320 lines
13 KiB
Markdown
320 lines
13 KiB
Markdown
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# Event tracks
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Odoo *Events* provides the ability to create, schedule, and manage talks, lectures, demonstrations,
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presentations, etc., which known as *Tracks* in Odoo.
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The Odoo *Events* application also has an option to allow event attendees to propose talks (tracks)
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for an event, which can then be approved (or disapproved).
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## Configuration
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First, there are some settings that need to be enabled, in order to get the most out of event
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tracks.
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To do that, navigate to {menuselection}`Events app --> Configuration --> Settings`, and tick the
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checkbox beside the {guilabel}`Schedule & Tracks` setting. Doing so provides the ability to manage
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and publish an event schedule with various tracks.
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Also, when that setting checkbox is ticked, two additional setting options appear beneath it:
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{guilabel}`Live Broadcast` and {guilabel}`Event Gamification`.
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```{image} event_tracks/track-settings.png
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:align: center
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:alt: The Schedule and Tracks setting in the Odoo Events app, along with corresponding
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: options.
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```
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The {guilabel}`Live Broadcast` option provides the ability to air tracks online through a *YouTube*
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integration.
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The {guilabel}`Event Gamification` options provides the ability to share a quiz with track attendees
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once the track is over, in order to test how much they learned.
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:::{note}
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With the {guilabel}`Event Gamification` setting enabled, an {guilabel}`Add Quiz` button appears
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on track forms, providing the ability to {ref}`quickly create a quiz <events/track-add-quiz>`
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specific to the topic related to that particular track.
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:::
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Once all desired settings have been enabled, be sure to click the {guilabel}`Save` button in the
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upper-left corner of the {guilabel}`Settings` page.
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## Event Tracks page
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To access, modify, and/or create tracks for an event, first navigate to a preconfigured event, or
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{doc}`create a new one <create_events>` from the *Events* application.
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To do that, navigate to {menuselection}`Events app`, and either select a pre-existing event from the
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{guilabel}`Events` dashboard, or create a new one by clicking {guilabel}`New`.
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Once on the desired event form, click into the {guilabel}`Tracks` smart button at the top of the
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form.
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:::{tip}
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If the {guilabel}`Tracks` smart button is not readily available, click the {guilabel}`More`
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{icon}`fa-sort-desc` drop-down menu to reveal hidden smart buttons. Then, click
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{guilabel}`Tracks` from the resulting drop-down menu.
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:::
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Clicking the {guilabel}`Tracks` smart button reveals the {guilabel}`Event Tracks` page for that
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particular event, which presents all the tracks (both scheduled and proposed) for the event, if
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there are any.
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```{image} event_tracks/event-tracks-page.png
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:align: center
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:alt: Typical event tracks page for an event in the Odoo Events application.
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```
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The tracks are presented in a default {icon}`oi-view-kanban` {guilabel}`(Kanban)` view, but there is
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also the option to view these tracks in a {icon}`oi-view-list` {guilabel}`(List)`,
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{icon}`oi-view-cohort` {guilabel}`(Gantt)` chart, {icon}`fa-calendar-check-o`
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{guilabel}`(Calendar)`, {icon}`fa-area-chart` {guilabel}`(Graph)`, or {icon}`fa-clock-o`
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{guilabel}`(Activity)` view. All of which are accessible in the upper-right corner of the
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{guilabel}`Tracks` page.
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In the default {icon}`oi-view-kanban` {guilabel}`(Kanban)` view, the tracks are categorized into
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different stages. The default stages are: {guilabel}`Proposal`, {guilabel}`Confirmed`,
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{guilabel}`Announced`, {guilabel}`Published`, {guilabel}`Refused` (collapsed stage), and
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{guilabel}`Cancelled` (collapsed stage). All of which can be edited, if needed.
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:::{tip}
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To edit a stage, hover over the stage name, click the {icon}`fa-cog` {guilabel}`(Settings)` icon,
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and select {guilabel}`Edit` from the resulting drop-down menu.
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:::
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Clicking into a track from the {guilabel}`Event Tracks` page reveals the track form for that
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particular track.
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### Create event track
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From the {guilabel}`Event Tracks` page, click {guilabel}`New` in the upper-left corner to reveal a
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blank event track form to create an event track.
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```{image} event_tracks/event-track-form.png
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:align: center
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:alt: Typical event track form in the Odoo Events application.
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```
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Start by giving this track a {guilabel}`Title`. This field is **required** by Odoo.
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Then, if desired, add an accompanying image to the track via the {icon}`fa-pencil`
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{guilabel}`(pencil)` icon that appears when the cursor hovers over the {icon}`fa-camera`
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{guilabel}`(camera)` icon in the upper-right corner of the form. When clicked, proceed to upload the
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desired image for the track. This image appears on the front-end of the event website, on this
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specific tracks webpage.
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Next, enter a {guilabel}`Track Date` and time for the track, and designate a {guilabel}`Location`
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where the talk is planning to be held.
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:::{tip}
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To access a complete list of locations for event tracks, which can be modified (and added to) at
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any time, navigate to {menuselection}`Events app --> Configuration --> Track Locations`.
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:::
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Then, add a {guilabel}`Duration` to the track (in minutes).
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If the *Live Broadcast* setting has been enabled in the *Events* app settings, the option to add a
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corresponding link in the {guilabel}`YouTube Video Link` field is available.
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If the {guilabel}`Always Wishlisted` checkbox is ticked, the talk is automatically set as a favorite
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for each registered event attendee.
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Assign someone to be in charge of managing this track in the {guilabel}`Responsible` field. By
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default, the person who initially created the track is assigned.
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Then, ensure the track is applied to the correct event in the {guilabel}`Event` field. By default,
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this field is auto-populated with the event related to the *Event Tracks* page the track was
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originally created from.
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Next, choose to add existing tags, or create new ones, to further organize the track. These tags,
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and their corresponding tag categories are utilized on the event specific website - mainly on the
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*Talks* web page on the event website, via the drop-down filter menus.
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Beneath that general information section, there are three tabs: {ref}`Speaker
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<events/track-speaker-tab>`, {ref}`Description <events/track-description-tab>`, and
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{ref}`Interactivity <events/track-interactivity-tab>`.
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(events-track-speaker-tab)=
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#### Speaker tab
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The {guilabel}`Speaker` tab on an event track form is filled with various fields related to the
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specific speaker who is planning to conduct/host the track.
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```{image} event_tracks/speaker-tab.png
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:align: center
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:alt: The Speaker tab on an event track form in the Odoo Events application.
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```
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##### Contact Details section
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In the {guilabel}`Contact Details` section, proceed to use the {guilabel}`Contact` drop-down field
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to select an existing contact from the database as the main point of contact for the talk.
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If this contact is not yet in the database, type in the name of the contact, and click
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{guilabel}`Create` to create and edit the contact form later, or click {guilabel}`Create and
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edit...` to be taken to that new contact's contact form, where the rest of their pertinent
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information can be entered.
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The {guilabel}`Contact Email` and {guilabel}`Contact Phone` fields are greyed-out and populated with
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the information found on that chosen contact's contact form. These fields are not modifiable once
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the {guilabel}`Contact` field is selected.
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##### Speaker Bio section
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In the {guilabel}`Speaker Bio` section, proceed to enter information related to the specific speaker
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scheduled to conduct/host the track. This section may auto-populate based on the {guilabel}`Contact`
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selected in the {guilabel}`Contact Details` section. If not, enter information in the necessary
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fields.
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:::{note}
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This information appears on the front-end of the event website, on the specific track webpage,
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providing more information about the speaker to the track attendees.
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:::
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Start by entering a {guilabel}`Name`, {guilabel}`Email`, and {guilabel}`Phone` number for the
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speaker.
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Next, if desired, add an image to appear alongside the speaker biogrpahy on the event website, via
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the {icon}`fa-pencil` {guilabel}`(pencil)` icon that appears when the cursor hovers over the
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{icon}`fa-camera` {guilabel}`(camera)` icon. When clicked, proceed to upload the desired image for
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the speaker.
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Then, enter a {guilabel}`Job Position` for the designated speaker, followed by the
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{guilabel}`Company Name` associated with the speaker.
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In the {guilabel}`Biography` field, proceed to enter in a custom biography with any speaker-related
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information.
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(events-track-description-tab)=
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#### Description tab
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The {guilabel}`Description` tab of an event track form is a blank text field, in which a description
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of the track can be entered. The information entered here appears on the specific track page on the
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event website.
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(events-track-interactivity-tab)=
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#### Interactivity tab
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The {guilabel}`Interactivity` tab on an event track form features a single option at first:
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{guilabel}`Magic Button`.
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```{image} event_tracks/interactivity-tab.png
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:align: center
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:alt: The Interactivity tab on an event track form in the Odoo Events application.
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```
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When the checkbox beside {guilabel}`Magic Button` is ticked, Odoo displays a *call to action* button
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to attendees on the track sidebar, while the track is taking place.
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With that checkbox ticked, three more options appear, all of which are related to the
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{guilabel}`Magic Button`:
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- {guilabel}`Button Title`: enter a title to appear on the button for attendees.
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- {guilabel}`Button Target URL`: enter a URL that leads attendees, who click the button, to a
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specific page.
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- {guilabel}`Show Button`: enter a number in the field, and the button will appear that number of
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{guilabel}`minutes after Track start`.
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:::{note}
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The magic button **only** appears if there is more than one published track.
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:::
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(events-track-add-quiz)=
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#### Add Quiz button
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The {guilabel}`Add Quiz` button **only** appears on event track forms if the *Event Gamification*
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setting is enabled in the Odoo *Events* settings.
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To add a quiz to the event track, click the {guilabel}`Add Quiz` button. Doing so reveals a separate
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page where an event track quiz can be created and configured.
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```{image} event_tracks/add-quiz.png
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:align: center
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:alt: The Add Quiz page in the Odoo Events application for an event track.
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```
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Start by entering a title for the quiz in the blank field at the top of the page. Then, if
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participants should be allowed to try the quiz multiple times, tick the checkbox beside
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{guilabel}`Allow multiple tries`.
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The {guilabel}`Event` and {guilabel}`Event Track` fields are non-modifiable, and show the
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corresponding event and track this quiz is associated with.
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To add questions to the quiz, click {guilabel}`Add a line` beneath the {guilabel}`Question` column.
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Doing so reveals a {guilabel}`Create Questions` pop-up window.
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```{image} event_tracks/create-questions.png
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:align: center
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:alt: The Create Questions pop-up window on an event-specific track quiz in the Odoo
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: Events app.
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```
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:::{note}
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**All** track quiz questions are multiple choice.
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:::
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From the pop-up window, enter the question in the blank field at the top. Then, click {guilabel}`Add
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a line` to add answer options. Upon clicking {guilabel}`Add a line`, a new line appears, in which an
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answer option can be entered.
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Once an answer option has been entered, proceed to designate whether it is the {guilabel}`Correct`
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response, by ticking the checkbox in the {guilabel}`Correct` column.
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Then, there is the option to add a point value in the {guilabel}`Points` column.
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And, if there are any additional comments that should accompany an answer option, type them into the
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{guilabel}`Extra Comment` field.
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:::{note}
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The {guilabel}`Correct`, {guilabel}`Points`, and {guilabel}`Extra Comment` fields are all
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optional.
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:::
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Repeat this process for all the answer options.
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To remove an answer option, click the {icon}`fa-trash-o` {guilabel}`(trash can)` icon on the
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far-right.
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Once all desired answer options (and their configurations) are complete, click {guilabel}`Save &
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Close` to save the question, close the pop-up window, and return to the track quiz form. Or, click
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{guilabel}`Save & New` to save this question, and instantly start creating another question on a new
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{guilabel}`Create Questions` pop-up form.
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To remove any question from the quiz, click the {icon}`fa-trash-o` {guilabel}`(trash can)` icon on
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the far-right of the question line.
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## Publish event track
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Once all the desired configurations are complete on an event track form, click the desired stage it
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should be in from the status bar in the upper-right corner (e.g. {guilabel}`Confirmed`,
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{guilabel}`Announced`, etc.).
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:::{note}
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The stage of a track can also be changed from the {guilabel}`Event Tracks` page, where the
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desired track card can be dragged-and-dropped into the appropriate Kanban stage.
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:::
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If an event track has *not* been published yet, and it is moved to the {guilabel}`Published` stage,
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Odoo automatically publishes the track on the event website.
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An event track can *also* be published by opening the desired event track form, and clicking the
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{guilabel}`Go to Website` smart button. Then, in order for the track page to be viewable (and
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accessible) for event attendees, toggle the {icon}`fa-toggle-off` {guilabel}`Unpublished` switch at
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the top of the page to {icon}`fa-toggle-on` {guilabel}`Published`; thus turning it from red to
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green, and making it accessible for attendees.
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```{image} event_tracks/published-toggle.png
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:align: center
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:alt: The track-related event submenu options on an event website built with Odoo Events.
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```
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:::{seealso}
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- {doc}`create_events`
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- {doc}`track_manage_talks`
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:::
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