Automated 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!
Manage 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.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?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?
