Business Rule within the Import Step
Hello, We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run? Thanks, WillSolved34Views0likes3CommentsChange Load method through connector code
Hello everyone! Quick question. Does anybody know how to change the Load Method for a ProcessDataTable through the connector code? We have a dashboard where the user wants to choose the Load Method with a radio button. We are able to pass that parameter to the code and change the api.LoadMethod property to Append but the load still executes as Replace. The above works if we change the load method directly in the WF, but not from the code1.1KViews0likes2CommentsCubeview Drill Down issue: Load Results for Importe Cells is empty
Hello there, We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty: The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube. From the Workflow Page we can use Drill Down and Drill Back just fine. Any ideas of why is this happening? Thank you. Oriol21Views0likes3CommentsCentral 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?20Views0likes0CommentsUnable to Complete Workflow due to Security Access
Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user. Any help would be greatly appreciated. I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month. My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow. The security settings for the workflow are very simple, so it's not clear what could be the issue here. Is there another way I could get around this?Show the Workflow Multi-Period Processing page from a dashboard button
Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button? we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action? here is how we set the button Can anyone help? Thanks and regards Massimo26Views0likes0CommentsWorkflow Leading Practices - Input Data to Parent Entities | Forms?
Please share your Workflow leading practices to input data to Parent Entities. Thank you. In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput - Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive. 0. If Forms/O#AdjInput is the leading option: 1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default? Loading Form Data 2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support. -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide. Thank you, SMEs.Solved131Views0likes3CommentsCalculation definitions are not executing in the expected sequence.
Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.22Views0likes1Comment