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Modify and create event templatesFor many Trumba® implementations, you can manage all of your events by customizing one event template with a few custom fields. But, as the implementation guide points out, to achieve some goals, you will need to create one or more new event templates from scratch. This topic describes how to:
For accounts created before October 5, 2010: Follow these instructions to create, edit, and remove templates. Customize an existing templateCustomizing an existing template means:
Where can I learn more about rearranging and hiding an event template's fields? Renaming an event templateMake event template names meaningful. Names that explain the template's purpose help calendar editors choose the right template when they create events. For example, you might want to use a more meaningful name for the default template that comes with each new Trumba account. Or, you might want to change the name of an event template you created in the past.
Default event template To rename a template
Create a new event templateYou can often handle all of the event categories your implementation requires using just a single event template with a few custom fields. However, if adequately describing an event category requires a unique collection of fields, it's appropriate to create a new event template. I'd like more information about deciding whether or not I need more than one event template. To create a new event template
Remove an event templateIf no calendars are associated with an event template and you don't intend to use the template in the future, you can remove it.
Associate event templates with a calendar and set the default templateAs described above, in the process of creating a new template, you can associate that template with one or more calendars and publications. But you can also associate a template with any calendar after the fact. In addition to associating an event template with a calendar, you can also set a default template. This is the event template that will be used by default each time you create a new event. Tip Assigning a default template doesn't mean you're stuck always using that template with each new event. On calendars associated with multiple templates, each time you create a new event, you can choose the template you want to apply.
Assign an event template to an eventWhen you think about choosing a template for an event, it helps to remember what templates are actually for. Event templates are collections of fields. You create multiple templates because different categories of events use different collections of fields. When you're creating an event, choose the template that includes the fields appropriate for the category in which the new event belongs. To assign an event template to an event
Tip You can switch event templates for existing events. However, fields from the old template that contain information carry over to the new template, even if the new template does not typically include those fields. To prevent old fields from carrying over to the new template, delete the information you entered into the old fields before you change templates. |
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