Use Event Diagramming powered by EventDraw

Event Diagramming powered by EventDraw lets you create room diagrams, configure layouts, and generate service orders directly from an event in Momentus Enterprise. For an overview of this feature, including how it is configured, see About Event Diagramming Powered by EventDraw.

In this article:

• Add and Manage Diagrams
  • Add an Event Diagram
  • View a Diagram
  • Attach a Diagram to a Report
  • Edit a Diagram
  • Export or Email a Diagram
  • Delete a Diagram
• Add and Update Service Orders
  • Add a Service Order
  • Update a Service Order

Add and Manage Diagrams

Add an Event Diagram

1. Navigate to the Edit Event page and select the EventDraw Diagrams tab. 
2. Click Add Diagram. The Add Diagram drawer opens.
3. Add the diagram information:
   • Room Diagram Description: Enter a name for the diagram.
   • Space: Select the space the diagram is for. This cannot be changed once the diagram is created.
   • Diagram is Linked to These Functions: Select any event functions to associate with this diagram.
   • Default Function for Creating Orders: Select the function to use when generating a service order from this diagram. Only one service order can be created per diagram.
   • Default Price List for Creating Orders: Select the price list to use when generating service orders from this diagram.
4. Click Save. The drawer closes and the diagram is listed on the EventDraw Diagrams tab. 
5. On the new diagram's row, click Open Diagram. EventDraw opens in a new tab with the diagram open. If the space has been mapped to an EventDraw template, that template loads automatically.
6. Build or edit the diagram. 
   • To view what resources are mapped to placed shapes, go to Extras > Momentus > Shape Mapping. A modal opens listing all placed shapes and their associated Enterprise resource.
7. Click Save in the header to name the diagram and save it to the EventDraw cloud.

View a Diagram

You can view diagrams in Enterprise in two places:

• On the event's EventDraw Diagrams tab, right-click on the diagram and select Edit Diagram Settings. 
• On the event's Functions tab, add the Diagram Link field to the grid. Click Open Diagram to view the function's diagram. If the function doesn't have a diagram, click Add Diagram to add one.
  • The Diagram column is used by the legacy Room Diagramming feature and will not display EventDraw diagrams.

Attach a Diagram to a Report

You can attach an EventDraw diagram to a report. On the report prompt, select the diagram in the Include the Following Room Diagrams field. You may need to add this field to your layout. The diagram is included at the end of the report document.

Edit a Diagram

To edit a diagram's settings in Enterprise:

1. Navigate to the Edit Event page and select the EventDraw Diagrams tab. 
2. Right-click on the diagram and select Edit Diagram Settings.
3. Update the diagram information. A diagram's space cannot be changed.
4. Click Save. 

To edit the diagram in EventDraw:

1. Navigate to the Edit Event page and select the EventDraw Diagrams tab. 
2. On the diagram, click Open Diagram to open the diagram in EventDraw, where you can edit it.

Export or Email a Diagram

You are able to export the diagram as an SVG or email a PDF attachment.

1. Navigate to the Edit Event page in Enterprise and select the EventDraw Diagrams tab. 
2. Right-click on the diagram and click Export and select either Export to SVG or Email as PDF.

Delete a Diagram

Event diagrams cannot be deleted at this time.

Add and Update Service Orders

Add a Service Order

1. Once the diagram is complete, click Service Order in the header or go to Extras > Momentus > Add/Update Service Order. A sidebar opens on the right listing all placed shapes, how many are ordered and how many are placed for each shape. 
   • At this time, all ordered quantities are zero since the service order has not been created yet.
   • Any shapes that are not mapped to Enterprise resources will display with a warning. These shapes will not be added to the service order.
2. At the bottom of the right sidebar, click Create Service Order. A modal displays confirming resources to add to the service order.
   • The default function for creating orders and the default price list for creating orders cannot be edited in EventDraw. These must be edited in Enterprise.
   • If more than one price list order form is available for a resource, you can choose which one to use.
3. Click Create Service Order & Save Floor Plan. Once the service order is created and synced with Enterprise, a confirmation modal displays.
4. Click OK to dismiss the modal. The service order number displays in the left sidebar and in Enterprise, the service order displays on the event's Service Orders tab.

Update a Service Order

If you update the diagram and add shapes, remove shapes, or change the quantity of shapes, you can update the service order. 

1. In EventDraw, open the left sidebar by clicking Extras > Momentus > Add/Update Service Order.
2. At the bottom of the sidebar, click Update Service Order at the bottom of the sidebar. The update will sync with Enterprise, although you must refresh the service orders page to see the changes.