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What's New in Event Manager?

Release Notes 03.20.2024

Bulk Cancelling Events - Add and record the cancellation reason

We’ve added the ability for admins with permissions to bulk cancel approved events by adding a reason for cancelling them.

To do this, navigate to Events List or Pending Events from the left navigation panel and select the approved events that you want to cancel. Then, click on the BULK ACTIONS drop-down and select Bulk Cancel. *Note: You can cancel approved events only.

 

 

Next, add the reason for cancelling the events and then select the option to notify the requestors. You can add upto 300 characters for summarizing the cancellation reason. The character count will indicate the remaining characters as you write.

Click Yes to confirm the changes to cancel the required approved events successfully.

 

 

You'll see a progress bar indicating the completion of the executed action.

 

 

You'll find the updated cancellation reason in the Event History section along with the user details and the timestamp for when these approved events were cancelled in bulk.

 

 

Upon completion, the requestors will get an email notification containing the cancellation reason.

 

Change approver name and/or role on an event approval workflow

We've updated the ability for admins with permissions to change the Approver Name and/or Role as against to the existing one on an Event Approval workflow.

Here's how this works:

Navigate to the Events List or Pending Events and click on the required pending event card to open the Event Details. Scroll down to the Approval Workflow section and click on it to add, edit, or delete a user from an existing workflow.

 

 

Click on the pencil icon next to the required user to edit the approver details.

 

 

On the Edit Approver screen, go on to replace the existing approver with either a user or a role as required.

To add a user, you can find the required user by typing their name or by scrolling through the usernames.

 

 

Switch to the Roles tab to replace the user details with a Role. This way, any user who is a part of that role will be able to approve the event.

After editing approver details, click on the Confirm button to update these changes.

 

 

To add a new user to the approval workflow, click on the + symbol and follow the same instructions as mentioned for editing a user and/or role on the approval workflow.

To remove an existing user or role from the Approval process, click on the delete icon next to the required user. A dialogue box will open prompting you to confirm the deletion of the current user/role from the workflow.

 

 

Here's a few things to take note of:

• The delete user option will not be available if you've deleted all the users/roles from an existing workflow. Proxy users cannot approve the entire workflow.

• The clock icon next to a user's name indicates that the user is next in line to approve the event and an email has been sent to that user/role to review and approve the changes.

   

  

   

• Anytime you add a user or a role, they will appear next in line in order to support an ordered workflow.

• In case an event is force approved, the event status will change and you'll see the force approver's name and the comment with which the event was approved.

   

  

View change history on the event form when viewing versioned events

We've added the ability for admins with permissions to view the change history on the event form when viewing versioned events.

To do this, navigate to the Events List or Pending Events and select a pending event to view the version event details. Then, click on the Actions drop-down and select Review Event.

 

 

You'll be redirected to the event Submission Form where you can view the event details as shown in the image below:

 

Deprecated the old Users page

We've removed the old Users page from the Settings section. Now, you'll be redirected to the new Users and Roles page whenever you try accessing the old Users page.

To access the updated Users and Roles page, go to Settings and navigate to Users and Roles under Site Administration.

 

 

Please note:

• You'll no longer see the Users tab under Site Administration on the Settings page.

• The suffix *New* has been removed from the Users and Roles tab.

• If you've bookmarked the old Users page, you'll automatically be redirected to the newer Users & Roles page once you log in to the EvM platform using your credentials.

Archived Release Notes

Click here to view previous releases that have been deployed to Event Manager.