Event List (from Login)

Overview

Event List (from Login) is the first page shown after you log in to Certain Platform.

The page lists the events accessible from the current account.

The list excludes events marked as templates.

You can view the list as a List or as a Calendar; the view preference persists when you return to the page.

On This Event List Page

The page lists the events that are accessible from your account.

The list excludes templates.

You can access templates from the Templates page.

You can view the Event List as a List or in a Calendar; your preference persists when you return to the page.

If your account has sub-accounts, you see the events listed by sub-account.

If you have multiple levels of sub-accounts, only those in the next level down are shown.

Navigate down to a sub-account to see events in its sub-accounts.

If an event is in a sub-account, you would be working in that sub-account.

So if you then returned to the Event List, it would list only the events in that sub-account (and any sub-accounts below it).

Add a New Event

Add a New Event opens a New Event modal window where you choose one of two options:

Go to Template Browser — Go to the Event Templates page, where you create an event based on a template event.

Don't Use a Template - Start From Scratch — Go to the Add Event page, where you enter all the initial details.

Export List

Export List exports the list to an Excel or CSV file.

The export recognizes any filters you have applied.

Recent Items

This panel on the right lists shortcuts to the items you have accessed most recently: individual events, registrations, forms, etc.

Filters

You can limit the list of events displayed using various filters.

Your choices are remembered when you return to the Event List.

Click the Magnifying Glass button to apply filters you've changed.

Status — Select All, or one or more individual statuses, which include Testing, Live, Cancelled, etc.
Start/End Periods — All Events, Ongoing Events, Upcoming Events, Starts in next __ Days (30, 60, 90, 180, 365), Ended in last __ Days (30, 60, 90), More.
More — Click to select further filters: Event Owner, Time Zone, Tags, Custom Event Fields, Standard Event fields.
Search — In the field with the prompt text "Name, Code, Location or External ID", you can enter any word(s) or part of a word to restrict the list to events with that string in its Event Title, Event Code, External Event ID, or Event Location (City, State or Country).

Example: Searching for "Conference" or even "onf" would return events such as "Sales Conference 2020".

Note: The filters are all applied. Think of them as logical AND clauses. For example, if the Status filter is Testing and you search on "Conference", you would not return a Live Sales Conference event.

Event List – Default Columns

Events are listed with a few default columns, including Event Title and Start Date.

More Columns

Click the vertical ellipsis in a column heading to list the data fields you can select as extra columns. Clear a selected column to exclude it.

Capacity
Registered
Status
Availability
External Event Id
Date Created
Date Modified
Event Notes
Event Owner
Event Timezone
End Date

Sorting

Click a column heading to sort by the values in that column.

Copying Events

Click the copy icon in the last column to copy the event.

This takes you to the first page of the Copy Event Wizard. There you can copy previous events to a new event and even copy down into a child account.

Columns

Event Title — The name given to the event in Event Setup.
Start Date — The date the physical event will begin on site, as configured in Plan > Event Setup > Details.
Location — Where the event will be held, configured in Event Setup > Location.
Event Code — The unique code given to the event in Event Setup.
Complete — The number of attendees who have registered and progressed completely through the registration form, up to the confirmation page.

More information about Registrations is available on the Event Dashboard shown when you click an event's name.

Other Event Lists (FYI)

A user with a particular User Type does not see this Event List. Instead, a tailored version appears for the role.

A Reports Only user sees an event list with the reports available to their assigned role in each event.

Hints

To start setting up a new event, click Add a New Event.

To work on an existing event, click that event in the list.

To preview an event's primary form, click the preview icon in that event's row in the list.

To copy an event, click the copy icon in that event's row in the list.

To delete an event, first click that event in the list, and then in that event go to Plan > Event Setup > Details and click Delete.

Note: Deleted events cannot be viewed directly on the platform. To retrieve or restore a deleted event please contact our support team at help@certain.com.

Account

The current Account is shown after the Account Selector icon (below the menu) and logo in the upper left corner.

This is standard across all pages on Certain Platform.

To change the account you're working in:

1. Click the Account Selector icon.

2. A pop-up Accounts window opens, listing the accounts and sub-accounts you have access to.

3. Click the account or sub-account you want to go to.

4. You remain on the Event List page, but are now in a different account.

Copy Event (Wizard)
Global Navigation Icons
Event List
Event Details (or "Add Event")
Deleting and Restoring Single or Multiple Registrations

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