CRM-4464 CiviEvent: Event Templates

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.0
    • Fix Version/s: 3.0
    • Component/s: CiviEvent, Usability
    • Labels:
      None

      Description

      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)

        Attachments

          Activity

          [CRM-4464] CiviEvent: Event Templates
          Piotr Szotkowski added a comment -

          Reassigning as per chat with Kiran.

          Kiran Jagtap added a comment -

          Reassigning as per chat.

          Piotr Szotkowski added a comment -

          Implemented in various commits to trunk (see the FishEye tab for the commit numbers).

          Piotr Szotkowski added a comment -

          The template is being copied to the new event (or even new event template) on the first postProcess(), so the rest of the screens simply work on existing event settings.

          Reassigning for general CiviEvent QA.

          Kurund Jalmi added a comment -

          Batch move to verification

          Yashodha Chaku added a comment -

          assigning for 3.0 QA

          Sunil Pawar added a comment -

          Verified in r23813.

          Yashodha Chaku added a comment -

          assigning for 3.1 verification

          Rahul Bile added a comment -

          Checked in r- 25379.

            People

            • Assignee:
              Rahul Bile
              Reporter:
              Piotr Szotkowski

              Dates

              • Created:
                Updated:
                Resolved: