• 18 Sep 2023
  • 9 Minutes to read
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Article Summary

The Events section displays a personalized stream of events in which users participate. By "Event," we mean any event, such as a messenger event, email, P2P or group communication, questionnaire, calendar event, reminder, escalation, document flow event, ticket, task, contact center online chat, etc.
An event actor is created based on the Event system template. To view and perform operations on Event actors, open the Actors bag from the workspace main menu section, click on the All forms drop-down menu, and scroll to Events or use the search box to find it. Click Events in the All forms menu to display the list of event actors:

actors bag-events.gif

Event actors are also listed in the Events section of the main menu. You can perform operations on Events in:

  • Events section of the main menu;
  • Events list in the Actors bag section of the main menu;
  • Events tab of the actor panel;
  • on a graph layer that contains the event actor.

In Simulator.Company, you can perform the following operations on Events:

  • view (see Split view);
  • create;
  • manage (see Share an event, grant event rights);
  • edit;
  • remove.

Events split view

The Events section displays available events with many details. To switch to a more compact view, click the split view icon:


Clicking the split view icon again returns the normal view:

events split view.gif

Events Stream tabs

The Events section has tabs that group all events. Each of these tabs is a Stream, and you can redistribute your events between Streams.
A Stream is an actor created based on the Stream system template (Actors bag>All forms>Streams).
The color of a stream actor defines a highlight of an active stream in the flow of events.
For events, the following stream tabs and stream menu items are enabled by default:


All (default) - displays all events available to a user;
To Sign - displays the events for which the user has the Signer role. This stream allows users to easily find and manage the events which require signing or approving something;
To Do - displays the events for which the user has the Executor role. This stream allows users to easily find and manage such events as tasks, and tickets in which a user is assigned an executor and is required to perform an action;
"Starred" - displays events that were marked with a star;
"+" - clicking this icon allows you to add a new Stream tab with Events.

These tabs allow you to filter events displayed in the Events subsection of the workspace menu. By clicking the All tab you can select to display all events, only the events that need to be signed (To Sign), only the unviewed events (To Do). The number of Events in a Stream is displayed to the right of the Stream tab title.
In addition to the default tabs, you can use custom tabs for grouping the events you need in a custom Stream. To add a new custom tab, click the "+" icon. In the open menu, you can enter a title, select the color, events sorting order and configure other parameters for a new tab:

bets strreams 4-tab create.gif

After configuring the new tab, click Save to create the tab. The new tab (green) will be displayed to the right of the existing tabs (orange) with the down arrow for opening the tab menu:

new event tab high.png

Every tab that you've added provides a drop-down menu. To open the tab menu, click the arrow in the right corner of a tab:

tab menu new.png

In the menu, you can perform the following operations on your added tabs:

  • Edit - edit tab settings;
  • Share - share a tab with other users;
  • Close - closes a tab without removing it. You can reopen a closed tab in the right side menu (see below);
  • Remove - removes a tab and its settings.

To quickly switch any tab on and off or search for a tab, you can use the right corner menu with checkboxes in the Events section. Click the menu icon to open it and select the tabs you need to display by checking their boxes in the menu:

events tabs menu high.png

Creating an Event

To create a new event, open the Events section of the workspace main menu and click the Event right button (1), or the New event button on the bottom (2) if there are no events in the list yet:

create event gen high.png

Clicking on either button opens the event creation menu:

create event window high.png

In this menu, you can specify and configure:

  • user accesses to the event (1): clicking the icon opens the user access settings menu.
    You can configure and reconfigure user access to your event at any time from the event share menu;
  • due date and time for the event (2);
  • event title (3);
  • event text (4);
  • (optional) attach a file, picture, script, or an actor to an event (5);
  • (optional) link an actor to the event by selecting an existing actor or creating a new one (6);
    After you've finished configuring the event, click Create (7) to create a new event:

event creation with attachment.gif

The created event will be displayed in the Events list:

event created high.png

The name of an actor (user, process, etc.) that created the event, event name, description, and due date are displayed in the left lower corner of the Events tab menu.

Adding an Event to a Graph and an Actor

To add a new event to a graph from the graph details menu, open the Graphs subsection of the Simulator section (1) in the workspace main menu, and click on the needed graph in the list (2). In the Graph panel that opens on the right side of the window, click the Events tab (3), and click Add event:

event 2 graph high.png

You can also add an existing or a new event to a graph layer from the layer menu. To do this:

  • open the needed graph layer;
  • click on the "+" symbol on the layer;
  • in the layer menu, select Add event;
  • select the needed event in the list or create a new one by clicking Create in the menu:

event 2 graph in graph.gif

To add a new event to an actor on a graph layer:

  • open a graph layer containing the actor;
  • click on the actor to open the Details menu or right-click on the actor to open actor panel;
  • go to the Events tab in the actor panel;
  • click the Add event button:

event 2 actor in graph 2.gif

This will open the event creation/adding menu, in which you can add a new event to an actor or a graph.

Sharing an Event

Any event is an actor so you can share events with other users and grant rights to them. To do this, you need to use the event share/manage access rules menu. You can open the event sharing menu when creating an event by clicking your user avatar located under a new event's name in the event creation menu:

new event share at start high.png

To quickly share an already created event, open the Events section, and click on the needed event in the list to open it. The event will open in the Details tab by default (you can manage event access from any other event tab), click the “+” icon in the Shared with field in the right panel to open the sharing menu:

event created high share.png

To manage event access on a graph layer, open the event actor panel, then open the Shared tab and click the Manage button:

event on layer shre manage high.png

The Manage access rules menu allows managing access rights for selected actors (which can be users as well as system processes):


In this menu, you can search for an actor (1) with which you want to share an event by typing the actor name or user email in the search field. For each actor, you can independently grant or deny rights for the following operations by checking and unchecking the menu boxes:

  • event view (2);
  • event edit (3);
  • event removal (4);
  • event sign (5);
  • event execute (6).

After you’ve selected the needed actors and granted them the needed rights, click the Save changes (7) button to save the access settings. The updated event access settings will be displayed in the event info panel and the event actor panel.

bets-access management.gif

Event reactions

In the Reactions field of an event Details tab, you can view, add, edit and remove various reactions displayed in the event actor panel, and change their order.

Add a reaction to an Event

To add a text reaction to an event, enter the text in the field and click Add:


The reaction with the text you’ve typed in will be displayed under the reactions field:


To add an emoji reaction, click the emoji icon in the lower left corner and pick an emoji:


The selected emoji will be displayed in the field. Click the Add button to add the emoji reaction:


To add a file as a reaction, click the file icon and select the needed file (25 MB maximum) in the browser window:


Then click Add:


The added file will be displayed in the Reactions panel. The same way, you can add a script as a reaction to the actor:


All the added reactions are displayed in the actor panel under the reactions field with the total number of reactions displayed near the Reactions title:


The icon for changing the order of reactions displayed is located in the left upper corner near the field title:


Event signing, rejection and execution

With an event sign and execute rights granted, users and actors can add Sign and Execute reaction to events.
Signing or executing an event means a signer or executor actor approves the recommendations, actions or other information provided in the event by putting their signature to the event or executing the event. With that, you can assign multiple actors as event signers, executors, or both signers and executors.
An actor assigned a signer or an executor can reject an event instead of signing or executing it.

Signing and Execution order

With multiple signers or executors assigned, an event is considered signed or executed only after the last signer or executor has put their signature or executed the event.
After an event gets signed by even one actor, the event editing becomes unavailable.

Signing an Event

To sign an event, do the following:

  • Open the event Details tab (1);
  • Navigate to the Reactions section (2);
  • Click the sign icon (3) under the commentary field, and click the Add button that activates after clicking the icon:


After clicking the Add, an event gets a signature which is displayed in the commentary field with the signer user name:


Event signing, executing, rejecting hint

If you decided not to sign, execute or reject an event after you’ve clicked the corresponding icon, do not click the Add button, instead click the cancel icon in the Signed (Executed, Rejected) mini field in the commentary field


Execute an Event

If you were assigned an event signer and executor, you can execute and sign the event in any order.
To execute an event, do the following:

  • Open the event Details tab (1);
  • Navigate to the Reactions section (2);
  • Click the execute icon (3) under the commentary field, and click the Add button that activates after clicking the icon:


Reject an Event

Rejecting an event after executing or signing it

You can’t reject an event after you’ve signed or executed it.

To reject an event, do the following:

  • Open the event Details tab (1);
  • Navigate to the Reactions section (2);
  • Click the reject icon (3) under the commentary field, and click the Add button that activates after clicking the icon:


What's Next