Workflow and Data Integration

This seems like it should be a no brainer, but I've spent a couple hours trying to figure it out and googling for a solution and I have nothing. I am trying to export data to a file, but my BR is written in C#.  I can do it with no issues in VB:  'Prepare the Extract File path Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName) & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & "\Extracts" 'if the diirectory does not exist create. If Not Directory.Exists(folderPath) Then Directory.CreateDirectory(folderPath) ' full path and file name for extract Dim filePath As String = folderPath & "\AppTypes.xml" 'if file already exists If File.Exists(filePath) Then File.Delete(filePath) File.WriteAllText(filePath, outer.accountRecs.ToString); I tried to conver

Hi Guys, We are upgraded to V8 and now need to update our integration to SAP BW as well. As of now, the ERPConnectStandard20.dll has added in the assembly folder under the gateway server folder. And per the SIC guide, only the smart integration function business rule can used to call ERPConnect function, so we believe the steps should be: 1)Build smart integration function business rule to extract data from SAP BW 2)Using connector business rule to call the above function for processing in the Import step But we didn't found any sample for this. Appreciate if any input or sample code on this. Thanks,  

Hello, I created a new Scenario and assigned it as ScenarioType 3. I went into Application Properties and made sure ScenarioType2 general and dimensions were set up for it. I then went into the Workflow Profile and created a new Form under one of the workflow and it is not showing up. Did I miss something when I setup the new scenario? Thanks, Will

Hi Team, In Scenario 1, we are having an input upload form and in Scenario 2 we are having another input upload form. Both the forms are attached to the different form templates.  The input form of Scenario 1 is  getting uploaded in Scenario 2 as well. How to restrict the input form upload based on the scenario.  

Hi, I want to display all the data sources of each dimension. Tried to retrieve from ParserDimensionAttributes table, but not sure what is AttributeIndex, From which table I can get the attribute index value? Please help with this query/ Thanks, Manju Komara

Hi everyone, Is there any possibility to display a message box when there is an Fail task during import a file? I am launching automatically an Import Validate Load of a file when the user import mannualy a file from a specific workflow task, and I would need to display a feedback when one of these tasks is Fail (wrong intersection for instance) ? Many thanks for the help, Aurélien

I need to run consolidation from WF using the calculation definition upto the immediate parent of each entity level WF. what would the step to do that?

Hello, I was wondering if we can have forms only populate for certain months. I tried using the Form Frequency filter as Member Filter and tried a few different things to no prevail. I only need the form to show up in the WF for months 1-10 and I tried T#WFYear.Prior10 and a couple others. Thanks, Will 

Hi everyone,                   I want some help in workflow.anybody knows how to get warning action during importing of data in workflow using conformation rules.If someone know please help me.                  Otherwise,you can tell any alternative method to achive this case like through the business rule(parser).The business rule should give the warning message at workflow import process(first step of loading data) and the importing process should me continued,not to be breaked.i.e)soft validating......we want warning action not error action.Thank you.

Hello,  I'm hoping someone can help me with a syntax issue where I have data in a spreadsheet that is organized with accounts on the rows and 12 periodic months in the columns. I want to be able to tell OneStream that there are multiple amount columns and columns represent different time periods. I can label the amount in the 1st column "Jan" and make T#:[2024M1] using XFD named range the data will load but I want to be able to load all twelve columns at once. Does anyone know how to do this? Does it require a business rule? Thanks,  Scott    

I have activated attributs in my connector and tied them to columns. However, they do not appear in my stage and my vStageSourceAndTargetDataWithAttributes is empty. Is there any additional setting that should be activated in order to get the attributes active in stage?

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,      

where can i find the files imported in the workflow steps, I can't find em in the File Explorer.Thanks

Hello,  I am currently on version 8 of OS and I am looking for a way to extract loaded journal entries. Is there a way to do so? Thank you

During the import step of a workflow profile, where does data gets stored before arriving to the staging area ? I am using an Event Handler to manipulate loaded data before it gets saved to the staging area. However, I am unable to retrieve it before it gets stored into 'SourceStageData' Table.Data appears in the database only after the operation named 'WriteTransformedData'.  Are loaded data rows stored in memory and processed, then gets saved to the table 'SourceStageData' after operation 'WriteTransformedData' ? How can I access the loaded data before it gets processed (parse and 1st transformation during 'Import' step) ? Intellisense is not working on the 'Transformer' Object, so I can't search for a property/object holding loaded data: [Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer)]

Hi - Is there a way to export multiple trx at once? And where it would indicate which Account Dimension Transformation Rule it came from?

Although account member appears to be in Detailed dimension. The error says account member doesnt exist in dim        

Hi  Can I please get the working example of workflow automation using  BRAPi.Utilities.ExecuteFileHarvestBatch function. My workflow works fine manually, and it is connector based. And I wanted to automate using ExecuteFileHarvestBatch.   Thanks, Manju K

I am using an Event Handler to manipulate loaded data before it gets saved to the staging area table. More specifically, I am duplicating some rows while adding new logic to the dimensions (I know it is not recommended but it is done in a controlled fashion). Derivative rules won't do the trick for me and they are very time consumingAfter multiple tests, I found that data gets stored in 'SourceStageData' app table only after operation 'WriteTransformedData' or before 'SummarizeTransformedData'. Which is a bit too late for my case ...  - My attempt: When I try to manipulate data stored in the 'SourceStageData' table, I can visualize the derivated rows in the 'Import' step Interface ! However, when I move the 'validate' step, they are not processed for transformation (even though all columns are valid, even 'Ri' column which is unique has a NewGuid inserted). This is what led me to the guess below     - My guess would be: Loaded data rows are stored in memory and processed

G'day ONE members, There are blanks for some rows in certain Dimensions in our source data files.1. In DS w/o using a Logical Operator, pls share how to map those blanks to new values, and/or2. In TR, please share how to map those blanks to new values. Thank you.

I would like to set a transformation rule that particular account can be map to 2 accounts with condition +/- amount. Example, if positive go asset account, if negative go liability account. I had tried derivative rule is seem not working. After validate it become go to both accounts. Is there any missing caused the rule not work properly?