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Event Form Basics |
Creating and Editing Custom Event Form Configurations |
Event State Default |
Event Form Presentation by Security Group |
Best Practices: Enhancing Your Event Forms |
Additional Event Form Features |
Setting up Event Quotas |
Event Form Rules: Adding Conditional Rules for the 25Live Event Form |
Setting Up Recommended Resources for the Event Form |
Embedding 25Live Event Forms and Express Scheduling Forms |
Security Note
To setup custom Event Form configurations and settings, you must have the following permissions setup in Series25 Group Administration: Admin: 17.0 Update User Group Configurations and Preferences
What Are Recommended Resources?
Typically, resources are selected through a resource search in the event form, but another option is to recommend specific resources based on whether a user's event meets other conditions. For example, you might want to recommend an AV resource to users when they request conference rooms, or when they select an AV custom attribute. This option can be a helpful timesaver, especially for users who aren't as familiar with your 25Live resources.
How to Setup Recommended Resources
This section provides a brief overview of Root Rule configurations specific to Recommended Resources. For a more in-depth overview of setting up root rules please see Event Form Rules: Adding Conditional Rules for the 25Live Event Form
Rule Settings
- Go to More → System Settings → Event Form Settings → Rule Settings
- Select Add New Root Rule
- Add conditions to determine which criteria your recommended resources should be based on.
- Choose from one of the following options using the Source Typedropdown.
- Custom Attribute
- Location
- Primary Organization
- Resource
- Security Group
- Event Type
- If needed, update your operators
- Choose from one of the following options using the Source Typedropdown.
- For the Target Type, select Add Recommended Resources.
- Use the Edit Targets button to search for resources, then tick the checkboxes of any you want to add. Then, press Done.
- Save your changes.
After setting up your Recommended Resource rules, users will be able to see them when they make qualifying events.
Config Settings (Optional)
Recommended resources are available alongside a resource search, but if you'd like users to see recommended resources exclusively, update the Config Settings with the following steps.
- Navigate to the Config Settings in the left-hand menu.
- Use the Select Config to Edit dropdown menu to find an existing configuration to add recommended resources to.
OR
Create a new configuration with the Add Config button. - Toggle Use Recommended Resources (instead of resource search) to Yes.
- Make any other necessary changes to the configurations and Save.
Example
In the example below, the configurations require that one of the selected locations ( Conference (West) or Conference (East) ) must be selected. If neither location is selected, the event type will need to be one of the selected options (Conference or Reception).
Since the example uses an in operator for each criteria, and an or operator between the two, this event will only need to meet one of those four conditions to display the recommended resource (AV - Data Projector).
In the event form example below, the user has added the Conference (West) location. Adding the location triggered the recommended resource rule, populating the AV - Data Projector resource in the Recommended Resources section of the form: