Case Events

An event is an action you can run on an active case at any time, outside the normal task order. Events are prepared by the template author. For a purchase order, examples include Change the Purchase Order (change the order), Cancel the Purchase Order (cancel the order), Copy the Purchase Order (copy the order) and Print to PDF (create a PDF of the order). To run an event, use the Event button in the case detail or the Event icon in a row of the case list.

Event window

ElementPurpose
Event listEvents you are currently allowed to run on this case, sorted by name. Select one of them.
Event fieldsIf the event needs data, such as a reason for cancellation or a new deadline, its fields appear below the list after you select it. Fields that are calculated automatically are read-only.
RunRuns the selected event with the data you entered. It stays inactive until you select an event.
CloseCloses the window without running anything.

If you are not allowed to run any event on the case, the window shows the message The case contains no events.

Which events appear in the list depends on the stage the case is in and on who you are. An event is offered only when the case is currently waiting for it, and only to users the template has designated as its solvers. A draft purchase order therefore offers only Cancel the draft and Discard the purchase order draft (cancel and discard the draft), while an approved order offers, for example, copying, changing the invoicing status or creating a PDF. To find out who may run which event, go to the case detail, open More → Permissions and switch to the Events tab.

When the Event button cannot be used
The Event button in the case detail is inactive when the case is not active: when it is finished, suspended or archived. A finished case offers no events at all.

How to run an event

  1. Open the case detail.
  2. Click Event in the top right corner.
  3. Select an event, for example Cancel the Purchase Order.
  4. Fill in the fields that appear below it.
  5. Click Run.

TAS announces that it is running the event and reports success once it finishes. What the event does is determined by the template. If a new task is waiting for you afterwards, for example a form for changing the order, TAS opens it straight away. Otherwise the case overview refreshes and shows the new state.

An event cannot be undone
A started event is executed immediately and cannot be reversed in the application. Cancelling an order really cancels it. If you are not sure, close the window with the Close button.

Each user sees different events

The event list differs from user to user. For the same draft purchase order, the administrator Petra also sees the Admin supervise event, which the template prepared for administrators. Users with the template's HR role may run all events the case is currently waiting for.

Related: Case Detail, Case Permissions, Case List.

Creating a New Case

Case Permissions
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