This article describes the Event List page shown after logging in to Certain Platform. The page displays the events accessible from your account and provides options to manage events, export the list, apply filters, and navigate between accounts or sub-accounts.
On This Event List Page
This page lists the events that are accessible from your account. The list excludes events marked as templates. You can view the list as either a List or a Calendar; your preference persists when you return to the page. If your account has any sub-accounts, you see the events listed by sub-account. If there are 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. To work on an event, click that row in the list to go to the Event Dashboard for that event. If the event is in a sub-account, you would then be working in that sub-account. Returning to the Event List would list only the events in that sub-account (and any sub-accounts below it).
Add a New Event
The Add a New Event action opens a New Event modal window with 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 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 (unlabeled) — All Events; Ongoing Events; Upcoming Events; Starts in next __ Days (30, 60, 90, 180, 365); Ended in last __ Days (30, 60, 90); More — click to select further filters: Event Owner; Time Zone; Tags; Custom Event Fields; Standard Event fields.
- In the empty 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 of characters in its Event Title, Event Code, External Event ID, or Event Location (City, State or Country). Example: Searching for "Conference" would return events such as "Sales Conference 2020". Note: The filters are all applied. (Technically, think of them as logical AND clauses. For example, if the Status filter is Testing then searching on "Conference" would not return a "Sales Conference" event that was Live.)
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. The available fields include:
- 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 search for previous events to copy and even choose to 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. More information about Registrations is available on the Event Dashboard shown when you click an event’s name.
Tip: Additional context
The Event List page includes a note about templates: the list excludes events marked as templates. You can access those from the Templates page.
Other Event Lists (FYI)
User types may not see this full Event List. For example, a “Reports Only” user sees an event list with the reports available to their assigned role in each event.
Logging Out
To log out of Certain, from any page, select the Logout option in the global navigation icons at the top right.
Related sections and navigation
- This Event List page is the same whether accessed via the menu or by logging in to Certain.
- You can view events as a List or in a Calendar; your preference persists.
- The Accounts section describes how to switch between accounts or sub-accounts.
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Related articles
- Copy Event (Wizard)
- Global Navigation Icons
- Event List
- Event Details (or "Add Event")
- Deleting and Restoring Single or Multiple Registrations
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