Create event templates that use your custom fields

To use custom fields you've created, you add or edit an event, and then in the Event form, select an event template that contains the fields.

What are custom fields and how do I create them?

This topic describes how to:

• Create an event template
• Use your event template when creating or editing events
• Set a calendar's default event template for creating new events

Create a new event template from scratch

1. In your Trumba account, under Other Tasks, click Define custom fields.
2. On the Define Custom Fields page, click the Create a new template link toward the bottom of the page.
3. On the Create a New Event Template page, enter a new name and description for your event template.
4. Under Which fields should be included?, in the predefined and user defined fields lists on the left, select the check boxes for the fields you want to include in the event template, and then click Add Fields to Event Template.
5. When the fields appear in the Selected Fields grid, you can change the order in which they appear in your events or remove any fields you no longer want to include with the event template.

   For more information, see Display, hide, or rearrange fields

6. When you're done editing the event template, click OK.

To remove your custom event template

1. Under Other Tasks, click Define custom fields.
2. Click your event template to open it, and then click Delete This Template.

Enable your event template on calendars

To utilize your new event template on calendar events, you must first enable the template on each of the calendars where you would like to use the template.

1. In your Trumba account, select the calendar where you would like to use your new event template, and click Settings.
2. On the Calendar Settings page, for Available templates, select the template you want from the drop-down list.
3. If you select more than one available template, a separate Default template setting will appear. Select the template you would like listed by default when adding new events.
4. Click OK.

Use event templates for events

1. In your Trumba calendar, open an existing event or add a new one.
2. In the Event form, the first setting is for Event template. Select the template you want to use from the drop-down list. The Event form changes to show the fields that are available for that event template.

   Tip You can change the event template on an existing event. However, when you do, fields that contain information carry over to the new event template, even if the new event template doesn't contain the fields by default. To prevent fields from carrying over when you change the event template, first delete the information you entered into the fields, and then change the event template.