Create event types that use your custom fields

To use custom fields you've created, you add or edit an event, and then in the Event form, select an event type that contains the fields. Trumba® comes with many pre-defined event types that contain appropriate custom fields, and you can create your own types.

What are custom fields and how do I create them?

This topic describes how to:

• Create an event type by copying a pre-defined type
• Create an event type from scratch
• Use your event type when creating or editing events
• Set a calendar's default event type for creating new events
• Hide pre-defined event types from the edit event form

Create an event type from a copy of a pre-defined type

If you see a pre-defined event type that has most of the fields you want, but maybe you want to keep one unpublished, or add a couple more, remove a couple, or rearrange the way they appear, you can make a copy of the pre-defined type and edit it to work for your calendar. This can save you the time of defining your own fields.

To make an editable copy of a pre-defined event type

1. In your Trumba account, under Other Tasks, click Define custom fields.
2. On the Define Custom Fields page, click the pre-defined event type that you want to make a copy of, and then on the Built-in Event page, click Create Copy.
3. Follow the instructions from step 3 to the end of Create a New Event Type from scratch.

Create a new event type from scratch

If none of the predefined event types meet your needs, you can create your own type.

1. In your Trumba account, under Other Tasks, click Define custom fields.
2. On the Define Custom Fields page, click the Create a new event type link toward the bottom of the page.
3. On the Create a New Event Type page, enter a new name and description for your event type, and select the owning calendar.

   Note The owning calendar is the calendar from which you can edit the event type. However, you can still use the event type for events in other calendars.

4. Under Which fields should be included?, in the predefined and user defined fields lists on the left, select the check boxes for the fields you want to include in the event type, and then click Add Fields to Event Type.
5. When the fields appear in the Selected Fields grid, you can change the order in which they appear in your events or remove any fields you no longer want to include with the event type.

   For more information, see Display, hide, or rearrange fields

6. When you're done editing the event type, click OK.

To remove your custom event type

1. Under Other Tasks, click Define custom fields.
2. Click your event type to open it, and then click Delete This Type.

Use custom or predefined event types for events

Whether you want to use an event type that you created or a predefine one, you apply the event type to events the same way.

1. In your Trumba calendar, open an existing event or add a new one.
2. In the Event form, the first setting is for Event type. Select the type you want to use from the drop-down list. The Event form changes to show the fields that are available for that event type.

   Tip You can change the event type on an existing event. However, when you do, fields that contain information carry over to the new event type, even if the new event type doesn't contain the fields by default. To prevent fields from carrying over when you change the event type, first delete the information you entered into the fields, and then change the event type.

Set a calendar's default event type for new events

Trumba Connect sets Standard Event as the default event type for all calendars. You can set a new default event type for a calendar in the calendar settings.

1. In your Trumba account, display the calendar for which you want to change the default event type, and click Settings.
2. On the Calendar Settings page, for Default Event Type, select the type you want from the drop-down list.
3. Click OK.

   The Event form will set new events you create to the new event type. Existing events will not show the new event type unless you open the events and change the setting manually.

Hide pre-defined event types from the edit event form

If you use only one or two of your custom event types, you can make selecting them easier by hiding the pre-defined types that appear in the event type list of the Event form.

To hide pre-defined event types

1. In your Trumba account, display one of your calendars, and click Settings.
2. In the Event Types section, clear the Show predefined checkbox.

The only event types that will show after you hide the pre-defined types are the Standard Event type and your custom types, except on existing events that might've used other pre-defined types.

If you want some of the pre-defined types to show in the list, or to set a pre-defined event type the default but hide the others, you can create a copy of each type you want. The copy is considered a custom event type and will appear in the list. How do I create a copy?

Note Hiding pre-defined event types is a calendar setting. If you publish a calendar with mix-ins, you will need to hide the predefined-types on each calendar.