Managing and Navigating the Event List

Overview

The Event List provides a comprehensive interface for managing, organizing, and navigating events across the platform. Users can apply filters to refine the event list, view event names consistently across all application pages, and perform bulk actions such as exporting, deleting, and updating multiple events at once through the hamburger menu.

Additionally, users can create new events using a variety of templates from the event library, import events, switch between different view modes, and manage events efficiently through search, filters, and grid editing capabilities.

Step-by-Step Approach

1. Apply the Filter and View the Event List

• Navigate to the Events section from the main menu to load and view all available events based on the current filters and view settings.
• Open the filter panel and apply the Start (User Timezone) filter to refine the event list based on the event start time in the user's timezone.
• To create new filters, select the desired filter criteria, configure the filter values, and apply to narrow down the event list.
• Once inside any event, the event name will be consistently visible across all pages and sections of the application.

2. Hamburger Menu — Single Row Actions

• Locate the event row in the event list and click the Hamburger Menu icon to access the following options:
• Select Export Document to export the document for that specific row.
• Select View Details to open the full details of the selected event.
• Select Duplicate to create a copy of the event and add it to the event list.
• Select Export 4.0 Preview to generate the preview export for the selected event.
• Select Document(s) from Attribute to access documents linked to the event attributes.

3. Hamburger Menu — Multiple Row and Bulk Actions

• Select multiple event rows from the event list and click the Hamburger Menu icon to access the following options:
• Select Export Document to export documents for all selected rows together.
• Choose the Delete option and confirm to permanently remove all selected events.
• Use the Select All option to select all events in the list, then choose Bulk Update, apply the desired changes, and confirm to update all selected events.

4. Import a New Event and Implement Bulk Update

• Navigate to the Event List and select the Import option.
• Upload the file containing the new event data.
• Once imported, select one or more entries from the list and apply the bulk update through the hamburger menu to implement changes across the selected entries.

5. Create an Event from the Event Library

• Navigate to the Event Library and select the option to create a new event.
• Choose from any of the following templates, configure the event details as required, and save to create the event:
• Basic Registration template
• Registration / Approval template
• Registration / Waiting List template
• Registration / Paid Event template
• Registration / Paid Event and Waiting List template
• Invite Only template
• Public Registration template
• Onsite Conference template
• Design template
• Hub with Event Calendar template

6. Create a New Event

• Click the option to create a new event and choose from any of the following creation methods:
• Select Survey Event as the event type, fill in the required details, and save.
• Select Create from Template, choose the desired template, configure the event details, and save.
• Select Create from Scratch, manually enter all required event details, and save.
• Select Import Files, upload the relevant event data file, and confirm to create the event.

7. Search for an Event

• Click on the search bar in the Event List.
• Previous search terms will be displayed as suggestions.
• Select the desired previous search to quickly filter the event list.

8. Switch Between View Modes

• In the Event List, locate the view toggle options and choose from the following:
• Click the List View icon to display events in a structured list format.
• Click the Calendar View icon to display events organized by date on a calendar.
• Click the Card View icon to display each event as an individual card with key details visible.
• Click the Edit Mode option on the grid to make fields editable and allow inline updates to event data.