How to use Event Pipelines in an Event record

An Event Pipeline helps tailor how an Event is handled by organising the process into stages.

Depending on how the pipeline has been configured, the Event record can highlight relevant fields, show required fields, and provide guidance for the current stage.

How to view an Event's pipeline and current stage

In Vatix Workspace web app:

The Event Pipeline name is shown in the top-right of the Event record.

Below the title, a stage bar shows all stages in order, with the current stage highlighted.
If stage guidance has been set up, it appears as a banner that you can dismiss.

A stage name too long for the space it has is shortened with an ellipsis and stays inside its own stage. Hover over it to see the name in full. Where the stages together are wider than the space available, use the chevron at either end to scroll the row sideways.

By default the 'Details' tab shows only the fields relevant to the current stage, confirmed by a banner reading 'Showing fields relevant to this stage'.

Click 'Show all fields' to see the complete field list. When all fields are shown, the banner reads 'Showing all event fields'; click 'Show only relevant fields' to switch back.

In the Vatix app:

The Event Pipeline name is shown at the top of the Event record, next to the Pipeline label.
Below it, the Stage row shows the current stage (for example, 'New'). Tap the info icon for stage guidance, or tap the arrow to change the stage.

By default the Details tab shows only the fields relevant to the current stage, confirmed by a banner reading 'Showing only relevant fields.' Tap 'Show all fields' to see the complete field list. When all fields are shown, tap 'Show only relevant fields' to switch back.

Fields are grouped into sections (such as Event Information) that you can collapse or expand.

How fields that depend on other answers appear on an Event record

You see only the fields that apply to the Event you're handling. Some fields appear only once other fields on the Event are answered in a particular way.

In the Vatix Workspace web app:

• A field like this appears as soon as the answers it depends on match, and disappears if they change. When both fields are in the same section, it appears just below the field it depends on.
• While a field is hidden this way, the banner reads 'Showing fields that apply to this event at this stage'.
• When the field it depends on is in a different section, an info icon next to the field's name ('Why is this field shown?') explains why it's shown, for example 'Shown because Event type is Accident.'
• Under 'Show all fields', a field that doesn't apply to this Event yet is marked 'Not currently asked'. You can still complete it.
• If none of the fields at this stage apply yet, you'll see 'No fields apply to this event at this stage'. They appear once the fields they depend on are answered. You can also click 'Show all fields' to see everything.
• If an answer changes so a field no longer applies, anything already entered in it is kept.

How to add conditions to relevant fields in an Event Pipeline explains how these fields are set up.

How to advance an Event to the next stage

In the Vatix Workspace web app

1. Go to 'Events' in the left navigation bar.
2. Open the Event record.
3. Review the stage guidance and complete the relevant fields for the current stage.
4. Click the next stage in the stage bar.

In the Vatix app

1. Open the Vatix app.
2. Go to 'Events'.
3. Tap the Event to open it, then complete the relevant fields for the current stage.
4. Tap the stage name in the 'Stage' row, then tap the stage you want to move to.

Note: If required fields are configured for the current stage, you won't be able to advance until those fields are completed. Required fields are marked with a red asterisk. You only need to complete the required fields that apply to this Event.

To close an Event, move it to the last stage of its Event Pipeline. Every Event Pipeline ends with one closing stage, called 'Closed' unless your organisation has renamed it.

How to change an Event's Event Pipeline

Note: Changing an Event's Event Pipeline is available in the Vatix Workspace web app only.

1. Go to 'Events' in the left sidebar.
2. Open the Event record.
3. Click the Event Pipeline name in the top-right dropdown.
4. Select the Event Pipeline you want to move the Event to.
5. In 'Switch pipeline?', click 'Switch pipeline' to confirm.

The Event moves to the first stage of the newly selected Event Pipeline. If you switch back later, it starts again from the first stage. The fields shown change to match, and answers already given are kept.