Recent Discussions
What could be a reason for a Save button in a workflow to be triggered several times after save?
For some reason, the workflow save event is being called several times. I have this configured right (I believe): Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus Dim sWorkflowImpactMessage As String = args.Inputs(3) 'Example: 'Reason = Save Data Cells 'Data Entry Type = CubeView 'Cube View Or Filename = NameOfCube 'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2 'Task Activity ID = 00000000-0000-0000-0000-000000000000 If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) Then If (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") Then Here is my code - If I print a message, I see it several times. Thanks RafRafMarques8 hours agoNew Contributor III82Views0likes2CommentsBusiness Rule | One-to-One Transformation - E# Parent to its first E# Base
We need your help to Import flat files: 1. > 100k Rows by 1,000s of E# Parent Members 3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file. - E# Parent to its first E# Base Is it possible for you to be generous enough to share with us/Community: - a sample BR to look up its first E# Base Member of an E# Parent Member - how to call that BR in an Import Workflow Thank you, OS SMEs.SolvedKH122 hours agoContributor III192Views1like2CommentsDelimited file Import and normalization
Hi everyone, I need to set up a few transformations to normalize a delimited file that will be uploaded by the users, before feeding it to the datasource. I previously worked with FTP folders, and used a Connector BR to retrieve data and normalize it before the datasource step. I have never worked with delimited files loaded directly by clicking Import. It's not clear to me if I can still use a connector BR or if I need to use something else (a Parser BR?). Can anyone help me understand what is the best practice in this case? Thank you for the support!19Views0likes1Commentloading sub-ledger data into OneStream
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?46Views0likes2CommentsExcel 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, I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up? Do I choose Delimited or Fixed file? It feels like this Data Source section is really for flat files, as it always wants to know the column number. I've tried importing the Excel into the Data Source in the same way I would for a csv file, but it just shows up as xml gibberish in the top box. It definitely feels like I'm missing something.SolvedBeeswing772 days agoNew Contributor III5.1KViews2likes5Commentsloading from ERP
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?jeffvdt2 days agoNew Contributor III17Views0likes0CommentsManaging Group Company Exits in the User Workflow View
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not set to an instance of an object.” If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then '-- Usage: T#Root.CustomMemberList(BRName=JR_MemberList, MemberListName=IsFormValidForEntity, CVName=[RLS010 Local - Compte de résultat]) 'T#|WFTime| Dim WfGUID As guid = si.WorkflowClusterPk.ProfileKey 'obtient la clé de profil du workflow actuel de l'utilisateur Dim EntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, WfGUID) Dim entityId As Integer For Each eInfo As WorkflowProfileEntityInfo In EntityList api.LogMessage("Workflow Entity:" & eInfo.EntityName) entityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, eInfo.EntityName) api.LogMessage("entityId :" & entityId) Next Dim entityText6 As String = api.entity.Text(entityId,6).ToString '<-- Error Object reference not set to an instance of an object. api.LogMessage("entityText6 :" & entityText6) Do you have any advice on the best way to handle an entity’s departure from the group, while retaining or not retaining the ability to access its previous workflows? Sincerely,SolvedJérémyRenard2 days agoNew Contributor III118Views0likes7CommentsCAMT.053 Files (ISO20022)
Has anyone imported CAMT.053 files from their bank into OneStream? We are embarking on an Account Reconciliation project and trying to accommodate our international sites. We've been told this is tricky and to stick with the BAI format, but that will be problematic as we integrate more global entities.Brooks3 days agoNew Contributor III5Views0likes0CommentsSequence not performing appropriately in WF
Hello, I have Product and Customer allocations that I would like to be ran on the process step of the Workflow. The weird challenge that I am running into is that when I run each step of the sequence on its own, the allocations are executing as expected. When I run all of the allocations with one sequence/in the Workflow, my allocations are producing errant results. (E.g. my allocated-in amount in is only a small fraction of my allocated-out amount.) Is there a property I am missing on a sequence or workflow that may cause problems if not handled appropriately? I am calling the sequence with a No Calculate in the WF, which executes a handful of Finance BR Calcs.Solveddanszczepanski4 days agoNew Contributor III36Views0likes2CommentsScheduled tasks not running
Hi, I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on) I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.bjornliow4 days agoNew Contributor III57Views0likes2Comments