Event List

You see this list of events when you select EVENTS from the  menu at top left of any page on Certain Platform.

It's the same as the first page you see when you log in to Certain.
See all access routes.

Jump down to: || Add a New Event || Export || Recent Items || Filter the List || Event List ||

The Event List shows the events that are accessible from your account. Note: excludes templates.

You can view it as a List or in a Calendar; your preference persists when you return to the page.

If your account has any sub-accounts, you see the events listed by sub-account.
Note: Multiple levels of sub-accounts?

To work on an event, click that row in the list to go to the Event Dashboard for that event.
Note: Event in a sub-account?

• Add a New Event – Opens a New Event modal window where you choose one of these two options:

• Go to Template Browser – Go to the Event Templates page, where you create an event based on a template event.

• Don't Use a Template - Start From Scratch – Go to the Add Event page, where you enter all the initial details.

• Export List – Export the list to an Excel or CSV file.
  Note: The exported recognizes any filters you have applied.

• Recent Items – This panel on the right lists shortcuts to the items you've accessed most recently: individual events, registrations, forms, etc.

Filters

You can limit the list of events displayed using various filters. Your choices are remembered when you return to the Event List.

Click the Magnifying Glass button  to apply filters you've changed.

• Status – Select All, or one more individual statuses, which include Testing, Live, Cancelled, etc.

• Start/End Periods (unlabeled) – Select one or more of the options:

• All Events

• Ongoing Events,

• Upcoming Events,

• Starts in next __ Days (30, 60, 90, 180, 365)

• Ended in last __ Days (30, 60, 90)

• More – Click to select further filters:

• Event Owner

• Time Zone

• Tags

• Custom Event Fields

• Standard Event fields

• Search – In the empty field with the prompt text "Name, Code, Location or External ID", you can enter any word(s) or part of a word, to restrict the list to events with that string of characters in its Event Title, Event Code, External Event ID, or Event Location (City, State or Country).
  Example: Searching for "Conference" or even "onf" would return events such as "Sales Conference 2020".

Note: The filters are all applied. (Technically, think of them as logical 'AND' clauses.
For example, if the Status filter is Testing then searching on "Conference" would not return a "Sales Conference" event that was Live.)

Event List

Default Columns: Events are listed with a few default columns, including Event Title and Start Date.

More columns: Click the vertical ellipsis  in a column heading to list the data fields you can select as extra columns. (Clear a selected column to exclude it.)

• Capacity, • Registered,•  Status, • Availability, • External Event Id, • Date Created, • Date Modified, • Event Notes, • Event Owner, • Event Timezone • End Date

Sorting: Click a column heading to sort by the values in  column.

Copying events: Click  in the last column to copy the event.
This takes you to the first page of the Copy Event Wizard. (There you can search for previous events to copy and even choose to copy down into a child account.)

Preview form: Click  in the first column  to preview an event's primary form, probably to confirm it's the event you're looking for.

Columns:

• Event Title – The name given to the event in Event Setup.

• Start Date – The date the physical event will begin on site, as configured in Plan > Event Setup > Details.

• Location – Where the event will be held, configured in Event Setup > Location.

• Event Code – The unique code given to the event in Event Setup.

• Complete – The number of attendees who have registered and have progressed completely through the registration form, all the way to the confirmation page. More information about Registrations is available on the Event Dashboard shown when you click an event's name.

Other Event Lists (FYI)

Users of two particular User Types don't see this event list. Instead they see more limited versions tailored precisely to their roles:

• A Reviewer sees an event list of the events to which they have been assigned as a reviewer (to review registrations when the Qualification and Approvals module is in use).

• A Reports Only user sees an event list with the reports available to their assigned role in each event.