OneStream Platform Forums

I'm trying to execute a calc after an input data in a CV, when the user click in the OS default save button (giving the flexibility to use a DB, CV or Excel addin with the same CV) Is possible?

Hi,Does anyone know where the StatusValue shown in the WorkflowStatus method is actually stored?I'm trying to locate the source of the workflow status data. I'd expect there to be a table in the Application tables that contains this column. Does anyone know which one it is?

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hello All,We have a workday connected to OS through REST API for data loads. Is it possible to setup a Connector rule for Drill Back using REST API? (I am only seeing examples of SQL and see if an example exists some where)Thank you,MP

Hi, I am trying to load the data from a file into the cube (import validate load steps) via Business Rule and while I am able to load it successfully. I am not sure how to reset it if the job fails in between. For instance: Data pulled from the file gets failed at validate step due to some transformation rule issue. Now if I trigger the rule again , it will not do anything as import step is already completed. I need it to reset clear the cache from stage and redo the load process again when the business rule is triggered. Can you please assist? Below is the code being used  

Is it possible to auto start tasks that are configured with the auto-status function in Task Manager? The auto-status function doesn’t work unless the task is started, which kind of defeats the purpose for my use case below.I have two different requirements from the operational and corporate accounting teams related to journal entries tasks in Task Manager. The operational accounting team posts a single JE for five entities (i.e. month-end allocations) and views this as one task. However, the corporate accounting team needs a view of the close by legal entity, so they would like to see five individual tasks by legal entity for that single JE. I was planning to use the auto-status function to Prepare the individual legal entity tasks once the operational accounting team marks their single task as Prepared using an XFBR. The auto-status function using the XFBR works once the task is started, but manually starting the five individual tasks kind of defeats the purposed of auto preparing it

Hi, I am facing an issue with a dashboard extender rule, in the bit of code that Completes or Revert the workflow and is called by the Complete and Revert buttons of the dashboard.For example, this is the Revert function: Public Function WorkflowRevert(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal wfClusterPK As WorkflowUnitClusterPk) As XFSelectionChangedTaskResult Try Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() 'Check the Workflow status of the parent (We can't calculate plan if the parent is certified) Dim wfRegParent As WorkflowProfileInfo = BRApi.Workflow.Metadata.GetParent(si, wfClusterPK) Dim wfRegParentPk As New WorkflowUnitClusterPk(wfRegParent.ProfileKey, wfClusterPK.ScenarioKey, wfClusterPK.TimeKey) Dim wfRegParentStatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, wfRegParentPk, False) If Not wfRegParentStatus.AllTasksCompleted Then 'PROCESS INDIVIDUAL SOLUTION WORKFLOWS '---------------

Has anyone worked with creating a Copilot Agent to ask questions about the metadata inside the app? I’m currently building one out for our app by created a document library, but this is only working for my documents.  I have tried to load up xml files to that document library, but CoPilot is having issues reading them to answer basic questions. 

Good day!  I am successfully using Specified Row sharing. According to the community AI, I should be able to specify a range of rows to be shared by specifying them as FirstRow-LastRow but this does not seem to work. Is this an AI hallucination?  

For base entities in Forecast that only have data in actual months, the year total at periodic shows derived data.  Scenario settings are all set to Periodic.  Data is loaded at Periodic.   

Does anyone have a piece of code to clear data on the origin Forms member for just a few accounts? The api.data.clearcalculateddata is not possible (data is not calculated) and api.data.setdatacell doesn't work. Thanks. 

The OneStream precision limit is set to DECIMAL(28, 9) for numbers getting loaded to database, This is a total of 28 characters with 9 of them decimal places. We have larger numbers that need to be loaded to the database. The factoring approach suggested by the OneStream support team does not work for us.As per the below comments by the support team in Case CSRC0147989, can an enhancement be made to allow larger numbers to be stored in database?“While SQL Server can support up to 38 digits, implementing this would require changes to the product thus making it an enhancement request. The only fix is to update all the numeric columns in the DB to accept a larger precision.We recommend that you log an enhancement request in IdeaStream so product engineering can consider it.”

Hiwe have lately discovered that OneStream was very slow when going into Application/Workspaces. Totally 26 seconds.As a test I have then deleted 1 instance, and it reduced the waiting time with 6 seconds.The instance  is totally 264.000 lines, and file size is 40 MB.Any suggestion on how to avoid Genesis slowing the system?Are we the only how has discovered Genesis impact on performance? We are only testing Genesis now, but going forward we are worried what impact using several instances of Genesis would have on performance.       

I have a CV that has annotation accounts in the columns and flow members in the rows. One of the columns has a combo box that should display all flow members except the flow member on the row that you are on. this is done by using a Member List parameter that runs a br function to get a full list of flow members and then exclude the flow member on the row the user is on. I cannot figure out how to pass the flow member of the current row to the parameter. Following is the code in the parameter. i've tried PovFlow, CvFlow, and MFFlow and none of these work. Any thoughts on how to get this to work?F#Root.CustomMemberList(BRName=Dynamic_Member_List, MemberListName=[PB_Flow_BaseMods], selectedMember=[|MFFlow|])I have this working in a different configuration where i get the flow member from one cv and pass it to a second cv using a navigation link parameter. In this configuration, i select a row in CV1 and pass the flow from CV1 to CV2. this way CV2 returns only the accounts for the one flo

Hello, I added a new register field and now I am getting this error in the LIM WFP register. Confused because the register fields named in the error are all of ‘data type’ string already and I don’t see a field for ‘display format’ like what is mentioned in the error. Never had this problem before, but I recently upgraded the solution. Do I need to update the column format in some fashion instead of leaving it blank like in previous versions? That said, I don’t see a string format available in the dropdown list...Best,David

Hello, hasanyone worked on dynamicGrid conditional cell formatting? I found a sample code (snippet and link included) on OneStream doc but it's not finding the objects when I try it. It throws a compile error saying XFDynamicGridRowFormat is not found.It is supposed to belong to OneStream.Shared.Wcf NameSpace, but I don't see the class in the NameSpace either.https://documentation.onestream.com/9.2.1/Content/Design%20and%20Reference/Presentation/Dynamic%20Grid.html 

I am implementing a BR that pulls a file from FTP. The file is encrypted so I need to decrypt it using a third party library. In order to decrypt it, I need to pass in a physical path to the PGP key provided. I uploaded the key to the Public folder share for now but cannot seem to find a way to get the actual physical file. Does anyone know if uploading a file to the share folder results in an actual file being created on the server or is it just stored as a BLOB in the database?  

Hi!I have a Dashboard that shows the Workflow Status indicator, works great in Desktop Application.  This is a Grid View component with ColumnDisplayType = WorkflowStatusImage.How it renders in BUX:Anyone have a suggestion or path forward to get BUX browser to render a status icon appropriately?Thanks in advance. 

System Diagnotistics dashboard went off after upgrade to v.9.3 and brings an error about some depricated methods from brapi. Did it happen to anyone else? Any hacks how to resolve it? I struggled to find any official information on how to upgrade it.

Hi All,I am trying to move the entity member from One Hierarchy to another (Across Cubes)Cube1→ Entity Dimension1 → EntityMember(A)I need to move it toCube2→ Entity Dimension2 → EntityMember(A)Can it be possible along with data?

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

SummaryUsers cannot share a link to their current view when working on a Genesis page. This breaks a common collaboration workflow — e.g. a Finance user filtering a report to a specific scenario or entity and sending a colleague a link straight to that same view — which already works today on classic dashboards.The technical root cause: a Smart Link can currently only open the Genesis container dashboard, not a specific page inside it. Which page displays is controlled by the internal cph_Nav_Home_(Main) parameter, which OneStream Support confirmed cannot currently be set or read from a Business Rule or Smart Link.Requested enhancementA supported way to target a specific Genesis page when building a Smart Link A supported way to read the current Genesis page's identity from a Business Rule bound to that page (equivalent to args.PrimaryDashboard.Name for classic dashboards), so one reusable rule can link back to whichever page the user is on, without hardcoding.ImpactWithout this, teams

Dear community, I have tried ridiculous ways to define a dynamic member as an “attribute member”, but it always fail.I am refering to activating these configurations as shown below :  The documentation does not mention this configuration for dynamic members, so I was wondering if someone tried this, or if it is even possible ? Regards,

Hi,is it possible to display nothing in this column like Excel instead of this useless value? In the column I have DBNull.I tried setting the default value to “” (without quotes) or DBNull in the Column setting in the SQL Table Editor component but with no luck.