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How to route Events to Pipelines with assignment rules

Who this applies to: People who configure Object Manager for their organisation in Vatix

Available on: Vatix Workspace web app

Assignment rules automatically route newly submitted Events to the right pipeline based on information in the submission. This helps different types of Events follow the correct stages, guidance and follow-up process from the moment they are reported.

You can route Events based on:

  • the form they were submitted through, using the 'Form Name' field; or
  • the value selected in a dropdown or lookup field, such as type or site.

Using 'Form Name' is useful when a form is already designed for a specific process. For example, you can route all Events submitted through a Safeguarding form to a Safeguarding pipeline.

Before you start

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.

Note: The Assignment Rules page also has a 'Collaborators' tab, which automatically adds collaborators to Events. Collaborator rules behave differently from Event Pipeline rules and are covered in a separate article.

How Event Pipeline assignment rules are evaluated

  • Rules run once, when an Event is submitted. They don't run again when the Event is edited later.
  • Rules are checked in order, and the first matching rule is applied.
  • If no rule matches, the Event goes to the default Event Pipeline.

How to create an Event Pipeline assignment rule

  1. Go to 'Object Manager' in the left navigation bar.
  2. Select 'Assignment Rules' under 'Events'.
  3. Open the 'Pipelines' tab.
  4. Click 'Add rule'.
  5. In the 'Condition' section, choose  a form name, or dropdown or lookup field, for example 'Type' or 'Site'.
  6. Choose the operator: 'is any of' or 'is none of'.
  7. Select the option or options that should route to a particular Event Pipeline.
  8. In the 'Then' section, select the Event Pipeline the Event should be assigned to when the condition is met.
  9. Click 'Save' in the top right.

A rule matches on the field value the user selected when they submitted the form. For a rule to match on a field, that field must be mapped to its Event Form question in the Event Form's Field Mapping tab. If the question isn't mapped, the submitted answer still shows in the Event's Original Submission but isn't saved to the field, so the rule has nothing to match and the Event goes to the default Event Pipeline.

Note: The field value must match the field option exactly, including capitalisation. If a rule never seems to apply, check for a spelling or case mismatch first.

You can also change an Event's Event Pipeline manually from the Event record if it needs to follow a different workflow after submission.