Workflow and Data Integration

I have used the FormsStausForWorkflowUnit method to check method of all forms. Unfortunately I'm not able to limit the amount of columns, is that possible? When I select 'Column Settings' it works only till the next refresh.Thanks a lot!

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

1. It appears WF setup with a Matrix Data Source always imports ALL the periods updated in the Source file regardless of the WF Period I am importing from. Is it possible to limit it to Import only the WF Period?2. I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.3. If I want load granularity by multiple custom dimensions, In addition to the one custom allowed for WF channel setup, can I use concatenation of Entity & Account & Custom as Source ID to preserve the data previously loaded? Is there another way to achieve this OR any cons with this approach?

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule?  To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks,G  

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help

Originally posted by Andrea Tout 2/7/2020 Has anyone ever had to check what the user's response is to a certification question and not allow them to certify based on that?

Hi, we are currently in the process of Finalizing a Data integration process (via connector) between some temporary staging tables created in the Onestream application (on cloud), but when i try to perform the final step to load the data, the system always returns me the message that allof the rows i'm importing are NON-NUMERIC. Obviously that's not the case. the source table amount column is a numeric format and the amount field in the source field is being mapped to the Amount field in the data source.  Did Anyone experience this?Thanks

We have a workflow that uses Data Management Export Sequence to load the data. Manually we are loading the data fine but I'm looking for any options to automate this process.I have an example if the workflow uses a connector business rule but not sure on the Data Management Export Sequence. If anyone can help, it would be great...!!!

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this change?Example:Entity A,B and C are assigned to a single workflow profile - WF1 and loaded via WF1.Import. Now, we'd like to divide them further for future loads by creating new smaller workflow profiles such that: WF1 will be stripped of all assigned entities & WF1.Import can be changed to a Central Import type for Entity A, B and C.Entity A is assigned to & loaded by WF2 (new WF created)Entity B is assigned to & loaded by WF3 (new WF created)Entity C is assigned to & loaded by WF4 (new WF created) Thanks,  

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.

I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?

Hello,We are currently building our workflows and don't understand the difference between pre-process and process. we have forms built out and we hit save to send the data through so I'm not understanding why they are needed and what is the difference? We have a process button at import as well so why would we have to pre-process in the review/form step of our workflow.  

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?