task manager comments - how to notify users by email
Hello, We are implementing the task manager and one of the requests is for the users to be able to know when comment is added. Is there a way to build business rules so email is sent when comment in TM is added. If someone already has it would you be willing to share it? thank you, Ola
Use Data Adapter in a Different Workspace
I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards. I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called. I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with. I've tried a wide variety of syntax to no avail. Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...} Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly reference this business rule? Thanks!
Workspace assemblies - Call functions from another file within the same assembly
Hi I'm trying to find out the correct way to reference a function in another Workspace assemblies file. For example say i have: 1) XFBR business rule assembly file (ParamHelper.Vb) 2) Dashboard Extender business rule assembly file (SolutionHelper.Vb) I want to call a function that is in SolutionHelper.vb from my code that sits in ParamHelper.vb In standard business rules this was easily achieved using Referenced Assemblies in the business rule property and then adding something along the lines of this below: Dim _MYHelper As New OneStream.BusinessRule.DashboardExtender.HPB_SolutionHelper.MainClass Just not sure how the same is achieved using assemblies Thank youCall Assembly Business Rule from another Workspace in a Data Management Step
I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful. The first screenshot below shows my DM step configuration. The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons). The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step. I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error. The fourth screenshot shows the out-of-the-box DM step I'm emulating. I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names. Does anyone know the correct syntax to call this rule into my DM step?Literal parameters and multiple users
Hi all, I'm currently developing a dashboard that will likely be used by multiple users at the same time. Users will be able to set some initial parameters within the dashboard, and click on a button that will trigger a BR that will return some output rows within a table in the database. After the process is complete, the user will be able to see the output rows through the following SQL Table Editor: the parameters that you can see in the "Where Clause" are literal parameters that are set from within the BR when it is triggered by the user (using BRApi.Dashboards.Parameters.SetLiteralParameterValue()), and their value depend on the initial parameters that the user selected in the dashboard. The problem is, I saw in some posts within the forum that literal parameters are "common" to all users, so every time one user will click the button and launch the process, the literal parameters will be changed. This is a problem, because we expect users to use the dashboard simultaneously. Is there a workaround that does not use literal parameters? Or is there a way to make literal parameters "unique" to every user? Thanks in advance!
Enforce Constraints on Data Table. Failed to enable constraints. One or more rows contain values.
I am trying to return a SQL query in a Data table inside the business rule. But I am Getting the issue: Failed to enable constraints. One or more rows contain values violating non-null, unique, or foreign-key constraints. I tried to remove the constraint. Maybe I am doing it incorrectly or it is not possible. Dim sql As New Text.StringBuilder sql.AppendLine("Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, ") sql.AppendLine("COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, ") sql.AppendLine("COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, ") sql.AppendLine("COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, ") '''''''''QUERY Continues as below SQL CODE. Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) Dim ds As New DataSet ds.Tables.Clear() ds.EnforceConstraints = False Dim dt As DataTable = ds.Tables.Add() ' error comes when executing next line dt = BRApi.Database.ExecuteSql(dbConnApp, sql.ToString, False) Dim Count As Integer = dt.Constraints.Count BRApi.ErrorLog.LogMessage(si, "Count: here2") Return dt End Using The SQL query generates a table in a Data Adapter dashboard component. But the rule fails as the Data table does not enforce constraints through data coming from SQL. The SQL query: Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, COALESCE(S.WFTimeName,O.WFTimeName,W.WFTimeName) WFTimeName, COALESCE(NULLIF(O.JobTitle,''),W.JobTitle) JobTitle, COALESCE(NULLIF(O.LastName,''), W.LastName) LastName, COALESCE(NULLIF(O.FirstName,''), W.FirstName) FirstName, COALESCE(O.Wage,W.Wage) Wage, COALESCE(O.Bonus,W.Bonus) Bonus, COALESCE(O.FTE,W.FTE) FTE, COALESCE(O.GradeLevel,W.GradeLevel) GradeLevel, COALESCE(S.Status,O.Status,W.Status) Status, COALESCE(O.HireDate ,W.HireDate ) HireDate, COALESCE(O.HirePeriod,W.HirePeriod) HirePeriod, COALESCE(O.TermDate,W.TermDate) TermDate, COALESCE(O.TermPeriod,W.TermPeriod) TermPeriod, COALESCE(O.BirthDate,W.BirthDate) BirthDate, DATEDIFF(month, '1/1/2024', IIF(CONVERT(varchar,COALESCE(NULLIF(O.TermDate,'1/1/1900 12:00:00 AM'), W.TermDate),101) = '1/1/1900','1/1/3999',CONVERT(varchar,COALESCE(NULLIF(O.TermDate,'1/1/1900 12:00:00 AM'), W.TermDate),101))) +1 As OutPeriod, COALESCE(S.OutCode,O.OutCode,W.OutCode) OutCode, DATEDIFF(month, '1/1/2024',IIF(CONVERT(varchar,COALESCE(NULLIF(O.DCode1,'1/1/1900 12:00:00 AM'), W.DCode1),101) = '1/1/1900','1/1/3999',CONVERT(varchar,COALESCE(NULLIF(O.DCode1,'1/1/1900 12:00:00 AM'), W.DCode1),101))) +1 As InPeriod, COALESCE(NULLIF(NULLIF(S.Entity,'None'),''),NULLIF(NULLIF(O.Entity,'None'),''),W.Entity) Entity, COALESCE(NULLIF(NULLIF(S.Code1,'None'),''),NULLIF(NULLIF(O.Code1,'None'),''), W.Code1) Code1, COALESCE(NULLIF(O.Code2,'None'), W.Code2) Code2, COALESCE(NULLIF(O.Code3,''), W.Code3) Code3, COALESCE(NULLIF(O.Code4,''), W.Code4) Code4, COALESCE(NULLIF(O.Code5,''), W.Code5) Code5, COALESCE(NULLIF(O.Code6,''), W.Code6) Code6, COALESCE(NULLIF(O.Code7,''), W.Code6) Code7, COALESCE(NULLIF(O.Code6,''), W.Code6) Code8, COALESCE(NULLIF(O.Code6,''), W.Code6) Code9, COALESCE(NULLIF(O.Code6,''), W.Code6) Code10, COALESCE(O.NCode1, W.NCode1) NCode1, COALESCE(O.NCode2, W.NCode2) NCode2, COALESCE(O.NCode3, W.NCode3) NCode3, COALESCE(O.NCode4, W.NCode4) NCode4, COALESCE(O.NCode5, W.NCode5) NCode5, COALESCE(O.NCode6, W.NCode6) NCode6, COALESCE(O.NCode7, W.NCode7) NCode7, COALESCE(O.NCode8, W.NCode8) NCode8, COALESCE(O.DCode1, W.DCode1) DCode1, COALESCE(O.DCode2, W.DCode2) DCode2, COALESCE(O.DCode3, W.DCode3) DCode3, COALESCE(O.DCode4, W.DCode4) DCode4, COALESCE(NULLIF(O.Annot1,''),W.Annot1) Annot1, IIF(COALESCE(S.Status,O.Status,W.Status) = 'Workday','Workday', 'People Register') As Annot2, XFW_PLP_CalcPlanDetail.CalcPlanDetailID As DetailID, XFW_PLP_CalcPlanDetail.FKClassID, XFW_PLP_CalcPlanDetail.Description, XFW_PLP_CalcPlanDetail.WeightOrCount, XFW_PLP_CalcPlanDetail.PeriodDivisor, XFW_PLP_CalcPlanDetail.PeriodFilter, XFW_PLP_CalcPlanDetail.Condition, XFW_PLP_CalcPlanDetail.EntityOverride, XFW_PLP_CalcPlanDetail.FlowOverride, XFW_PLP_CalcPlanDetail.ICOverride, XFW_PLP_CalcPlanDetail.UD1Override, XFW_PLP_CalcPlanDetail.UD2Override, XFW_PLP_CalcPlanDetail.UD3Override, XFW_PLP_CalcPlanDetail.UD4Override, XFW_PLP_CalcPlanDetail.UD5Override, XFW_PLP_CalcPlanDetail.UD6Override, XFW_PLP_CalcPlanDetail.UD7Override, XFW_PLP_CalcPlanDetail.UD8Override, XFW_PLP_CalcPlanDetail.Sequence From (Select * from XFW_PLP_Register where status='Workday' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024' ) W FULL OUTER JOIN (Select * from XFW_PLP_Register where Status = 'OneStream' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024') O On O.RegisterID = W.RegisterID LEFT OUTER JOIN (Select * from XFW_PLP_Register where Status = 'Split' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024') S On S.RegisterID = W.RegisterID CROSS Join XFW_PLP_CalcPlanDetail Where ( XFW_PLP_CalcPlanDetail.FKCalcPlanID = '01_ACTIVE_UK' And XFW_PLP_CalcPlanDetail.FKWFProfileName = 'PlanTemplate' And XFW_PLP_CalcPlanDetail.FKWFScenarioName = 'PlanTemplate' And XFW_PLP_CalcPlanDetail.FKWFTimeName = 'PlanTemplate' ) Order By RegisterID,RegisterIDInstance,XFW_PLP_CalcPlanDetail.CalcPlanDetailID, XFW_PLP_CalcPlanDetail.SequenceHow to call a workspace assembly service from another workspace assembly service ?
Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name: WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)SaveFileBytesToUserTempFolder returning an error message
Hi, I am trying to use the Business Rule API "SaveFileBytesToUserTempFolder" in order to open a file stored as a byte in a datatable. This is exactly like in the "Reporting Compliance" dashboard, where the file is stored as bytes in a datatable. I am actually using the exact same business rule ! However, there is an issue in my case. My business rule that is used to view the document works fine until the very last step... this is the one causing the error ( I have tested FileName and FileBytes fields and these exist) : BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, dt(0)("FileName"), dt(0)("FileBytes")) Error message : An error occurred while receiving the HTTP response to http://localhost:50002/OneStreamApp/SVC/XFFileSystem.svc. This could be due to the service endpoint binding not using the HTTP protocol. This could also be due to an HTTP request context being aborted by the server (possibly due to the service shutting down). See server logs for more details. The underlying connection was closed: An unexpected error occurred on a receive. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. An existing connection was forcibly closed by the remote host (Socket Error Number 10054). The exact same file is used in Reporting Compliance and I can view it. Am I missing something ? I don't find any documentation on this function ... Regards,
