Form Update Via Excel is Appending, not Replacing
We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values. There are pre-seeded values in the cube. Users can then make adjustments to the amounts. When users are updating via the form, we are getting values replaced like we would want. However, when users interact with the form and update via our provided excel file, the amounts are getting appended to the original value. We can't seem to locate where this behavior is triggered on upload to form via Excel. Is there something in the VB we need to adjust, or is this a 'standard' behavior. We'd like to let our users simply replace the values. Let me know if you need any add'l clarifications. Regards, DKSetting Workflow via SmartLink
Hi guys, bit of an odd one here. Our client is looking to leverage SmartLinks once their 8.5 upgrade is complete. We are doing testing in their Development environment and have the SmartLinks up and running (mostly) as expected. Our SmartLink navigates the user to a specific dashboard, but the dashboard is WF driven. On top of that, when opening OS in the Web, it defaults the WF to the WF the user was most recently in. I know SmartLinks is a new feature, but was wondering if anyone had any intel on how far the code can go. We prepopulate parameters with the generated link, can Workflows (Profile, Scenario, Year) be set the same way? It doesn't seem like it. Not sure how I would go about this issue going forward, however. Thanks
Validation Error: No security access to data cell being cleared
Hi Team, We have a client that upload excel templates using xfdrange into OneStream. They have different files per Business Unit (UD2). Two of the files run into the following intersection error during the validation step: All the other files are correct, however, when they upload these two files, all data intersections (from all other files) are suddenly also invalid intersections. For examples, the line listed here is not from either of the two files but from a seperate file that has no errors when uploaded individually). When you would navigate to "Intersection" instead of "invalid Intersection (1)" all data intersections from all files are there. Only the local users get this validation intersection, when I (administrator) would run "Validate" from this screenshot, the error dissapears. Strange thing is: they have uploaded data on this intersection before in previous Forecast Scenarios without errors Security has not changed for either the application, user, workflow profile, entity etc. these two files both have an account that is only used there but is set up in the same way as all the other accounts (and previously could be loaded in other scenarios). Could just be a coincidence. Application Security: ModifyData is set to Everyone One thing to note is that this is a new forecast scenario we recently created for them, however, setup is the same way as the other forecast scenarios in terms of security. I am also having a hard time understanding the error and why it is refering to "clearing data" in the validate step. Anyone that can help me a little bit more in understanding the error or knows what could cause this? Thanks in advance!
Forms Event Handler
Hi everyone, I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following: any documentation or examples for using Forms Event Handlers any sample implementations or best practices shared by the community How to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help. Thank You.
Make document attachment required on journal
Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry. I know this can be done via a confirmation rule. However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced. We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates. Is anyone familiar with this setting?
NetSuite to OneStream Integration
Hello all, I need to verify and confirm the method of choice to set up an NS to OS 8.5 integration WITHOUT the SIC in play. Here is what I have uncovered thus far.... A SuiteAnalytics Connect is being considered via ODBC so OS can pull data from NS. I read a few things about this. One is that a BR would be set up in OS to call on a SuiteScript in NS initiate the data pull. Now, the missing piece is how to set up the connection in OS if there is no ODBC installed. Another thing is that SIC would not be needed. I also perused a blog that stated that Support can set up s direct connection to NS from OS, provided they have the NS info. Can anyone please confirm this approach? Rest API could be leveraged but looking for an alternative. Any input would be greatly appreciated. Thanks, Ed P
