Workflow and Data Integration

Hi, I wanted to know what the difference was between the following security: Workflow Execution and Workflow Access. Can someone please help.

I am trying to copy data from external database to OneStream SQL table. I am trying to achieve this by using Extensibility Rule. Can someone help me with the rule to save data into Onestream table.

I am an administrator however it will not let me change the colour of the onestream dashboard (This is for the test environment). It is greyed out so will not let me change. How do i change the colour? Thanks

Hi Everyone,I am actually trying to make a dashboard that let users execute different sequences from data management without accessing the Application tab so i am using a dashboard with a combo box that lets you choose the step you want  and a button to execute it.The problem is that i don't know how to send to the button the sequence i chose from the combo box and how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need. I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it. Thank you.

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

Once my SIC Gateway is online, how can I apply the data sources to specific workflow profiles? The "data source name" shown on the Custom System Configuration is not one of the available options to select for the workflow profiles.

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

What would be the ideal integration method to fetch approx. 100000 records in a single import  between OS and SAP(ECC and S4 HANA)? Any steps required to achieve the same would be highly appreciated. 

I'm trying to do a Composite Rule to Bypass an account if it's part of a specific Scenario?  Can you use Scenario as part of an Account Composite Rule?  This is my statement "A#[525300]:S#[Budget_Dist]" that isn't working.

We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4.  We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet.  I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button.  Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution? 

Hi OneStream Community,  Does anyone know why an import would add two rows in the load step with an excel import? In the import processing log shows only 1 line read but it adds 2 rows. (edited) Thank you,Sharon

Hi All, Has anyone integrated Azure data warehouse into OneStream kindly walk me through the process. How are databases integrated into OneStream  need help ASAP

Greetings OS Integrators, Going with v8 and SIC for integrations, it is not an option to have 3. party assemblies added to the cloud environment. I am building a integration to push data from OS to an Azure Blob Storage location, and in this case I want to use some of the nice nuget packages (assemblies) that provides an easy way to do this, hereby authentication. I therefore want to use the following assemblies for my solution, that will run on SIC as a Smart function: Azure.Storage.Blobs Azure.Storage.Common Azure.Identity Azure.Core As such, I am able to compile my Smart Function against an existing SIC gateway, and able to call the function from within OneStream. But, issues lies in required other dependencies within my code-logic. So my questions are: Are Smart Functions compiled against .NET framework 4.8? Looking at the assemblies already available within the SIC folder, I can see that both Azure.Core and Azure.Identity are there. Can I reference those by just using an import

I am getting error "Unable to access database table 'ABC'. Database table 'ABC' does not exist". If we create a table with extensibility. Does it solve the problem?

Please can someone explain to me : 1. What is the best practices to set up the Parent Sort Order for entities in a legal (default hierarchy) and an alternative rollup.  2. How is it used (Best practices)  3. What is the impact if it is changed  I cannot find significant information around it.  

What level of data do most of the companies import from their ERPs to OS, e.g. balances or transactions?  

I have a form template profile containing 2 form template groups. Each template group has a selection of CubeViews.Template Group A has Access group = Everyone. Template Group B has Access group = SuperUser. The template profile has access security = Everyone (although it doesn't seem to matter what is in here). All forms are visible and all forms can be completed as long as the CubeView group access group is low enough.The form template profile is attached to a workflow form profile. The workflow form profile access group = everyone.I had hoped that the list of forms would be restricted for everyone, with only SuperUsers seeing and executing a slightly longer list of forms (ie Form template group B).I hope I have made sense. The only way I seem to be able to restrict access is by applying CubeView Access security. It looks like all Form security settings are being ignored or overridden by some other security. Can anyone throw any light on this, please?

hi all, I wanted to retrieve a workflow status and form status.  I am able to do this using the data adapter method query for the same. I also wanted to assign a user responsible for each workflow and retrieve that info . I was thinking of doing this using one of the workflow text properties. How will i be able to retrieve that info into my status report? has anyone done something similar?  

Hi, Does maybe anyone know how can I get a status of a single process in workflow from BR? I was trying to use method GetInputWorkflowStatusForMembers, however I can't select any specific process there: Dim wfInfo As WorkflowInfo = BRApi.Workflow.Status.GetInputWorkflowStatusForMembers(si, cubeId, entityId, scenarioId, timeId) I need this check in Extensibility Rule as it will be ran using DMJ. Many thanks!

Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below):   I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022.  I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here.  Any advice would be really helpful.  

Im being given an account consisting of 4 numbers, a - and 4 more numbers like:5150-0707. Im using range TR to map to the OS accounts, so for example 5000~5050-0304 works fine, but if i put the ~ after the - like this: 5000-0001~0304 it doesnt work any more. is there any way to fix this and make it work?

Hi all, I'm trying to find a way to extract comments and text inputs using a data management job. OS doesn't let me select V#VarianceExplanation member in the dataunit section. Error processing Data Management Step 'ExportComments'. Non-numeric View member 'VarianceExplanation' cannot be used in data filter Any help is appreciated.

I have a client that has a app with 7 years of data in it.  They would like when we get to the end of 2024 to chop off the last year in the app so that in only ever has 7 years of data in it and archive that data to another app.  Just curious on how people are doing this with chopping off a year and putting it into another app.  Thanks

Dear coleagues,  when I need to change transformation group within multiple transformation profiles I wanted to export XML file, do the change and then reupload it. Unfortunatelly it add new group but does not remove the old one. I guess the merge approach it to blame.  Do you know a way how to do this excersise in more sophisticated way than running a clicking derby? Thanks for help!