LauV
Occasional Member - Level 1

Events - information event manager instead of participant

Hi, 

We just activated the Events functionality, and noticed that inside the created Travel Requests, for each travel segment, the info that is pulled (name, date of birth etc) is the info of the Event Manager instead of the info of the Participant.

So everything would be booked under the Event Manager name, which would cause issues for train, plane etc...

Is it the expected behaviour? or an issue linked to setup on our side?

Thank you,

Laura

1 REPLY 1
PoojaKumatkar
Super User
Super User

Hi @LauV ,

 

As per my understanding, this feature creates a copy of the request in each participant’s profile, including all the details from the original request.

If any personal information is captured in the request header or segment forms, each participant should review the request, update their personal details wherever necessary, add any additional segments if required, and then submit the request.

 

Workaround Solution:

If you capture personal details in the employee profile and map them to the Request Header fields (with these fields set to read-only for users), the system should ideally populate the details from each participant’s respective profile when the request is automatically created, rather than copying the Event Manager’s details.

However, I would recommend testing this approach first to validate the system’s actual behavior.

Note: With this approach, we would capture only generic request details in the Request module and populate the personal details from each employee’s profile into the corresponding request.

 

Please refer to the support article linked below, particularly the last paragraph, for further clarification.

 

Article Number

000055823

Title

What is Request Event manager role under Request module for ?

Details

We have role named Request Event manager under Request module and need to know what is the purpose of the same. 

Resolution/Answer

Request Event manger role is for:

The user assigned this role can create a "master" event request for multiple event attendees. 
This role must be assigned with the Request Proxy Logon role

The role will allow the user to create a Event request where they can add multiple attendees to the same request. In Create New Request user will have more option that New Event Request as below. 

PoojaKumatkar_0-1791979141269.png

 

 

Assume that an assistant works for several employees and all of those employees will be attending the same conference. Without the Event Request feature, the assistant would have to create virtually the same request over and over – one for each of the employees.

Using the Event Request feature, the assistant creates one "master" request that contains the names of the employees and all of the common information such as flight, hotel, conference fees, etc. Then – with one click – the assistant creates a copy for each employee and sends each employee a notification. The employees then use their own copies as a starting point, add any additional information, and submit their request.

Cause

 

Additional Information

Request Event Guide

 

If this answers your query, then please mark solution as accepted.

Thanks!
Regards,
Pooja