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Forum Discussion
PhaniSharma1
1 month agoNew Contributor
Event based Scheduling
Hi,
Did anyone implement event-based scheduler through workflow event handler. We have a business rule to extract Chart of Accounts for a Parent Member. This extract needs to be done only after the period close. We need to implement an event-based scheduler where the extract should be done after the period close automatically.
2 Replies
- sameburn
OneStream Employee
This is one way you could approach it.... https://blackdiamondadvisory.com/library/no-calc-to-calc/
- MarcusHValued Contributor
The first step is to decide when you want to trigger the extract of the data. If this should be triggered when a workflow item status changes (ie Lock or Unlock) then you need to look at using the Business Rule WorkflowEventHandler. And then you can call a Data Management sequence but you will need to get the DM Sequence name and Entity POV. If this should be triggered when a Workflow Step (eg Certify) is completed, then you need to look at the Business Rule DataQualityEventHandler. The page that sameburn references has an explanation. The Data Management Sequence name and Entity POV are specified on the Calculation Definition tab on the Workflow Profile.
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