Modify and create event templates

For 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:

Customize an existing template
Create a new event template
Remove an event template
Associate event templates with a calendar and set the default template
Assign an event template to an event

For accounts created before October 5, 2010: Follow these instructions to create, edit, and remove templates.

Customize an existing template

Customizing an existing template means:

Changing the template's name.
How-to steps described below.
Adding custom fields to (or removing them from) the template.
How-to steps available at Create custom event fields.

Where can I learn more about rearranging and hiding an event template's fields?

Renaming an event template

Make 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

In the Trumba editing environment, under Other Tasks, select Define custom fields.
On the Define Custom Fields page, find the template you want to rename.
Tip If you don't see the template you're looking for, in the Publication list, select [all publications].
In the template box, click Template Settings.
In the Edit Event Template form, for Template Name, type the new name you want to use.
Select OK.

The new name appears in the bar at the top of the template box.

Create a new event template

You 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

In the Trumba editing environment, if you're creating a template for use with a specific calendar or publication, make that calendar or publication active.
Tip After you create an event template, you can always associate the template with any calendar or publication you want.
Under Other Tasks, select Define custom fields.
At the bottom of the Define Custom Fields page, click Create New Event Template.
In the Create New Event Template box, type a name for the new template.
If you made a published calendar active before you created the new template, you see the Enable template on all calendars in current publication option. Select this option to associate the new template with subcalendars of and all calendars mixed in to the published calendar.

Tip If you clear Enable template on all calendars in current publication, the new template is not associated with any calendars or publications, including the calendar or publication that was active at the time you created the template.
Click OK.
A new template box is added to the Define Custom Fields page.
Pause your cursor over links in the box to add custom fields to the template, change the template's settings, and modify the settings for any calendar or publication with which the template is associated.

Remove an event template

If no calendars are associated with an event template and you don't intend to use the template in the future, you can remove it.

In the Trumba editing environment, under Other Tasks, select Define custom fields.
On the Define Custom Fields page, find the template you want to remove.
Tip If you don't see the template you're looking for, in the Publication list, select [all publications].
In the template box, click Template Settings.
At the bottom of the Edit Event Template form, click Delete This Template.
The confirm the deletion, in the message box, click OK.

Associate event templates with a calendar and set the default template

As 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.

In your Trumba account, select the calendar where you would like to use your new event template, and click Settings.
On the Calendar Settings page, find the Event Templates section.
From the Available templates drop-down list, select one or more templates.
If you select multiple templates, a separate Default template field appears. Select the template you expect to use most often when creating new events for the current calendar.
Click OK.

Assign an event template to an event

When 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

In the Trumba editing environment, select the calendar with events you want to add or edit. Add a new event.
In the Event Information form, in the Template field, you see the default template. From the drop-down list, select the template you want to use.
The Event Information form changes to reflect the fields included with the template you selected.

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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See Also Create custom event fields Event fields and calendar views	Modify and create event templates For 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: Customize an existing template Create a new event template Remove an event template Associate event templates with a calendar and set the default template Assign an event template to an event For accounts created before October 5, 2010: Follow these instructions to create, edit, and remove templates. Customize an existing template Customizing an existing template means: Changing the template's name. How-to steps described below. Adding custom fields to (or removing them from) the template. How-to steps available at Create custom event fields. Where can I learn more about rearranging and hiding an event template's fields? Renaming an event template Make 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 In the Trumba editing environment, under Other Tasks, select Define custom fields. On the Define Custom Fields page, find the template you want to rename. Tip If you don't see the template you're looking for, in the Publication list, select [all publications]. In the template box, click Template Settings. In the Edit Event Template form, for Template Name, type the new name you want to use. Select OK. The new name appears in the bar at the top of the template box. Create a new event template You 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 In the Trumba editing environment, if you're creating a template for use with a specific calendar or publication, make that calendar or publication active. Tip After you create an event template, you can always associate the template with any calendar or publication you want. Under Other Tasks, select Define custom fields. At the bottom of the Define Custom Fields page, click Create New Event Template. In the Create New Event Template box, type a name for the new template. If you made a published calendar active before you created the new template, you see the Enable template on all calendars in current publication option. Select this option to associate the new template with subcalendars of and all calendars mixed in to the published calendar. Tip If you clear Enable template on all calendars in current publication, the new template is not associated with any calendars or publications, including the calendar or publication that was active at the time you created the template. Click OK. A new template box is added to the Define Custom Fields page. Pause your cursor over links in the box to add custom fields to the template, change the template's settings, and modify the settings for any calendar or publication with which the template is associated. Remove an event template If no calendars are associated with an event template and you don't intend to use the template in the future, you can remove it. In the Trumba editing environment, under Other Tasks, select Define custom fields. On the Define Custom Fields page, find the template you want to remove. Tip If you don't see the template you're looking for, in the Publication list, select [all publications]. In the template box, click Template Settings. At the bottom of the Edit Event Template form, click Delete This Template. The confirm the deletion, in the message box, click OK. Associate event templates with a calendar and set the default template As 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. In your Trumba account, select the calendar where you would like to use your new event template, and click Settings. On the Calendar Settings page, find the Event Templates section. From the Available templates drop-down list, select one or more templates. If you select multiple templates, a separate Default template field appears. Select the template you expect to use most often when creating new events for the current calendar. Click OK. Assign an event template to an event When 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 In the Trumba editing environment, select the calendar with events you want to add or edit. Add a new event. In the Event Information form, in the Template field, you see the default template. From the drop-down list, select the template you want to use. The Event Information form changes to reflect the fields included with the template you selected. 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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