Event Auto Actions

Navigate to Home > Event Administration > Advanced Setup > Event Auto Actions

Accessing and Creating Event Auto Actions

The Event Auto Actions screen displays a list of all existing auto actions available for use.

To create a new auto action:

1. Navigate to the Event Auto Actions screen.

2. Click the blue Add New button in the top-right corner to begin creating a new auto action.

Add Event Auto Action

The Add Event Auto Action screen allows you to set up a new automated task (Auto Action) in EventKey. Follow the steps below to complete the setup.

1. General Information

Name:
Enter a name for the Auto Action.
Example: Internal Event Coordination

Code:
Enter a unique code or identifier for the Auto Action.

2. Assignee Type

Use the dropdown menu to select who the Auto Task should be assigned to. Options include:

• Event Owner: Tasks are assigned to all coordinators listed as an Event Owner.

• Event Coordinator: Tasks are assigned to all coordinators listed as an Event Coordinator.

• Custom: Select specific coordinators to assign the task to.

3. Action Notes

Enter the description of the action that should appear as the “To Do” item when the task is created.

4. Condition Groups

Condition Groups define the triggers that cause the Auto Task to be created.

Description:
Enter a name for the condition.
Example: Internal Event Coordination

Key:
Use the dropdown to select the trigger that will create the Auto Task. Options include:

• Days Before Started

• Days Before Cancelled

• Days Since Confirmed

• Days Since Ended

• Days Since Inquiry

• Days Since Prospect

• Days Since Started

• Days Since Tentative

• Deposit Pending Amount

• Event Status

Operator:
Select the condition operator. Options include:

• Equals

• Greater or Equal

• Greater Than

• Less or Equal

• Less Than

Value:
Enter the numeric or text value that must be met to satisfy the selected operator (condition).

5. Adding Additional Conditions

To include more criteria:

• Click Add Condition to add another condition within the same group.

• Click Add Condition Group to create a separate group of conditions.

6. Save the Auto Action

When all required fields are complete, click the Save button (blue) to create the new Auto Action.

Confirmation

After saving, you will be returned to the Event Auto Actions listing screen.
Your newly created auto action will now appear in the list and creating tasks automatically based on the conditions setup.

🔄 Inactivating a Event Auto Action

To deactivate a auto action

1. From the Event Auto Actions listing screen, locate and select the auto action you wish to inactivate.

2. In the auto action header, click the Active toggle to switch it off.

Once inactivated, the auto action will no longer appear in the Event Auto Actions listing and will no longer auto generate tasks.

🔁 Reactivating a Event Auto Action

To reactivate a auto task:

1. Navigate to the Event Auto Actions listing screen.

2. Use the filter option to display All or Inactive auto actions.

   • Active auto actions are marked with a green sidebar.

   • Inactive auto actions are marked with a grey sidebar.

3. Locate the inactive auto action you wish to reactivate and click to open it.

4. In the auto task header, toggle the Inactive switch to ON.

The auto task is now reactivated and will appear in the main Event Auto Actions listing screen. Auto Task creations will resume based on the conditions configured on the task.