiencing this issue? see my code below. Sub CreateJournal(ByVal si As SessionInfo) Try 'Set up a new journal header. Dim journalObjectHeader As New JournalHeader() With journalObjectHeader .Name = "Test_Journal" .Description = "This is a test journal" .WorkflowProfileID = si.WorkflowClusterPk.ProfileKey .MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey .MemberIds.Time = si.WorkflowClusterPk.TimeKey .JournalStatus = JournalStatus.Working .IsSingleEntity = False End With Dim journalObjectLineItems As New List(Of JournalLineItem) 'Create the first journal line item Dim jnLineItem1 As New JournalLineItem With jnLineItem1 .EntityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "100_US") .AccountId = BRApi.Finance.Members.GetMemberId(si, DimType.Account.Id, "10220030") .FlowId = BRApi.Finance.Members.GetMemberId(si,DimType.Flow.Id, "EndBal") .ICId= BRApi.Finance.Members.GetMemberId(si, DimType.IC.Id, "None") .DebitAmount.Amount = 150 End With journalObjectLineItems.Add(jnLineItem1) 'Create the 2nd journal line item Dim jnLineItem2 As New JournalLineItem With jnLineItem2 .EntityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "100_US") .AccountId = BRApi.Finance.Members.GetMemberId(si, DimType.Account.Id, "10220050") .FlowId = BRApi.Finance.Members.GetMemberId(si,DimType.Flow.Id, "EndBal") .ICId= BRApi.Finance.Members.GetMemberId(si, DimType.IC.Id, "None") .CreditAmount.Amount = - 150 End With journalObjectLineItems.Add(jnLineItem2) 'Create a new journal object Dim journalObject As New Journal(journalObjectHeader, journalObjectLineItems) 'Save it BRApi.Journals.Metadata.SaveJournalOrTemplateUsingIds(si, journalObject,False, True) Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End SubSolvedDanTheMan17 days agoNew Contributor21Views0likes1CommentUse Data Adapter in a Different Workspace
I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards. I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called. I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with. I've tried a wide variety of syntax to no avail. Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...} Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly reference this business rule? Thanks!aricgresko19 days agoContributor III35Views0likes0Comments- AtharvaKabade20 days agoNew Contributor64Views0likes3Comments