Hi Team,We're seeing an issue where user-entered annotations are cleared during the workflow load process, while the associated data is preserved.SetupOur import process loads data and annotations for one set of accounts/sub-accounts. A separate set
Our first Ask the Expert (AtE) session is officially closed, and what a first outing it was. Thank you to everyone who brought a question on Dynamic Dashboards and DataFrame objects — and a big thank you to @JackLacava, Senior Solution Consultant at
Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I expo
We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function. The tricky part
I am in the process of implementing ARM as a replacement for a 3rd party account reconciliation tool. We currently complete account recs at a company code level (ie: U.S. & Mexico); however, the current configuration in ARM defaults to the base
The client requirement is to update the workflow profile description using a rule by getting the workflow profile Name. Check whether that name exists in the entity structure; if it does, take the entity description and update the workflow profile de
Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning),
Is there a way to work with / add fdx data in a dataframe?
This is the home for our first Ask the Expert (AtE) session. Post your questions on Dynamic Dashboards and DataFrame objects below, and Jack Lacava, Senior Solution Consultant at OneStream, will get back to you with a video answer right here in this
I have a column in my cube view with cell values retrieved using a custom (GetDataCell(BR#[...])) call. The value is returned just fine, but the cells in that column are losing formatting that should come from the row format.If I use an XFBR dashboar
I am trying to build a demo of Narrative Reporting/Extensible Documents and am having issues with the PowerPoint document. I was able to add a cube view to a Word document and got it to render properly. However, when I tried to do a similar test wi
Currently, users must upload supporting documentation one by one as R docs within account reconciliations. Because our typical reconciliations require multiple supporting files that must be updated regularly, this single-file constraint adds a signif
Hi everyone,I'd like to set up a specific account as read-only for all users, except for one group that should keep write access. I haven't done this before, but I'm thinking Data Cell Access Security might be the way to go.Has anyone got a simple ex
We're seeing a repeatable UI issue on a Dynamic Grid component with several ParameterName-bound dropdown columns (Member List type), and I wanted to check whether this is a known issue or something we're missing in our configuration.Repro steps:Edit
Hi OneStream Community,I’m relatively new to fixed-width data sources and have a couple of questions.The client has three fixed-width files that will be used as Transaction Matching data sources. Is there a way to bypass all headers, footers, blank r
Hi OS Community,I'm exploring a potential enhancement and was wondering if anyone has experience accessing the user-configured state of a Large Data Pivot Grid through a Business Rule.To clarify, I'm not referring to the component properties/configur
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