Locking Workflows
Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments? When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow. Thank you for any help/input!
Workflow Name from Workflow Setting Property
Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule? To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks, G
How to display Workflow Status in Cube View or Dashboard
Does anyone know how to display Workflow status in a Cube View or a Dashboard? I would like to create a report that would show the status of a particular step within a subset of workflows. I am thinking of a more formatted presentation of the information available in the "Dependent Status" grid available in the "parent" workflow "Certify" grid. More specifically I would like to create a report showing the status of all "Flash Report" steps in the attached screenshot. Thank you in advance and best regards. YanHow to Update UI Workflow Status When Run Via Extensibility Rule
We have several workflows that involve many steps. The requirement is to have a button in a dashboard that runs the entire sequence or sequences. This is coded and works. The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked. This action is not practical when operating in a dashboard because it closes the dashboard. How can I update the UI workflow status indications from the business rule? I need to go from this: To this: Without clicking this: Or leaving the dashboard.
Trapping WF Import/Validate/Load Errors
Does anyone have any sample code they can share to see how to trap errors during an automated dataload process? Currently, all I can see is that the dataload process executed and completed but it does not tell you if something happened in between. I'm having no luck capturing if an error was encountered during the import or validate steps.Execute Import > Validate > Process using a button on a dashboard
Hi I have a dashboard that executes an Import > Validate > Process using a business rule. In my workflow I am currently using Workspace, Import, Validate, Process, Confirm: I would like to just use Workspace, Confirm, but it gives me the following error: "Cannot execute step because the specified step classification doesn't exist for the workflow profile." Is there anyway around this? Thanks, Mark"Cannot execute step because the prior workflow step is not completed"
We have Workflow A, and Workflow B. We get an error when the loadCube step in workflow B, when Workflow A is in Validation step. The error we get is "Cannot execute step because the prior workflow step is not completed. . (WP#WorkflowA.Import:S#Actual:T#2022M1)" The name the actual workflow has been changed to protect the innocent. Our question is: what is causing this issue and how do we fix it? It's not clear in the documentation what exactly triggers this error message. The parameters passed back imply that one cannot load to the same scenario and time if another workflow to that scenario and time is still open. WorkflowA and WorkflowB are loading to the same scenario and time, but to different accounts.
Retaining Previous Value of Dashboard Button Parameters While Opening in WorkFlow
Hello Everyone, I am having issues retaining the previously selected parameter value in the dashboard, which is linked to a button component. I have a dashboard that has a parameter to pick an entity, and this parameter is attached to a button component in the dashboard. Let's say I run the dashboard and pick an entity X from the button for the first time. If I try to open the same dashboard again and again, the same entity X gets displayed by default, which is expected. Now the problem is when I attach this dashboard to a workflow. From WorkFLow, the entity that I picked for the first time in Dashboard is not getting retained when I open the same dashboard multiple times from through WorkFlow. Is this behavior expected, or am I missing something here? It would be great if anyone could help here. Thanks, Balaji V
