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WillVitale's avatar
WillVitale
Contributor II
3 days ago

Business Rule within the Import Step

Hello,

We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run?

Thanks,

Will

Import
Workflow

2 Replies

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    3 days ago

    Yes, you can call your custom BR from a Data Management Sequence.  And that DM sequence can be called on the "Process" step of a workflow so it runs when the user hits "Load and Process" or "Process Cube".

    To allow the DM sequence to be called from the "Process" step, you need what is called a DataQualityEventHandler BR.  There are examples of this Extensible BR in the Blueprint or GolfStream sample applications.  This BR allows you to call a DM sequence from a workflow calculate step as follows: