# 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*.

1. **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.
2. **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}`create_events`
:::