How to Add Event Trigger

Steps to Add Event Trigger

1. Open the Event Manager from the left-side menu and select Event Triggers to view existing triggers.
2. Click Add to create a new trigger.

   

3. In the Event Trigger General Info screen, enter the Event Trigger Name, configure Event Name autonaming if necessary, select the Category (e.g., Country), choose an Event Type, and optionally set a Due Date Period if required, choose an Event Type, set the Status to COMPLETED, select the Set Event Completed Date option (either "Same as Status Date" from the Country profile or "No Event Completed Date"), and add a Description if needed, then click Next.

   

4. Click Next to proceed, review the details, and save the event trigger.

   

   

5. Added Trigger will be present in Grid. How to Edit Event Trigger

   Steps to Edit Event Trigger

   1. Select Event Triggers from the Event Manager module to view the list of triggers.
   2. check the box next to the trigger you want to edit, and click Edit.

      

   3. In the Event Trigger General Info screen, make any necessary changes to fields such as Event Trigger Name, Event Name, Category, Event Type, and Due Date Period, then click Next.

      

   4. On the Document Types Preview screen, review or edit the associated document types if needed, and click Edit to save your changes.

      

   5. A confirmation message will appear, indicating the Event Trigger was successfully edited.

      

      How to Delete Event Trigger

      Steps to Delete Event Trigger

      1. In the Event Triggers section, select the trigger you want to delete by checking the box next to its name, then click Delete. A confirmation prompt will appear asking if you want to proceed; click Yes to confirm.

         

      2. A message will display, indicating that the Event Trigger was successfully deleted.