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June 11, 2024

Complex Expression in Transformation Rule - How to exit rule?

  • June 11, 2024
  • 4 replies
  • 0 views

So we have a UD2 mapping set up in the List section.

What I want is to be able to set up a Complex Expression in the UD2 Composite section so that for certain accounts it does nothing and so moves on to the List section, but for everything else we have a hard coded UD2 (e.g. None).

I have no problem with setting the criteria in the Complex Expression, but I don't know if it is even possible to write some code that forces it to skip on out and look at the List mappings?

I realise this is maybe a bit back to front compared to how the Composite mappings work, but we have a very tight list of accounts where we need to do the List UD2 mapping,  and everything else (which can be any other account) should just go to None.

4 replies

June 11, 2024

Hi, whatever is not covered through your Rule Expression in the Composite mapping is then mapped by List, Range or Mask mappings. So as long as your composite filter does not include the account members you wish to map via List or Map, this should work.

June 11, 2024

The composite filter captures quite a wide range of accounts.  I can't see any way to refine this filter without some kind of 'Not like' function.

I can do way more robust filtering in the Complex Expression,  but by that point I can't find a way to go back out and try the next mapping type (i.e., List)

June 11, 2024

The Complex Expression will run through all members that are within the filter of your Composite mapping. This means that even if you get a function that says within your complex expression "when account = xyz, then move to list", it does not give you much of a benefit over just mapping this member in the complex expression as well since it is already being checked.

Here is a post on IdeaStream asking to add something along the lines you are asking here for if I understand you correctly. Consider leaving a kudo to support this request if you agree:

JIRA Ticket: PF-21104 (onestreamsoftware.com)

(unless this has been added in the meantime and I missed it)

June 11, 2024

Hi Beeswing77,

Just to add to what Henning explains above.

It sounds like you might be looking for a Mask type rule that maps all accounts that have not been mapped through your other mappings to None.

It should look something like this:


2024-06-11 15_47_40-OneStream.png

June 11, 2024

We already have that mask in place.  However,  I don't want just any accounts having UD2's applied by the List mappings,  only some.  If I just leave the List mapping in place for all accounts we could potentially get UD2 info on accounts where we don't want it.

June 11, 2024

If you have a specified list of accounts you would like to be skipped in the Composite rule, you could use 'Globals.Bypass = True' in your rule, pseudocode below.

 

Dim accountsToSkip As List(Of String) = {<accounts to skip here>}
Dim sAccount As String = args.Value

If accountsToSkip.Contains(sAccount) Then
     Globals.Bypass = True
Else
	<Composite Rule logic>
End If

 

June 11, 2024

That sounds like what I want, but I can't seem to get it to work for me.  This is what I have now:

If args.GetTarget("A#") = "BS11200"
Globals.Bypass = True
Else
Return "None"
End If

It just returns 0's in UD2 for account BS11200

June 11, 2024

Couldn't you just shift the list logic into the Complex Expression?

Employee
June 12, 2024

. (replied to wrong comment)