Workflow and Data Integration

Is it possible to get the current WF POV in an extender business rule?  Would anyone have an example of doing this? Thanks,Scott

I have a workflow step that loads to BiBlend.  Workflow Name set to Blend.I am trying to use a DM Job to call a Extender Business Rule to execute the load, so I can schedule a DM Sequence.I call the Business Rule from a DM Job and pass in osPeriod = 2026M8 and wfName=Labor_Actual.HC_Load_BIBlend.Scenario is currently hardcoded into the rule and is set to “Actual”I think I have narrowed my issue to a missing scenario key.  I am using this command in the rule   BRApi.ErrorLog.LogMessage(si, "Cluster ScenarioKey=" & wfClusterPk.ScenarioKey.ToString) and it is writing a 0 to the log.  The time and wfprofile keys are writing to log.  Here is a section of my rule.  The three parameters are listed in the text above, I did not want to lengthen this post unnecessarily.----------------------------------Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfName, scenarioName, osPeriod)BRApi.ErrorLog.LogMessage(si, "Cluster ProfileKey=" & wfCluste

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

Hi all,If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost.I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data.The issue seems to occur only when moving from one Input Form workflow step to another.Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?

Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!

I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit.QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank.  If there is a credit value in the credit column, the debit column is blank.  This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load).I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped).  I'm using a Parser Business Rule to return the net amount (debit column 2 minus cr

Is there an interface from Dynamics 365 into OneStream?  I have seen some comments mention direct connection with D365 using oData API.  We have several business units across the world that will need to push month end data from D365.  Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?

There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.

Hi Team,My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you  

Hi, I have encountered an error when running reset scenario that says "Error processing data. The item was not found. Entity, Parent, -1."I understand that the possible cause of this issue is that there might be orphaned entity members. However, in the application I am working on there are no orphaned members. Could there be any other possible cause that I could look into? There is not much detail in the logs that I can find. Any suggestion/recommendation is appreciated :) Thanks!  

We have recently received feedback from several entities regarding outdated account members that still exist within our Transformation Rules. Before making any changes, I wanted to gather input on best practices for handling these scenarios. Specifically, I’m unsure whether it is appropriate to remove or delete these members, or if they should be retained and continue to be mapped for historical reporting purposes. If anyone has guidance or experience with managing outdated members in Transformation Rules, your insight would be greatly appreciated.

Hi, we would like to know if it is possible to load multiple columns of amounts and annotations as a matrix load ( we have 3 date columns and 3 columns for amounts and it would be an account matrix as each column would go to a different account).We are able to load a matrix load where one column is an annotation and there are multiple amount columns, but when there are multiple annotation and amount columns, we have not been successful.See screenshot.  The date columns would be loaded as annotations, the Begbal, Pmt, Interest columns to amount. Each column would be going to a different account. Please advise, thank you   

I'm trying to write a BR that returns data using HTTPClient. I've tested out the api.open-meteo.com example and can successfully pull data from this site. The site that I am trying to query requires a site certificate for authentication and I'm not sure how to tell my BR to use the site certificate that is already installed on the SIC server. On the SIC server, I can manually run the query to the source site via a web browser which prompts me to select the appropriate certificate.  Has anyone been able to include a site certificate to a HTTPClient request? Thanks, Cosimo

I’m experiencing an issue where the email template preview sends without any problem, but when I execute an import with DISM itself (actual), the email is not delivered. There are no visible errors or warnings with the data import itself.Has anyone encountered this issue before? What configurations, permissions, sender settings, or campaign requirements should be checked when preview works but live sending fails?

I'm trying to do a Composite Rule to Bypass an account if it's part of a specific Scenario?  Can you use Scenario as part of an Account Composite Rule?  This is my statement "A#[525300]:S#[Budget_Dist]" that isn't working.

Hi All,  I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show.  Does any of you have experience with extracting annotations via a cube view? 

I’m exploring ways to configure OneStream to send automated email notifications when a workflow status changes.Specifically, the requirement is something like:When a workflow transitions from Not Started --> In Progress, orFrom In Progress --> Completed (or similar workflow status changes),the system should automatically send an email notification to a defined user or user group to inform them of the status change.If anyone has implemented something similar or can point me to the right framework (or limitations) around workflow-driven notifications, I’d really appreciate any guidance or examples.Thanks in advance!

Hi Team, In Manage Workflow initially i have faced an issue, we thought Workflow channel name "Whatif_R&O_Adj" contains special character &. is this really because of '&' symbol. or is there any other issue. Could you please advise on this. and after clicking on the 'ok'. it is not showing unlock and Unlock Descendent options. Please help to resolve the issue. Below are my workflow settings. Thank you, Shiva Prasad.

For the first Import of a Workflow Profile, data in certain months in a "Matrix flat file" failed to be loaded into a Data Cube.For the second+ Import of that Workflow Profile, data in those months in that "Matrix flat file" could be loaded into a Data Cube.- In summary, data in certain months in a "Matrix flat file" must be Imported > 1 time of a Workflow Profile to be loaded into a Data Cube.Please share the root causes for v9.2. Thank you, SMEs. For the first Import Workflow, M2 data in certain intersections failed to be loaded into a Data Cube.For the second+ Import Workflow, M2 data in those intersections could be loaded into a Data Cube.

Hello Everyone,I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked.Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock.However, when attempting to post the journal, I receive an error indicating that the entity is locked.Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior? 

I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting. For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs.  Is there a way to work around this or will data need to be loaded at the entity level for it to work? 

Hi everyone, I am building a query using the vStageSourceAndTargetDataWithAttributes view and I want to ensure I am retrieving the latest figures for a specific Entity and Time period. I have a few questions regarding the best way to filter this: Filtering by Wfk: I know that hardcoding a GUID for the Wfk (Workflow Key) is risky because it can change between environments or if a profile is reset. What is the recommended way to dynamically filter for a specific Workflow Profile? Should I be joining on the WorkflowProfileHierarchy table/view to filter by ProfileName? Latest Figures: If multiple imports have occurred, does filtering by a specific Wfk automatically ensure I am seeing the "latest" iteration of the data, or is there a better field to use for partitioning/ranking the results? Any code snippets or best practices for making these stage queries robust would be highly appreciated.

Hello Everyone,I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked.Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock.However, when attempting to post the journal, I receive an error indicating that the entity is locked.Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior?

Has anyone imported CAMT.053 files from their bank into OneStream?  We are embarking on an Account Reconciliation project and trying to accommodate our international sites.  We've been told this is tricky and to stick with the BAI format, but that will be problematic as we integrate more global entities.

Hello,I have a SWIFT Bank file from a client based in Europe that I need to import. I thought this would be similar to a BAI file and could use the OS BAI Parser solution to grab the necessary information, but the format isn't as similar as I thought. Is there any other tool for parsing out a SWIFT file or will this require some custom logic?