How to Add an Event in OnePlan

Direct Answer: How to Add an Event in OnePlan

To add an event in OnePlan, go to Configuration > Integrations and select the + icon next to Events. In the Add Event form, select a Target, When, Event Type, and one or more Triggers, enter the Url, Strategy, and IntegrationId, and optionally select Edit Filters to limit when the event runs. Select ADD to create the event.

What This Article Covers: Event Creation and Maintenance

This article explains what events are in OnePlan, what each field in the Add Event form means, how to filter an event, and how to edit or delete an event from Configuration > Integrations.

What you will accomplish By the end of this article, you will be able to add an event that runs a URL or integration strategy when data changes in OnePlan.

Before You Begin: Adding an Event

Before you begin, make sure you have:

A OnePlan account with administrator access to Configuration
The Url the event should call
The Strategy name and the IntegrationId for the integration the event supports, if applicable

Why This Matters: Events in OnePlan

Context: What Events Do

An event runs a URL or an integration strategy when something happens in a part of OnePlan. Events connect OnePlan to integrations, so an action in OnePlan, such as saving a work plan, can start a process in another system.

Context: The Events List

The Events list shows each event with its Target, When, Url, Strategy, and IntegrationId. For example, an event with the Target WorkPlan and When After Save runs after a work plan is saved. Use the edit icon on a row to change an event and the Delete icon to remove it.

Step-by-Step: Adding an Event in OnePlan

Task: Add an Event

Starting from OnePlan:

Go to Configuration > Integrations.
In the Events section, select the + icon. The Add Event form opens.
Complete the form: - Target — Where the event is installed. Options are WorkPlan, Process Flow, Resources, Status Reports, Shared With, and Automations. - When — When the event runs relative to the save. Options are Before Save and After Save. - Event Type — The kind of event. Options are Standard and Power Automate. - Triggers — The actions that start the event. You can select more than one. Options are Add, Update, Delete, Submit, Approve/Reject, and Update If Connected. - Url — The URL the event calls when it runs. - Strategy — The name of the strategy the event runs, if the event supports an integration (for example, OnePlanPublish). - IntegrationId — The ID of the integration the event supports.
(Optional) To limit when the event runs, follow Task: Add Filters to an Event.
Select ADD.

Add Event Form.png

Task: Add Filters to an Event

Filters make an event run only when the data meets conditions you define. Starting from the Add Event or Edit Event form:

Next to Filter, select Edit Filters. The Event Filters window opens.
Select Add rule to add a condition. For each rule, select a field, select an operator (for example, equal), and enter a value.
(Optional) Select Add group to nest rules in a group.
Select AND if every rule must be met, or OR if any rule can be met.
Select ADD.

Event Filter.png

Task: Edit or Delete an Event

Starting from Configuration > Integrations:

In the Events list, find the event.
Select the edit icon to open the Edit Event form, change the settings, and select SAVE. Or select the 🗑️ Delete icon to remove the event.

Frequently Asked Questions: Events in OnePlan

Q: How do I add an event in OnePlan? A: In OnePlan, go to Configuration > Integrations, select the + icon next to Events, complete the Add Event form, and select ADD.

Q: What are the Target options for an event in OnePlan? A: In OnePlan, the Target options are WorkPlan, Process Flow, Resources, Status Reports, Shared With, and Automations.

Q: What are the Trigger options for an event in OnePlan? A: In OnePlan, the Triggers options are Add, Update, Delete, Submit, Approve/Reject, and Update If Connected. You can select more than one trigger for an event.

Q: What is the difference between When and Event Type in OnePlan? A: In OnePlan, When sets whether the event runs Before Save or After Save. Event Type sets the kind of event, Standard or Power Automate.

Q: Can I limit when an event runs in OnePlan? A: Yes. In OnePlan, select Edit Filters in the Add Event or Edit Event form and add rules or groups of rules. Combine them with AND or OR so the event runs only when the data meets your conditions.

What to Do Next: Events in OnePlan

Get started with related tasks:

How to Add and Remove Integrations in OnePlan

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