Workflow and Data Integration

Originally posted by Michael Malandra 9/23/2019 Has anyone run Confirmation Rules on parent entities? my rule skips over all parents

Originally posted by Tommy Sandi 3/10/2020 I want just to return a warning if a user certifies phase 2 on a workflow without having certified phase 1 when using workflow channels. I can stop the user from doing that with an event handler and a throw XFException but that would stop the certification process, while i'd rather give the warning but still complete the certification. I suggested the use of confirmation rules as a better alternative but the customer wants popups messages. I can also throw an error in a IsBeforeEvent=False, but still that would log as an error, while it is only a warning

Originally posted by Rob Dessureault 2/13/2019 Can a specific set of users (corporate users) be notified by e-mail if a "specific" confirmation rule fails at any of the base level workflows?

Originally posted by Michael Malandra 9/23/2019 Is there a way to limit the entities in the confirm rule? i.e I only want one entity in the result 

Originally posted by Eric Osmanski 7/23/2019 We dont have a Workspace, Process Confirm Workflow

Originally posted by Craig Masters 3/27/2019 Is there a way to have the IC Matching Report to look at the Threshold in the Confirmation Rule and display Red for lines outside the Threshold?

Originally posted by Kathryn Watkins 10/24/2019 Client wants to create a confirmation rule that mimics the idea behind the IC matching report in order to force end users to balance their IC. They want to run it on base entities in C#Local. Of course eliminations haven't occurred yet. To make the test, they would actually have to pull data from all other entities where IC = their WF Profile entities, and that doesn't seem like an efficient way to do this.

Originally posted by Jenn Stemm4/22/2020 Convert Hyperion Planning metadata to upload to OneStream

Originally posted by Ineke Hijmans 10/17/2019 Workflow Validation questions with regards to SOX compliance?  

Originally posted by Amanda Goralewski 1/14/2020 How to require commentary for all items entered in a Form?

Originally posted by Matthew DeCarlo 4/30/2020 Is it possible to automatically increase (upon rendering to the user) the WIDTH of one or more of the 'Information' columns in the Confirmation Rule display section?

Originally posted by Chul Smith 4/27/2020 How can I prevent workflows from being closed in the future?  

Originally posted by Diane Rochford I have 2 forms in workflow profile. 1- "usd overrides" has TBAccount channel assigned and the 2nd form, BS Flux has WF Channel "flux" assigned.  The problem is when the USD overrides form is locked the comments on the Flux BS form are now locked.  How do I get around this?

Originally posted by Parker Laabs7/23/2019 Hello. I have a Headcount Data Source and I am trying to set up the time dimension. The data source has year on one row and month on another row. Is there a way I can use two matrix header value line # or is there a better way to set up the data source?

Originally posted by Laura Garcia3/31/2020 Does anyone know where the "Last Source File Processed" is stored? Is it possible to clear this file as a one-off? Client copied their Prod app to Dev and they are clearing out some HR data and also want to remove the last load file that contains this data too.

Originally posted by Jon Golembiewski4/11/2018 I have a data source with spaces instead of commas as the thousands separator. I have tried the following to no avail:Put |Space| in the thousands separator field in the amount column of the data source Use the substitution settings to find/replace the space with either nothing or a comma Use a complex expression to manipulate the amountAnybody got any ideas to try to run into this before?

Originally posted by Michael Gialanella6/12/2018 Derivative Rule - Globals.Bypass - checking to see if anyone has done similar. Working on a ticket for a Partner and they are asking about performance implications and also if anyone else is using the Globals.Bypass function. Derivative rule is:

Originally posted by Craig Masters8/24/2018 I have a Data Source "issue"... I have 5 Tab Delimited files using the same Data Source. The Tab files only have the Entity designation on the first row in the 4th column number. No other dim is using the 4th column number. How do I tell OS to find the Entity code on the first line in the 4th column number?

Originally posted by Alain Fuhrer10/5/2018 We have Fixed File Data Source for a client and they would like to use the same source for different Entities.The problem is the following: The only place where we have the Entity name in row 8 (See print screen in red) and it’s just the description. How can we proceed to capture the Description name of row 8 in our Entity Data Source?

Originally posted by George Waddell11/1/2018 Hi, just want to confirm how the data copy works in Data Management...assuming all intersections from the Source are copied over to the Target? There is no capability to copy all data from source at a specific UD member to another UD member thru the Copy interface? Suppose a Business rule would be required instead?

Originally posted by Patrick Kiernan4/22/2019 How can I combine two source fields to generate one destination, such as UD2? I have a source number field, and where that doesn't exist the source description is to be used. For instance I have Supplier Number and that is what I am using as my UD2 Filed and then the description as an Attribute, but how can I use that Attribute to map if there is no supplier number? Example of data

Originally posted by Eric Osmanski1/8/2020 Does anyone know how I can get "9/19/2019 12:00 AM" to be "YYMMDD" in a Data Source?

Originally posted by Patrick Kiernan3/17/2020 People Planning Q. I set up an app with people planning. In Data Sources, GolfStream has the following: But in mine I do not get the dimensions, just (Unassigned). Am I missing something?

Originally posted by Eric Osmanski7/11/2018 Has anyone pulled Cube data into the Specialty Planning solutions?

Originally posted by Jon Golembiewski11/14/2019 I am trying to write a derivative rule with some logic in a complex expression. It seems the api.parser.DelimitedParsedValues function does not work within Derivative rules? I always get back 'Index Out of Range' error. Any idea how to get it working or what function I might be able to use to replace it? I am ultimately trying to pull in the amount for a particular column in my file.