[IMP] Events: Update Create Events page
closes odoo/documentation#16836
X-original-commit: e9ddd5a968
Signed-off-by: Kai Wen Li (kaili) <kaili@odoo.com>
Co-authored-by: theRealThagomizer <96515928+theRealThagomizer@users.noreply.github.com>
Co-authored-by: theRealThagomizer <96515928+theRealThagomizer@users.noreply.github.com>
@@ -2,210 +2,167 @@
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Create events
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=============
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With the *Events* application, event organizers can create and configure in-person or online-only
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events in Odoo. Each new event contains a number of customizable options that are geared around
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specific event logistics, as needed per event, such as ticket sales and registration desk, booths,
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tracks, sponsors, rooms, and more.
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With the **Events** application, organizers can create and configure in-person or online events in
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Odoo. Each new event contains a number of options to customize specific logistics such as ticket
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sales, registration desk, booths, tracks, sponsors, rooms, and more.
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Events can be manually created from scratch or built off of pre-made templates. Once launched, the
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*Events* application then integrates with the *Website* app for the front-end promotion and
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registration of the event for attendees, the *Sales* app for the purchasing ability of paid tickets,
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as well the *CRM* application through customizable lead generation rules.
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Events can be manually created from scratch or built from preconfigured templates. Once launched,
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the **Events** app integrates with other apps for enhanced functionalities, including promoting
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events, selling registration tickets to attendees, and generating leads using customizable rules.
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.. _events/new-event:
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New event
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Dashboard
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=========
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To create a new event, begin by navigating to the :menuselection:`Events app` to land on the default
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:guilabel:`Events` dashboard, in the :icon:`oi-view-kanban` :guilabel:`Kanban` view. From there, or
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alternatively from the :icon:`oi-view-list` :guilabel:`List` or :icon:`fa-tasks` :guilabel:`Gantt`
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views, click the :guilabel:`New` button in the upper-left corner of the dashboard to open up a new
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event form.
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To create an event, navigate to the :guilabel:`Events app` to land on the dashboard. By default, the
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:guilabel:`Events` dashboard uses the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view, which
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showcases all events in the database in their respective pipeline stages. Other views can be set
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using the buttons in the upper-right corner.
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.. image:: create_events/blank-event-template.png
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:align: center
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:alt: Typical event template in the Odoo Events application.
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Each event card displays the name of the event, its scheduled date, location, number of expected
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:guilabel:`Attendees`, any scheduled activities related to the event, and the responsible event
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manager.
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The default stages in the :guilabel:`Kanban` view are :guilabel:`New`, :guilabel:`Booked`,
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:guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`. The cards can be
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dragged-and-dropped into any stage in the pipeline.
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.. note::
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If certain fields do not readily appear on the event form, that means an additional application
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needs to be installed, or the database is not operating in a multi-company environment.
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The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded by default and located to the
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right of the other stages.
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For example, the :guilabel:`Twitter Wall` field **only** appears if the *Social Marketing* app is
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installed, and the :guilabel:`Company` field **only** appears if the database is working in a
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multi-company environment.
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.. image:: kanban-dashboard.png
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:alt: Overview of Events dashboard with the Kanban view in Odoo Events.
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These are just *additional* elements that can be used for an event. They are **not** required to
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create, host, and manage an event with Odoo *Events*.
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To add a new stage, click the :icon:`fa-plus` :guilabel:`Add Stage` button on the right, enter a
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name for the stage, then click :guilabel:`Add`.
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.. _events/event-form:
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Event form
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==========
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Add a new event
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===============
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At the top of the event form are a series of smart buttons related to various event metrics, which
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will autopopulate with pertinent data once attendees begin to register, booths and sponsors sign on
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for the event, the event takes place, and so on.
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Events can be created by going to the :menuselection:`Events` app, on the :icon:`oi-view-kanban`
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:guilabel:`(Kanban)`, :icon:`oi-view-list` :guilabel:`(List)`, or :icon:`fa-tasks`
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:guilabel:`(Gantt)` views. Then, click the :guilabel:`New` button in the upper-left corner of the
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dashboard to open up a new event form.
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Primarily, these smart buttons are used as logistical portals to perform specific actions for the
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event. The numeric displays are primarily for quick reference points.
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.. image:: create_events/event-form.png
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:alt: Typical event template in the Odoo Events application.
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While those visual metrics are useful, they can still be clicked, and used to navigate to
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specific event-related pages to modify and/or perform any desired actions.
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At the top of the event form are a series of smart buttons related to various event metrics. These
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auto-populate with data once attendees begin to register, when booths and sponsors sign on for the
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event, when the event takes place, and so on. These smart buttons can be clicked to navigate to the
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event's related pages to modify any details and/or perform any desired actions.
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Beneath the smart buttons is the event form, which contains various fields and clickable tabs that
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serve to configure the initial, necessary details of the event.
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Beneath the smart buttons is the event form, which contains various fields and clickable tabs to
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configure the necessary details of the event.
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The following are fields found on an event form:
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To start, enter some basic information about the event in the following fields:
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- :guilabel:`Event Name`: the title of the event. This field is **required**.
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- :guilabel:`Event Name`: The title of the event. This field is **required**.
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- :guilabel:`Date`: The scheduled date or date range of the event (expressed in the local timezone).
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This field is auto-populated but modifiable and is **required**.
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- :guilabel:`Display Timezone`: The timezone in which the event date is displayed on the website.
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This field is auto-populated but modifiable and is **required**.
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- :guilabel:`Language`: The chosen language for all event communications.
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.. note::
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To the right of the entered :guilabel:`Event Name`, there is a language tooltip, represented by
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an abbreviated language indicator (e.g. `EN`). When clicked, a :guilabel:`Translate: name`
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pop-up window appears, displaying various pre-configured language translation options available
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in the database.
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.. note::
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To the right of the entered :guilabel:`Event Name`, there is a language tooltip, represented by
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an abbreviated language indicator (e.g., `EN`). When clicked, a :guilabel:`Translate name`
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pop-up window appears, displaying various preconfigured language translation options available in
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the database.
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- :guilabel:`Date`: when the event is scheduled to take place (expressed in your local timezone).
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This field is auto-populated, but modifiable, and is **required**.
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- :guilabel:`Display Timezone`: the timezone in which the event dates/times will be displayed on the
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website. This field is auto-populated, but modifiable, and is **required**.
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- :guilabel:`Language`: designate a specific language for all event communications to be translated
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into, if necessary. This field is blank, by default, so if event-related communications are being
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sent to recipients who speak a different language, be sure to configure this field properly.
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- :guilabel:`Twitter Wall`: creates a separate page on the event website to feature specific social
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posts on X (formerly Twitter) that contain pre-determined desired elements.
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Alternatively, to populate the event form from an event template, select an option in the
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:guilabel:`Template` drop-down menu. To learn more, see the :doc:`event_templates` documentation.
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.. tip::
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To create and customize a :guilabel:`Twitter Wall`, type the name of the desired wall into the
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field, and select :guilabel:`Create and edit...` from the resulting drop-down menu.
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Additionally, add any corresponding tags (e.g., `Online`, `Conference`) for the event in the
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:guilabel:`Tags` field. Multiple tags can be added per event.
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Doing so reveals :guilabel:`Create Twitter Wall` pop-up window.
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.. tip::
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Tags can be displayed on events that are listed on the website by enabling the :guilabel:`Show on
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Website` checkbox from :menuselection:`Events app --> Configuration --> Event Tag Categories`.
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.. image:: create_events/twitter-wall-popup.png
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:align: center
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:alt: The Twitter Wall pop-up window in the Odoo Events application.
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Continue by entering information such as points of contact and venue location in the following
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fields:
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From this window, enter a :guilabel:`Wall Name`. Then, select a certain word or hashtag for
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Odoo to search for on X, like `#WoodWorkingExpo24`, for example.
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- :guilabel:`Organizer`: The organizer of the event (a company, contact, or employee).
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- :guilabel:`Responsible`: The specific user responsible for managing the event in the database.
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- :guilabel:`Company`: The specific company in the database to which the event is related. This
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field **only** appears if working in a multi-company environment. This field is auto-populated but
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modifiable. It is **required**.
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- :guilabel:`Website`: The specific website in the database on which the event is published. If this
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field is left blank, the event can be published on **all** websites in the database. To learn
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more, refer to the :doc:`Multiple websites <../../websites/website/configuration/multi_website>`
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documentation.
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- :guilabel:`Venue`: The event venue location. This field pulls information from the **Contacts**
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application. Alternatively, the information can be entered manually.
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- :guilabel:`Exhibition Map`: The image of the event venue map. Click the :guilabel:`Upload your
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file` button to upload an image of the event venue map.
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Next, determine the :guilabel:`Type of tweets` Odoo should showcase with that predetermined
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criteria. The choices in this field are: :guilabel:`Recent`, :guilabel:`Popular`, or
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:guilabel:`Mixed`.
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To limit the number of registrations for the event, check the :guilabel:`Limit Registrations` and
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enter the maximum number of attendees allowed in the resulting field.
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Users also have the option to add a brief :guilabel:`Description` to the wall, as well.
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Optionally, to create event badges for attendees, fill in the following fields:
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Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will autopopulate with the
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full URL needed to access the document through the event website.
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- :guilabel:`Badge Dimension`: The desired paper format dimension for the badges. The options are
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:guilabel:`A4 foldable`, :guilabel:`A6`, or :guilabel:`4 per sheet`.
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- :guilabel:`Badge Background`: The custom background image for the badges. Click the
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:guilabel:`Upload your file` button to upload an image.
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An image can also be added to the wall by clicking the :icon:`fa-pencil` :guilabel:`(pencil)`
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icon that appears when the cursor hovers over the :guilabel:`(camera)` placeholder image in the
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upper-right corner of the pop-up window.
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Additional event configurations
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===============================
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Then, from the resulting file explorer window, select the desired image to be added to the
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wall.
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This :guilabel:`Twitter Wall` field **only** appears on the event form if the *Social
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Marketing* app is installed, and an X account has been added as a stream on the application. To
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learn more, check out the :doc:`Social Marketing <../social_marketing>` documentation.
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- :guilabel:`Template`: choose a pre-configured event template from the resulting drop-down menu.
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Or, create a new one directly from this field, by typing in the name of the new template, and
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selecting either:
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- :guilabel:`Create` (which creates the template, and can be edited later) or
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- :guilabel:`Create and edit...` (which creates the template, and reveals a separate template page
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to configure the template in greater detail).
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- :guilabel:`Tags`: add any corresponding tags to briefly describe the event (e.g. `Online`,
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`Conference`, etc.). Multiple tags can be added per event.
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.. tip::
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Tags can be displayed on events that are listed on the website by enabling the *Show on
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Website* checkbox from :menuselection:`Events app --> Configuration --> Event Tag Categories`.
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- :guilabel:`Organizer`: designate the organizer of the event (a company, contact, or employee).
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- :guilabel:`Responsible`: designate a user in the database to be responsible for this event.
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- :guilabel:`Company`: designate which company in the database to which this event is related. This
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field **only** appears if working in a multi-company environment. This field is auto-populated,
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but modifiable, and is **required**.
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- :guilabel:`Website`: choose to restrict the publishing of this event to a specific website created
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in Odoo. If this field is left blank, the event can be published on *all* websites in the
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database. To learn more, refer to the :doc:`Multiple websites
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<../../websites/website/configuration/multi_website>` documentation.
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- :guilabel:`Venue`: enter event venue details. This field pulls pertinent information from the
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*Contacts* application. Alternatively, :guilabel:`Venue` information can be manually added in this
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field, as well. At the very least, there **must** be a venue name, address, city, zip code/region,
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and country entered.
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- :guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your file` button to upload an
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image of the event venue map.
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- :guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the amount of
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registrations is added to the event, and that desired limit amount **must** be entered in the
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blank field before :guilabel:`Attendees`.
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- :guilabel:`Badge Dimension`: select a desired paper format dimension for event badges. The options
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are: :guilabel:`A4 foldable`, :guilabel:`A6`, or :guilabel:`4 per sheet`.
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- :guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your file` button to upload
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a custom background image for event badges.
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When the above fields in the event form have been adequately filled in, move on to the four tabs at
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the bottom of the event form for further customization.
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Those tabs are: :ref:`Tickets <events/event-tickets>`, :ref:`Communication
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<events/event-communication>`, :ref:`Questions <events/event-questions>`, and :ref:`Notes
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<events/event-notes>`.
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After filling out the fields on the event form, move on to the four tabs at the bottom for further
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customization.
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.. _events/event-tickets:
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Tickets tab
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-----------
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Create custom tickets (and ticket tiers) for events in the :guilabel:`Tickets` tab of an event form.
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In the :guilabel:`Tickets` tab of the event form, create custom registration tickets and ticket
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tiers for events.
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.. image:: create_events/tickets-tab.png
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:align: center
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:alt: A typical tickets tab on an event form in the Odoo Events application.
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To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` tab. Then, enter a name
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for the ticket (e.g. `Basic Ticket` or `VIP`) in the :guilabel:`Name` field.
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In the :guilabel:`Product` field, either select the pre-configured :guilabel:`Event Registration`
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product, or create a new one by typing in the name of the new event registration product, and then
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select either :guilabel:`Create` or :guilabel:`Create and edit...` from the resulting drop-down
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menu.
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To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` tab. In the
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:guilabel:`Product` field, either select the preconfigured :guilabel:`Event Registration` product,
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or create a new one by typing in the name of the new event registration product and then selecting
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either :guilabel:`Create` or :guilabel:`Create and edit...` from the resulting drop-down menu. Then,
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enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the :guilabel:`Name` field.
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.. important::
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Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes available on product
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forms (:menuselection:`Sales --> Products --> Products`). In order for an event registration
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product to be selectable in the *Tickets* tab, the event registration :guilabel:`Product Type`
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**must** be set to :guilabel:`Event Ticket`.
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In order for an event registration product to be selectable in the :guilabel:`Tickets` tab, the
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event registration :guilabel:`Product Type` **must** be set to :guilabel:`Service` and the
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:guilabel:`Create on Order` field **must** be set to :guilabel:`Event Registration`.
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.. tip::
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Existing event registration products can be modified directly from this field, as well, by
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clicking the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon, located beside the event
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registration product. Doing so reveals that product's form. If the *Inventory* application is
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installed, additional choices are available to customize for the product.
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Existing event registration products can be modified directly from this field as well by clicking
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the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon located beside the event registration
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product. Doing so reveals that product's form. If the **Inventory** application is installed,
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additional choices are available to customize for the product.
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Next, set the registration cost of the ticket in the :guilabel:`Price` field.
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.. note::
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The *Sales Price* defined on the event registration product's product form sets the default cost
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of a ticket. Modifying the :guilabel:`Price` of a ticket in the :guilabel:`Tickets` tab, sets a
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new registration cost of the ticket for that event.
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The :guilabel:`Sales Price` defined on the event registration product's product form sets the
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default cost of a ticket. Modifying the :guilabel:`Price` of a ticket in the :guilabel:`Tickets`
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tab sets a new registration cost of the ticket for that event.
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Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in their respective fields.
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To do that, click into the blank field to reveal a calendar popover. From there, select the desired
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Next, enter the :guilabel:`Sales Start` and :guilabel:`Sales End` dates in their respective fields.
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To do that, click into the blank field to reveal a calendar pop-over. From there, select the desired
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date and time, then click :icon:`fa-check` :guilabel:`Apply`.
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Then, if desired, designate a :guilabel:`Maximum` amount of that specific ticket that can be sold.
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The :guilabel:`Taken` column populates with the number of tickets that are sold.
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Optionally, in the :guilabel:`Color` column, add a custom color to differentiate ticket badges. The
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selected color displays on ticket badges when printed.
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The :guilabel:`Registration` column populates with the number of tickets that are sold.
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To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-trash-o`
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:guilabel:`(trash can)` icon on the corresponding line for the ticket that should be deleted.
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:guilabel:`(trash can)` icon at the right in the corresponding line for the ticket that should be
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deleted.
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.. tip::
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To add an optional :guilabel:`Description` column to the :guilabel:`Tickets` tab, click the
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@@ -223,57 +180,47 @@ Communication tab
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-----------------
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In the :guilabel:`Communication` tab of an event form, create various marketing communications that
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can be scheduled to be sent at specific intervals leading up to, and following, the event.
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can be scheduled to be sent at specific intervals leading up to and following the event.
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.. image:: create_events/communication-tab.png
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:align: center
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:alt: Typical communication tab on an event form in the Odoo Events application.
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.. note::
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By default, Odoo provides three separate pre-configured communications on every new event form.
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By default, Odoo provides three separate preconfigured communications on every new event form.
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One is an email sent after each registration to confirm the purchase with the attendee. The other
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two are email event reminders that are scheduled to be sent at different time intervals leading
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up to the event to remind the recipient of the upcoming event.
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To add a communication in the :guilabel:`Communication` tab, click :guilabel:`Add a line`. Then,
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select the desired type of communication in the :guilabel:`Send` field. The options are:
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:guilabel:`Mail`, :guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`.
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There is no limit to the number of communications that can be added in the :guilabel:`Communication`
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tab of an event form.
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To delete a communication from the :guilabel:`Communication` tab, click the :icon:`fa-trash-o`
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:guilabel:`(trash can)` icon on the corresponding communication line. Doing so removes the
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communication from the event entirely.
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select the desired type of communication from the first drop-down menu on the :guilabel:`Template`
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field. The options are: :guilabel:`Mail`, :guilabel:`SMS`, :guilabel:`Social Post`, or
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:guilabel:`WhatsApp`.
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.. important::
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The :guilabel:`Social Post` option **only** appears if the *Social Marketing* application is
|
||||
installed. The :guilabel:`WhatsApp` option **only** appears if the *WhatsApp Integration* module
|
||||
is installed.
|
||||
The :guilabel:`Social Post` option only appears if the **Social Marketing** application is
|
||||
installed. The :guilabel:`WhatsApp` option only appears if the **WhatsApp** module is installed.
|
||||
|
||||
:doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited during active
|
||||
configuration. A separate approval from *Meta* is required.
|
||||
|
||||
Mail
|
||||
~~~~
|
||||
Then, select an existing email template from the second drop-down menu on the :guilabel:`Template`
|
||||
field.
|
||||
|
||||
Select an existing email template from the :guilabel:`Template` drop-down menu.
|
||||
|
||||
Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and :guilabel:`Trigger` from their
|
||||
respective drop-down fields, letting Odoo know when the communication should be sent.
|
||||
|
||||
The :guilabel:`Unit` options are: :guilabel:`Immediately`, :guilabel:`Hours`, :guilabel:`Days`,
|
||||
:guilabel:`Weeks`, and :guilabel:`Months`.
|
||||
Next, define the :guilabel:`Interval` and :guilabel:`Unit` from their respective drop-down fields,
|
||||
letting Odoo know when the communication should be sent. The :guilabel:`Unit` options are:
|
||||
:guilabel:`Immediately`, :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and
|
||||
:guilabel:`Months`.
|
||||
|
||||
Then, select an option from the :guilabel:`Trigger` drop-down menu. The options are:
|
||||
:guilabel:`After each registration`, :guilabel:`Before the event`, and :guilabel:`After the event`.
|
||||
|
||||
The :guilabel:`Sent` column populates with the number of sent communications. And, beside the
|
||||
number are different icons that appear, depending on the status of that particular communication.
|
||||
The :guilabel:`Sent` column populates with the number of sent communications. Next to the number are
|
||||
different icons that appear, depending on the status of that particular communication. The *Running*
|
||||
status is represented by a :icon:`fa-cogs` :guilabel:`(three gears)` icon. The *Sent* status is
|
||||
represented by a :icon:`fa-check` :guilabel:`(checkmark)` icon. And, the *Scheduled* status is
|
||||
represented by an :icon:`fa-hourglass-half` :guilabel:`(hourglass)` icon.
|
||||
|
||||
The status of *Running* is represented by a :icon:`fa-cogs` :guilabel:`(three gears)` icon. The
|
||||
status of *Sent* is represented by a :icon:`fa-check` :guilabel:`(checkmark)` icon. And, the status
|
||||
of *Scheduled* is represented by an :icon:`fa-hourglass-half` :guilabel:`(hourglass)` icon.
|
||||
Any number of communications can be added in the :guilabel:`Communication` tab of an event form.
|
||||
|
||||
.. example::
|
||||
To send a confirmation email an hour after an attendee registers for an event, configure the
|
||||
@@ -285,7 +232,7 @@ of *Scheduled* is represented by an :icon:`fa-hourglass-half` :guilabel:`(hourgl
|
||||
|
||||
.. note::
|
||||
Existing email templates can be modified directly from the :guilabel:`Template` drop-down menu,
|
||||
if necessary, by clicking the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon next to the
|
||||
if necessary, by clicking the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon next to the
|
||||
template name. Doing so reveals a separate page where users can edit the :guilabel:`Content`,
|
||||
:guilabel:`Email Configuration`, and :guilabel:`Settings` of that particular email template.
|
||||
|
||||
@@ -307,24 +254,22 @@ to create more detailed reporting metrics, in addition to being utilized to crea
|
||||
generation rules.
|
||||
|
||||
.. image:: create_events/questions-tab.png
|
||||
:align: center
|
||||
:alt: Typical questions tab on an event form in the Odoo Events application.
|
||||
|
||||
.. note::
|
||||
By default, Odoo provides three questions in the :guilabel:`Questions` tab for every event form.
|
||||
The default questions require the registrant(s) to provide their :guilabel:`Name` and
|
||||
:guilabel:`Email`, and make it optional to include their :guilabel:`Phone` number, as well.
|
||||
The default questions require one or more registrants to provide their :guilabel:`Name`,
|
||||
:guilabel:`Email`, and an optional :guilabel:`Phone` number as well.
|
||||
|
||||
The information gathered from the :guilabel:`Questions` tab can be found on the
|
||||
:guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` :guilabel:`Attendees` smart
|
||||
button. Odoo populates individual records that contain basic information about the registrant(s),
|
||||
button. Odoo populates individual records that contain basic information about the registrants,
|
||||
as well as their preferences.
|
||||
|
||||
To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a line`. Doing so reveals a
|
||||
:guilabel:`Create Question` pop-up window. From here, users can create and configure their question.
|
||||
|
||||
.. image:: create_events/create-question-popup.png
|
||||
:align: center
|
||||
:alt: The Create Question pop-up window that appears in the Odoo Events application.
|
||||
|
||||
First, enter the question in the field at the top of the form. Then, decide if the question should
|
||||
@@ -332,20 +277,20 @@ require a :guilabel:`Mandatory Answer` and/or if Odoo should :guilabel:`Ask once
|
||||
ticking their respective boxes, if desired.
|
||||
|
||||
If the :guilabel:`Ask once per order` checkbox is ticked, the question will only be asked once, and
|
||||
its value is propogated to every attendee in the order (if multiple tickets are purchased at once).
|
||||
If the checkbox is *not* ticked for this setting, Odoo will present the question for every attendee
|
||||
that is connected to that registration.
|
||||
its value is applied to every attendee in the order (if multiple tickets are purchased at once). If
|
||||
the checkbox is **not** ticked for this setting, Odoo presents the question for every attendee that
|
||||
is connected to that registration.
|
||||
|
||||
Next, select a :guilabel:`Question Type` option:
|
||||
|
||||
- :guilabel:`Selection`: provide answer options to the question for registrants to choose from.
|
||||
- :guilabel:`Selection`: Provide answer options to the question for registrants to choose from.
|
||||
Selectable answer options can be managed in the :guilabel:`Answers` column at the bottom of the
|
||||
pop-up window.
|
||||
- :guilabel:`Text Input`: lets the users enter a custom response to the question in a text field.
|
||||
- :guilabel:`Name`: provides registrants with a field for them to enter their name.
|
||||
- :guilabel:`Email`: provides registrants with a field for them to enter their email address.
|
||||
- :guilabel:`Phone`: provides registrants with a field for them to enter their phone number.
|
||||
- :guilabel:`Company`: provides registrants with a field for them to enter a company they are
|
||||
- :guilabel:`Text Input`: Lets the users enter a custom response to the question in a text field.
|
||||
- :guilabel:`Name`: Provides registrants with a field for them to enter their name.
|
||||
- :guilabel:`Email`: Provides registrants with a field for them to enter their email address.
|
||||
- :guilabel:`Phone`: Provides registrants with a field for them to enter their phone number.
|
||||
- :guilabel:`Company`: Provides registrants with a field for them to enter a company they are
|
||||
associated with.
|
||||
|
||||
Once all the desired configurations have been entered, either click :guilabel:`Save & Close` to save
|
||||
@@ -371,8 +316,7 @@ showcasing the response metrics to that specific question.
|
||||
To delete any question from the :guilabel:`Questions` tab, click the :icon:`fa-trash-o`
|
||||
:guilabel:`(trash can)` icon on the corresponding question line.
|
||||
|
||||
There is no limit to the number of questions that can be added in the :guilabel:`Questions` tab of
|
||||
an event form.
|
||||
Any number of questions can be added in the :guilabel:`Questions` tab of an event form.
|
||||
|
||||
.. _events/event-notes:
|
||||
|
||||
@@ -383,7 +327,6 @@ In the :guilabel:`Notes` tab of an event form, users can leave detailed internal
|
||||
event-related instructions/information for attendees.
|
||||
|
||||
.. image:: create_events/notes-tab.png
|
||||
:align: center
|
||||
:alt: Typical notes tab on an event form in the Odoo Events application.
|
||||
|
||||
In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave internal notes for other
|
||||
@@ -407,9 +350,9 @@ button.
|
||||
To learn more about website design functionality and options, consult the :doc:`Building block
|
||||
<../../websites/website/web_design/building_blocks>` documentation.
|
||||
|
||||
Once the event website is ready to be shared, click the red :guilabel:`Unpublished` toggle switch
|
||||
in the header menu, changing it to a green :guilabel:`Published` switch. At this point, the event
|
||||
web page is published, and viewable/accessible by all website visitors.
|
||||
Once the event website is ready to be shared, click the red :guilabel:`Unpublished` toggle switch in
|
||||
the header menu, changing it to a green :guilabel:`Published` switch. At this point, the event web
|
||||
page is published and viewable/accessible by all website visitors.
|
||||
|
||||
Send event invites
|
||||
==================
|
||||
@@ -424,11 +367,12 @@ documentation.
|
||||
|
||||
Proceed to create and customize an email message to send as an invite to potential attendees.
|
||||
Remember to include a link to the registration page on the event website, allowing interested
|
||||
recipients to quickly register.
|
||||
recipients to register.
|
||||
|
||||
.. tip::
|
||||
Sending emails from Odoo is subject to a daily limit, which, by default, is 200. To learn more
|
||||
about daily limits, visit the :ref:`email-issues-outgoing-delivery-failure-messages-limit` documentation.
|
||||
about daily limits, visit the :ref:`email-issues-outgoing-delivery-failure-messages-limit`
|
||||
documentation.
|
||||
|
||||
.. seealso::
|
||||
:doc:`track_manage_talks`
|
||||
|
||||
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