File Explorer Incoming workflow folders missing in copied applications
This post is to provide information about File Explorer Incoming workflow folders. Based on what we've seen in our environments, when an application is copied, the new application does not contain the folder structure located at: \File Share\Applications\<Application Name>\Incoming\<Cube Root Name>_Cube\<Workflow Base Input Name>\<Workflow Import Name> We noticed these folders were missing in our last application copy when we were trying to copy files through SIC and drop them into the workflow import folders since our requirement was to drop them there for users to manually import when they choose (instead of automatically loading the files through batch import from batch harvest). To fix this issue we exported the Workflows and re-imported them back into the copied application. This triggered OneStream to create the cube root folders and workflow folders for the workflows that were imported. Hope this helps someone else who might be running into the same issue.Unable 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?
Central Import and Account Reconciliations
I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting. For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs. Is there a way to work around this or will data need to be loaded at the entity level for it to work?
Best Practice to Clear Stage Data Globally and Cube Data for Selected Entities
Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage area For a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities) The best approach to selectively clear Cube data for specific entities Any considerations around workflow locks, data unit locking, or audit/history implications Performance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!
What could be a reason for a Save button in a workflow to be triggered several times after save?
For some reason, the workflow save event is being called several times. I have this configured right (I believe): Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus Dim sWorkflowImpactMessage As String = args.Inputs(3) 'Example: 'Reason = Save Data Cells 'Data Entry Type = CubeView 'Cube View Or Filename = NameOfCube 'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2 'Task Activity ID = 00000000-0000-0000-0000-000000000000 If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) Then If (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") Then Here is my code - If I print a message, I see it several times. Thanks Raf
loading sub-ledger data into OneStream
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
Managing Group Company Exits in the User Workflow View
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not set to an instance of an object.” If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then '-- Usage: T#Root.CustomMemberList(BRName=JR_MemberList, MemberListName=IsFormValidForEntity, CVName=[RLS010 Local - Compte de résultat]) 'T#|WFTime| Dim WfGUID As guid = si.WorkflowClusterPk.ProfileKey 'obtient la clé de profil du workflow actuel de l'utilisateur Dim EntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, WfGUID) Dim entityId As Integer For Each eInfo As WorkflowProfileEntityInfo In EntityList api.LogMessage("Workflow Entity:" & eInfo.EntityName) entityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, eInfo.EntityName) api.LogMessage("entityId :" & entityId) Next Dim entityText6 As String = api.entity.Text(entityId,6).ToString '<-- Error Object reference not set to an instance of an object. api.LogMessage("entityText6 :" & entityText6) Do you have any advice on the best way to handle an entity’s departure from the group, while retaining or not retaining the ability to access its previous workflows? Sincerely,
