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Add/ Edit/ Delete an Event

Add/edit/remove event nodes to your process/value stream

Written by Hylet Pistorius

Event Nodes can be added to your process maps, making it easier to model triggers, messages, and conditions. Use event nodes to show when and how processes start, wait, or end, giving your processes more precision and clarity.

Event can be managed from the event types summary screen.

To add an event, a user must be a stakeholder or an administrator. On the map, events are added and edited similarly to other nodes.

Quick Steps to Add an Event

  1. Different ways to add an event:

    1. Keyboard shortcut: ALT+E

    2. Plus icon on the map: Hover over the connector where you want to add the event and select the green or orange plus icon:

    3. Green action button: Click the add event action button found top left of the map:

    4. From the right-hand side diagram content menu: a plus sign appears between nodes. Select the one where you want to add the event.

  2. Add event title

  3. Edit details:

    1. Select the event type to use

    2. Select the event category (there are eight different event categories)

    3. Select the responsible role to associate

    4. Add tags if needed

  4. Navigate to the Connectors tab to set positioning on the map

  5. Select the green Add Event button.

The event will display on the map in a small circle. The display will depend on the event type and event category that was set. The event will also be created on the right-hand side diagram content menu.

Tip: for complex processes, switch to embedded view for optimal display.

Edit Events

  1. Open the Edit Event card. Different ways:

    1. When the event is highlighted, press Enter

      OR

    2. Double click on the event

      OR

    3. Right-click on the event and select Edit

      OR

    4. Select the magnifying glass on the event on the map, click on the cog, select Update Event

    5. Select the cog that appears next to the event on the diagram content menu, select Update Event

  2. Edit the desired details

  3. Navigate to the Connectors tab to edit where the event sits on the map and how it connects to the existing nodes

  4. Select the green Update Event button

Delete an Event

  1. Different ways:

    1. Select the event and press Delete on the keyboard

      OR

    2. Right-click on the event and select Delete

      OR

    3. Select the magnifying glass on the event on the map, click on the cog, select Delete Event

    4. Select the cog that appears next to the event on the diagram content menu, and select Delete Event

  2. Select Yes on the delete confirmation

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