[ADD] events: event templates doc

closes odoo/documentation#9517

X-original-commit: fb2f1d5f8b
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/marketing/events.rst

@@ -13,3 +13,4 @@ Events
    events/create_events
    events/sell_tickets
    events/track_manage_talks
+   events/event_templates

content/applications/marketing/events/event_templates.rst

@@ -0,0 +1,218 @@
+===============
+Event templates
+===============
+
+The Odoo *Events* application provides the ability to customize and configure event templates, which
+can be used to expedite the event-creation process.
+
+These templates can be created and personalized in the application, and then selected from an event
+form, in order to quickly apply a series of settings and elements to the new event, all of which can
+be further modified, if needed.
+
+Event templates page
+====================
+
+In the Odoo *Events* application, event templates can quickly be created and modified.
+
+To begin, navigate to :menuselection:`Events app --> Configuration --> Event Templates`. Doing so
+reveals the :guilabel:`Event Templates` page. Here, find all the existing event templates in the
+database.
+
+.. image:: event_templates/event-templates-page.png
+   :align: center
+   :alt: The Event Templates page in the Odoo Events application.
+
+By default, Odoo provides three pre-configured event templates: :guilabel:`Exhibition`,
+:guilabel:`Training`, and :guilabel:`Sport`, which all have their own unique customizations applied
+to them.
+
+To change how these event templates appear on the *Template* drop-down field on an event form,
+drag-and-drop them into any desired order, using the :icon:`oi-draggable` :guilabel:`(draggable)`
+icon, located to the left of each event template line on the :guilabel:`Event Templates` page.
+
+.. seealso::
+   To learn more about event forms, refer to the :doc:`create_events` documentation.
+
+Create event template
+=====================
+
+There are two ways to create and configure an event template in Odoo *Events*.
+
+#. **On the dashboard**, by navigating to :menuselection:`Events app --> Configuration --> Event
+   Templates` and clicking the :guilabel:`New` button in the upper-left corner. Doing so reveals a
+   blank event template form that can be customized in a number of different ways.
+#. **On an event form itself**. Start by typing the name of a new event template in the *Template*
+   field, and click :guilabel:`Create and edit...` from the resulting drop-down menu. Doing so
+   reveals a *Create Template* pop-up window, featuring all the same configurable fields and
+   elements found on a standard event template form.
+
+.. note::
+   Clicking :guilabel:`Create "[template name]"` from the resulting drop-down menu, via the
+   *Template* field on an event form creates the event template in the database, but does **not**
+   present the user with the *Create Template* pop-up window.
+
+   The event template would have to be modified, by selecting it on the *Event Templates* page
+   (:menuselection:`Events app --> Configuration --> Event Templates`).
+
+Event template form
+-------------------
+
+All the fields on a standard :guilabel:`Event Template` form are *also* on the *Create Template*
+pop-up window, accessible via the *Template* field on an event form.
+
+.. image:: event_templates/event-template-form.png
+   :align: center
+   :alt: A standard event template form in the Odoo Events application.
+
+Start by providing the event template with a name in the :guilabel:`Event Template` field, located
+at the top of the form.
+
+Beneath that field, there is a series of selectable checkboxes, all of which are related to how the
+event menu will be displayed on the event web page.
+
+- :guilabel:`Website Submenu`: enables a submenu on the event's website. When this checkbox is
+  ticked, every other checkbox in this series is automatically ticked, as well. Then, choose to
+  untick (deselect) any of the checkbox options, as desired.
+- :guilabel:`Tracks Menu Item`: adds a submenu item to navigate to a page displaying all planned
+  tracks for the event.
+- :guilabel:`Track Proposals Menu Item`: adds a submenu item to navigate to a page, in which
+  visitors can fill out a form to propose a track (talk, lecture, presentation, etc.) to happen
+  during the event.
+- :guilabel:`Booth Menu Item`: adds a submenu item that takes visitors to a separate page, where an
+  event booth can be purchased. Event booths can be customized and configured in the
+  :guilabel:`Booths` tab of the event template form, from the *Booth Categories* page
+  (:menuselection:`Events app --> Configuration --> Booth Categories`).
+
+  .. important::
+     First, users **must** create a booth product with the required *Event Booth* option set as the
+     :guilabel:`Product Type` on the product form.
+
+- :guilabel:`Exhibitors Menu Item`: adds a submenu item that takes visitors to a separate page,
+  showcasing all the exhibitors related to that specific event. Icons representing those exhibitors
+  are also found on the footer of every event-specific web page, as well.
+- :guilabel:`Community`: adds a submenu item allowing attendees to access pre-configured virtual
+  community rooms to meet with other attendees, and discuss various topics related to the event.
+  When this checkbox is ticked, the :guilabel:`Allow Room Creation` feature becomes available.
+- :guilabel:`Allow Room Creation`: allow visitors to create community rooms of their own.
+- :guilabel:`Register Button`: adds a button at the end of the event submenu that takes visitors to
+  the event-specific registration page when clicked.
+
+Once the desired checkboxes have been ticked, select an appropriate :guilabel:`Timezone` for the
+event from the available drop-down menu.
+
+Then, for organizational purposes, there is the option to add :guilabel:`Tags` to this event
+template.
+
+There is also the option to :guilabel:`Limit Registrations` to this specific event template by
+ticking that checkbox. If ticked, proceed to enter the number of :guilabel:`Attendees` this template
+should be limited to.
+
+Beneath those general information fields at the top of the event template form, there are five tabs:
+
+- :ref:`Tickets <events/event-tickets>`
+- :ref:`Communication <events/event-communication>`
+- :ref:`Booths <event_templates/event_template/booths>`
+- :ref:`Questions <events/event-questions>`
+- :ref:`Notes <events/event-notes>`
+
+.. _event_templates/event_template/booths:
+
+Booths tab
+~~~~~~~~~~
+
+The :guilabel:`Booths` tab on an event template form is the only tab that differentiates itself from
+a standard event form, where the other tabs (:guilabel:`Tickets`, :guilabel:`Communication`,
+:guilabel:`Questions`, and :guilabel:`Notes`) are present and configured using the same process. For
+more information about those tabs, refer to the :doc:`create_events` documentation.
+
+.. important::
+   To create a booth or booth category, an event booth product **must** be created in the database
+   first, with the *Product Type* set to *Event Booth*. **Only** products with that specific
+   configuration can be selected in the required *Product* field of a booth or booth category form.
+
+.. note::
+   Event booths can be created and customized in two ways in the Odoo *Events* application. Either
+   in the :guilabel:`Booths` tab of an event template form, or by navigating to
+   :menuselection:`Events app --> Configuration --> Booth Categories`, and click :guilabel:`New`.
+
+To add a booth from the :guilabel:`Booths` tab of an event template form, click :guilabel:`Add a
+line`. Doing so reveals a blank :guilabel:`Create Booths` pop-up window.
+
+.. image:: event_templates/create-booths-popup.png
+   :align: center
+   :alt: A Create Booths pop-up window in the Odoo Events application.
+
+Start by providing a :guilabel:`Name` for this booth in the corresponding field at the top of the
+pop-up window.
+
+Then, select an appropriate :guilabel:`Booth Category` from the drop-down field below. Booth
+categories can be created and modified from the *Booth Categories* page in the *Events* application,
+which is accessible by navigating to :menuselection:`Events app --> Configuration --> Booth
+Categories`.
+
+.. tip::
+   A :guilabel:`Booth Category` can be created directly from this field on the :guilabel:`Create
+   Booths` pop-up window. To accomplish that, type the name of the new booth category in the
+   :guilabel:`Booth Category` field, and select either :guilabel:`Create` or :guilabel:`Create and
+   edit...` from the resulting drop-down menu.
+
+   Clicking :guilabel:`Create` merely creates the category, which can (and should be) customized at
+   a later date. Clicking :guilabel:`Create and edit...` reveals a new :guilabel:`Create Booth
+   Category` pop-up window, from which the category can be configured in a number of different ways.
+
+   .. image:: event_templates/create-booth-category-popup.png
+      :align: center
+      :alt: The Create Booth Category pop-up window in the Odoo Events application.
+
+   From this pop-up window, proceed to name the :guilabel:`Booth Category`, modify its
+   :guilabel:`Booth Details` settings, configure its :guilabel:`Sponsorship` options (if
+   applicable), and leave an optional :guilabel:`Description` to explain any pertinent details
+   related to this specific category of booths.
+
+   There is also the option to add a photo/visual representation of the booth category, via the
+   :guilabel:`(camera)` icon in the upper-right corner.
+
+   When all desired configurations are complete, click the :guilabel:`Save & Close` button.
+
+   The same configurations and options are available by navigating to :menuselection:`Events app -->
+   Configuration --> Booth Categories`, and clicking :guilabel:`New`.
+
+Once the desired :guilabel:`Booth Category` is selected, the remaining fields on the
+:guilabel:`Create Booths` pop-up window (:guilabel:`Currency`, :guilabel:`Product`, and
+:guilabel:`Price`) autopopulate, based on information configured for that selected :guilabel:`Booth
+Category`.
+
+.. note::
+   These fields **cannot** be modified from the :guilabel:`Create Booths` pop-up window. They can
+   only be modified from the specific booth category form page.
+
+When all desired configurations are complete, click :guilabel:`Save & Close` to save the booth, and
+return to the event template form. Or, click :guilabel:`Save & New` to save the booth, and start
+creating another booth on a fresh :guilabel:`Create Booths` pop-up window. Click :guilabel:`Discard`
+to remove all changes, and return to the event template form.
+
+Once the booth has been saved, it appears in the :guilabel:`Booths` tab on the event template form.
+
+Use event templates
+===================
+
+Once an event template is complete, it is accessible on all event forms in the Odoo *Events*
+application.
+
+To use an event template, navigate to the :menuselection:`Events app` and click :guilabel:`New` to
+open a new event form.
+
+From the event form, click the :guilabel:`Template` field to reveal all the existing event templates
+in the database. They appear in the same order as they are listed in on the *Event Templates* page
+(:menuselection:`Events app --> Configuration --> Event Templates`).
+
+Select the desired event template from the :guilabel:`Template` drop-down field on the event form.
+Pre-configured settings automatically populate the event form, saving time during the event creation
+process.
+
+Any of these pre-configured settings related to the selected event template chosen in the
+:guilabel:`Template` field on an event form can be modified, as desired.
+
+.. seealso::
+   - :doc:`event_essentials`
+   - :doc:`create_events`