Events (Admin)

Create a new event

Click to create a new event.

Open

Search for an event

Type any of the following details to filter upcoming and historical events:

• Event name

• Location

• Host name

• Tags

Community

Type a community name to only display upcoming and historical events from that community.

Hide Upcoming events (#) / Show Upcoming events (#)

Click Show Upcoming events (#) to display all upcoming events on the company instance or selected community.

Click Hide Upcoming events (#) to hide all upcoming events on the company instance or selected community.

Show Historical events (#) / Hide Historical events (#)

Click Show Historical events (#) to display all historical events on the company instance or selected community.

Click Hide Historical events (#) to hide all historical events on the company instance or selected community.

Duplicate

To create a duplicate of the event:

1. Click the Duplicate icon for the event.
   The Duplicate event screen for the event appears. Settings in the About the event and Occurrence(s) sections are carried over from the original event.

2. Make changes to the settings where necessary and click Next.
   Settings on the second page, including attachments, are not carried over from the original event.

   For information on the available settings, see Creating a new event.

3. Click Save.
   The duplicated event appears on top of the upcoming events list. 
   Applicants associated with the original event are not associated with the duplicated event.

View report

Click to go to the Events report creation screen.

Edit

Click to edit event details.

Delete

To delete an event and associated occurrences from the events list:

1. Click the Delete icon for the event.
   The Delete event with occurrences screen appears.

2. Click Confirm.
   The event and associated occurrences are deleted from the events list.
   To reference deleted events in reports, enable Include deactivated entities when creating an event report.

Show occurrences / Hide occurrences

• Click Show occurrences to display all occurrences for the event.

• Click Hide occurrences to hide all occurrences for the event.

Applicants

Click to go to the Applicants (#) tab on the occurrence management screen.

Share

To share the occurrence with all members of the community the event was created in or specific users across the company instance:

1. Click Share.
   The Share screen appears.

2. Click one of the following buttons:

   • Community: Shares the occurrence with all members of the community the event was created in.

   • Users: Shares the occurrence with a specific user or users across the company instance.

3. If you are sharing the occurrence with Users, in the Add user(s) name here field, enter the name of one or more users.

4. If necessary, in Add a personal message (optional), enter a message to be sent to users with the event notification they will receive. The notification each user receives depends on their individual notification settings.

5. Share the occurrence using one of the following methods:

   • To share the occurrence instantly, click Share.
     The occurrence is shared with the selected communities or users.

   • To schedule a date and time to share the occurrence:

     1. Click the Calendar icon.

     2. Enter a Date and Time.
        The Share button becomes the Schedule button.

     3. Click Schedule.
        The occurrence will automatically be shared with selected community or users at the scheduled date and time.

Duplicate

To create a duplicate of the event:

1. Click the Duplicate icon for the occurrence.
   The Duplicate event screen for the occurrence appears. Settings are carried over from the original occurrence.

2. Make changes to the settings where necessary. For information on the available settings, see Creating a new event.

3. Click Save.
   The duplicated event occurrence at the bottom of the occurrences list.

View report

Click to go to the Events report creation screen.

Edit

This opens the occurrence management screen, where you can manage and edit the details of your chosen occurrence.

For more information on the occurrence management screen, as well as the settings and tabs available, see, Managing event occurrences.

Delete

To delete an occurrence from the events list:

1. Click the Delete icon for the occurrence.
   The Delete occurrence screen appears.

2. Click Confirm.
   The occurrence is deleted from the events list.
   To reference deleted occurrences in reports, enable Include deactivated entities when creating an event report.