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Event Setup Tutorial

Difficulty

Intermediate

EMS Compatible

(tick)

iMIS 2017 Compatible

(error)

Usage Notes

Create a new Event Definition

Length of Video

n/a

iImport

(tick)

iUpdate

(error)

Actions

Insert

Overview

Required Fields

  • Code - Event code, Registration option code, and Program item code.

  • Name - Event name, Registration option name, and Program item name.

  • When creating a new event, the event code and name are required.

  • When adding a registration option, the registration option code and name are required.

  • When adding a program item, the program item code and name are required.

Import File

Always include the event code (value) in all data source file or spreadsheet import.

When importing an event from a file, it is recommended to gather the information using multiple (Excel) spreadsheets (or files) to keep the data structure easy to work with. It is expected that a spreadsheet has more than one line, for example: there may be more than one question to setup.

For example: use a spreadsheet to gather event only information and use another spreadsheet to gather registration option information only. See below for examples.

Click Sample Event-Setup-tutorial.xlsx to download an example spreadsheet.

Note: This is sample data only - please do not use on a live instance.

Import Options

“Ignore blank values in file" option will automatically always be set on when importing events.

Because there are likely to be multiple rows (lines) and not all rows will have data in each column, it is recommended and required to ignore those blank (empty) cells.

Mapping

Select Events from the Sources dropdown menu:

image-20240202-175451.png

Notice the Events Category dropdown menu:

image-20240202-175838.png

It is to help display only relevant information per specific category area: Event, Cancellation Fee, Registration option, and Program item. In addition, available fields are also broken down into (tab) sections via a tabulation menu. Depending on the selected event category area and field tab item: the list of available fields displayed will be different then.

General Lookup

Event > Info > Event contact

Event contact value is expected to be an iMIS ID, for example: 101.

Event > Display> Default program sort

Default program sort expected values are:

  • Day

  • Category

  • Track

  • ViewAll

Event > Pricing >Financial entity

Financial entity value is expected to be the code value, for example: DEMO.

Any financial entity field value is expected to be the code value and not the name or description.

Cancellation Fee > Accounting > Income & Deferred income

Income and Deferred income values are expected to be their code value, for example: 1-1100.

Any income and deferred income (accounts) are expected to be the code value and the name or description of the general ledger account.

Registration Option > Pricing > Available to

Available to expected values are:

  • Guest

  • Registrant

  • Both

  • None

Guest is equivalent to “Available to guests” option. Use Both when combining with “Also available to primary registrants” option.

Pricing Group

Pricing Group default value are typically:

  • Standard

  • Member

If omitted, the pricing group will default to Standard.

It also accepts other pricing group name that would have been defined and not out-of-the box.

Registration Option > Program options > Display options for this program option

Accepted values are on these three only:

  • VisibleRegistrationAllowed (i.e. Display and allow user to add/remove)

  • VisibleRegistrationNotAllowed (i.e. Display and do not allow user to add/remove)

  • Hidden (i.e. Do not display)

Questions > Answer Type

Accepted values are for example:

  • Yes/No

  • Numeric integer

  • Numeric decimal

  • Single-line text

  • Multi-line text

  • Dropdown list

Other acceptable values are: boolean, integer, decimal, single, multi, or select.

Questions > Display Value & Data Value

When the question’s answer type is a dropdown list then these two fields are required:

  • Display Value

  • Data Value

When creating an explicit list, we can have more than one values to select from. In which case each of these fields can be a list of comma-separated values. Both fields, display value and data value, must have the same number of values.

Example Spreadsheets

You may click on images to enlarge them.

image-20240305-172924.png

This is the “Event” Spreadsheet

View Event Questions

image-20240305-173110.png

View Registration Option

image-20240305-173301.png

View Registration Pricing

image-20240305-173409.png

View Registration Questions

image-20240305-173445.png

View Program Item

image-20240305-173531.png

View Program Pricing

image-20240305-173600.png

View Program Questions

image-20240305-173758.png

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