Loading Workflow using Excel Template
I'm trying to load a workflow using an Excel template and need to set the *WorkflowName* as one of the following: Import, Validate, Load, Process, Workspace, Confirm. Currently, I'm using the highlighted value in the *Workflow* column for this purpose. Similarly, if I need to set the *WorkflowName* to Workspace, Direct, Process, Confirm, Certify using the template, what value should I use? Is there a reference list for this, or where can I find it?
Workflow error
I have created a workflow profile, and the data source for the workflow is a CSV file with several columns. In this file, the second column contains account numbers. I specified the 'Text Fill Settings -> Lead Fill Value' as 'A' in the data source as I need to append with A Infront of the account. Additionally, I have defined a transformation rule. However, when I execute the workflow, I get the following error message: 'Validation Messages: Invalid member name. Account: 652901.'" Could you please suggest, is there anything that I am missing?
Automating BAI uploads in Workflow
Hello OneStream Community, Currently working on setting up an automated process to handle BAI file uploads directly into each specific bank workflow in our OneStream application. 1. BAI Parser & Data Source Configuration - We've installed the BAI Parser dashboard to view and manage all imported BAI files. The BAI data source has been configured and initial tests with sample files have been successful. 2. File Transfer & Business Rules - Plan is to automate the transfer of finalized BAI files from our system via FTP to the OneStream file system. This requires a BR to connect with the FTP site and currently developing a BR to facilitate this connection. Once the files are in OS, they'll be imported into the appropriate bank workflow. 3. SFTP Wrapper and Workflow Integration- After the initial FTP transfer, a separate BR will be implemented to securely retrieve and upload the BAI file into the bank workflows. Question:For those who have set up similar BAI automation processes, are there specific best practices or additional BR configurations that you would recommend? Any insight would be greatly appreciated.
Issue with multiple data load steps at year end
Hi everyone, My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube. At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps). For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on. I already set the "Load overlapped siblings" setting of the parent profile to false: The loading seemed to work fine, as each load process overwrote the previous one. But there is an exception that we don't understand how to fix. We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account depending on the presence or absence of specific parameters provided in the source load file. If the parameters are present, the amount of that source account is mapped into a specific Asset account in Onestream, and if the parameters are not present, the amount is mapped into a Liability account. During each load, the account can be mapped either into one or the other target account (therefore if we map into the Asset account, the liability account should be = 0, and the other way around). Now, what we noticed that if in P13 the source parameters are present, the system maps the source account into theAsset account in Onestream (which is correct). But then, if in P14 we remove the parameters, the system correctly maps the source account into the Liability target account in onestream, but the amount loaded during P13 on the Asset account is still present in the cube and visible in the reports. We would expect that amount not to be present, since each load step should completely override the previous step. Does anyone has any idea why this might happen? I know it's quite a specific question, if you need further info please ask. Thanks in advance for any hint!Security for Workflow Multi-Period Processing
We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4. We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet. I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button. Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution?
