Events

v6.1 - Last Mod.: 01/25/2010
You can view public events and add yourself as a participant to these events.
Warning: The given links and names can diverge from the network you are using. This depends on the operating company.

1. Events

  1. Please log in with your login data.
  2. To get to the events click the link Events.
You have the following possibilities:

1.1 Public Events/My Events

Public Events are events visible for other contacts or members, so they can participate on the event, My Events are your own private events.

By clicking on the tabs you can choose between List View and different the time scales Day, Week, Month and Year. Each time you have the following options:
  • By clicking the Title you get to the details of the event.
  • Inside the details you can depending on your access rights Plan a visit, Edit or Delete the event.
  • By clicking the tab Participants you can view who is going to participate on the event.
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1.2 New Event

Warning: You need to have the right permission for adding a new event.
  1. Click the tab New Event.
Tab Details & Timeframe
  1. Choose in the area Visibility who is supposed to view the event, e.g. Only me to make the event private.
  2. Enter in the field Title a title for the event, e.g. Lunch.
  3. Choose from the selection box Categoriy a matching category.
  4. Choose from the selection box Type a matching type, e.g. Reminder.
    To add new types, q.v. 2.2 Event Types.
  5. Enter in the field Description a description, e.g. Lunch with Mr Smith.
  6. If required enter in the area Questions one question per line, which can be answered by the participants.
    Note: The area Questions is not available if you are creating a private event, which means that the visibility is Only me. With public events the section Questions is available. You can change the type of questions respectively the type of answers in the settings (Checkbox/Text Field), q.v. 2.1 General.
  7. Choose in the area Date & Time from the selection boxes the Begin and the End of the event.
  8. Activate the checkbox Repeat, if the event is repeating. Choose from the selection box Interval the interval and from the selection boxes below the end of the repeating event.
  9. Activate the checkbox All-Day if the event is a full-day event.
  10. Activate the checkbox Reminder if you want an automated reminder email. Select from the selection boxes Time Frame up to two time frames, when the reminder email(s) should be sent.
  11. Click the button Save when ready.
Tab Location
  1. Enter in the field Place the corresponding place, e.g. Restaurant Il Italiano.
  2. Enter in the field ZIP/City the zip code and the city.
  3. Enter in the field Street the street.
  4. Enter in the field State the state.
  5. Choose from the selection box the Country.
  6. If required enter in the field Details further details.
  7. If required enter in the field Website/Link a link.
  8. Click the button Save when ready.
Tab Attachments
  1. Click the button Browse to select a file from your system.
    A second window opens up.
  2. Choose the desired file from your system/PC.
  3. Click the button Open in the second window.
    The second window closes.
  4. Click the button Upload.
Repeat this procedure to attach further files to the event.
To delete a file, click the icon Delete.

Tab Image
  1. Click the button Browse to select an image from your system.
    A second window opens up.
  2. Choose the desired image from your system/PC.
  3. Click the button Open in the second window.
    The second window closes.
  4. Click the button Upload.
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2. Events in the Portal Manager (for Portal Masters only)

Here you can make settings regarding the creation of new events and event types.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Network & Community > Events.

2.1 General

  1. In the navigation on the left, below Settings click General.
Area Shortcuts
  1. Activate the checkbox Event Shortcut to show the shortcut.
    Note: This functionality assumes that your server is configured with the appropriate functionality. If you are unsure, please contact us.
  2. In the area Path you can view and edit the path of the shortcut.
Area New Event
  1. Activate in the area Visibility who can be selected when creating a new event.
  2. Choose from the selection box Preselection of visibility who should be preselected.
Area Participants
  1. Activate the checkbox Plan a visit if guest should be able to plan a visit to the event.
  2. Choose from the selection box Options the options for the answers.
  3. Activate the checkbox Questions for Participants to enable the possibility of asking questions to the participants.
  4. Choose from the selection box Question Type the kind of questions.
Area Views
  1. Activate the checkbox Calendar View if members should be able to select the calendar view in the portal.
  2. Choose from the selection box Default View the view which should be activated by default, when members open the calendar.
  3. Choose from the selection box Standard Type the event type which should be activated by default, when members open the calendar.
  4. Choose from the selection box View of month, if only the chosen month should be visible or also the last and first days of the previous and the following months.
  5. Choose from the selection box Beginning of the week when the week should begin.
Area Images for public events
  1. Activate the checkbox Images to enable an upload for images.
  2. Choose from the selection box Directory the directory.
Area Variable Fields
Note: With these fields you can provide additional information when adding an event.
  1. Enter in the field Variable Field #1 the name of the field.
  2. Choose in the area Value the kind of displayed information:
    • use free text inserted by user for a free text field which the user can fill out when adding an event or
    • use options provided below for options to provide for the users they can select, which you enter in the next step.
      Note: If you enable this value you need to enter the corresponding optins in the field Options.
  3. Enter in the field Options the options which the user can choose when adding an event.
    Note: If you provide options you need to enable in the area Value the value use options provided below.
  4. Enable the checkbox Mandatory if this field should be mandatory for the users.
  5. Enable the checkbox Search if this field should be displayed in the event search.
  6. Wiederholen Sie diese Schritte bei Bedarf für zwei weitere variable Felder.
  7. Click the button Save when ready.
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2.2 Event Types

  • In the navigation on the left, below Settings click Event Types.
All existing types are listed:
  • Icon Shows the assigned icon.
  • Name Shows the name of the type.
  • Assigned Events Shows how many events are assigned to teh type.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the type.
    Note: Types given by the system cannot be deleted.
Add
  1. Click the tab Add.
  2. Enter in the field Name a name.
  3. Click in the area Icon the link Select icon to select an icon for the type.
  4. Click the button Save.
Edit
  1. Choose the type you want to edit.
  2. Click the icon Edit.
  3. Edit the type as desired.
    Note: Names of given types by the system cannot be edited.
  4. Click the button Save.
Delete
  1. Choose the type you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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