Displaying Events Management Events in My Schedule
To avoid scheduling conflicts, users can view Events Management events in My Schedule if they are the event owner, or a user or group Event Team Member.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Events Management License
- End Users
Configuring Events in My Schedule for
End Users
To configure this feature, ensure the following configuration is complete:
Viewing Events in My Schedule as
End Users
Events Management events display in My Schedule if the user is the owner or if the user is a user or group Event Team Member. Events do not display when the em_event_status__v field on the em_event__v record is set to canceled__v.
Events do not display in My Schedule for write-in Event Team Members.
To view a popover with event details from My Schedule, select the event from the calendar.
The event details popover displays the following information:
- em_event_status__v
- end_time__v
- location__v
- name__v
- object_type__v
- ownerid__v
- product__v - iPad only
- program_type__v
- speaker__v (em_event_speaker__v with status of rejected__v are not displayed)
- start_time__v
For virtual, hybrid, or Engage events, an event format icon also displays on the popover. The event format icon does not display for in-person Events Management events.
In Agenda View on the iPad and iPhone platforms, the following information does not display on the event popover:
- program_type__v
- speaker__v
- em_event_status__v
To view more information or edit the event, select the event name from the event details popover. The event record opens.
Excluding Event Team Members in Specific Roles for
End Users
To disable this functionality for Event Team Members in specific roles:
- Navigate to Business Admin > Objects > Events Management Settings.
- Select Edit for the appropriate settings record.
- Enter a comma-delimited list of the roles’ API names in the exclude_team_member_roles___v Events Management Setting. For example: approver__v,vendor__v
