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Unable to Complete Workflow due to Security Access
Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user. Any help would be greatly appreciated. I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month. My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow. The security settings for the workflow are very simple, so it's not clear what could be the issue here. Is there another way I could get around this?Losing Dynamic Parameters on Dashboard Refresh
Hello, I would be very grateful if someone could offer some direction on fixing the issue of dynamically generated parameters disappearing on a refresh action. When the dashboard initially loads, all of the dynamic parameters render as expect. I have an extender service setting the count of parameters to 2 for each param type (Debits,Credits). These work off two stored member list parameters, par_DebitList and par_CreditList. When the dashboard is refreshed, I lose the _dynamic_2 even though the parameter count is still 2. Public Function GetDynamicParametersForDynamicComponent( _ ByVal si As SessionInfo, ByVal api As IWsasDynamicDashboardsApiV800, ByVal workspace As DashboardWorkspace, ByVal maintUnit As DashboardMaintUnit, ByVal dynamicComponentEx As WsDynamicComponentEx, ByVal customSubstVarsAlreadyResolved As Dictionary(Of String, String)) _ As WsDynamicParameterCollection Implements IWsasDynamicDashboardsV800.GetDynamicParametersForDynamicComponent Try If api Is Nothing Then Return Nothing Dim CompName As String = dynamicComponentEx.DynamicComponent.Component.Name If CompName.Contains("CBX_Credits") Or CompName.Contains("CBX_Debits") Then Dim params As WsDynamicParameterCollection = api.GetDynamicParametersForDynamicComponent( _ si,workspace,dynamicComponentEx,String.empty,Nothing,tristatebool.TrueValue,WsDynamicItemStateType.MinimalWithTemplateParameters) Dim paramname As String = Nothing If CompName.Contains("CBX_Credits") Then paramname = "par_CreditList" Else paramname = "par_DebitList" End If Dim ParamComp As WsDynamicCompParamMemberEx = params.GetParameterUsingBasedOnName(paramname) Return params Else Return api.GetDynamicParametersForDynamicComponent(si, workspace, dynamicComponentEx, String.Empty, Nothing, TriStateBool.TrueValue, WsDynamicItemStateType.MinimalWithTemplateParameters) End If Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function This is my setting on the combo box: When refreshing the dashboard, all the components render, but just the parameters are lost. When loading the dashboard, GetDynamicParametersForDynamicComponent executes 8 times, while on a refresh it is only executing 6 times. Would appreciate any guidance on this. Thanks!
Viewing export of dashboard in screenshot or Extensible Document
I have a dashboard (not bi-viewer, standard OneStream dashboard) frame that needs to be shared with users outside the application on a regular basis. How can I use a screenshot of this dashboard as a picture or book file to be shared with users outside the app? Users currently screenshot the picture and save the file locally before sharing. I'm hoping to use a OneStream tool to accomplish this. I've investigated extensible documents and books, but they appear to require build a "report" dashboard component. Not looking to rebuild the dashboard from scratch. Ideal situation would be similar to how cube views can embed to picture in Extensible PowerPoints, but I'm open to other options. Thanks in advanceGetting the parent dashboard name of an embedded dashboard ?
Hello, I am currently working on the solution which consist of a dashboard page that can be embedded in other dashboards. For this solution, I would like to reference the name of the parent dashboard where the embedded dashboard is currently embedded. Are there any standard functionalitity / functions that would catch the main or parent dashboard of an embedded dashboard ? Many thanks for your insights. Regards,
How to download the database table contents to the Excel file .CSV format in OneStream
Hi all, How to download the table contents from the System --> database --> Tables or Views, when I tried to download, it is allowing to download the 50 rows only - I'm not sure where is a restriction like this and how would I avoid these issues? Thanks
Design Decisions Training Course: "To Take or Not to Take?"
2 MIN READ The Design Decisions course is a one-day, instructor-led virtual training designed for experienced implementors, architects, and aspiring architects. Strong administrators who act as internal consultants will also benefit from this course. Think of it as fitness training for OneStream architects! This course shifts from traditional teaching to coaching, guiding students through simulations of real-world scenarios that architects and application designers face. From application reviews to use case requirements and collaborative group discussions, you'll develop design decisions and ideas to strengthen your critical thinking skills essential for successful implementations. You'll practice articulating options and design decisions to a simulated client (me!) in mock design discussions, receiving real-time feedback to sharpen your skills without the risk of "blowing the deal." This course provides an "architect gym" to work out strategies, articulate design decisions, and apply collaborative critical thinking through common use cases. You'll discover the power of true collaboration with other students, gaining new insights, ideas, and communication styles that will broaden your perspective and strengthen your thinking. Whether you're currently an architect or aspire to be one, this course is designed to stimulate and empower "Architect Thinking" and challenge you to grow beyond your personal or company "echo chamber." Where else can you get coaching from a client's point of view? Just like going to the gym strengthens you physically, this course provides a "mental gym" to enhance your architectural thinking! We look forward to training, coaching, and being your “client” in this breakthrough course! Reserve your virtual “seat” and register today! Upon completion of this course a micro credential will be issued. (NA/LATAM/APAC) - Tom Linton Principal Instructor (EMEA) - Matt Grundey Principal Instructor
Catch Button action (save/force calculte) with Eventhandler
Hello, I am currently working on some Eventhandlers to prevent a group of users to execute calculate/translate/consolidate in dedicated scenarios. This was easy to do and works fine. But we have created a button in a dashboard which combines a save action "save data for all components" with a Server Task "Force Calculated" and I don´t know how to catch this button in an Eventhandler. Any hints how to do this? Regards Martin
Show the Workflow Multi-Period Processing page from a dashboard button
Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button? we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action? here is how we set the button Can anyone help? Thanks and regards Massimo
Format Cube View based on third Header Override expansion
I am using header overrides on my columns to create three column expansion levels. I need to add conditional formatting based upon the header display text of "HPU" in this third expansion so that only sections with "HPU" in the header are set to three decimal places. I do not want to build every HPU column separate from the others, as this would require the build of 108 columns, instead of 12 columns. The system will not let me call that third expansion level in my conditional formula. Any help would be greatly appreciated!In Sheet Action Buttons Disappearing/Greyed Out
Good afternoon, I was wondering if anyone has had the issue of In-Sheet Action Buttons turning grey and not working within the excel add in. The environment is 8.5.1, using the 64 bit version of excel, and has the updated excel add in. When using the in sheet actions within the spreadsheet tool, there are no issues with the Buttons and the DM steps run as expected. When opening up in Excel, the first button is greyed out and does not initiate any tasks, while the green button still works. If anyone has any resolutions, I would appreciate it. Thanks, Ben
