Events

Create your own events to get custom logs in your Timeline in any of your Apps. Events can be used to track when new records are created, updated, or deleted, among other many useful ones.

You can even edit Timeline events after they are created.  This is a great way to keep you and everyone on your team up-to-date on everything that happens in a specific record.

User Permissions: Only the team's administrator or App admin can create new Events.

Contents

1. Navigate to Events
2. Create New Event
3. Event Options

Navigate to Events

Navigate to Settings > Advanced > Events.

Create New Event

First, click the 'Add Event' button at the top of the page. 

The following box will appear. You'll need to add the following information:

1. Name

Give your event a name.

2. App

Choose the application your events will be associated with.

3. Icon

If desired, select an icon for your event from those available. 

4. Message Template

This will be the message displayed in the Timeline widget, as the title of the card, once the event occurs. If you want to add the name, Id, or any other information about the record, type {{ and select the desired option from those available.

5. Body Template

This will be the body displayed on the event card. You can customize it. To add the name, Id, or any other information about the record, type {{ and select the desired option from those available.

6. Trigger

There are 3 different triggers available:

• After Create - The notification will occur if the conditions are met after a new record on the selected App is created.
• After Update - The notification will occur if the conditions are met after a record on the selected App is updated.
• On Create or Update - The notification will occur if the conditions are met once a record is created or updated.

7. On Update Fields

Only available when the trigger is either 'After Update' or 'On Create or Update'.

Select the field that needs to be updated in order for the notification to occur.

8. Conditions

You can just specify as many conditions as you need for your notifications. All of these will need to be met in order for the notification to trigger.

Once you have added all the information required for your Event, click the 'Save' button. 

If the conditions for the Event are met, then you will see a new event log under the Timeline widget, similar to the one in the below image.

Event Options

Hover your cursor over the "..." next to the name of any event to reveal the options menu. 

Edit

You can make changes to any existing event.

Duplicate

Create an exact duplicate of any existing event. This is helpful in situations where you would like to create a new event based on an existing one. You can duplicate the event and then edit the duplicate to make changes. 

Deactivate

There are many different events that come loaded with FreeAgent. You may want to deactivate events in situations where you would like to reduce the amount of information showing up in your timeline. 

For example: let's say that you would like to disable all events that have to do with sending and receiving emails within FreeAgent.

To quickly find all events related to the Email app click on the "App" column heading to sort them alphabetically. Then select "Deactivate" in the options menu for the Events you would like to remove.

Once you've deactivated the events they will no longer show up in the timeline of your applications.

Out-Of-The-Box Events

From the moment a new App is created, there are some really useful events already included for them, here is a list of some of the most popular ones per App: