Call Assembly Business Rule from another Workspace in a Data Management Step
I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful. The first screenshot below shows my DM step configuration. The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons). The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step. I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error. The fourth screenshot shows the out-of-the-box DM step I'm emulating. I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names. Does anyone know the correct syntax to call this rule into my DM step?71Views0likes7CommentsReturning a success or failure message from DM via REST API
Hi all, I'm triggering a DM job using the REST API. The job is running a business rule. I handle errors in the BR but I need to actually return the success or failure as a response to the postman request. Right now, I get a success message no matter what happens in the BR. Thanks in advance!11Views0likes1CommentIs there an example of using System.Reflection namespace with OneStream APIs
I'm driving myself a little crazy at the moment. Sometime in the last few days, I stumbled across a Community Post (I think) about how to use System.Reflection to programmatically list OneStream API object methods, overloads, parameters, etc. At the time I saw it, I thought "Oh, that's cool!" and remembered that if I needed to find it again, I just needed to search for "Reflection" in community posts. Well, for the life of me, I can't find the post again. Does anyone know of a post that describes how to use System.Reflection's methods, like GetMethods on OneStream API objects? I know I'm being lazy and could work out the code myself, but what I read had already worked out the BindingFlags and other parameters on the calls that were specific to OneStream.22Views0likes1CommentBusiness Rule to Remove Base-Level Entities from a Parent Rollup Based on Keyword Match
Hi everyone, I'm working on a Business Rule in OneStream and could use some guidance. I’m trying to build a rule that targets a user-defined parent rollup within the Entity Dimension. The goal is to automatically remove the relationship between that rollup and any base-level child entities whose name or description contains a specific keyword — in this case, "YS". Here’s what I’m aiming for: The rule should accept a parent rollup name (e.g., Global_excl_YS) It should loop through all children of that rollup If a child is a base member and its name or description includes "YS", the rule should "remove the relationship" Parent or intermediate rollups should remain untouched I’m planning to implement this as an Extensibility Business Rule, but I’d love to hear if anyone has done something similar or has tips on best practices for metadata manipulation in this context. Thanks in advance! ' Define dimension and parent rollup as parameters or hardcode here Dim EntityDimPK As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MgmtEntity") Dim RollupName As String = "Global_excl_YS" Dim RollupMember As Member = BRApi.Finance.Members.GetMember(si, dimtype.Entity.Id, RollupName) ' Get all direct children of the rollup Dim Children As List(Of Member) = BRApi.Finance.Members.GetChildren(si, EntityDimPK, RollupMember.MemberId, Nothing) Dim RemovedEntities As New List(Of String) For Each ChildMember As Member In Children Dim ChildName As String = ChildMember.Name Dim ChildDesc As String = If(ChildMember.Description, "") ' Check if base (no children) Dim HasChildren As Boolean = BRApi.Finance.Members.HasChildren(si, EntityDimPK, ChildMember.MemberId, Nothing) If Not HasChildren Then ' Check if "YS" in name or description If ChildName.ToUpper().Contains("YS") Or ChildDesc.ToUpper().Contains("YS") Then ' Remove Relationship End If End If Next If RemovedEntities.Count = 0 Then Return "No base children with 'YS' found under " & RollupName Else Return "Removed from " & RollupName & ": " & String.Join(", ", RemovedEntities) End If15Views0likes1CommentProcess Cube automation
We have a business rule that, after loading data, runs a Process Cube. When using this with the batch harvest API, it behaves pretty much as expected in that, after the process is complete, it returns a status and execution time and all that. However, I have grown to dislike the file clutter that results from years and years of harvest file processing and I'm updating the code to use the BRApi.DataQuality.Process functions. Both ExecuteProcessCube and StartProcessCube can be used for this with the main difference being the objects needed to kick them off and the object types they return: Start returns a TaskActivityItem and Execute returns ProcessCubeProcessInfo. Superficially, I could walk away from this effort right now and it would work but I've noticed one really annoying issue: neither returns a real status of the process itself. This appears to be because our Process also runs a Calc. Both Start and Process "succeed" nigh-instantly while the Calc continues to run for five more minutes. I'd rather prefer to wait, monitor the calc, and only send the notification of the full load/calc being complete when it's... actually complete, you know, the way it already works with the harvest automation method. So, am I using these tools incorrectly? Have I missed an obvious feature? The fact that they both seem to have effectively the same behavior actually makes me think one of them should behave differently than the other by stopping, waiting, and observing before returning a status and its failure to do so is a bug. Could I perhaps use one of these returned objects to sniff out the calc and monitor it manually?56Views0likes8CommentsHow to call a workspace assembly service from another workspace assembly service ?
Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name: WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)33Views2likes1CommentMove File from Application Database to External Shared Drive
I currently have a metadata file being created by an Extender BR and saved down to the Application Database: Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep 'Export File Dim fileName As String = "AccessoryMetadata.csv" Dim filePath As String = $"Documents/Public/XFDocs/XFDocs_Public" Dim ud1DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MainProduct") Dim category As String = "" Dim businessStream As String = "" 'Export CSV to User Temp Folder Dim listOfParents As List(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, _ ud1DimPk, _ "U1#ReportingProduct.Descendants.Where(" & _ "Name Contains Accessories" & _ "And Name <> 15_Accessories" & _ "And HasChildren = True)", _ True) Dim csv As New Text.StringBuilder csv.AppendLine("Name, Description, ParentName, Category, Business Stream") For Each parentMember In listOfParents For Each childMember In BRApi.Finance.Members.GetChildren(si, _ ud1DimPk, parentMember.Member.MemberId) ... csv.AppendLine($"""{childMember.Name}"",""{childMember.Description _ }"",""{parentMember.Member.Name}"",""{category}"",""{businessStream}""") Next Next Dim fileBytes As Byte() = Encoding.UTF8.GetBytes(csv.ToString) 'Save csv to file Dim XFfileDataInfo As New XFFileInfo(FileSystemLocation.ApplicationDatabase, fileName, filePath) Dim XFfileData As New XFFile(XFFileDataInfo, String.Empty, fileBytes) brapi.FileSystem.InsertOrUpdateFile(si, XFfileData) Is there any way to then automatically move this file to an external shared drive? Or does the above need to be written in a different way in order for it to work?Solved4.2KViews0likes6CommentsPublic Overloads Function GetBusinessRules
I have seen several MaketPlace solutions rules that give me a warning message when I compile in v 7.1.1. See the example below: Warning at line 410: 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Not sure how these rules will behave when we upgrade to v 8.5, but I was wondering if there is an easy fix out there which will remove this warning message.29Views0likes1CommentCAT_executeCopy rule
Hi, In our application, we uninstalled and re-installed Cloud Administration Tool, after did this trying to compile CAT_executeCopy while doing this getting validation errors. My concern is after uninstall CAT, is it mandatory clear CAT_executeCopy rule as well?16Views0likes0Comments