OneStream Platform Forums

Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected

Dear all, We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?Thank you for the help.Best regards,Carlos

Hello ! I would like to bring some animations on my dashboard.Anything from animated gif, autoplayed videos, CSS code ... that could be useful !I have tried adding "file viewer" for an MP4 video but the "auto play" attribute doesn't seem to work. I've also tried animated gif, but these are not played as well.Do you know any ways to overcome static objects on the homepage ? Regards,

Hi All, We are using the OneStream 'cloud' solution with the desktop application required to be installed to access the OneStream functionalities. We would like to perform load/performance testing for the application with 250+ users to check its performace under the load. Have anyone done performance or Load or Concurrency testing for OneStream cloud application which is accessed through OneStream desktop application? If you have done this testing before, please share the performance or load testing tool and protocol used for testing the desktop application of OneStream with cloud solution. Your help will be much appreciated. Thanks!

Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,

I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile.The error occurs whenever I attempt to delete the workflow profile.I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0.I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table.How can i delete the log associated with this workflow profile so i can be able to delete it  ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !! 

Hello to everyone. Does anyone know how to build in Excel Add-ins for Task Manager? Our OneStream version is 8.2.2.16127? Guidance for this version provides the step-by-step instructions how to set up Add-ins for Word and PowerPoint, but not for Excel Add-ins.  Our Task Manager version is PV800 SV100. If to be very specific, we are looking for the opportunity to install Excel Add-Ins to link the preparation status from excel file to particular task in Task Manager. For example, if we have the excel file somewhere outside OneStream (on Sharepoint), and when the work done inside this file, we can push built-in "Complete" button in this file. The completion status from this file automatically forces the change in the preparation status in Task Manager for this task, which is linked to this file through the action type functionality in Task Manager.  Does it sound real? Could it be potentially implemented from technical point of view?   Thank you in advance fo

Hi,I need to check in a Table View if certain column values are dirty and I've noticed that when you call the IsDirty() function on any decimal type column (and this only happens on that type), it always returns 'true' even though no changes took place.Because of this i need to manually parse the value and check if the originalValue is different from the current value.At this point I was wondering if this behaviour is intended or not, it seems odd that IsDirty() returns the correct value for every type of value BUT a decimal one.Any clarification on this matter is appreciated, thanks in advance. 🙂

Is it possible to create rules in Visual Studio?

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,      

Hi All,  I have a process that exports a dashboard and all of its components to XML.  It then reads through the XML and creates new objects.  The process works when I import the XML by hand.  I was wondering if there is a way to have the code: 1) delete objects if they exist 2) import the XML to create the new objects.    Thank you,Scott

Is there any known way to prevent a user from utilizing XFSet in Excel?

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

I am trying figure out how to make a dashboard page show up by default when a user signs into their application. Does anyone know how to accomplish this?

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?

Hi everyone, I'm curious if there is any information on how to use the dynamic parameters in the dynamic dashboard service. I've created a form is dynamically generated from a SQL query - essentially the query results contain the text I want to display next to the component, the type of component, the bound parameter for the component, etc. I also have a field for "list of values" that I'd like to use as the display and value items for the bound parameter for Combo Box components. Here's a screenshot of the table that holds this information: Right now when I generate the form, parameters bound to text boxes don't have to exist in the maintenance unit and I can use these parameters to collect data and save to a table I created on the database. For the combo box parameters, however, I currently have to create those in the maintenance unit. It feels like there should be a way I can fetch the display and value items based on my List of Values column for a dynamically generated parameter,

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

The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel:  Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns:   I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!

Hi, I've had a dig around, but I can't seem to find it.  Anyone know where I can see the disk space utilisation?We've set up a number of new apps in our environment recently, and I'm concerned we might be running out of space.

Hello all, After an OFC upgrade, seeing the following error message trying to pull a time based attribute audit report. Has anyone run into a similar message? In comparing to another version of PROD, the earlier version is written in VB.Net, and the upgrade in C#; making comparison difficult.Unable to execute Business Rule 'RCM_HelperQueries'.Object reference not set to an instance of an object.User Interface Stack Trace:   at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)   at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)   at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)   at generatedProxy_5.StartGetDashboardDisplayInfoCompressed(SessionInfo, LoadDashboardInfo, Dictionary`2, Dictionary`2)   at OneStream.Client.Ap

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

We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you 

Hi All, PRM is used to assign access to the users (adding, removing, adding to groups etc) However, we need a different team to handle the security provision without having access to any other components in OneStream. It seems challenging to provide such group/user who can assign access without having Admin role. Does 6.6 version fix this with the Security updates available in 6.6 or the Provision manager again needs to have the Admin role? Or are there any APIs we can use to modify the users based on requests.

I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time.  Is there a way to update the Global time based on the system time? Thanks,