Rules

Hello all, After an OFC upgrade, seeing the following error message trying to pull a time based attribute audit report. Has anyone run into a similar message? In comparing to another version of PROD, the earlier version is written in VB.Net, and the upgrade in C#; making comparison difficult.Unable to execute Business Rule 'RCM_HelperQueries'.Object reference not set to an instance of an object.User Interface Stack Trace:   at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)   at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)   at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)   at generatedProxy_5.StartGetDashboardDisplayInfoCompressed(SessionInfo, LoadDashboardInfo, Dictionary`2, Dictionary`2)   at OneStream.Client.Ap

Hi,  This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators.  You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings". To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded. Navigate to the DM step and utilize the H

I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time.  Is there a way to update the Global time based on the system time? Thanks,  

Hello,  I wanted to post this here since this came up at the Wave Conference in Vegas last week. Below is a snippet you can leverage to pull data from another application via a UD8 dynamic calc. This approach uses the CreateSessionInfoForAnotherApp BRApi to create a session in another application with the current user's credentials which ultimately enables you to execute any BRApi function (such as the GetDataCellUsingMemberScript BRApi) against another application in the same environment. This technique can be especially useful when looking to report on data that lives in two applications (in the same environment) in cube views and quick views.           'define the other application name you wish to connect to - this must be an app that lives within the same environment 'the user must also have access to the application to authenticate to it Dim otherAppName As String = "SomeOtherApp" 'create the session info to the other app and store it globally in mem

Hi All, I am trying to automate addition of FX Rate Types on a button click with some logic.  Inserting values into FxRateType and AuditFxRateType using the below code snippet ------------------------------------ Public Sub AddCurrentFXRate(ByVal si As SessionInfo, ByVal api As Object, ByVal sCurrentOpsName As String, ByVal dt As DataTable)Dim dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)TryDim sSQL As New Text.StringBuilderDim sFXRateTypeGuid As String = Guid.NewGuid.ToStringsSQL.AppendLine("INSERT INTO FxRateType(UniqueID, Name, Description,AccessGroupUniqueID, MaintenanceGroupUniqueID, XmlData)VALUES ('" & sFXRateTypeGuid & "', '" & sCurrentOpsName & "', '" & sCurrentOpsName & "','" & dt.Rows(0)("AccessGroupUniqueID").ToString & "', '" & dt.Rows(0)("MaintenanceGroupUniqueID").ToString & "', ' ')")sSQL.AppendLine("INSERT INTO AuditFxRateType(AuditGuid, AuditSeqId, AuditUser,AuditTime, AuditInsUpdateDel,

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 c

Hi Is there any way to access system tables from third party tools like ex:Sailpoint etc to add/remove users or groups. Thank you in Advance, much appreciated. Thanks Satish P

Is it possible to create rules in Visual Studio?

I was running into issues clearing durable data prior to Clearing it so I calculated the data prior to the Clear statement so the data was "calculated", then ran the ClearCalculatedData stmt.  It works fine for me, but I have admin access and it works fine for a select few users.  But for the majority of users they receive the error "Error processing script: 'A#All = 0 * A#All".  I can not easily test in Prod as my hands are tied as far as making security changes.  In prod I have other users with the same set of security groups (just pointing to other entity WFs) and they do not receive the error.  In our Dev environment I can set up a native user with the exact same security groups as a prod user that fails and I do not receive an error.  As for it being an issue with data, I have an entity where 1 user can run it and another can not.  And they have the same set of security groups. Does anyone have any thoughts on what is going on?I also th

  •You can set a text color on the Cubeview (i.e black) so all values show in a single colour, which would override the default grey/black. •You can also use a UD8 dynamic rule to hide derived values in future periods, if necessary.

So im trying to create a rule that pulls selected journals forward than posts them automaticaly.  I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error.  The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID)What am i missing it seems pretty straight forward? Imports SystemImports System.DataImports System.Data.CommonImports System.IOImports System.Collections.GenericImports System.GlobalizationImports System.LinqImports Microsoft.VisualBasicImports System.Windows.FormsImports OneStream.Shared.CommonImports OneStream.Shared.WcfImports OneStream.Shared.EngineImports OneStream.Shared.DatabaseImports OneStream.Stage.EngineImports OneStream.Stage.DatabaseImports OneStream.Finance.EngineImports OneStream.Finance.DatabaseImports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2Public Class MainClassPublic Function M

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.Th

Hello, I was wondering if anyone has had any success using Trailing3MonthAvg View member within a data buffer when the trailing 3 months cross over years. When I run this for a period like June everything works great, but when I run this in Jan or Feb I get the object reference not set to an instance of an object error. When switching the View member to YTD everything works fine. Below is an example of the code. Thanks!!   Dim filter1 As String = "U1#XXXXX.Base" Dim filter2 As String = "U6#XXXXXBase" Dim U2 As String = "XXXXX" Dim test1 As String= "Cb#XXXXXX:T#2023M1:A#Direct_HC:S#Actual:E#XXXXX:F#EndBal_Input:V#Trailing3MonthAvg:O#BeforeAdj:I#None:U3#Top:U4#Top:U5#Total_Adj_Alloc:U2#" _ & U2 & ":U7#Top:U8#None" Dim test As DataBuffer = api.Data.GetDataBufferUsingFormula( _ "RemoveZeros(FilterMembers(" & test1 & ", " & filter1 & ", " & filter2 & "))",,True)  

Hi Folks,I need to retrieve all cube root workflow profiles in the first parameter. Upon selecting a particular cube root workflow profile, all its related workflow profiles should appear in the second drop-down list of the combo box. Likewise, there is a third combo box for the current workflow year and time. What can be the Dashboard Data Set for this?Thanks 

Hi,I try to get the data unit information of different DM steps, such as Calculate, Copy Data, Reset Scenario, Clear Scenario, Custom Calculate. For a regular "Calculate" I'll get the information viaPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataManagementEventHandlerArgs) As Object            Dim sbLog As New Text.StringBuilder            Try                Dim returnValue As Object = args.DefaultReturnValue                                Dim dmStepMetadataInfo As DataMgmtStepMetadataInfo                If args.OperationName = BREventOperationType.DataManagement.ExecuteStep    Then                    dmStepMetadataInfo = DirectCast(args.inp

I'm using the following code snippet in a Dashboard Extender Rule to loop through the list a of Workflow Profiles.  However, the code fails, if the user does not have security access to a particular Workflow Profile, returned in the list.  Is there a way I can get the list returned with security access applied, so the list only returns Workflow Profiles that the user has access to?   Dim profile As String = "text1 tag to match" Dim wfProfileName As String = "" Dim cubeRootInfo As WorkflowCubeRootInfo = BRApi.Workflow.Metadata.GetCubeRootInfo(si, si.WorkflowClusterPk.ProfileKey, True) cubeRootCluster As New WorkflowUnitClusterPk(si.WorkflowClusterPk) cubeRootCluster.ProfileKey = cubeRootInfo.CubeRootProfile.ProfileKey Dim profileInfos As List(Of WorkflowProfileInfo) = BRApi.Workflow.Metadata.GetRelatives(si, cubeRootCluster, WorkflowProfileRelativeTypes.Descendants, WorkflowProfileTypes.BaseAndParentInputProfiles)   For Each profileInfo As WorkflowProfileInfo In

Is there a way to capture mouse or pointer position in OneStream? I want to be able to change a value dependent on where the mouse/pointer is currently located within a grid. Any thoughts?

Hi Team,Quick question — has anyone else encountered this behavior in rule logic?I’m working with a standard api.Data.GetDataCell(...) call that includes the O#Top member in the POV. Here's the line I'm using:Dim baseValue As Decimal = api.Data.GetDataCell("C#Local:A#1104000000:F#CLO:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#Top:U8#Top").CellAmount.BRApi.ErrorLog.LogMessage(si, baseValue)On the Cube View, this correctly returns -501 under O#Top.However, when I log the value in the rule using:-          It outputs the value from O#Import, not the aggregated O#Top result I expected.This rule worked flawlessly for 3 years until now on Version 7.4.As a workaround, I manually aggregated the base origin members in the rule, which produced the expected result.However, I’m still unclear why O#Top didn’t aggregate properly in this case, given that it functions as expected in Cube Views. I checked and compared with several other apps, i

Dear community, Using Dynamic dashboard, is it possible to add completely new components from scratch ? So far, I was able to define a label with DashboardComponent function, and somehow add it to a component collection using WsDynamicDbrdCompMemberEx and adding it to WsDynamicComponentCollection . But that's it, I dont knw how to add it to my dynamic dashboard. Any hints ? Regards,

Can someone help with creating a BR to customize scenario visibility for some entities using .NET ?I have a list of entities that don't share a common parent and want them to not be visible in the budget scenario. 

Good afternoon,Does anybody know which security setting would allow a user to delete files from their Temp Folder?I have tried changing the below System and Application Security Roles with no luck. Each time i get an error saying the User does not have permission to write to that folder.Private Sub ClearUserTempFolder(ByVal si As SessionInfo) Try Dim userName As String = si.UserName.Replace(" ", "") Dim location As FileSystemLocation = FileSystemLocation.ApplicationDatabase Dim folderPath As String = $"Internal/Users/{userName}/Temp" Dim fileTypeFilter As XFFileType = XFFileType.All Dim contentFileExtensionFilters As List(Of String) = Nothing ' Get list of files Dim objList As List(Of XFFileInfoEX) = BRApi.FileSystem.GetFilesInFolder(si, location, folderPath, fileTypeFilter, contentFileExtensionFilters) If objList IsNot Nothing AndAlso objList.Count > 0 Then For Each file In objList Try

Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.

Hi  Has anyone created an event handler around the journal name creation? We have a requirement around enforcing the journal name to meet a specific criteria + be within a certain number of characters in length Thanks

Hi All, Is there any option/setting for DynamicCalc account data rolled up to its parent (account type is expense)

Hello, I'm attempting to create my first table view using the syntax below.  The SQL is a very basic record grab from DataEntryAuditSource (initial POC).  Compiles fine and seems to be okay relative to the user guide, but I keep getting an error message when I attempt to run.  Does anyone have any thoughts on what I could be doing wrong? Thanks, Sean -----   Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Spreadsheet.UTM_TaskList    Public Class MainClass        Public Function Main(ByVal si As SessionInfo, ByVal globals