Manage Events

Owned by Pamela Totas (Deactivated)
Last updated: Sept 22, 2023
2 min read

You can use the Events workspace to create, view, edit, duplicate and delete events.

Create an Event

You can add events from the Events workspace.

To create an event:

  1. In the Setup workspace, in the left navigation, click Events.
    You see the Events workspace with the current list of events.

  2. Click Create New .
    You see the Create New Event dialog box.

  3. Enter the Name of the new event.

  4. Optionally, enter a Description to describe the event.

  5. Select the Event Type from the drop-down list.

  6. Select the Application Type by clicking on the corresponding button.
    –  Accounting
    –  Non Accounting

  7. Click the Enabled checkbox to activate the Application Type State.

  8. In the Origin field, select Eagle, by clicking on the corresponding button. For Accounting Application Types, select Eagle.
    –  Custom
    –  Eagle

  9. Select the Binds from the drop-down list or by clicking  on to use Advanced Search.

  10. If you chose Accounting Application Type, click the XML compatibility flag to Enabled to activate XMLDBAPI Event processing.

  11. If you chose Accounting Application Type, select the Required tags from the drop-down list.
    The details of the bind display in the space below.

  12. Review the details and then click Save & Close.
    The newly created event is added to the list of events in the Events workspace.

View Events

You can view events from the Event workspace.

To view an event:

  1. In the Setup workspace, in the left navigation, click Events.
    You see the Events workspace with the refreshed list of events.

  2.  Select the event you wish to view, and then click View.
    You see the View dialog box.

  3. Review the information and click and click Close.


Duplicate Events

You can duplicate events from the Event workspace.

To duplicate an event:

  1. In the Setup workspace, in the left navigation, click Events.
    You see the Events workspace with the refreshed list of events.

  2.  Select the event you wish to duplicate and then click Duplicate.
    You see the Duplicate dialog box.

  3. Update the fields following the steps outlined in Add an Event.

  4. Click Save & Close.
    The duplicate event is added to the list of events in the workspace.

Edit Events

You can edit events from the Event workspace.

To edit an event:

  1. In the Setup workspace, in the left navigation, click Events.
    You see the Events workspace with the refreshed list of events.

  2. Select the event you wish to edit and then click Edit.
    You see the Edit dialog box.

  3. Review the information, make the appropriate changes, and then click Save & Close.

Delete Events

You can delete events from the Events workspace.

To delete an event:

  1. In the Setup workspace, in the left navigation, click Events.
    You see the Events workspace with the refreshed list of events.

  2. Select the event you want to delete and  then click Delete.
     You see a confirmation box asking you to verify your selection.

  3. Click Ok.
    The event is deleted from the system.