The OneStream Community is temporarily frozen until June 29th due to the ongoing maintenance. Please read the blog post here to learn more.
Confirmation Rule detail
I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities. However, I noticed a difference in behavior: For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs. For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU. I have verified that the rule, meta data configuration, and workflow properties are the same.
Automate execution of non-import workflow
I´ve setup a process, confirm and certify workflow steps on the Base input workflow profile and I would like to setup automated run of this and email notifications for the confirmation results. Does anyone have an example of business rule for this? I expect it is different then the general one used for automating imports.
IC-Matching Confirmation Rule
Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!
Certify batch of workflow
Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again. I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.Amount and Pct variance confirmation rules for all base accounts
Hi all, I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward. I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts. Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't sure how to show this in the Information 1/2 boxes. Hopefully this is clear, and hoping there can be someone out there to help. Thanks!Value from CustomCalc not storing after processing cube - DM Roll Forward Form job
Hi all, I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell. I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 and now it doesn't seem to work. I have attached my BR and a some screenshots to see if anyone has any ideas. Highlighted where the value has changed (annotation remains) after processing. Thanks in advance!
