Add new events

Events in Request Management send messages to designated parties (operators or groups) within the system. For example, messages indicate that someone opened a quote and start the approval process by notifying an approver.

To add a new event:

A. Set the environment record to schedule events:

1. Click the following to edit the line item, order, and quote environment records.
   • System Administration > Ongoing Maintenance > Environment Records > Request Management Line Item Environment.
   • System Administration > Ongoing Maintenance > Environment Records > Request Management Order Environment.

   • System Administration > Ongoing Maintenance > Environment Records > Request Management Quote Environment.

     The Request Management application environment form opens.

2. For each environment record, check the Schedule Events? field to set to true.
3. Click Save.
4. Click OK.

B. Define the Messages/Events option for the phase.

1. Click the following to edit the phase for line items, orders, and quotes.
   • Request Management > Line Items > Line Item Phases.
   • Request Management > Orders > Order Phases.
   • Request Management > Quotes > Quote Phases.
2. Click Search to open a record list.
3. Edit the messages and events field.
   • For line item phases: Select the Definition tab of the Controls section, and then type true in the Msg/Events field.
   • For order phases: Select the Definition tab of the Controls section, and then type true in the Msg/Events field.
   • For quote phases: Select the Controls, and then type true in the Messages/Events field.
4. Click Save.
5. Click OK.

C. Add the new event.

1. Click Request Management > Maintenance > Supporting Files > Events.

   A blank Request Management events form opens.

2. Type the name of the Event.
3. In the Area field, select from Quotes, Orders, Line Items, or All to designate the area for the event.
4. Type a Description of the event.
5. Continue to define the new event by completing the fields on the form. For example, type the designated operators or groups to send messages to.
6. Click Add to add a new record.

To use an existing event record to create a new event:

1. Click Request Management > Maintenance > Supporting Files > Events.

   A blank Request Management events form opens.

2. Click Search to open a record list.
3. Select a record from the list to create a new event.
4. Clear the Event field and type a new event name.
5. Add or change information on the form to select the applicable information for the new event record.

6. Click Add to add the new record.

   Caution: Make sure that you do not click Save because doing so will replace the existing event with the new event you are attempting to add.

7. Click OK.