Workflow Lock / Unlock Dashboard
Was asked to create a dashboard that gives the HQ admin the ability to lock and unlock Workflow profiles. Found bits and parts to use the user POV and descendants. Unlock descendants isn't working but.. Was looking at member tree and some of the other tree functionality, but couldn't get it to work for profiles. My thought is the profile hierarchy then they would select what to lock or unlock. Was curious if anyone had any recommendations or solutions they could share? Appreciate it in advance!Solved52Views0likes5CommentsAnyone doing planning at a proxy member?
Hi all, I'm just trying to get a feel for how common this use of proxy members is these days. I've worked for multiple organizations and typically, if we were planning at any level higher than the most granular level of data, we would plan a number representing a group of members, at some 'proxy' member created specifically for planning purposes. That is, we would not use some random existing base member that held actuals. For example: If our dimension hierarchy looks like the one below and we were planning at the Region Level: I would not plan for the entire RegionA by loading my planning data to "South3". Instead, I would create a unique member (say, "RegionA_Plan") and load my data there. Wondering how many companies out there would use the first method rather than the second method and what advantage there would be to this? Thanks in advance for your thoughts on this. RegionA North North1 North2 North3 South South1 South2 South3 East East1 East2 East3 WestSolved28Views0likes4CommentsLock all workflows and descendants using a business rule
I'm creating a business rule to automatically lock all workflows and descendants using: BRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, profileTypeFilter, workflowChannelKey) but I'm getting the error: 'the item was not found'. I found an example online but it's not working for me. I didn't know what to populate wfClusterPk with so I defined it as (). I'm fairly new to VB.net and appreciate any help with this - thanks! Dim wfClusterPk As New WorkflowUnitClusterPk() Dim wfChannelKey As Guid = Guid.Empty BRapi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, WorkflowProfileTypes.AllProfiles, wfChannelKey)Solved1.9KViews0likes10CommentsNetSuite to OneStream Integration
Hello all, I need to verify and confirm the method of choice to set up an NS to OS 8.5 integration WITHOUT the SIC in play. Here is what I have uncovered thus far.... A SuiteAnalytics Connect is being considered via ODBC so OS can pull data from NS. I read a few things about this. One is that a BR would be set up in OS to call on a SuiteScript in NS initiate the data pull. Now, the missing piece is how to set up the connection in OS if there is no ODBC installed. Another thing is that SIC would not be needed. I also perused a blog that stated that Support can set up s direct connection to NS from OS, provided they have the NS info. Can anyone please confirm this approach? Rest API could be leveraged but looking for an alternative. Any input would be greatly appreciated. Thanks, Ed P80Views0likes2CommentsData Cell is read-only because Parent Workflow Profile has no active Input Profiles
Hi all, I have an Import, Validate, Load workflow that hasn't been used for a while. I'm trying to load in data and I'm getting invalid intersections at the validation stage with the following error message: "Data Cell is read-only because Parent Workflow Profile 'Workflow Name' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity = Entity, Account=Volume, Origin=Import" Note I've use italics instead of using our entity names and workflow names. We didn't have this issue before so I'm not sure what has changed. The parent workflow profile stated in the validation message isn't actually the parent workflow profile so I'm totally confused. There is another post on this but I didn't understand the resolution. Could somebody please tell me what I would need to do to fix this? Thanks!Solved4.2KViews0likes4CommentsModifying default value parameter behaviour in dashboards
Hi, I notice that with dashboards, when allowed to prompt the user for values for their parameters, save the user's last used value in said dashboard and populate that as the default value when prompted. By comparison, cube views don't store that information, and populate whatever is in the default value for the parameter when prompted. Is it possible to change what behaviour is used when parameters are requested from the user from a dashboard, and how would I do so? Thanks! Alex13Views0likes1CommentBulk deletion of Workflow Channels
Dear Community, Is there any way to delete the workflow channels in bulk? Currently we are in the process of deleting the unused UD7 members in the application and the workflow channels are setup based on the UD7 members. Since the UD7 members and the channels are in huge volume. Just wanted to understand if there is any rule or a marketplace solution which can be used to delete the WF channels in bulk? Any solution would help. Thank you so much.30Views0likes1CommentUnable to load Data into OneStream
Hi, We are currently attempting to load data into the OneStream Workflow Profile using a CSV file. However, we are encountering the following error during the process: We checked many videos and the training courses but couldn't identify where the issues is, Could you please assist us in identifying and resolving the issue? RegardsSolved85Views0likes3Comments