Workflow and Data Integration

We have been using the onestream REST api for a couple years now. In the past we had been using Open-ID-connect (OIDC) to authenticate against an Azure AD ("Entra") directory, and then generate reports from cubeviews or data adapters. During our current upgrade to v8, we started receiving lots of mixed messages from onestream employees about whether OpenID is still supported.  I'm assuming that the OS support team knows what they are talking about, but it seems to contradict the docs in substantial ways.  Moreover, it contradicts common sense. What they are telling me is that in the "hosted" version of Onestream v8 on Azure, we are NO LONGER allowed to use OIDC to authenticate a service principal (app registration) and connect to the REST api.  Instead, they are saying that a new engineering team at onestream (called "OIS" team?) have rebuilt the authentication layers and they removed OIDC support in favor of PAT tokens.  Supposedly the PAT tokens are the only way t

Hello Everyone.We are having some issues with IC Matching Standard Dashboards and unable to find a root cause - not sure if this is a Bug.Intercompany Matching criteria is Set to Parent currency and all other dimensions at Top, However when we post a journals in Parent currency with a partner this matching Dashboard does not consider this Journal line Item for IC matching and none of the Dashboards shows that.Please help with any insight you have or if you had seen any workaround for the same. Thanks in Advance !Satish 

A user approves an auto-reversing journal entry - security also allows the user to post.  The user is unable to post. HOWEVER, in the subsequent period, the user is able to post the auto-generated reversal journal entry. Has anyone seen this and thoughts on resolution?

This post is to provide information about File Explorer Incoming workflow folders.  Based on what we've seen in our environments, when an application is copied, the new application does not contain the folder structure located at:  \File Share\Applications\<Application Name>\Incoming\<Cube Root Name>_Cube\<Workflow Base Input Name>\<Workflow Import Name> We noticed these folders were missing in our last application copy when we were trying to copy files through SIC and drop them into the workflow import folders since our requirement was to drop them there for users to manually import when they choose (instead of automatically loading the files through batch import from batch harvest).   To fix this issue we exported the Workflows and re-imported them back into the copied application.  This triggered OneStream to create the cube root folders and workflow folders for the workflows that were imported. Hope this helps someone else who might

For some reason, the workflow save event is being called several times.I have this configured right (I believe):Dim returnValue As Object = args.DefaultReturnValueargs.UseReturnValueFromBusinessRule = Falseargs.Cancel = FalseCase Is = BREventOperationType.Workflow.UpdateWorkflowStatusDim sWorkflowImpactMessage As String = args.Inputs(3)'Example:'Reason = Save Data Cells'Data Entry Type = CubeView'Cube View Or Filename = NameOfCube'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2'Task Activity ID = 00000000-0000-0000-0000-000000000000If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) ThenIf (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") ThenHere is my code - If I print a message, I see it several times. ThanksRaf

Hi Community,I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement.Any guidance or examples would be greatly appreciated, thanks in advance for your help!

Hi All,   I encounter this issue while opening a cube view from a form template in the Workflow. The same cube view opens without any issues directly but if you try opening the same via the workflow, it gives this error  "Cube Views used for Forms cannot use parameters when referencing other cube views for Shared rows or columns. Unable to resolve substitution variable <paramtere_name>"   .Some detail worth mentioning here is that we are using paramters for formatting and in one of those formatting parameters we are using another parameter.   Has anyone encountered something like this and how did you overcome it.   Thanks for your help 🙂   KR Arpit

Hi allWe have come across an issue where the default load Method for workflow does not change from "replace" to "replace  all time". Anyone has experienced the same issue?Thank you for your feedbackNouria

Hello everyone! Quick question. Does anybody know how to change the Load Method for a ProcessDataTable through the connector code? We have a dashboard where the user wants to choose the Load Method with a radio button. We are able to pass that parameter to the code and change the api.LoadMethod property to Append but the load still executes as Replace.The above works if we change the load method directly in the WF, but not from the code

We have Workflow A, and Workflow B.   We get an error when the loadCube step in workflow B, when Workflow A is in Validation step.  The error we get is "Cannot execute step because the prior workflow step is not completed. . (WP#WorkflowA.Import:S#Actual:T#2022M1)"   The name the actual workflow has been changed to protect the innocent. Our question is:  what is causing this issue and how do we fix it?  It's not clear in the documentation what exactly triggers this error message.  The parameters passed back imply that one cannot load to the same scenario and time if another workflow to that scenario and time is still open.   WorkflowA and WorkflowB are loading to the same scenario and time, but to different accounts. 

Hi everyone,  I have a Budget Workflow profile with two import steps. Both steps are set up on different data source and different transformation rules. When Importing and Validating data, it works fine. However, when I get to the Load step, if I load one step, it works. But as soon as I try to load the other step, I get the error message: Error processing data. The Entity dimension member '' is invalid. I have checked the data and transformation rule and everything is fine. The issue is not with one particular step because I tried loading the second step first and vice-versa and the error message also shows. Any idea what it could be? Thank you!

Looking for others experiencing issues getting a YTD dataset out of NetSuite for loading into OS.   Also looking to connect with other users who use NetSuite for the ERP and OneStream for planning.   

Hello, I am trying to set up the Cube Data Manager solution from Open Place in my working production application. Currently it is all loaded up, but I need a little help figuring out how to add the environment to it containing the applications that I want to work with. Please see pictured below.   Thank you, Jeremy Morgan

I'm trying to export data via a Data Management step.I am running into frequent errors stating: Error processing Data Management Step '[DM STEP NAME]'. Unable to create or open file '[FILE PATH]'. The process cannot access the file '[FILE PATH]' because it is being used by another process. My servers were unoccupied as no tasks were running in the background in the task activity log. I've also tried via DM sequence and selecting my own server which did not help.  

Hello All, I have a cube view in which i am using on the Row Level a GetDataCell Function, example GetDataCell(Account1+ Account2): Name (Trade). on the column level i have a Comment using the V#Annotation:Name(Comments). however, on the GetDataCell the Comment is highlighted in Green. is there a way to be able to allow the user to write a comment on row that contains a GetDataCell function? 

Hello, I am new to Onestream and trying to solve something that seemed easy but it doesn't work:( We need to map an account by the entity and by the time. I used composite mapping. to be exact; A#[651200]:E#[8*]:T#2019M12} has to be mapped to account A A#[651200]:E#[8*]:T#[2019M3] has to be mapped to the account B -  also all other instnaces of #651200 for all other entities are mapped to the acount B. I have only composite mapping for this account. It doesn't work. It totally ignores the time dimension.  Any tips? thank you, Ola      

  Dear Team, I am currently working on updating the "Profile Active" property for a specific scenario type within a workflow profile. I am trying to implement this change using the below code snippet, but am not seeing the desired result: code snippet: brapi.Workflow.Metadata.GetProfile(si, "Parent Profile.Profile Name").SetAttributeValue(ScenarioType.Control.Id, 1300, Boolean.TrueString) Though I am aware that this update can be performed manually by accessing individual workflow profiles or using the grid view, my requirement is to execute this task through an extender rule. I've identified that the attribute index for "Profile Active" is 1300 and the value to be updated is of an object type. I suspect there may be an issue with the way I'm passing the new value in the code. I would appreciate any guidance or insight on how to correctly update this property using the extender rule. Your assistance is greatly appreciated. Thanks  

Hi there everyone,Anyone ever created a connection between apps in the same OS environment? Working on some data movement and I have the connector set up, but struggling a bit with the connection string for the external database connection I'm setting up to reference the app I'm pulling data from. Is it the same syntax as the BI Blend connection, or are there other keywords that need to be in there?Thanks!

Does anyone know if the Smart Integration Connector is FedRamp complaint with OneStream v9?Thanks.

Hi guys, bit of an odd one here.Our client is looking to leverage SmartLinks once their 8.5 upgrade is complete. We are doing testing in their Development environment and have the SmartLinks up and running (mostly) as expected. Our SmartLink navigates the user to a specific dashboard, but the dashboard is WF driven. On top of that, when opening OS in the Web, it defaults the WF to the WF the user was most recently in. I know SmartLinks is a new feature, but was wondering if anyone had any intel on how far the code can go. We prepopulate parameters with the generated link, can Workflows (Profile, Scenario, Year) be set the same way? It doesn't seem like it. Not sure how I would go about this issue going forward, however.Thanks

Hi Team,We have a client that upload excel templates using xfdrange into OneStream. They have different files per Business Unit (UD2). Two of the files run into the following intersection error during the validation step:All the other files are correct, however, when they upload these two files, all data intersections (from all other files) are suddenly also invalid intersections. For examples, the line listed here is not from either of the two files but from a seperate file that has no errors when uploaded individually). When you would navigate to "Intersection" instead of "invalid Intersection (1)" all data intersections from all files are there. Only the local users get this validation intersection, when I (administrator) would run "Validate" from this screenshot, the error dissapears.Strange thing is:they have uploaded data on this intersection before in previous Forecast Scenarios without errorsSecurity has not changed for either the application, user, workflow profile, entit

Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry.  I know this can be done via a confirmation rule.  However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced.  We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates.  Is anyone familiar with this setting?  

I have 2 Datasource imports that I want to use the same mapping tables.  The first workflow is an actual monthly GL load.   The datasource is a comma delimited file and uses 2 different columns to determine the source value for the UD1 dimension.   The second Datasource will use an Excel Matrix to Load Budget data for multiple periods.  There is logic in the first Datasource to use the Account source value instead of the UD1 source column as defined by position.  This is based on the value in the Account source field.  See the code below: Dim Accountcol As String = args.Value 'Reminder - (2) column is 3th column in excel - need to count "0" as a digit Dim CostCentercol As String = api.Parser.DelimitedParsedValues(6) 'Identify PL Accounts (greater than 39999) If Accountcol > 39999 Then 'Need to bring in Cost Center Return CostCentercol Else 'Use Account as UD2 source Return Accountcol End If My question is  How do I create a datasourc

I am the admin for the application. I dont find any button to closed/reopen workflow at v 8.4.1. BUT we do have a workflow closed without any reasons and I cannot reopen it.Anyone have any ideas on this? Thank you.  

Hi all! We're looking at creating an integration from Workday for automatic maintenance of our Entity dimension - including new member creation, hierarchy creation and movements, and text fields updates. Wondered if anyone else is doing something similar? Is it a complex integration, does it seem to work relatively seamlessly? Any best practices to share? Thanks in advance!