Workflow and Data Integration

Originally posted by Barry Nuckolls 3/3/2020 I am trying to come up with an Analytic Blend example with the client's metadata/data on the UPS project. I have put Building and Division as Attributes 1 and 2, respectively. I did not put aggregation points for either of them in the BI Blend workflow however. I did put aggregation points well below the dimension tops for some but not all dimensions.  

Originally posted by Andrea Tout11/14/2018I know you can have a dashboard that lets you click a cell in a cube view and refresh a chart in the other panel, can you do it with the studio report?

Originally posted by Geoffroy des Dorides4/27/2020 Import data on multiple scenarios within the same workflow and without changing the scenario in the POV: If scenario ACTUAL is selected I am able to import in my workflow only files of Data for Actual scenario. During the Actual process, my client is loading ACTUAL data and restatement on other scenarios such as ACTUAL_LY (actual comparable last year).

Originally posted by Sean Hogan 10/11/2018 Remove a user's ability to input data within a workflow where they have access to Workflow Execution Group? They require access to the workflow for Certification purposes only but must be part of the Workflow Execution Group to actually execute that Certification step

Originally posted by Chris Bielinski 2/18/2020 I have the need to have about 100 users acknowledge that they are done entering their budget. I can create a dashboard that they need to mark yes they are complete and assign it to a workflow profile and track the data that way. However I want to make sure I am not missing something that could be doing with other WF profile types like Workspace, Certify, etc..

Originally posted by Rassie Smit 12/13/2019 Does anyone have an example of how to apply the Confirmation Rule across several years, displaying each value separately?

Originally posted by Rob Dessureault 2/19/2019 Threshold in a specific currency for a confirmation rule?

Originally posted by Eric Osmanski 10/29/2019 Created a rule to auto certify these WF Profiles using BRApi.Workflow.Status.SetWorkflowStatus(si, wfClusterPk2, StepClassificationTypes.Certify, WorkflowStatusTypes.Completed, "", "", "", g). This is working great. However, we have noticed it does not update the status (still is In Process) and the status is what is reflected in the Certification Reports, which is showing the wrong status. How can we update the "Status"?

Originally posted by Leticia Fernandez 3/9/2020 "I am receiving the following error when trying to confirm a Review WF ."Workflow Profile [EnPro] does not have any entity calculation/confirmation definitions or if it is an input type profile it does not have any associated workflow profile entities""

Originally posted by Andy Moore 5/15/2019 You can do a Ctrl+F to open a search bar that will search for keywords in any column

Originally posted by Christine Kennedy 9/27/2019 Has anyone used confirmation rules on register data?

Originally posted by Hans van der Kemp Importing a journal import file via DM job using BR error

Originally posted by Tommaso Massai 6/24/2019 We cannot add any attachments to certification questions, can we?

Originally posted by Tommy Sandi 7/3/2019 Can I have statuses for each IC relationship instead of only entity? I would like to create multiple lines in the bottom section. It is fine if the status of the confirmation rule itself is only one.

Originally posted by Christina Otello 2/28/2018 Can someone or a few someone's share their certification questions?

Originally posted by Eric Osmanski 7/15/2019 if you use DE123 as a Workspace, you pretty much cannot do confirmation rules.

Originally posted by Michael Malandra 9/23/2019 Has anyone run Confirmation Rules on parent entities? my rule skips over all parents

Originally posted by Tommy Sandi 3/10/2020 I want just to return a warning if a user certifies phase 2 on a workflow without having certified phase 1 when using workflow channels. I can stop the user from doing that with an event handler and a throw XFException but that would stop the certification process, while i'd rather give the warning but still complete the certification. I suggested the use of confirmation rules as a better alternative but the customer wants popups messages. I can also throw an error in a IsBeforeEvent=False, but still that would log as an error, while it is only a warning

Originally posted by Rob Dessureault 2/13/2019 Can a specific set of users (corporate users) be notified by e-mail if a "specific" confirmation rule fails at any of the base level workflows?

Originally posted by Eric Osmanski 7/23/2019 We dont have a Workspace, Process Confirm Workflow

Originally posted by Craig Masters 3/27/2019 Is there a way to have the IC Matching Report to look at the Threshold in the Confirmation Rule and display Red for lines outside the Threshold?

Originally posted by Kathryn Watkins 10/24/2019 Client wants to create a confirmation rule that mimics the idea behind the IC matching report in order to force end users to balance their IC. They want to run it on base entities in C#Local. Of course eliminations haven't occurred yet. To make the test, they would actually have to pull data from all other entities where IC = their WF Profile entities, and that doesn't seem like an efficient way to do this.

Originally posted by Jenn Stemm4/22/2020 Convert Hyperion Planning metadata to upload to OneStream

Originally posted by Ineke Hijmans 10/17/2019 Workflow Validation questions with regards to SOX compliance?  

Originally posted by Amanda Goralewski 1/14/2020 How to require commentary for all items entered in a Form?