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Workflow
338 TopicsDelete Cube root Workflow Profile ! !
I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile. The error occurs whenever I attempt to delete the workflow profile. I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0. I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table. How can i delete the log associated with this workflow profile so i can be able to delete it ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !!297Views0likes2CommentsUnsaved changes lost despite clicking Cancel when navigating between Input Forms?
Hi all, If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost. I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data. The issue seems to occur only when moving from one Input Form workflow step to another. Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?Allow 'Enter' on keyboard to search for dimensions in Cube views and Guided reporting
There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.25Views1like0CommentsDISM Email Preview Sends, But Email Not Sent During Task Execution
I’m experiencing an issue where the email template preview sends without any problem, but when I execute an import with DISM itself (actual), the email is not delivered. There are no visible errors or warnings with the data import itself. Has anyone encountered this issue before? What configurations, permissions, sender settings, or campaign requirements should be checked when preview works but live sending fails?16Views0likes0CommentsAnnotations Extraction via CubeView
Hi All, I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show. Does any of you have experience with extracting annotations via a cube view?71Views0likes1CommentAutomated email notifications on workflow status changes
I’m exploring ways to configure OneStream to send automated email notifications when a workflow status changes. Specifically, the requirement is something like: When a workflow transitions from Not Started --> In Progress, or From In Progress --> Completed (or similar workflow status changes), the system should automatically send an email notification to a defined user or user group to inform them of the status change. If anyone has implemented something similar or can point me to the right framework (or limitations) around workflow-driven notifications, I’d really appreciate any guidance or examples. Thanks in advance!69Views0likes1CommentManage Workflow Issues
Hi Team, In Manage Workflow initially i have faced an issue, we thought Workflow channel name "Whatif_R&O_Adj" contains special character &. is this really because of '&' symbol. or is there any other issue. Could you please advise on this. and after clicking on the 'ok'. it is not showing unlock and Unlock Descendent options. Please help to resolve the issue. Below are my workflow settings. Thank you, Shiva Prasad.Why 2+ Import of a Matrix Flat File of One Workflow Profile to Load Certain Months into a Data Cube?
For the first Import of a Workflow Profile, data in certain months in a "Matrix flat file" failed to be loaded into a Data Cube. For the second+ Import of that Workflow Profile, data in those months in that "Matrix flat file" could be loaded into a Data Cube. - In summary, data in certain months in a "Matrix flat file" must be Imported > 1 time of a Workflow Profile to be loaded into a Data Cube. Please share the root causes for v9.2. Thank you, SMEs.Solved136Views0likes2CommentsUnable to Post Journals to Locked Entity Despite Central Journal Input Step
Hello Everyone, I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked. Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock. However, when attempting to post the journal, I receive an error indicating that the entity is locked. Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior?