You can create a new Event from the ProcessX menu.
Before you begin
Role required: x_usdml_unifyevent.user
Procedure
- Navigate to ProcessX > Events > Create Event.
- Fill the values on the form and click Submit or Save. (Submit will take you to the All Active Events list; Save will take you to the next form you must complete for the Event.)
Note: Some information is automatically filled in. It is important that you complete all the required fields, which are marked with an asterisk (*).
Field | Description |
Event Type | Configured workflow comprised forms and tasks. |
Assignment group | The group to which the Event is assigned; any member of the group can work on the Event, unless a user is selected in the Assigned to field. |
Assigned to | The user to which the Event is assigned; if an Assignment group is already selected, this field will be filtered to show only members of the selected group. |
Short description | A brief description of the subject or purpose of the Event. |
Reported By | User reporting the Event. Default value is the currently logged in user. |
Reported Date | The date and time of the reported Event. Default value is the date and time the Event creation was initiated. |
Reporting Site | The site reporting the Event. Default value is the Location value from the currently logged in user’s profile. |
Owning Site | The owning site for the Event. Default value is the Location value from the currently logged in user’s profile. |
Note: Navigate to ProcessX > Events > All Active Events to quickly find the Event you just created using sort, filter, or search functionality.