Workflow and Data Integration - Page 49 - OneStream Community

Workflow and Data Integration

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Import form cells using excel template - Validations help request

Hi All! We're trying to import form data via excel template, but the load is not validating certain tokens such as WF assigned entities and template name.Is there a way of adding validations/static values to objects of type FormRangeContent, similar ...

Resolved! Excel Template upload - Data Source setup

Hi All,I'm trying to set up some Excel templates for the uploading Budget and Forecast data. I'm pretty happy with the Excel Template side, with the named range (XFD), and specific header formats, etc.However, I'm a bit lost on the Data Source set up...

Impact of moving assigned entity between workflow profiles

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this ...

Resolved! Amount and Annotation Confirmation Rule

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first pa...

FPA Incremental Load Report from OneStream

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants th...

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