Create event
  • 08 Feb 2024
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Create event

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Article Summary

To create a new event:

  1. In the upper-right corner of the Events page, click the plus button.
    Create event button.png

  2. In the Workflow event dialog that opens:

    1. Enter the needed user names or emails, set the needed sharing permission checkboxes (View, Edit, Remove, Sign, and Execute), and then click Done.
      manage access rules.png

    2. Set the date, (optional) set the end date by switching the End date toggle on, and then click Choose the date and time.
      End date toggle.png

    3. Enter the event title.

    4. (Optional) Enter the event description.

    5. (Optional) Link the needed actor(s): Click the expand icon Expand icon_2.png and enter the needed actor name or click Create to create a new actor and link it.
      Link actor.png

    6. (Optional) Attach a file.
      Note: After attaching a file, you can copy the file link, download or remove the file by clicking the options icon opt icon.png

    7. (Optional) Add an image.
      Note: After adding an image, it will be displayed as an image and as an attached file.
      Add image.png

    8. (Optional) Add a script: Click the script icon Script icon.png, enter a script name, user names, or emails, set the needed settings (turn the Autorun and Expiration Date toggles on, and set the expiration date if needed), and then click Add script.

    9. (Optional) Add an actor: Click the actor icon Actor icon.png, and enter the needed actor name.
      Add an actor.png

    10. Click Create.
      Note: If you click Cancel, the event will not be created, and the data you’ve entered will not be saved.

    New event dialog.png

The new event has been created, and you can see it as the first one in the event list.

event new user.png


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