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. Although Trumba® comes with sample event types, it is recommended that you can create your own types so you have full control over your event type settings.

What are custom fields and how do I create them?

This topic describes how to:

• Create an event type
• Use your event type when creating or editing events
• Set a calendar's default event type for creating new events
• Hide sample event types from the edit event form

Create a new event type from scratch

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.

   Note Sample fields are included to illustrate different types of fields you might create. Although you can use sample fields in your event types, it is recommended that you create your own custom fields so that you will have full control over field settings.

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 event types for events

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 sample event types from the edit event form

Older calendars may be configured to display sample event types when editing events. Since it's best to create your own event types, newer calendars are configured to hide these sample event types. You can hide the sample types on older calendars to ensure they are not used when editing events.

To hide sample event types

1. In your Trumba account, display one of your calendars, and click Settings.
2. In the Event Types section, select the Exclude Sample Types or List of Types radio button.
3. If you selected the List of Types radio button, you must select a specific list of event types to display in the provided drop down list.

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