Workflow and Data Integration

As the subject line says I am trying to extract a Maintenance unit using a business rule.  We are on 8.1.0.  Below is the code I am using.  I have tried to use MetadataExtract.ExtractXML and XmlExtractContoller.ExtractXML, but I don't get what I am looking for.  It ends up dumping everything into the XML file. The name of the Maintenance Unit in this case is Integrations.  Can anyone see what I am doing wrong, or is there another Method I should be using?   ' Extract options Dim xmlOptions As New XmlExtractOptions ' extract all items xmlOptions.ExtractAllItems = False ' extract specified items Dim extractDict As New Dictionary(Of XmlExtractItemPk, Boolean) ' Groups are required to be added if extracting Cube Views extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.DashboardMaintUnit,"Integrations"), True) 'extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.BusinessRule,"XS_ExportAppTypes"), True) Dim xm As XmlExtractItemPk = New XmlExtract

Hi all  have you ever seen this error message? I am logged as administrator but when I try to import the journal from excel I receive this error message. "Security Access Error. Unable to create journal. Company X 2021M12_Investment Template Top_ACTUAL_TEST." Thanks for help, Marcello

Hello, We upgrade our OS from 7.2.2 to V8.0.0. When compile all BR we found an error on a SAP Connector BR: 1) Error at line 92: 'CreateSAPConnection' is not a member of 'BRApiDatabase'  2) Warning at line 93: 'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'."  We already copy dll files into the integration folder (sapnwrfc.dll and associated icudt50.dll, icuin50.dll, icuuc50.dll) and add on the Referenced Assemblies the "XF\ERPConnectStandard20.dll;XF\sapnwrfc.dll" Looking into the BRApi functions of 7.2.2 we have a "CreateSAPConnection" that is no longer available on this new version: Dim r3Conn As R3Connection =  BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) Does anyone know which functions is replacing this

Good Day  I would like to know what could I possible check to ensure that a green cell turns to white so users can input data. I have checked the Accounts dimension on the row as well as the override dimension and the allowed input has been set to true. Further to that I have checked the UD dimensions on that cell and those are set to true as well. I have checked on the cube view and the modify data is set to true as well. Is there some other place I could see to resolve the issue?   Regards Rehaan

Hi Community, I am using a range transformation rule to give all balance sheet accounts a Flow of CB_Load. In the data source Flow is pointing the account number. I then use account ranges in the Flow transformation group to derive the Target Value of CB_Load. However, I am getting a validation error because Flow is reverting to None which is against the constraint settings for these accounts. I would expect this account (8100030) to derive a Flow of CB_Load due to Rule Name Range4 in the screenshot. However the Range rule is ignored and Flow is stamped with None as per the Mask pass through rule. Does anybody have an idea of what might be going wrong? I could just have a hundreds of pages of one to one mappings but this would be a nightmare to maintain! Please note that the account transformation rule is a mask pass through where Rule Expression = * and Target Value = * so in the above example 8100030 is also the account in the data source. Thanks Russ

Originally posted by Tim VierhoutHi, I am working with an automated import, which imports files into specific country workflow profiles. Right now this is triggered manually by the admin, but in the future, we want to schedule this. The DM Sequence loops all country workflows load the appropriate files and process the cube based on a parameter in this sequence containing the time period. For example 2021M1. Part of the calculation definition is to trigger a DM Sequence to execute a consolidation. In this DM Sequence, the variable T#WF is used, because it will also be triggered by users manually when executing the workflow. This leads to the problem, that when for example we load 2021M1, but in the workflow, something else is selected, the T#WF variable is filled with the incorrect selection, as in the month that is selected in the workflow. When manually triggering this is not a problem, because we can select the correct workflow. However, when scheduling, we would like to schedule fu

Does anyone have example code they'd be willing to share here that allows the Intersection Error report to be attached and sent via email when errors are encountered during *automated* load processing?Our users are being notified that an error has been encountered, but they have to log into OS to look up what the error was (new unmapped account, etc.). It would be nice to provide the error detail as an attachment or in the body of the email.Also just curious how others in the community are notifying users that Load Errors have been encountered during automation, and providing the error detail to them?Any input is appreciated.Thanks!

Hi all,  We created a test account to load some test data into but we now would like to remove the account. How would I go about clearing the data from the account in order to delete the account? The data was inputted into the account using an XFSET function.   Thanks!

Is there an upward limit on the number of blank lines that can be kept in a journal template?

This seems like it should be a no brainer, but I've spent a couple hours trying to figure it out and googling for a solution and I have nothing. I am trying to export data to a file, but my BR is written in C#.  I can do it with no issues in VB:  'Prepare the Extract File path Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName) & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & "\Extracts" 'if the diirectory does not exist create. If Not Directory.Exists(folderPath) Then Directory.CreateDirectory(folderPath) ' full path and file name for extract Dim filePath As String = folderPath & "\AppTypes.xml" 'if file already exists If File.Exists(filePath) Then File.Delete(filePath) File.WriteAllText(filePath, outer.accountRecs.ToString); I tried to conver

Hi Guys, We are upgraded to V8 and now need to update our integration to SAP BW as well. As of now, the ERPConnectStandard20.dll has added in the assembly folder under the gateway server folder. And per the SIC guide, only the smart integration function business rule can used to call ERPConnect function, so we believe the steps should be: 1)Build smart integration function business rule to extract data from SAP BW 2)Using connector business rule to call the above function for processing in the Import step But we didn't found any sample for this. Appreciate if any input or sample code on this. Thanks,  

Hello, I created a new Scenario and assigned it as ScenarioType 3. I went into Application Properties and made sure ScenarioType2 general and dimensions were set up for it. I then went into the Workflow Profile and created a new Form under one of the workflow and it is not showing up. Did I miss something when I setup the new scenario? Thanks, Will

Hi Team, In Scenario 1, we are having an input upload form and in Scenario 2 we are having another input upload form. Both the forms are attached to the different form templates.  The input form of Scenario 1 is  getting uploaded in Scenario 2 as well. How to restrict the input form upload based on the scenario.  

Hi, I want to display all the data sources of each dimension. Tried to retrieve from ParserDimensionAttributes table, but not sure what is AttributeIndex, From which table I can get the attribute index value? Please help with this query/ Thanks, Manju Komara

Hi everyone, Is there any possibility to display a message box when there is an Fail task during import a file? I am launching automatically an Import Validate Load of a file when the user import mannualy a file from a specific workflow task, and I would need to display a feedback when one of these tasks is Fail (wrong intersection for instance) ? Many thanks for the help, Aurélien

I need to run consolidation from WF using the calculation definition upto the immediate parent of each entity level WF. what would the step to do that?

Hello, I was wondering if we can have forms only populate for certain months. I tried using the Form Frequency filter as Member Filter and tried a few different things to no prevail. I only need the form to show up in the WF for months 1-10 and I tried T#WFYear.Prior10 and a couple others. Thanks, Will 

Hi everyone,                   I want some help in workflow.anybody knows how to get warning action during importing of data in workflow using conformation rules.If someone know please help me.                  Otherwise,you can tell any alternative method to achive this case like through the business rule(parser).The business rule should give the warning message at workflow import process(first step of loading data) and the importing process should me continued,not to be breaked.i.e)soft validating......we want warning action not error action.Thank you.

Hello,  I'm hoping someone can help me with a syntax issue where I have data in a spreadsheet that is organized with accounts on the rows and 12 periodic months in the columns. I want to be able to tell OneStream that there are multiple amount columns and columns represent different time periods. I can label the amount in the 1st column "Jan" and make T#:[2024M1] using XFD named range the data will load but I want to be able to load all twelve columns at once. Does anyone know how to do this? Does it require a business rule? Thanks,  Scott    

I have activated attributs in my connector and tied them to columns. However, they do not appear in my stage and my vStageSourceAndTargetDataWithAttributes is empty. Is there any additional setting that should be activated in order to get the attributes active in stage?

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

where can i find the files imported in the workflow steps, I can't find em in the File Explorer.Thanks