Event templates¶

The Odoo Events application provides the ability to customize and configure event templates, which can be used to expedite the event-creation process.

These templates can be created and personalized in the application, and then selected from an event form, in order to quickly apply a series of settings and elements to the new event, all of which can be further modified, if needed.

Event templates page¶

In the Odoo Events application, event templates can quickly be created and modified.

To begin, navigate to Events app ‣ Configuration ‣ Event Templates. Doing so reveals the Event Templates page. Here, find all the existing event templates in the database.

By default, Odoo provides three pre-configured event templates: Exhibition, Training, and Sport, which all have their own unique customizations applied to them.

To change how these event templates appear on the Template drop-down field on an event form, drag-and-drop them into any desired order, using the (draggable) icon, located to the left of each event template line on the Event Templates page.

Create event template¶

There are two ways to create and configure an event template in Odoo Events.

1. On the dashboard, by navigating to Events app ‣ Configuration ‣ Event Templates and clicking the New button in the upper-left corner. Doing so reveals a blank event template form that can be customized in a number of different ways.

2. On an event form itself. Start by typing the name of a new event template in the Template field, and click Create and edit… from the resulting drop-down menu. Doing so reveals a Create Template pop-up window, featuring all the same configurable fields and elements found on a standard event template form.

Event template form¶

All the fields on a standard Event Template form are also on the Create Template pop-up window, accessible via the Template field on an event form.

Start by providing the event template with a name in the Event Template field, located at the top of the form.

Beneath that field, there is a series of selectable checkboxes, all of which are related to how the event menu will be displayed on the event web page.

• Website Submenu: enables a submenu on the event’s website. When this checkbox is ticked, every other checkbox in this series is automatically ticked, as well. Then, choose to untick (deselect) any of the checkbox options, as desired.

• Tracks Menu Item: adds a submenu item to navigate to a page displaying all planned tracks for the event.

• Track Proposals Menu Item: adds a submenu item to navigate to a page, in which visitors can fill out a form to propose a track (talk, lecture, presentation, etc.) to happen during the event.

• Booth Menu Item: adds a submenu item that takes visitors to a separate page, where an event booth can be purchased. Event booths can be customized and configured in the Booths tab of the event template form, from the Booth Categories page (Events app ‣ Configuration ‣ Booth Categories).

  Important

  First, users must create a booth product with the required Event Booth option set as the Product Type on the product form.

• Exhibitors Menu Item: adds a submenu item that takes visitors to a separate page, showcasing all the exhibitors related to that specific event. Icons representing those exhibitors are also found on the footer of every event-specific web page, as well.

• Community: adds a submenu item allowing attendees to access pre-configured virtual community rooms to meet with other attendees, and discuss various topics related to the event. When this checkbox is ticked, the Allow Room Creation feature becomes available.

• Allow Room Creation: allow visitors to create community rooms of their own.

• Register Button: adds a button at the end of the event submenu that takes visitors to the event-specific registration page when clicked.

Once the desired checkboxes have been ticked, select an appropriate Timezone for the event from the available drop-down menu.

Then, for organizational purposes, there is the option to add Tags to this event template.

There is also the option to Limit Registrations to this specific event template by ticking that checkbox. If ticked, proceed to enter the number of Attendees this template should be limited to.

Beneath those general information fields at the top of the event template form, there are five tabs:

• Tickets

• Communication

• Booths

• Questions

• Notes

Booths tab¶

The Booths tab on an event template form is the only tab that differentiates itself from a standard event form, where the other tabs (Tickets, Communication, Questions, and Notes) are present and configured using the same process. For more information about those tabs, refer to the Create events documentation.

To add a booth from the Booths tab of an event template form, click Add a line. Doing so reveals a blank Create Booths pop-up window.

Start by providing a Name for this booth in the corresponding field at the top of the pop-up window.

Then, select an appropriate Booth Category from the drop-down field below. Booth categories can be created and modified from the Booth Categories page in the Events application, which is accessible by navigating to Events app ‣ Configuration ‣ Booth Categories.

Tip

A Booth Category can be created directly from this field on the Create Booths pop-up window. To accomplish that, type the name of the new booth category in the Booth Category field, and select either Create or Create and edit… from the resulting drop-down menu.

Clicking Create merely creates the category, which can (and should be) customized at a later date. Clicking Create and edit… reveals a new Create Booth Category pop-up window, from which the category can be configured in a number of different ways.

From this pop-up window, proceed to name the Booth Category, modify its Booth Details settings, configure its Sponsorship options (if applicable), and leave an optional Description to explain any pertinent details related to this specific category of booths.

There is also the option to add a photo/visual representation of the booth category, via the (camera) icon in the upper-right corner.

When all desired configurations are complete, click the Save & Close button.

The same configurations and options are available by navigating to Events app ‣ Configuration ‣ Booth Categories, and clicking New.

Once the desired Booth Category is selected, the remaining fields on the Create Booths pop-up window (Currency, Product, and Price) autopopulate, based on information configured for that selected Booth Category.

When all desired configurations are complete, click Save & Close to save the booth, and return to the event template form. Or, click Save & New to save the booth, and start creating another booth on a fresh Create Booths pop-up window. Click Discard to remove all changes, and return to the event template form.

Once the booth has been saved, it appears in the Booths tab on the event template form.

Use event templates¶

Once an event template is complete, it is accessible on all event forms in the Odoo Events application.

To use an event template, navigate to the Events app and click New to open a new event form.

From the event form, click the Template field to reveal all the existing event templates in the database. They appear in the same order as they are listed in on the Event Templates page (Events app ‣ Configuration ‣ Event Templates).

Select the desired event template from the Template drop-down field on the event form. Pre-configured settings automatically populate the event form, saving time during the event creation process.

Any of these pre-configured settings related to the selected event template chosen in the Template field on an event form can be modified, as desired.