# Event actions

From an event or the Events list, click the Actions  button to apply an action to an event. The available list of actions depends on the event's type and status and your company configuration in Fairmarkit.

### Add note / View notes <a href="#addnoteviewnotes" id="addnoteviewnotes"></a>

With Internal Notes, you can enter notes about an event and share them with your team. These notes are for internal use only and will not be shared with suppliers. This is helpful for compliance purposes to track information shared outside of Fairmarkit, such as through a phone call or meeting.

See: [Internal notes](/buyers/events/collaboration-tools/internal-notes.md)

### Add offline quote <a href="#addofflinequote" id="addofflinequote"></a>

Sometimes, you may receive pricing directly from a supplier outside of Fairmarkit. So you can accurately track your event and sourcing history, you can enter an offline quote. This allows you to track offline pricing against your other suppliers for visibility, transparency, and saving calculations. This option is available from the Details screen.

See: [Add an offline quote](/buyers/request-for-quote-rfq/review-and-award-a-request-for-quote-event/add-an-offline-quote.md)

### Add requester <a href="#addrequester" id="addrequester"></a>

When working on an event, you can add the original requester to the event so they can view the event in their events list, add internal notes, and participate in conservations with suppliers.

See: [Manage requesters](/buyers/events/manage-opened-events/manage-requesters.md)

### Archive <a href="#archive" id="archive"></a>

For draft events you no longer need, you can move them to Archived status. Archived events are not common and are not tracked for Fairmarkit usage.

See: [Archive an event](/buyers/events/create-an-event/archive.md)

### Auto-bundle <a href="#autobundle" id="autobundle"></a>

If you have run the suggest bundles process, select this option to create the bundles.

See: [Bundle events](/buyers/request-for-quote-rfq/create-a-request-for-quote/bundle-events.md)

### Cancel <a href="#cancel" id="cancel"></a>

If you have opened an event and no longer need it or need to create a replacement event, you can cancel an event. Suppliers will receive an event cancellation notification, but a cancellation reason is not included.

See: [Cancel an event](/suppliers/readme.md)

### Change close date <a href="#changeclosedate" id="changeclosedate"></a>

After opening an event, you can change the Close Date, Close Time, and Preferred Delivery Date to extend or shorten the event open period.<br>

See: [Change event dates](/buyers/events/manage-opened-events/change-event-dates.md)

### Change requester <a href="#changerequester" id="changerequester"></a>

When you added a requester to an event, you may need to change the requester or remove them from the event.

See: [Manage requesters](/buyers/events/manage-opened-events/manage-requesters.md)

### Clone <a href="#clone" id="clone"></a>

If you frequently make similar or complex events, you may want to clone an existing event to save time. This option copies an existing event and saves it as a draft. Pricing received on the original request are not cloned and awards are not pushed back to your purchasing application.

See: [Create a request for quote](/buyers/request-for-quote-rfq/create-a-request-for-quote.md)

### Close <a href="#close" id="close"></a>

Typically, an event automatically closes on the specified Close date and Close time, but you can manually close an event.

See: [Change event dates](/buyers/events/manage-opened-events/change-event-dates.md)

### Copy Link <a href="#copylink" id="copylink"></a>

This option allows you to copy a direct link to the event.

### Create a template <a href="#createatemplate" id="createatemplate"></a>

This option allows you to create an request for proposal or request for information template based on an existing event.

See: [Create a full template](broken://spaces/SbZT547ipEu6qfpYrQUg/pages/kzTlst3tKo255yz4YpDi)

### Details <a href="#details" id="details"></a>

From the events list, you can review a screen with details of the event.

### Download Excel <a href="#downloadexcel" id="downloadexcel"></a>

This option allows you download a Microsoft Excel spreadsheet with data from the event.<br>

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### Download details <a href="#downloaddetails" id="downloaddetails"></a>

This option allows you download a PDF of detailed information from the event. The information is downloaded as a zip file, containing a PDF summary of the event, and if suppliers have included attachments in their responses, a folder for each supplier with attachments.

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### Download PDF <a href="#downloadpdf" id="downloadpdf"></a>

This option allows you to download a PDF with data from the event.

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### Download summary / Generate summary <a href="#downloadsummarygeneratesummary" id="downloadsummarygeneratesummary"></a>

For request for proposal or request for information events, you can download the Response QuickView, an AI-generated summary of supplier responses for your event, to PDF format. This is auto-generated and emailed to the event owner. Additionally, you can manually generate the Response QuickView from your event page. Contact your Fairmarkit Customer Success Manager to enable this feature.

See: [Response QuickView](/buyers/events/review-supplier-responses/response-quickview.md)

### Edit <a href="#edit" id="edit"></a>

After sending an event to suppliers, you can edit fields that will not impact the suppliers' process.

See: [Edit a request for quote (RFQ)](/buyers/request-for-quote-rfq/edit-a-request-for-quote-rfq.md).0

### Generate summary / Download summary <a href="#generatesummarydownloadsummary" id="generatesummarydownloadsummary"></a>

For request for proposal or request for information events, an AI-generated summary of supplier responses, known as the Response QuickView, can be automatically emailed to you once your event closes. Additionally, you can manually generate the Response QuickView from your event page. Once generated, the PDF is emailed to you, or you can return to the event and select *Download summary* to download a PDF version. Contact your Fairmarkit Customer Success Manager to enable this feature.

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### Link event / Unlink event <a href="#linkeventunlinkevent" id="linkeventunlinkevent"></a>

If an event is part of the same initiative or project as other events, you can link the events with a project. Any combination of event types can be linked. This option is only available for Supervisor and Admin users.<br>

See: [Projects](/buyers/administration/projects.md)

### Print <a href="#print" id="print"></a>

This option allows you to print data from the event.<br>

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### Reassign <a href="#reassign" id="reassign"></a>

Sometimes, you may need to reassign an event from one buyer to another. If you have access to this option, you can use this option to reassign events quickly. Users in an Observer role cannot reassign events.

See: [Reassign an event](/buyers/events/manage-opened-events/reassign-an-event.md)

### Reopen <a href="#reopen" id="reopen"></a>

If you have a closed event that you want to update, you can reopen the event.

See: [Change event dates](/buyers/events/manage-opened-events/change-event-dates.md)

### Restore <a href="#restore" id="restore"></a>

For an archived event, Restore moves the event back to Draft status.

See: [Archive an event](/buyers/events/create-an-event/archive.md)

### Share <a href="#share" id="share"></a>

When working on an event, you can invite collaborators or evaluators (only available on request for proposal and request for information events) to help you build and review your event.

See: [Manage collaborators](broken://spaces/SbZT547ipEu6qfpYrQUg/pages/kzTlst3tKo255yz4YpDi) or[ Manage evaluators](/buyers/events/evaluation-and-scoring/manage-evaluators.md)

### UnBundle <a href="#unbundle" id="unbundle"></a>

If two or more events have been bundled, you can unbundle the events, restoring the original events.

See: [Bundle events](/buyers/request-for-quote-rfq/create-a-request-for-quote/bundle-events.md)

### Unlink event / Link event <a href="#unlinkeventlinkevent" id="unlinkeventlinkevent"></a>

If an event is part of the same initiative or project as other events, you can link the events with a project. Any combination of event types can be linked.

See: [Projects](/buyers/administration/projects.md)

### View activity <a href="#viewactivity" id="viewactivity"></a>

This option allows you to view a history of actions taken on an event. The log can be filtered by action, searched, and downloaded to Excel.<br>

See: [View event details and history](/buyers/events/view-event-details-and-history.md)

### View notes / Add note <a href="#viewnotesaddnote" id="viewnotesaddnote"></a>

With Internal Notes, you can enter notes about an event and share them with your team. These notes are for internal use only and will not be shared with suppliers. This is helpful for compliance purposes to track information shared outside of Fairmarkit, such as through a phone call or meeting.

See: [Internal notes](/buyers/events/collaboration-tools/internal-notes.md)

### View request <a href="#viewrequest" id="viewrequest"></a>

When viewing a request for quote (RFQ) event on the details page, you can now select to view the original purchase requisition (PR) in your ERP/P2P purchasing application.

### Withdraw <a href="#withdraw" id="withdraw"></a>

If you have an opened request for quote event and need to make major changes, such as adding line items, changing quantities, etc., you can withdraw the event within 2 days of opening it. Withdrawn events are moved back to Draft status and can be edited like a new event. When you withdraw an event, any supplier responses are removed and the suppliers are notified that you've withdrawn the event. After you've edited the event, you will need to open the event again. Once you withdraw an event, it cannot be undone.<br>

See: [Withdraw an event](broken://spaces/SbZT547ipEu6qfpYrQUg/pages/kzTlst3tKo255yz4YpDi)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.fairmarkit.com/glossary/glossary/event-actions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.