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Event Copy Wizard

Modules>Events>Event Planning>Add Event>Copy Event Wizard

Save time by using elements of an existing Event to create a new Event. The five-step Event Copy Wizard walks you through the process of copying an existing event to create a new event.

• Step 1: Copy Event
• Step 2: Copy Fees
• Step 3: Copy Sessions
• Step 4: Copy Tracks
• Step 5: Confirmation

Each section contains buttons offering an expandable Tree View of the detailed information you would find within a netFORUM child form such as Prices, Fees, Price Attributes, G/L Accounts, and Faculty.

Step 1: Copy Event

1. Enter your Event information in the fields using the descriptions in the table below.

   Field Name	Required?	Description
   Copy From Event	Required	Select the existing event you would like to copy. Once you select an event in this field, the other fields fill in automatically.
   New Event Name	Required	Replace the name of the existing event with the name of the new event.
   New Event Code	Required	Replace the existing event code with a new event code.
   Start / End Date	Optional	Replace the existing event start and end dates with the new start and end dates.
   Copy Tracks	Optional	Select this check box if you want to copy sessions from the existing event.
   Copy Sessions	Optional	Select this check box if you want to copy sessions from the existing event.
   Copy Fees	Optional	Select this check box if you want to copy fees from the existing event.
   Copy Faculty: Speaker	Optional	Select this check box if you want to copy speaker information from the existing event.
   Copy Faculty: Staff	Optional	Select this check box if you want to copy staff information from the existing event.
   Copy Faculty: Volunteer	Optional	Select this check box if you want to copy volunteer information from the existing event.
   Copy Location	Optional	Select this check box if you want to copy location from the existing event.
   Copy Keywords	Optional	Select this check box if you want to copy keywords from the existing event.
   Copy Abstract	Optional	Select this check box if you want to copy abstract information from the existing event.
   Copy Custom: Event	Optional	This check box starts functionality that is custom to your organization. See the Note below.
   Copy Custom: Sessions	Optional	This check box starts functionality that is custom to your organization. See the Note below.

   Note: The Copy Custom check boxes default only if there is a value in the EventCopyCustomSPSystem Option. Selecting either of these check boxes runs a Stored Procedure(SP) that is defined in that System Option. Whatever logic is in the SP is what the Copy Custom functionality executes. If there is no value, the check boxes are read only.

2. Click the Cancel button to lose your changes and exit the wizard. Click the Next >> button to move on to Step 2: Copy Fees.

Step 2: Copy Fees

1. To select the fees you want to copy, click the Product Name and Display Name check boxes under each of the following fee headings:
   • Event Registration Fees
   • Event Cancellation Fees
   • Event Sponsor Fee
   • Event Transfer Fee
2. Each fee heading has a Price tree view that you can expand to see the details of each fee type. Click the plus icon to see and edit the details in the tree view. Under the price tree view , you can edit the following:
   • Display Name check box: deselect to exclude this fee from the new event.
   • Accounts: click the plus icon to see and edit account details
   • Price Attributes: deselect this check box to exclude the price attribute from the new event.

   Note: Dates refer to the availability of the fee and not to the date of the session.

3. Click the Previous button to return to Step 1: Copy Event. Click the Cancel button to lose your changes and exit the wizard. Click the Next >> button to move on to Step 3: Copy Sessions.

Step 3: Copy Sessions

1. To select the sessions you want to copy, click the Session Title check boxes.
2. Add Start Date and End Date, Start Time and End Time, and dates for Pre, Early, Standard, and Late Registration (optional).
3. Each session has a tree view that you can expand for Fees and Faculty. Click the plus icon to see Fee or Faculty details.
4. Click the Previous button to return to Step 2: Copy Fees. Click the Cancel button to lose your changes and exit the wizard. Click the Next >> button to move on to Step 4: Copy Tracks.

Step 4: Copy Tracks

1. To select the tracks you want to copy, click the Track check boxes.
2. To edit the name of the track, click in the Track: field and type the new name.
3. Click the Previous button to return to Step 3: Copy Sessions. Click the Cancel button to lose your changes and exit the wizard. Click the Next >> button to move on to Step 5: Confirmation.

Step 5: Confirmation

The Confirmation page gives you a summary of all the settings that you selected in the wizard. Review the settings and click the Previous button to make any changes you see are necessary. Click the Save button once the settings are the way you want them.

A confirmation page opens showing a thumbs up and giving you a link to the Event Profile for your new event. Click the Back button to return to the beginning of the blank wizard to start a new copy process. Click the Finish button to go to the Events Overview and Setup page. Your new event appears in the Recently Added Events section.