This lesson will show you how to set up your event types in Helm CONNECT.
Event types are categories for organizing the events that happen to or on your resources. Use the Event Types tab in Events, under Setup, to create and manage your event types.
Click Configure to manage the fields for that event type. If you have access to multiple divisions, you can set up different field configurations for each division.
Note If you don't configure the fields for a particular division, it will inherit the configuration from its parent division.
When configuring fields, you can do the following:
- Add a field by dragging it from the list on the left to the panel on the right.
- Specify whether or not a field is required by selecting or clearing the Required checkbox.
- Remove a field by clicking the red X icon.
- Add a custom field by clicking New Custom Field and completing the necessary fields, then dragging the new custom field from the list on the left to the panel on the right.
Note Depending on your permission settings, or the features your company subscribes to, you may not have access to custom fields.
Watch the video
Watch this video to see how to set up your event types in Helm CONNECT: