Events FAQ

What is the difference between Events and Events Plus?

Events is the base system that organizes events and who is attending them. It includes a number of Salesforce objects, triggers, workflows, and other components that support the creation, organization, and registration of events that you are holding. All data management for Events and Events Plus is handled by Events.

Events Plus is the student-facing side, allowing for event searching, online registration, and other features related to giving the student access to the system.

What is a contact schedule item?

In Salesforce, information is stored in objects. For example, a Student object stores the student's name, address, email address, birth date, and more. The Event Object stores all the details of an event, such as date, time, attendee maximum, whether you're using a waitlist or not, etc.

The Contact Schedule Item is an object in Salesforce that links a student to an event. When a student registers for an event, it creates a Contact Schedule Item to track that connection. A Contact Schedule Item record contains Event-specific information, such as confirmed/attended/canceled and Event-specific questions. The Contact Schedule Item record is essentially the Student's registration for an Event.

Why doesn't my Event Description show on the public Events page?

If your event has a description that is not visible on the public events page, check to ensure your Field-Level Security settings are enabled for public visibility.

  1. Navigate to Setup then search for and select Sites.
  2. Click on the Site Label for Events.
  3. In the Site Detail section, click Public Access Settings.
  4. In the Field-Level Security section look for Custom Field-Level Security.
  5. Click View next to Organization Event.
  6. Click Edit.
  7. Check Visible for the Field Name Description.
Can I change the message that is displayed when a users clicks the Events pay later button?
No, the text that displays when a user clicks the Pay Later button during Event registration can NOT be customized at this time.
How can I hide the "cost" column in Events?

Using the custom code below, you can hide the cost column on your public-facing Events Plus page. Please see Customizing Event CSS and Javascript in Events 5.0 and higher for more information on where to save this code and how to connect it to your public search page:


div[ng-if="eventDetailCtrl.EventDataService.selectedEvent.oe[fieldNS+'Event_Cost__c'] > 0"] {
    display: none;
}
What does the ‘Back to Salesforce’ icon do in the bottom navigation bar?
 When a user is in Events and clicks the ‘Back to Salesforce’ icon, they will be returned to the TargetX CRM page that was last viewed before accessing the TargetX Events Organization Calendar.

If the Default tab is ‘Organization Calendar’ for your TargetX Events app, then ‘Back to Salesforce’ will exit you out of the TargetX Events app, back to the last known TargetX app - thereby not allowing the user to view the other related TargetX Events related tabs - such as Organization Events (list view).

Resolution:
To ensure accessibility to the Organization Events tab, change the Default Tab for the TargetX Events app to Organization Events.  Do not set the Default Tab for the TargetX Events app to either Organization Calendar or Appointments Calendar. 
Can you clone an event with the Images?
 Currently when an event is cloned any attached images are NOT carried over as attachments for cloned records.
Can I change an existing Event into a Sub-Event?
 Yes, you can turn an Event into a Sub-Event by using the Primary Event lookup field in the Preferences section to associate your Event with another one.TargetX Preferences option for Primary event_
 
In the bottom-navigation bar: Why do users without access to the Student Success Center or Events see icons for them?

In the Student Success Center, users who do not have access to TargetX Events will still see the Events and Appointment icons in the bottom navigation bar.  In TargetX Events, users who do not have access to the Student Success Center will still see the Students icon in the bottom navigation bar.
 

bottom nav bar.png
 

For User Profile’s who do not have the appropriate permissions, they will receive an ‘Insufficient Privileges’ error page when they select the related icon.

TargetX is working to provide the ability for these icons to be conditionally displayed - to only appear for users who should be able to access these areas. 

If you would like to display the Event Calendar without error yet prevent the user from viewing or taking any meaningful action, then the related User’s Profile can be granted and simultaneously restricted to the following permissions below.

Enable Visualforce Page Access to:
  • Organization Calendar
Restricted Custom Object Permissions:
  • Organization Events = No access
  • Appointment Calendar
Can you alphabetize sub-event?
 You can not alphabetize sub-event. You should create the Sub Events in the order you wish for them to appear.
 How do I create a new Event Category or Type?
  1. Navigate to Setup and select Object Manager.
  2. Select the Organization Event object.

Note: If you are using Salesforce Lightning, go to Setup and search for "Object Manager," then click on the label for Organization Event object.

  1. In the Custom Fields & Relationships section, click either the Category or the Type field label. 
  2. Add to or update the values listed in the picklist value set section.
Can I view Event information from a Student's record?

Note: The visualforce page will need to be added to the Contact object page layout if desired

  1. Navigate to Setup and search for Contacts.
  2. Select Page Layouts.
  3. Click Edit next to the Student Layout.
  4. From the page layout palette, select the Fields group and drag a new Section onto the layout.
  5. Select the Visualforce Pages group and drag ContactAttendess onto the layout.
  6. Save your changes.

Note: You can view replies to Event-Specific Questions by using the Event History-related list.

Visualforce Page Features 

The new Contact object ContactAttendees visualforce page includes the following enhancements:

  • Envelope Icon - when clicked, resends confirmation email for a given event for which the contact is registered.
  • Contact Schedule Item lookup
  • Event Status Checkboxes - can see contact's event status and edit as needed
  • Guests - displays number of guests for the given event
  • Paid Checkbox - displays if contact paid for a given event
  • Edit Questions - link to allow staff to edit responses to Event Questions
How do I make an existing Event recurring?
 Once an Event is created and saved, it's impossible to edit it to make it recurring. This option is only available as a part of the initial Event setup.