Event List (from Login)

This list of the events you can access is the first page you see when you log in to Certain Platform.
Other access routes.

Note: If you've clicked  for more general help than details of this Event List page, go to Getting Started with Certain.

Jump down to:

|| All Pages: || Account || Navigation Icons|| Menu || Recent Items || Log Out ||

|| This Page: || Add a New Event || Export || Filter the List || Event List ||

Hints

• To start setting up a new event, click Add a New Event

• To work on an existing event, click that event in the list

• To preview an event's primary form, probably to confirm it's the event you're looking for, click  in that event's row in the list

• To copy an event, click  in that event's row in the list

• To delete an event, first click that event in the list, and then

  • in that event go to Plan > Event Setup Detail, and click Delete

Account

The current Account is shown after the Account Selector icon  (below the  menu and logo in the upper left corner).
This is standard across all pages on Certain Platform.

To change the account you're working in ...

Global Navigation Icons

Wherever you are in Certain, you see the same five global navigation icons in the top right corner.
See Global Navigation Icons for explanations of each.

 Search           Recent Items            Favorites

 Help and Support            User and Account Settings

 Menu

The  menu icon at top-left displays this drop-down menu of account-level options. It's there on all Certain platform pages.

• • Events – This Event List, which is the same whether accessed via the menu or by logging in to Certain..

  • Profiles – View, modify, and create profile records in this account.

  • Suppliers – Lists the suppliers defined in this account, with options to edit, add, find or import suppliers.

  • Contacts – View, modify, and create contacts in this account, which you can assign to events as Registration Contacts.

  • Event Views – List all the event views in this account, across multiple events. (Shown only if the Event Views module is enabled for the current account.)

Logging Out

To log out of Certain, from whatever page you are on, click > Logout in the global navigation icons at top right.

On This Event List Page

This page lists 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 export recognizes any filters you have applied.

Recent Items

• This panel on the right lists shortcuts to the items you have 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.)

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 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.