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2025 release notes

Best practices

To ensure successful data exchange, follow these best practices.

SET formula

  • Always execute a
    GET
     formula first.
  • When using a Feature with mandatory fields, execute a
    GET
     formula first for the same feature, and then use the returned values to populate the mandatory fields in your
    SET
     data range.
  • When a SET range includes a large volume of records, such as assets, avoid executing the
    SET
     when you or others have the binder open. Also, avoid executing the SET when another batch process, such as batch print, compute, or consolidations is running.

GET formula

  • Always execute a GET formula first.
  • Avoid executing Binder Group or Consolidation GET formulas when you or others will be in any of the binder group members.
  • Avoid executing Binder Group or Consolidation GET formulas when others could be running other batch processes, such as batch print, compute, or consolidations.

This article applies to:

  • Product: ONESOURCE Income Tax,ONESOURCE Workpapers
  • Subject: Workpapers