diff --git a/content/applications/marketing/events.rst b/content/applications/marketing/events.rst index 8dc9ef07a..13420ceca 100644 --- a/content/applications/marketing/events.rst +++ b/content/applications/marketing/events.rst @@ -13,3 +13,4 @@ Events events/create_events events/sell_tickets events/track_manage_talks + events/event_templates diff --git a/content/applications/marketing/events/event_templates.rst b/content/applications/marketing/events/event_templates.rst new file mode 100644 index 000000000..07bb1e8f7 --- /dev/null +++ b/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 ` +- :ref:`Communication ` +- :ref:`Booths ` +- :ref:`Questions ` +- :ref:`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` diff --git a/content/applications/marketing/events/event_templates/create-booth-category-popup.png b/content/applications/marketing/events/event_templates/create-booth-category-popup.png new file mode 100644 index 000000000..0fadf31b4 Binary files /dev/null and b/content/applications/marketing/events/event_templates/create-booth-category-popup.png differ diff --git a/content/applications/marketing/events/event_templates/create-booths-popup.png b/content/applications/marketing/events/event_templates/create-booths-popup.png new file mode 100644 index 000000000..ee8e35732 Binary files /dev/null and b/content/applications/marketing/events/event_templates/create-booths-popup.png differ diff --git a/content/applications/marketing/events/event_templates/event-template-form.png b/content/applications/marketing/events/event_templates/event-template-form.png new file mode 100644 index 000000000..121d98b15 Binary files /dev/null and b/content/applications/marketing/events/event_templates/event-template-form.png differ diff --git a/content/applications/marketing/events/event_templates/event-templates-page.png b/content/applications/marketing/events/event_templates/event-templates-page.png new file mode 100644 index 000000000..ea1439b1f Binary files /dev/null and b/content/applications/marketing/events/event_templates/event-templates-page.png differ