Confirmation Rule detail
I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities. However, I noticed a difference in behavior: For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs. For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU. I have verified that the rule, meta data configuration, and workflow properties are the same.5Views0likes0CommentsCube Root Workflow Profile - Display Description
Hi Folks, I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu. For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profile14Views0likes0CommentsHow to check data load status of WFs with load overlapped siblings enabled
Hi, Is there a way to check status of all load overlapped siblings enabled WFs? The issue is that we have bunch of overlapped data WFs (even after L3 data unit) and people are stepping on each other, doubling the amounts every time someone loads their WF while other WF data load is in progress. Wanted to try event handler and message showing load is in progress. Any other ideas to avoid this are also appreciated. Thank you, Mikki38Views0likes1CommentSendMail input string not in the form for an e-mail address
Hello everyone, We recently made the jump from version 7 to 9, and a rule that was previously working is now throwing an error. We are trying to use the BRApi.Utilities.SendMail functionality after a certification is done through the DataQualityEventHandler, but OS is giving us the following message when executing the certification The specified string is not in the form required for an e-mail address. We verified the toEmailAddresses parameter is a List(Of String) with a single item in the format "user@mail.com". What can be causing this issue?37Views0likes1CommentThrow error when Clear/Deleting file in WF Import using TR event handler
Hi, I have been playing around with TransformationEventHandler and one of the things I am trying to do is throw an error when an user tries to clear imported/stage data. I think I got the code but I only want it to run on specific WF. I tried to use below but for some reason not able to retrieve the WF profile name. Any idea why? Case Is = BREventOperationType.Transformation.ParseAndTrans.StartClearData Dim ScenarioName As String = BRApi.Finance.Members.GetMember(si, dimType.Scenario.Id, si.WorkflowClusterPk.ScenarioKey).Name If ScenarioName = "Forecast" Then Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer) If objTransformer.WorkflowProfile.Name.XFEqualsIgnoreCase("AAAAA.BBBBB") Then Throw New XFException(si, Nothing, Nothing, "Data cannot be deleted.....") End If End IfSolved32Views0likes2CommentsWorkflow Import - Clearing cube data in v9
Hello, we recently upgraded to v9 and noticed that we can no longer clear WF imported cube data using the "Clear" option through the workflow import (snip below). Prior to the upgrade, we could clear the stage data, then run import/validate/load to clear the data that was imported to the cube. Now, this option only clears the data from stage and in order to clear the data loaded to the cube, we have to use a data management step. In our case, this is now difficult because the data loaded may be specific to workflow channels and also use multiple dimension criteria and not just Entity (used by DM step). Is anyone else having this issue? Are there any other methods to removing the imported data via csv file from the cube other than a DM step? If we try to run the old process in v9. Clear, then Retransform, Load to clear cube data. This error appears.303Views1like7CommentsNeed help on the access group of work profile name
Hi Everyone, Need your support I am currently preparing a dashboard to manage user security details in OneStream. As part of this, I need to retrieve and modify Workflow Profile access groups. Specifically, I want to get the Access Group names corresponding to each Workflow Profile (e.g., for Workflow Profile US, the View group is US_View and the Modify group is US_MOD) based on scenario type. Currently, I am able to retrieve the AccessGroupID, but I am unable to get the group names. Could you please provide guidance or confirm the table/approach I should use to map Workflow Profiles to their Access Group names? Your assistance will help in correctly setting up the dashboard and managing user security efficiently. Data Adapter to pick group Data adapter to pick Workflowprofile and assigned entities. Thank you in advance for your support.Automate Data extract after consolidation
Hello, I have an extract I am looking to automate with the task scheduler. However, I am looking to also automate a run once a consolidation completes and also have the ability to cancel a scheduled export with a button if it is set at a time when a consolidation is taking place. Is it possible to accomplish this?32Views0likes1Comment