CiviEvent: Event Templates

Administrators can create Event Templates - which are basically master event records pre-filled with default values. These templates can then be used to simplify creation of new events of a given "type". For example if a site periodically creates events which are "free meetings" - a Free Meeting template can be created with all the commonly used settings. Then when a user wants to create an instance of the free meeting, they select that template and only need to fill in the values which are specific to that instance (e.g. start / end dates and maybe a title).

Event templates will use most of the same fields as "live" events. However some fields will be omitted and others will not be required:

• Template Title: new field for templates only
• Event Title: not required for templates
• Event Start and End Date fields: not used for templates

We will provide a separate page for managing event templates (New Event Template, selector ....)

When creating a new event, the user selects from a list of existing templates. This populates field values for the new event from the selected template.

We will ship 2-3 preconfigured event templates (as examples):

1. Free Meeting without Online Registration

• Event type = Meeting
• Participant Role = Attendee
• Participant Listing = Name Only
• Public Event = true
• Paid Event = false
• Allow Online Registration = false
• Tell a Friend = false

2. Free Meeting with Online Registration

• Event type = Meeting
• Participant Role = Attendee
• Participant Listing = Name Only
• Public Event = true
• Paid Event = false
• Allow Online Registration = true
• Register multiple participants = true
• Allow multiple registrations from the same email address = true
• Include Profile (top) = "New Individual" reserved profile (uf_group.name = "new_individual")
• Send Confirmation Email = false
• Tell a Friend = true (using form-supplied defaults for Friend fields)

3. Paid Conference with Online Registration

• Event type = Conference
• Participant Role = Attendee
• Participant Listing = Name Only
• Public Event = true
• Paid Event = true
• Payment Processor = (user will need to populate this)
• Contribution Type = Event Fee
• Fee Label = Conference Fee
• Regular Fees (fee levels) = (user will need to populate this)
• Allow Online Registration = true
• Register multiple participants = true
• Allow multiple registrations from the same email address = true
• Include Profile (top) = "New Individual" reserved profile (uf_group.name = "new_individual")
• Send Confirmation Email = true
  ?? Issue - can we populate FROM email using default domain FROM email info for this situation. Else user will need to supply it ??
• Tell a Friend = true (using form-supplied defaults for Friend fields)