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This article applies to:

  • Product: ONESOURCE DataFlow

May 2023

Release notes highlight new features and improvements made to ONESOURCE DataFlow.

What's New

  • DataHub multi-filtering for collections:
    Each Collection list and its data can now be filtered using their own filtering criteria with filters exclusively to a worksheet (worksheet scoped names) or with global filters (workbook scoped names). The global filters (workbook scoped names) are applicable for all blueprints with no worksheet scoped names.
    • DHListYear
    • DHDataEntityCode
    • DHFilterCol
    • DHFilterVal
    • DHFilterOP
    When using Collection Filters:
    • Worksheet-specific filters must be created using the name manager Excel tool.
    • Global filters can be created using the Excel name box.
    Creating DataHub Filters Exclusively for a Worksheet
    To create a reserved name applicable only to a Collection present in a specific worksheet, create a reserved name for filters using the name manager excel tool that can be found in the
    Formulas
     tab and Defined Names section.
    Name the cell after the desired Reserved Names filter, select the worksheet name where it will apply and select the cell where it will be located. Repeat this process for each filter.
    note
    • If created using an Excel name box, the reserved name filter will be Workbook-scoped, which applies to all blueprints with no local reserved names for filtering.
    • If the cell where the filter will be located is an input cell, assign an additional name to it. Otherwise, any data introduced will be erased when saving and reopening the Request.
  • Email notification templates:
    Email Notification Templates variables have been updated to include
    Admin_First Name
    ,
    Admin_Last Name
    , and
    AssignedTo_Full Name
    .
  • Tax type alternate name:
    Alternate Name for Domains (Tax Type) is now recognized in ONESOURCE DataFlow.
    • Alternate Name won’t reflect in older Requests.
    • When creating a Request or updating it through import, you must use the Alternate Name.
    • The maximum length for an Alternate Name is 50 characters.
    • Alternate name might take up to 30 minutes to reflect in ONESOURCE DataFlow filters and dropdowns.
    note
    Assigning an Alternate Name will cause older Documents not to display in the Documents section within Request Properties.
  • API V2
    New endpoints have been implemented.
    APP
    : POST {baseURL}/request/{requestID}/snapshot – Lets the user take a Snapshot
    Platform
    : GET {baseURL}/platform/templates – Returns a list of all existing templates.

Closed issues

  • Issue with Add Rows getting #REFs error after a certain number of rows has been fixed.
  • Template Diagnostics now warns user of Ranges with multiple names.
  • API V2 check out flag reliability has been improved.
  • API V2 response codes and messages have been improved for multiple endpoints.
  • API V2 issue not letting download a template when providing a valid ID has been addressed.
  • Entity validation is now working properly while creating Request in API V2.