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PhaniSharma1
Newcomer
May 5, 2026
Question

Event based Scheduling

  • May 5, 2026
  • 2 replies
  • 0 views

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

S
OneStream Employee
sameburnOneStream Employee
OneStream Employee
May 5, 2026

This is one way you could approach it.... https://blackdiamondadvisory.com/library/no-calc-to-calc/

    M
    MarcusH
    Expert
    May 6, 2026

    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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