How do I edit Simple Events?

You can edit Simple Events from within Session replay or in the Event Manager.

About this task

When you save a Simple Event from within Session replay, the Event is saved to the Event Manager.

The following procedure describes how to edit a Simple Event from the Event Manager.

Procedure

  1. From the Event Manager, find the Simple Event that you want to edit.

    You can search on the tag "Simple" to get a list of the Simple Events.

  2. From the search results, select the event that you want to edit.

    The event information is displayed in the main window.

    There are two ways to edit a Simple Event:
    • Edit in Session Replay
    • Edit in the Event Manager

    The decision on whether to edit the Simple Event in the Event Manager or in Session Replay depends on the criteria or conditions that you are adding to the Event. The Event Manager provides a more flexible environment for editing Events. But in Session Replay, you can add criteria based on elements that you see and interact with

  3. To edit the Event in Session Replay:
    1. Click Edit > Edit in Session Replay.
      The Edit in Session Replay window is displayed. From the window you can:
      1. Add search conditions to find other sessions like the one used to create the Simple Event.
      2. If present, select the session that was used to create the Simple Event originally.
      3. Select a session other than session that was used to create the Simple Event originally.
    2. Once you choose the session, click Select.

      The session opens in Session Replay, with the Simple Event Capture feature enabled.

      If you are editing the Simple Event from the original session, you can:
      • Edit the values for steps
      • Add new steps
      • Delete existing steps
      If you are editing the Simple Event from a similar session:
      • You cannot edit values for steps that are not included in the current session, but you can remove the step.
      • You can edit values for steps that are included in the current session.
    3. Optional: Change the session from which you are editing the Simple Event.
      To select a different session from which to edit the Simple Event, click Select Session from the Home > Event Manager > Select Session > Replay breadcrumb.

      Select a session from the list of sessions.

    4. When you are done with your changes, click the Edit button.

      The Edit event window is displayed.

      The dimensions from the original Event cannot be deleted, but you can create new dimensions.

    5. Click Save.

      The updated Simple Event is saved to the Event Manager.

      You can open the modified Event in the Event Manager to review your changes.

  4. To Edit the Event in the Event Manager, click Edit > Edit in Event manager.
    1. To edit disabled values, click Convert.

      Once you convert the Simple Event to a Regular event, you can edit the values in the Simple Event. Simple Events that are converted to Regular Events cannot be edited in Session Replay.

    2. Edit the values.
    3. Save your changes.

      The updated and converted Event is saved to the Event Manager.

      You can open the modified Event in the Event Manager to review your changes.