Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventTemplates.htm

## Using Event Templates in Child Events

Large events may have several associated child events, which can share common information with the parent event. To quickly create these child events without needing to reenter shared information, end users can use Event Templates to copy common information between a parent event and the associated child events. For example, if an event consists of a broadcast with separate child events for each viewing site, the topic, budget, speaker, and other custom fields of the main broadcast event automatically populate for each child event.

**Who can use this feature?**

* Business Admin Users - Browser
* [Defining Child Event Information](#Defining)
* End Users - Browser, iPad
* [Creating a Child Event](#Creating)
* Users require an Events Management License

### Configuring Event Templates for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | child\_event\_rule\_config\_\_v | CRED | * child\_event\_rule\_field\_\_v * child\_event\_rule\_related\_list\_\_v | * em\_event\_rule\_\_v * parent\_event\_field\_\_v * parent\_event\_related\_list\_\_v | Edit |
   | name\_\_v | Read |
   | em\_event\_rule\_\_v | CRED | child\_event\_settings\_\_v | * child\_event\_object\_type\_\_v * event\_configuration\_\_v * country\_override\_\_v | Edit |

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | child\_event\_rule\_config\_\_v | R | * child\_event\_rule\_field\_\_v * child\_event\_rule\_related\_list\_\_v | * name\_\_v * em\_event\_rule\_\_v * parent\_event\_field\_\_v * parent\_event\_related\_list\_\_v | Read |
   | em\_event\_rule\_\_v | R | child\_event\_settings\_\_v | * child\_event\_object\_type\_\_v * event\_configuration\_\_v * country\_override\_\_v | Read |
3. Navigate to **Admin > Configuration > Objects > em\_event\_\_v > Layouts**.
4. Add the **Events** related list to the appropriate layouts.

### Defining Child Event Information as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

To define the information shared between a parent event and its associated child events:

1. Navigate to the Event Rules section of the appropriate em\_event\_configuration\_\_v record.
2. Create a **Child Event Settings** type event rule.
3. Populate the following optional fields:

   * country\_override\_\_v – Defines which specific country the rule applies. Leaving this field blank causes the rule to apply to all countries within the event configuration.
   * child\_event\_object\_type\_\_v – Defines which object type is used for new child events created via this event rule. Leaving this field blank allows users to select the child event’s object type.
4. Select **Save**.

#### Define Shared Event Fields

Fields can be shared between a parent event and associated child events. In the Parent Event Fields section, use the multi-select pick list to select which event fields should be shared between the parent event and the child event. All but the following fields are supported:

* Country
* Start Time
* End Time
* Event Configuration

#### Define Shared Related Lists

Related lists can also be shared between a parent event and associated child events:

1. Select a related list from the Related Lists drop-down menu in the Parent Event Related Lists section. The following related lists are supported:

   * Event Attendee
   * Event Speaker
   * Event Session
   * Event Budget
   * Expense Estimate
   * Event Team Member
   * Any Custom object that references the event
2. Select which field values should be shared for records that get created in the new child event for each related list. All but the following fields are supported:

   * System fields
   * Custom fields that are unique (have the unique attribute)
   * Formula fields
   * Reference fields to Event
   * Text fields that are auto-numbered
   * Attachment fields

### Creating a Child Event as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To create a child event of a parent event, navigate to the Events related list of the parent event and select the New Event button. The new child event is created with the configured object type, has event fields pre-filled with values from the parent event, and has related list records created using the configured field values as defined in the event rule.

### Related Topics

[Creating an Event](CreatingEvents.htm)

[Using Event Configurations](../Configuration/EventConfigs.htm)