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C
Clarke_Hair
July 11, 2025
Question

How to stop a BR from updating a Certified Entity

  • July 11, 2025
  • 2 replies
  • 0 views

We have a Fcst BR that copies from a support scenario into our main Fcst Scenario.  Our issue is that it will still overwrite data in the main scenario even when that scenario's Entity is certified.  How do I prevent BR's form updating data that is certified.  We had closed/certified our Fcst and then someone not aware was in a form that allowed them to update this supporting details scenario and saved which then updated the Fcst scenario.

Is this something that can be managed on the Scenario setup - ie not allowing changes when certified or is this a type of loophole with BR's

I have something similar I do for data loads where I check the status of the WF before running an automated Import/Validate/.../load process.  in this case I am trying to prevent a ton of error messages when it gets to the load steps and finds the entity is certified.  Would there be logic that could check the status of an Entity vs. WF that I might be able to insert into my BR.

2 replies

R
rhankey
July 11, 2025

A lot of detail is lacking.

How is a user changing data in the supporting scenario if they have certified?  If they have certified, they should no longer be able to get at the Form to enter more supporting data without Unlocking/Uncertifying.  I'm presuming they are in turn running a Custom Calculate package to copy the data from the supporting Scenario to main Fcst Scenario.  If so, I would also include that package as one of steps that also gets locked when they certify.  That way, WF is doing all the work for you.

H
Henning
July 14, 2025

Hi, in your rules, you just check if the workflow data unit of the respective entity is certified (i.e. locked) and do not run the seeding from Actual for the locked ones.

You can use e.g. this:

Dim lockedStatus As Boolean = False
Dim wfUnitClusterPK As WorkflowUnitClusterPk = BRApi.Workflow.General.GetInputWorkflowUnitClusterPkForMembers(si, povList(0).CubeId, povList(0).EntityId, povList(0).ScenarioId, timeId)
lockedStatus = BRApi.Workflow.Status.GetWorkflowStatus(si, wfUnitClusterPK).Locked

For the full BR take a look at this post:

Is it possible to prevent a force consolidation to run on locked period ? | OneStream Community

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