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MarcusH

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Joined 3 years ago

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Re: How can I retrieve the name of the form template using a finance business rule?
As far as I know the args parameter does not contain the name of the Form that is calling the Business Rule. You have to add a parameter to the Frequency Member Filter like this: T#Root.CustomMembe...
5 days ago Place Rules
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Re: How can I retrieve the name of the form template using a finance business rule?
Have a look at this post: Forms by Entity | OneStream Community
5 days ago Place Rules
29Views
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2Comments
Re: Delimited file Import and normalization
You can use a matrix format data source and add multiple Account columns (search for Matrix Data Load for more info). The Golfstream app has a few examples (HoustonBudget). Alternatively you can use ...
5 days ago Place Workflow and Data Integration
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Re: Managing Group Company Exits in the User Workflow View
I had often wondered what the difference was and had it on my list of things to check. Thank you for clearing that up!
15 days ago Place Workflow and Data Integration
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Re: Managing Group Company Exits in the User Workflow View
The GetMemberId procedure needs the DimTypeID not the DimType i.e. DimTypeId.Entity entityId = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Entity, eInfo.EntityName)
17 days ago Place Workflow and Data Integration
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Re: Same Account Rolling to Different Parents Depending on Entity
That is not possible because parent Account values do not exist in the database - the values you see in the parent Accounts are dynamically accumulated from the children members. And it is the same f...
20 days ago Place Rules
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Re: Exporting Grid View Filter Results
You can automate the the creation of the application zip file and specify what you want to include. It works at quite a high level so it might not give you the granularity that you want. If you searc...
25 days ago Place Application Build
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Re: Pull in Variables from another BR
Would it be easier to get the environment name? Dim xfenv As New XFEnvironment() Dim appsettings As XFEnvironmentSettings = xfenv.GetAppServerConfigEnvironmentSettings() Dim environmentName As Str...
26 days ago Place Rules
41Views
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1Comment
Re: SetLiteralParameterValue issue on web
Check that the user has Maintenance access to the Workspace that holds the parameter.
26 days ago Place Application Build
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Re: Data Import Step - Load validated records
As rhankey says the best way is probably adding a TransformationEventHandler script and execute it at the end of the process. I would use a method rather than WriteTransformedData. The StageSummaryTa...
1 month ago Place Workflow and Data Integration
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