When a planner creates a new event from a template, the new event inherits all of the features of the template. The inherited features include the event's look and feel. The inherited features include event setup. The inherited features include any forms. The inherited features include logic rules.
Templates are intended to speed development time. Templates serve as the starting point for more complicated events.
Video: Copying an Event Template (2 min)
Event Templates
All of the templates in your account are listed.
You can click one of the icons (at top right) to change the format of the list.
Grid view
Grid view shows templates in a grid of icons.
Tabular view
Tabular view shows templates in a table.
Tabular view may be a multi-page list. Tabular view may be more convenient than a grid when you have a large number of templates.
Your choice of layout remains in effect each time you return to this page.
Editing Templates
Certain offers templates that provide a range of graphic options.
The graphic options enable planners to get started on building new events quickly and easily.
If you have the permission to do so, you can mark any of your own events as templates. You mark events as templates by selecting the Mark... as a template... check box in Plan > Configure > Options. You can optionally upload an image to represent the template on this Templates page.
> Note: An Event Builder may only mark events as templates, or edit template events, if the option to Allow event template access is selected under User Access on their user record.
> Best Practice: Avoid marking an event as a template unless it is only to be used as a template. Events marked as templates are not listed on the Event List page.
Create an Event from (Account Name) Templates
Grid View
Each template in the grid has these three buttons.
- Select Template — Launch the Copy Event wizard. The wizard begins creating an event based on the template.
- Edit — Edit the event template itself.
> Warning! Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.
- Preview — Preview the primary registration form.
Tabular View
Each template in the table is listed with its Template Name, Code, and Notes. The Notes come from Plan > Event Setup > Details.
The list of tasks may be a multi-page list.
The Actions column has these icons for each template.
- Select Template — Launch the Copy Event wizard. The wizard begins creating an event based on the template.
- Edit — Edit the event template.
> Warning! Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.
- Preview — Preview the primary registration form.