Event flows Sub-Tab
This section includes the fields and descriptions for the Event flows sub-tab.
| Field | Description |
|---|---|
| Event Flow No. | In this field, you can specify a number for the event flow when creating a flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Description | In this field, you can enter a description of the current event flow. |
| Event Flow Type | When creating an event flow, you must specify in this field an event flow type created in the window Event Flow Types. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Flow Status Type | This field shows the name of the option list containing the options available for specifying event flow statuses in the current event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Closed | In this field, you can specify that the event flow is closed, for instance because the objective of the flow has been reached. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Blocked | If you mark this field, you block the current event flow for changes. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Current Flow Status | This field shows the current status of the event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Customer No. | In this field, you can specify the customer whom the event flow concerns. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Customer Name | This field shows the name in the first of the address fields on the information card of the customer specified in the field above. |
| Employee No. | In this field, you can specify the employee who should be responsible for the current event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Name | This field shows the name of the employee specified in the field above. |
| Event Plan No. | In this field, you can specify the number of the event plan on which events automatically created in the current event flow should be based. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Create Secondary Events When Closing | In this field, you can specify whether secondary events should automatically be created when an event in the current event flow is closed. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Include Only Closed Events | In this field, you can specify whether the action “Create Secondary Events” should only be carried out on closed events in the current event flow when the action is selected either for the whole flow in the window Event Flow or for individual events in the window Events. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Job No. | In this field, you can specify the number of a job if the event flow pertains to a job. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Job Name | This field shows the name of the job specified in the field “Job No.” above. |
| Activity No. | If the event flow has been assigned to a job, you can specify the number of a time activity in this field. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Task | If the event flow has been assigned to a job, you can specify the number of a task in this field. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Contact Person No. | In this field, you can specify the number of the contact person to which the event flow pertains. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Name | This field shows the name of the contact person specified in the field above. |
| Campaign No. | If the event flow is part of a campaign, that is, it was created by selecting the action “Create Initial Events” in the window Campaigns, this field shows the number of the campaign in question. |
| Campaign Name | This field shows the name of the campaign shown in the field “Campaign No.” above. |
| Location | In this field, you can enter a value for the dimension Location. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Entity | The functionality of this field is similar to the functionality of the field “Location” above. |
| Project | The functionality of this field is similar to the functionality of the field “Location” above. |
| Purpose | The functionality of this field is similar to that of the field “Location” above. |
| Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Local Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Company No. | In this field, you can enter the number of the company responsible for the event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Company Name | This field shows the name of the company specified in the field “Company No.” above. |
| Base Currency | This field shows the base currency of the company specified in the field “Company No.” above. |
| Access Level Name | In this field, you can enter the name of an access level created in the window Access Levels. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Name | This field shows the description of the access level specified in the field above. |
| Document Archive No. | In this field, you can assign a document archive to the event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Note No. | In this field, you can specify the number of a note relating to the current event flow. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Event Flow. |
| Expected Flow Status | This field shows the status expected to be the next event flow status in the current flow. For further information about the functionality of the field, please see the description of the field “Event Status” in the island Expected Status Change in the window Event Flow. |
| Expected Status Change, Event No. | This field shows the number of the next status changing event in the current flow. For further information about the functionality of the field, please see the description of the field “Event No.” in the island Expected Status Change in the window Event Flow. |
| Expected Status Change, Event Description | This field shows the description of the next status changing event in the current flow. For further information about the functionality of the field, please see the description of the field “Event Description” in the island Expected Status Change in the window Event Flow. |
| Expected Status Change, Employee No. | This field shows the number of the employee responsible for carrying out the event shown in the field “Expected Status Change, Event No.” on the current line. For further information about the functionality of the field, please see the description of the field “Employee No.” in the island Expected Status Change in the window Event Flow. |
| Expected Status Change, Event Starting Date | This field shows the starting date of the event shown in the field “Expected Status Change, Event No.” on the current line. |
| Expected Status Change, Event Starting Time | This field shows the starting time of the event shown in the field “Expected Status Change, Event No.” on the current line. |
| Expected Status Change, Event Changing Date | This field shows the last date on which changes were made to the event shown in the field “Expected Status Change, Event No.” on the current line. |
| Expected Status Change, Event Changing Time | This field shows the last time at which changes were made to the event shown in the field “Expected Status Change, Event No.” on the current line. |
| Number of Events | This field shows how many events exist in the current event flow. |
| Number of Open Events | This field shows how many of the events in the current flow is open. |
| Starting Date, Flow | This field shows the starting date of the first event created in the current flow. |
| Starting Time, Flow | This field shows the starting time of the first event created in the current flow. |
| Latest date of change | This field shows the closing date of the closed event in the flow which has the latest closing date and time. For further information about the functionality of the field, please see the description of the field “Changed” in the island Statistics in the window Event Flow. |
| Latest time of change | This field shows the closing time of the closed event in the flow which has the latest closing date and time. For further information about the functionality of the field, please see the description of the field “Changed” in the island Statistics in the window Event Flow. |
| Planned date of change | This field shows the date of the next planned change to the events contained in the current event flow. For further information about the functionality of the field, please see the description of the field “Planned Change” in the island Statistics in the window Event Flow. |
| Planned time of change | This field shows the time of the next planned change to the events contained in the current event flow. For further information about the functionality of the field, please see the description of the field “Planned Change” in the island Statistics in the window Event Flow. |
| Actual Time | This field shows the total amount of time that has been spent working on the events assigned to the current event flow. For further information about the functionality of the field, please see the description of the field “Actual Time” in the island Statistics in the window Event Flow. |
| Option List 1-5 | In these fields, you can select the option lists containing the values you wish to use for further specification of the current event flow and its outcome. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow. |
| Selected Value 1-5 | In these fields, you can specify values available in the respective option lists specified in this island. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow.
Date 1-5 and Time 1-5 In these fields, you can specify certain key times regarding the current event flow. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow. |
| Employee 1-5 | In these fields, you can specify a number of employees related to the event flow. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow. |
| Employee 1-5, Name | These fields show the names of the respective employees specified in the fields “Employee 1-5” on the current line. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow. |
| Flow Text 1-20 | In these fields, you can specify a number of descriptive texts related to the event flow. For further information about the functionality of the field, please see the description of the corresponding fields in the card part of the window Event Flow. |