How to Pull Workflow Certify Comment into BR Email
Hello, I'm trying to pull in the certify comment section when a user clicks on the "Set Certification Status" button. We currently are using the Workflow Event Helper to send the email when the certification is set to In-Process or Certified. Dim oEntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, oWorkflowInfo.WfUnitPk.ProfileKey) emailTo = BRApi.Finance.Entity.Text(si, oEntityList(0).EntityMemberID, 8, False, False) emailBody = $"[{si.AppName}] - Status Of {sWFProfileName} WF | {sWFScenario} Scenario For {sMonth} {iYear} was changed To {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")} By {si.UserName}" emailSubject = $"FM Task: {sWFProfileName} Certification Status has been changed to {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")}" FBR_ConnectorLibrary.emailSend(si, emailTo, emailBody, emailSubject, emailBody) Thanks, Will
Pull in Variables from another BR
I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD. As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments. It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment. The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<-- Update ReferencedBRName with your Business Rule 'Call function within referenced business rule If Not JDE_EnvironmentHelper Is Nothing Then Dim returnVariable As String = JDE_EnvironmentHelper.GetConnectionString(si, gateWay, envTbl) '<-- Update ReferencedBRFunctionName, param1..paramX, returnVariable type End If ' End test code 03-05-2026 The above code* is from the Connector rule that is to receive the variables, gateWay and envTbl. The error I get when I validate it is: Error at line 37: Type 'OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass' is not defined. This code is directly copied from the OneStream snippets (modified for my BR name, of course) What am I doing wrong? Am I even on the right track? *line 3 above is line 37 in my BR
Event based Scheduling
Hi, Did anyone implement event-based scheduler through workflow event handler. We have a business rule to extract Chart of Accounts for a Parent Member. This extract needs to be done only after the period close. We need to implement an event-based scheduler where the extract should be done after the period close automatically.AUDIT log not appearing for BRAPI access provision
Hi all, I am using the Business Rule to perform the user access provisioning using BRApi for security management. And used this BR in DAM job, added the DM to a task scheduler job to run it. All are working fine, but in the DASHBOARD -->NAVIGATION CENTER--> SECURITY AUDIT REPORTS --> USER CHANGE AUDIT. I cannot see the change line appearing in this report, executed by task scheduled for the DM (run by Business Rule.). Is there a way to enable the time in this report. apart from this i see the audit data and time in TOTAL USERS, USER LIST reports. -------------------------------------------------------- another important point i noted was ,those new user whoever i provisioned through the BR are uanable to authenticate. but when i make a small change like space or some modification in the user parameter save it. then undo the change and save it. they are able to authenticate the applciation.
While consolidating on Top level getting error in Stored Calc
HI Team, We have created a stored calc and it is working fine at Base and parent entity level, but when we are running at Top entity level and my Time is 2028, at this i am getting below error. could not able to figure it. Can you please help us resolve the issue.SQL in BR gets syntax errors, but runs from Data Adapter
Has anybody seen this error? If so, how did you fix it? I can run the SQL query in question from a Data Adapter just fine, but when trying to run it from a BR I get the above error. At this point all parameters are hard coded in the query (entity, dates, scenario) as I'm just trying to make sure it runs. This is running against the QAD gl product, which uses the Progress database.Data source Connector - Nested Drill back
Hi, I am trying to build a Drill back functionality in one of data source connector business rules. I tried looking into One Stream reference guide on Data Source connector business rules and I found below reference for nested Drill back functionality. But practically when I tried to drill back on a drill back detail row, OS returns following message. The click on the drill back is not even calling the connector business rules any more. Can someone help me with the ways to code with nested drill backs. I tried to follow the examples from Golfstream application. Private Function GetDrillBackTypeList(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As List(Of DrillBackTypeInfo) Try 'Create the SQL Statement Dim drillTypes As New List(Of DrillBackTypeInfo) If args.DrillCode.Equals(StageConstants.TransformationGeneral.DrillCodeDefaultValue, StringComparison.InvariantCultureIgnoreCase) Then 'Source GL Drill Down drillTypes.Add(New DrillBackTypeInfo(ConnectorDrillBackDisplayTypes.FileShareFile, New NameAndDesc("InvoiceDocument", "Invoice Document"))) drillTypes.Add(New DrillBackTypeInfo(ConnectorDrillBackDisplayTypes.DataGrid, New NameAndDesc("MaterialTypeDetail", "Material Type Detail"))) ElseIf args.DrillCode.Equals("BOMDetail", StringComparison.InvariantCultureIgnoreCase) Then 'Material Type Drill Down drillTypes.Add(New DrillBackTypeInfo(ConnectorDrillBackDisplayTypes.DataGrid, New NameAndDesc("MaterialAllProducts", "Material All Products"))) drillTypes.Add(New DrillBackTypeInfo(ConnectorDrillBackDisplayTypes.DataGrid, New NameAndDesc("MaterialAllVendors", "Material All Vendors"))) End If Return drillTypes Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function 'Execute specific drill back type Private Function GetDrillBack(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs, ByVal connectionString As String) As DrillBackResultInfo Try If args.DrillBackType.NameAndDescription.Name.Equals("InvoiceDocument", StringComparison.InvariantCultureIgnoreCase) Then 'Level 1: Show FileShare File Dim drillBackInfo As New DrillBackResultInfo drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.FileShareFile drillBackInfo.DocumentPath = Me.GetDrillBackDocPath_L1(si, globals, api, args) Return drillBackInfo ElseIf args.DrillBackType.NameAndDescription.Name.Equals("MaterialTypeDetail", StringComparison.InvariantCultureIgnoreCase) Then 'Level 1: Return Drill Back Detail Dim drillBackSQL As String = GetDrillBackSQL_L1(si, globals, api, args) Dim drillBackInfo As New DrillBackResultInfo drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.DataGrid drillBackInfo.DataTable = api.Parser.GetXFDataTableForSQLQuery(si, DbProviderType.OLEDB, connectionString, True, drillBackSQL, False, args.PageSize, args.PageNumber) Return drillBackInfo ElseIf args.DrillBackType.NameAndDescription.Name.Equals("MaterialAllProducts", StringComparison.InvariantCultureIgnoreCase) Then 'Level 1: Return Drill Back Detail Dim drillBackSQL As String = GetDrillBackSQL_L2(si, globals, api, args, True, False) Dim drillBackInfo As New DrillBackResultInfo drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.DataGrid drillBackInfo.DataTable = api.Parser.GetXFDataTableForSQLQuery(si, DbProviderType.OLEDB, connectionString, True, drillBackSQL, False, args.PageSize, args.PageNumber) Return drillBackInfo ElseIf args.DrillBackType.NameAndDescription.Name.Equals("MaterialAllVendors", StringComparison.InvariantCultureIgnoreCase) Then 'Level 1: Return Drill Back Detail Dim drillBackSQL As String = GetDrillBackSQL_L2(si, globals, api, args, False, True) Dim drillBackInfo As New DrillBackResultInfo drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.DataGrid drillBackInfo.DataTable = api.Parser.GetXFDataTableForSQLQuery(si, DbProviderType.OLEDB, connectionString, True, drillBackSQL, False, args.PageSize, args.PageNumber) Return drillBackInfo Else Return Nothing End If Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Thanks, Mohan Alluri.
Getting Column Text Value from Derivative Rule
Hi I have a derivate rule that I created that returns the absolute value of an amount based on column name. The column names are assigned in the data source and based on the data source column it will either assign an absolute value or a negative value. I want to be able to pull a column in my derivate rule that is a text attribute column and if the text equals something like "S5" it will do some type of conditional logic. With my limited experience with derivative rules and research it seems this cannot be done via a derivative rule. First question: Is there a way for me to do this? Second: If not, is there another alternative way that I can extract the text field of a column and based on that to do some type of additional logic?
