Getting started with Event Pipelines
What Event Pipelines are
An Event Pipeline tailors how a specific Event type is handled.
It breaks the process into stages and can be configured to highlight the fields that matter and provide useful guidance at each stage. This helps people managing the Event focus on the right information and understand what to do.
For example, accidents, near misses, and safeguarding concerns can each use a different pipeline with stages, relevant fields, and guidance suited to that type of Event.
Each Event Pipeline is made up of stages, shown along the top of the Event record. The record also shows which pipeline the Event belongs to and the stage it’s currently in.
By default, the Event record shows the fields configured as relevant to the current pipeline and stage. Users can select ‘Show all fields’ to view and complete any Event field at any time.
How Event Pipelines are set up
Event Pipelines are created and managed in Object Manager, where you can create Event Pipelines, add and manage stages, and configure relevant fields, required fields, and guidance for each stage.
Note: Only designated users in your organisation have access to Object Manager. If you need something changed in Object Manager and don’t have access, contact the people in your organisation responsible for configuring it.
How Events are assigned to an Event Pipeline
Every Event is assigned to an Event Pipeline.
If pipeline assignment rules have been configured, the rules are evaluated when the Event is submitted. The Event is assigned to the pipeline specified by the first matching rule.
If no assignment rules have been configured, or the Event doesn’t match a rule, it’s assigned to the default Event Pipeline.
What the default Event Pipeline is
Every organisation must have at least one Event Pipeline, and one of them is always marked as the default. The default Event Pipeline is the fallback that makes sure every Event is assigned to a pipeline.
It's created automatically when Events is first enabled in an organisation and starts with three stages: 'New', 'In progress', and 'Closed'. You can rename it, edit its stages, and configure its relevant fields, required fields, and guidance like any other Event Pipeline. In the Event Pipelines list, the default Event Pipeline is shown with '(Default)' next to its name.
You can change which Event Pipeline is the default at any time.
Note: If your organisation was using Events before Event Pipelines were released, a default Event Pipeline was created using your existing stages, and your existing Events were automatically assigned to it.