Events in Gatekeeper are a great way to automate communication with your Gatekeeper community. Perhaps you need to request information for a certain date? Maybe you require a reminder for a Contract, Supplier or Project review? Events can automate communication with your Gatekeeper community by providing them with timely reminders to inform and remind them. You can also add Approvals to the process to create effective Workflows.
This article intends to walk you through:
Events can be created against Contracts, Suppliers, Categories, Projects and also at Team Levels. In this article, we are going to walk you through creating an event against a contract record. The same process we are about to walk you through can be used to create events against the records previously mentioned.
To get started with creating a new event select ‘Contracts’ from the navigation menu on the far left of the screen.
Select the Contract that you would like to create an event against and then click the green ‘Add’ button that is featured on the right hand side of the screen. Select ‘Event’ from the drop down menu that appears.
You will be directed to the 'Add Event' form.
For this step the following mandatory data is added:
It is important to note that when setting an Event Owner, they must have access to the Contract or Supplier record that the Event is being created for.
2. In addition, there are three non-mandatory fields that can be populated if you wish to decorate the Event Record with additional relevant information:
3. Once this data has been created, select 'Save' to create the event record and move on to another task.
The advanced settings section of an event allows you to add an approver to the event to create an effective workflow. You can also set the event to repeat and then choose how often you would like the event to repeat.
To add an approver to the event:
Note: Recurring events can only be created from directly accessing the event via the object (Contract, Supplier, etc) It is not available from the Global Event List. If you require a notification to be set, please create the Event from the record itself.
Note: Notifications can only be created from directly accessing the event via the object (Contract, Supplier, etc) It is not available from the Global Event List. If you require a notification to be set, please create the Event from the record itself.
Note: If you set a Due Date on an Event you will get the option within Advanced Settings to send reminders should the Event not be completed by the Due Date.
Once the event is created the event creator and owner will receive notification reminders when the event occurs. Owners and event creator will also have the option to start a message thread within the event record. All messages posted under the event record will send a notification to the event creator and owner (the message sender will not receive a notification for any messages they send). For more information on how the messaging feature of GK works please refer to the following KB article.
The global events list can be accessed from the 'Events' tab in the left hand panel of your Gatekeeper instance. It will display an overview of all currently existing events. Events can be created directly from the Global Events List, however they will not contain all of the Advanced Options. For further information on this, please refer to the Advanced Options area of this document.