Activating Edit Mode
Use the Edit Mode toggle at the top of any event, location, resource, or organization details view to turn on or off the ability to edit fields inline. When the toggle is on, edit icons appear next to many fields. Turn the toggle off to protect fields from accidental edits.
Types of Fields
Formal Names of Objects
The formal name field for locations, resources, organizations, or contacts can be edited by hovering your cursor over the name to reveal the editing icon () option.
For text-based fields, use the edit icon to enter the editing mode, make changes, then use the Save button. The Cancel button is available to exit editing mode without saving changes.
The same edit icon appears next to multi-line fields, like addresses, to allow editing.
Editing Large Text Fields
Some comment fields are large text fields and can only display plain text, such as those used in event details.
Some comment fields use rich text editors for inline editing that can render styles, images, and some HTML (such as links or embedded elements). Examples of uses include adding emphasis to text, images of resources, or 360-degree views of locations. Look for the rich text menus and controls to tell if the field accepts styled elements.
Image URL Fields
Image attached to custom attribute can be edited inline by using the Edit link above the image. You can then enter the URL of a hosted image.
Remove the image with the X link above-left of the image or a Remove link.
Dropdown Menu Fields
To edit any fields in Details views displayed as a drop-down menu, simply tap or click on the menu then scroll to select a choice. Some fields, such as Event Type, contact roles such as the Scheduler and Requestor, and Organization use a search field to make selecting your choice easier.
Changes will be saved immediately upon closing the menu.
To remove listed attached files, use the X icon. However, be aware that removing files is an immediate and irreversible action. Use the Choose File button to attach additional files to the event.
Multiple Selections (such as Categories)
Use the Add link in the Event Categories section to reveal a category list with checkboxes. Select as many as are needed then use the Done button to save your changes.
Toggled, Date-Based, Text, and Select Fields
Many fields have toggle or date controls, such as Custom Attributes.
Fields with a yes/no choice can be set on or off using the sliding toggle. When adding a new custom attribute, you must set the toggle before the attribute is saved as added. Simply tap or click on a date to select a new date. Type values into text fields. Select from dropdown lists. Changes will be saved immediately.
Custom Attribute with Discrete Dropdown Options
Administrators can define discrete dropdown options for user-defined event custom attributes of the text type in System Settings. To change options, choose from the list. Changes will be saved immediately.
Locations and resources can have defined relationships to other locations and resources, which can be added through inline editing in details views.
Use the Add Relationship button to start. Select the relationship type, then search to find the related item. Save your choices with the Done button. To remove a relationship, use the X next to the related object.
Locations, organizations, and resources can set notification policy, which generates tasks for specific users when those objects are added to an event.
To configure notification policy, select the following before clicking Save:
- The Approval Type
- The deadline for approval
- The user(s) who will receive the notification tasks
- The notification style for each user
For more information on these options, see Notification Policy in 25Live.
Special Field Types for Resources
Use the Add Inventory Level button to add a new date range and quantity.
After an inventory level is added, fill in the Start Date, End Date, and the edit icon to edit Quantity for the inventory date range. For a single inventory level, add a date range with a far-future end date. Inventory date ranges cannot overlap.
The "X" icon will remove an inventory level.
Tip: Remove the Value for Unlimited Quantity
Use the "X" icon to remove the numeric inventory value if you want to show an unlimited quantity.
You can also add inventories for different date ranges. For example:
- If the regular quantity of a resource is 100
- Then, you add a date range when that item is limited of September 1 - September 30 with a quantity of 2
- Anything before that date range may show 100 available, while an event requesting the resource during the date range could show 2 available