Workflow and Data Integration

Does anybody know if there is a dashboard that shows the Workflow Statuses for all workflows. Like the right click on workflow Status & Assigned Entities.

Hello,Struggling today with a simple input form. For any entity I can write data, but not for 1 exception. I tried in workflow, or separate cubeview with varying dimensions which all worked before.Also for the same entity in other scenarios with a different scenario type I can write data.Authorization seems not the issue, after changing to Everyone it still shows as read only.Could something block the entity for input in a scenario?Thanks in advance for your any help! 

Hello all, My client recently upgraded to the most recent version of OneStream. Previously when loading data, the first line on the Load tab would show the total of bypassed records. We've noticed since the update, this no longer shows. Is it possible to turn this back on?Before:After:  

Hi, Did anyone have any situation when they deleted a DM Job by accident? How can you retrieve that? There's no Orphaned area for DM jobs for us, unfortunately. I can't find any back up for it. Would save us a lot of time if we avoid rebuilding it. Thanks in advance. Regards, Irina

Recently I heard in these forums that FDX methods (like FdxExecuteCubeView) should be used from a BR whenever the performance of the data is critical. Can someone help me understand why they are faster? We've already built quite a lot of client-integration software using cubeviews.  The cubeviews are being executed via the REST api.  We are retrieving data with "api/DataProvider/GetAdoDataSetForCubeViewCommand". Now that I have discovered the "FDX" methods, it puts me in the troublesome position.  I realize that a ton of our integration software should probably be re-written to use those FDX methods.  The re-write may take some time.  Why won't onestream just extend the "normal" cubeview interface of the REST api, and add an option to run it in FDX mode?  That would be similar to the "turbo" buttons they used to put on a the tower of a PC to make it run faster (for those users who had a preference between a fast computer and a slow one.) It would be h

I want to execute a list of DB Stored procedures after executing a DM step in OS. Is it possible to call a DB Stored Procedure from OS?After the Stored Procedures are run, I want to execute a list of DM Jobs for data imports to cube.Appreciate any pointers how I can implement this.  

First time poster here!  I created a data source called Vista that has 4 different entities using it.  Each of those 4 entities has their own Workflow Profile and each entity is “assigned” to their respective Workflow Profile.   In the Data Source, how do I address this in the Entity field?  Is there a formula I can use to pull the Entity name from the Workflow Profile that is selected by the user?  So if the user is importing the “Chicago” entity (which is assigned to the “Chicago” Workflow Profile), can the Data Source somehow read that?

We have users that frequently desire to mass updates to their transformation tables.  We use the TRX download/upload process to export current mappings and upload changes.  This works great except the TRX buttons are only available to administrators.  I believe that these should be available to admins along with anyone within the assigned maintenance group.  Is there a way to provision this? 

You can only enter data for up to 12 months in any given Workflow. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by using one against the other. Also, is there a way of automating the closing/locking so that it is trigger on a certain date? I was thinking I can may create a rule encapsulated in a data management job and schedule that, but is there an easier way? Thank you 

Hi,I am experiencing a strange behavior with a piece of code in the drill back of a connector rule.I have the following piece of code: If StageTableFields.StageSourceData.DimUD1.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL) ") 'Else ' whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End If  When the ELSE condition is excluded as above the first IF works:However, with the ELSE condition included (see code below) the retrieve from the Zero values does not work anymore: If StageTableFields.StageSourceData.DimUD1.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL) ") Else whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End If Any idea why this is happening? Thank you

Hello! Can't find the location where I can download all the templates below. Could you please point me in the right direction? 

Hi I always seem to get an "Object reference not set to an instance of an object" in the error log when I execute data loads that use connector rules.The full error message is: ---------------------------------------- Exception Type: Unknown Message: Object reference not set to an instance of an object. Stack Trace: at OneStream.Shared.Engine.XFTelemetryHelper.GetTaskActivityArgsInfo(SessionInfo si, TaskActivityArgs taskActivityArgs) in C:\agent\_work\411\s\Source\Shared\Engine\SharedEngineBase\UserActivity\XFTelemetryHelper.cs:line 55 The strange thing is that the data load is always successful... Does anyone know how to get rid of this error message?Thanks,Mark  

Doing a simple XFD load and getting a strange message "Cannot load data to 'UD6' member 'member name' because it is not assigned to workflow channel 'Standard' or because the UD member is invalid for the specified cube.1. I have checked the Import_Standard node and can't see a setting that ties to UD6 members. 2. I checked the cube and can see that the parent dimension is allowed for the cube. Any help is appreciated,  Scott 

I need to capture username, date, time, and status, for two processes via Event Handlerload data to cube using workflow profile koolwfforce consolidate ActualsCould someone please point me to sample code or literature? I have been able to gather that I may need to use the transformationEventHandler but can't really reference the data types needed to pull the information listed above. Any guidance is greatly appreciated.  

Hi,I have two sets of derivative source rules (see below). What I am looking for is to exclude the Accounts starting with 9203 from the second set of derivative source rules. Each derivative source rule loops through all source data rows, so it is not like in the mask rules, where placing the 9203* expression before the 92* expression would automatically exclude the first from the second set. What's the syntax to exclude something from a rule expression (in derivative rules)? Thank you

HelloWe have a set of cost recovery related accounts where the recoveries are calculated and captured centrally for budgeting purposes, but the actual recoveries are invoiced to the different entities and need to be captured at local source.I'm trying to find a way to restrict write access to the recovery accounts in our budgeting and forecasting scenarios but allow write access to everyone for the actual scenario. Does anyone have any easy solutions on how to accomplish this?Thanks

I have a Matrix data file with 36 Months of data. The header has the periods in MM/DD/YYYY format. Is it possible to convert this Format to OS Period format like 2023M1 and return in each of the 36-time source dimension in Data Source Setup?  

I have a data adapter with a query that lists all workflow profiles in the application. I need to exclude from that list all the inactive profiles (Profile Active=False)Where is this property in the database table?

Hi,sorry, first time trying to use derivative transformation rules..I have setup the following Derivative source transformation rule:My understanding or derivative rule is that the account created by the rule (eg. New_CR and New_DR above) must then be mapped using the standard transformation rule, so I have done so: However, I get the following error when running a Load and transform of the data file:What am I doing wrong? Thank you

Hi Team,Maybe anybody knows where in the Database can I find table with Workflow statuses?I believe there should be such from default,Thanks! 

I have used the FormsStausForWorkflowUnit method to check method of all forms. Unfortunately I'm not able to limit the amount of columns, is that possible? When I select 'Column Settings' it works only till the next refresh.Thanks a lot!

1. It appears WF setup with a Matrix Data Source always imports ALL the periods updated in the Source file regardless of the WF Period I am importing from. Is it possible to limit it to Import only the WF Period?2. I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.3. If I want load granularity by multiple custom dimensions, In addition to the one custom allowed for WF channel setup, can I use concatenation of Entity & Account & Custom as Source ID to preserve the data previously loaded? Is there another way to achieve this OR any cons with this approach?

Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule?  To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks,G  

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2