1. Enable Lightning Web Security
1.1. While in “Setup” under the “Home” tab, search “Session Settings” in the Quick Find Box and enable the Lightning Web Security. Scroll down to the bottom of the page and click “Save”.
2. Event/Function Object
2.1.1. Add a new “Two-Column” section called “Booking Options” above the section “Registration Options” on the Page Layout “Event/Function Layout” on the “Event/Function” Object .
Feature: Booking Wizard
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Section Name: Booking Options
2.1.2. Add the fields “Booking Registration Tool”, “Booker Form”, “Booker Delegate Comms Permissions”, “Booking Reservation Timeout (Mins)”, “Booking Reservation Timeout Ext (Mins)”, &“Booking Backed Timeout (Mins)” to the section “Booking Options” on the “Event/Function Layout” Page Layout of the Event/Function Object.
Feature: Booking Wizard
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Fields Column 1: “Booking Registration Tool”, “Booker Form”, & “Booker Delegate Comms Permissions”
Fields Column 2: “Booking Reservation Timeout (Mins)”, “Booking Reservation Timeout Ext (Mins)”, &“Booking Backed Timeout (Mins)”
Click “Save”.
2.3. Add the Related List ”Event Bookings” on the “Event/Function Layout” Page Layout of the Event/Function Object.
Feature: Booking Wizard
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Related Lists: “Event Bookings”
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Click the Settings Edit Tool on the Event Bookings Section, and add the following fields to the Selected Fields List
“Event Booking Reference”, “Booking Status”, “Booker”, “Booker Name”, “Booker Email”, “Booking Status Date/Time”, “Total Price of Confirmed Items”, “Net Amount of Financial Transactions” & “Amount Due”
Click “OK” and Click “Save”.
2.4. Edit the Related List “Delegates” on the “Event/Function Layout” Page Layout of the Event/Function Object.
Feature: Booking Wizard
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Related Lists: “Delegates”
Include fields: “Event Booking” after “Status”.
Order the Selected Fields, “Reference No”, “First Name”, “Last Name”, “Status”, “Event Booking”, “Mobile”, “Email”, “Opted Out of Emails”, “Dietary Requirements” and “Feedback Promoter Category”.
Click “Ok” and Click “Save”.
2.5. Add the Related List ”Event Value Mappings” on the “Event/Function Layout” Page Layout of the Event/Function Object.
Feature: Delegate Sync to Campaign Member Status
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Related Lists: “Event Value Mappings”
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Click the Settings Edit Tool on the Event Value Mappings Related List, and add the following fields to the Selected Fields List if they are not already listed in the Selected Fields List.
“Event Value Mapping Name”, “Type”, “From Field”, “To Field”, “From Value”, “To Value”, & “Last Modified By”
2.6. If your Delegates Tab has not been renamed during the upgrade, edit the name of Tab “Delegates” on the “Event/Function” Flexipage.
Feature: Booking Wizard
Flexi Page: Event or Function Record Page
Tab: “Delegates”
Rename: “Delegates/Bookings”
Select the Event/Functions Tab
Select an Event/Function Record
While on an Event/Function Record, select the Setup Cog and select “Edit Page”
While on the Lightning Record Pages, Select “Delegates” Tab, and select “Delegates” on the right.
Rename the Custom Label, “Delegates/Bookings” and click “Done”.
Type “Related List - Single” under the “Components” Search Bar on the left hand side of the page and drag the “Related List - Single” component to below “Delegates”.
While on the Component, choose “Event Booking” under Related List.
Click Save at the top right of the page.
3. Ticket Type Object
3.1.1 Add a “Two-Column” Section named “Allocation Details (for Booking Wizard)” on the Page Layout “Ticket Type Layout” on the “Ticket Type” Object .
Feature: Booking Wizard
Object Name: Ticket Type
Page Layout Name: Ticket Type Layout
Section Name: Allocation Details (for Booking Wizard)
Click “Save”.
3.1.2. Add the fields “Number of Delegates Per Ticket”, “Ticket Includes Guests”, “Number Of Guests Per Ticket”, and “Allow Incomplete Assignment” to the “Allocations Details (for Booking Wizard)” Section on the Ticket Type Page Layout of the Ticket Type Object.
Feature: Booking Wizard
Object Name: Event/Function
Page Layout Name: Event/Function Layout
Section Name: Allocation Details (For Booking Wizard)
Field Names: “Number of Delegates Per Ticket”, “Ticket Includes Guests”, “Number Of Guests Per Ticket”, and “Allow Incomplete Assignment”
Click “Save”.
3.2.1 Add a “Two-Column” Section named “Forms” on the Page Layout “Ticket Type Layout” on the “Ticket Type” Object .
Feature: Booking Wizard
Object Name: Ticket Type
Page Layout Name: Ticket Type Layout
Section Name: Forms
Click “Save”.
3.2.2. Add the fields “Registration Form”, and “Guest Registration Form” to the “Forms” Section on the Ticket Type Page Layout of the Ticket Type Object.
Feature: Booking Wizard
Object Name: Ticket Type
Page Layout Name: Ticket Type Layout
Section Name: Forms
Field Names: “Registration Form”, and “Guest Registration Form”
Click “Save”.
3.3.1. Update Help Text of Field “Number of Available Tickets”, found under Fields & Relationships of the Ticket Type Object.
Feature: Booking Wizard
Object Name: Ticket Type
Fields & Relationships Field Name: Number of Available Tickets
Help Text: The number of tickets available. This takes the ticket availability period into consideration. Tickets are not available if the record is not active.
3.3.2. [Optional] Update Help Text of Field “Description", found under Fields & Relationships of the Ticket Type Object.
Feature: Booking Wizard
Object Name: Ticket Type
Fields & Relationships Field Name: Description
Help Text: A description of this Ticket Type that will be displayed on the microsite.
4. Delegate/Guest Object
4.1.1. Add a “Two-Column” section named “Event Booking Info” on the Page Layout below the section “Event Specific Info” on the “Ticket Type Layout” on the “Ticket Type” Object .
Feature: Booking Wizard
Object Name: Delegate/Guest
Page Layout Name: Delegate/Guest Layout
Section Name: Event Booking Info
Click “Save”.
4.1.2. Add the fields “Event Booking”, “Event Booking Status” and ”Manages Booking” to the new section “Event Booking Info” on the “Delegate/Guest Layout” Page Layout of the Delegate/Guest Object.
Feature: Booking Wizard
Object Name: Delegate/Guest
Page Layout Name: Delegate/Guest Layout
Section Name: Event Booking Info
Fields: “Event Booking”, “Event Booking Status” and “Manages Booking”
Click “Save”.
4.2.1. Add the Related Lists ”Event Bookings” and “Event Booking Item Allocations (Delegate/Guest)” on the “Delegate/Guest Layout” Page Layout of the Delegate/Guest Object and edit the Selected Fields on each Related List.
Feature: Booking Wizard
Object Name: Delegate/Guest
Page Layout Name: Delegate/Guest Layout
Related Lists: “Event Bookings” and “Event Booking Item Allocations (Delegate/Guest)”
Click “Save”.
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Click the Settings Edit Tool on the Event Bookings Section, and add the following fields to the Selected Fields List
“Event Booking Reference”, “Booking Status”, “Booking Status Date/Time”, “Total Price of Items” & “Last Modified By”.
Click “OK”.
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Click the Settings Edit Tool on the Event Booking Item Allocations (Delegate/Guest) Section, and add the following fields to the Selected Fields List
“Event Booking Item Allocation Ref”, “Allocation Status”, “Allocation Status Date/Time”, “Event Booking Item”, “Delegate Role” & “Last Modified By”.
Click “OK” and Click “Save”.
4.3. Add a new Picklist Value to the field “Campaign Member Sync” under Fields and Relationships of the Delegate/Guest Object. The name of the value to be added is “Synced”.
Feature: Campaign Member Status Sync
Object Name: Delegate/Guest
Fields & Relationships Name: Campaign Member Status
Value: “Synced”
Click “Save”.
5. Event Microsite Template
5.1. Edit the Field “Form Position” Field Dependencies of the “Event Microsite Template” Object.
Feature: Booking Wizard
Object Name: Event Microsite Template
Fields & Relationships: Field Dependencies - This is a button found at the top right of the page.
While on the “Event Microsite Template” Object, under Fields & Relationships select the “Field Dependencies” button
Complete the following Field Dependencies updates.
Field Dependencies Controlling Field: “Event Microsite Type”
Field Dependencies Dependent Field: “Form Position”
Ensure both “Tab” and “Modal Popup” are selected and included for “Single Page with Menu”
Click “Save”
6. Communication Rule
6.1.1. Add a new Picklist Value to the “Object__c” field under Fields and Relationships of the “Communication Rule” Object. The name of the value to be added is “Event Booking” where the API Name is “Event_Booking__c”.
Feature: Booking Wizard
Object Name: Communication Rule
Fields & Relationships Name: Object__c
Picklist Label & Value: “Event Booking”
Picklist API Name: “Event_Booking__c”
While on the “Communication Rule” Object, under Fields & Relationships search for the “Object” Field, and select it.
Scroll down to Values
Add picklist value “Event Booking”,
Assign it to all record types and click “Save”.
Click “Edit” on the newly added value “Event Booking” and edit the API Name, change it to “Event_Booking__c”.
6.1.2. Add a new Picklist Values to the “Trigger Condition” field under Fields and Relationships of the “Communication Rule” Object. The names of the values to be added are “Booking Reminder to Pay”, “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned” , and “Booking Canceled” where the API Names remain as they are set on save for all except “Booking Canceled”.
Feature: Booking Wizard
Object Name: Communication Rule
Fields & Relationships Name: Trigger Condition
Picklist Labels & Values: “Booking Reminder to Pay”, “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned” , and “Booking Canceled”
While on the “Communication Rule” Object, under Fields & Relationships search for the “Trigger Condition” Field, and select it.
Scroll down to Values
Add picklist values “Booking Reminder to Pay”, “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned” and “Booking Canceled”
Assign them to all record types and click “Save”.
Click “Edit” on the newly added value “Booking Canceled” and edit the API Name, change it to “Booking Cancelled”.
6.1.3. Go back to the field called “Object__c” under Fields and Relationships of the “Communication Rule” Object, and edit the Field Dependencies of “Email Field”, “SMS Field” and “Trigger Condition”.
Feature: Booking Wizard
Object Name: Communication Rule
Fields & Relationships Name: Object__c
Field Dependencies: “Email Field”, “SMS Field” and “Trigger Condition”.
Under Fields and Relationships, select the field named “Object__c”, and edit the Field Dependencies as shown below. Edit the following field dependencies:
a. Email Field
b. SMS Field
c. Trigger Condition
a. Email Field
a.1. Click “Edit” on the “Email Field”.
a.2. Select “Email” under “Event Booking” and click “Save”
b. SMS Field
b.1. Click “Edit” on the “SMS Field”.
b.2. Select “Mobile” under “Event Booking” and click “Save”.
c. Trigger Condition
c.1. Click “Edit” on the “Trigger Condition”.
c.2. Select “Booking Reminder to Pay”, “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned”, “Booking Canceled” under “Event Booking” and click “Save”.
6.2. Add a new Picklist Value to the “Trigger Date Field” field under Fields and Relationships of the “Communication Rule” Object. The name of the value to be added is “Booking Status Date/Time” where the API Name is “Booking_Status_Date_Time__c”.
Feature: Booking Wizard
Object Name: Communication Rule
Fields & Relationships Name: Trigger Date Field
Picklist Label & Value: “Booking Status Date/Time”
Picklist API Name: “Booking_Status_Date_Time__c”
While on the “Communication Rule” Object, under Fields & Relationships search for the “Trigger Date Field” Field, and select it.
Scroll down to Values
Add picklist value “Booking Status Date/Time”,
Assign it to all record types and click “Save”.
Click “Edit” on the newly added value “Booking Status Date/Time” and edit the API Name, change it to “Booking_Status_Date_Time__c”.
6.3. Edit the Record Types of the “Communication Rule” Object. Edit both “Rule” and “Template” for the following Fields”
Feature: Booking Wizard
Object Name: Communication Rule
Record Types: Rule & Template
Field Names: “Object", “Trigger Condition" & "Trigger Date Field"
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Select “Edit” at “Object”.
Include “Event Booking" under Selected Values.
Click “Save”.
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Select “Edit” at “Trigger Condition”.
Include “Booking Reminder to Pay", "Booking Completed", "Booking Event Reminder", "Booking Abandoned", & "Booking Canceled" under Selected Values.
Click “Save”.
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Select “Edit” at “Trigger Date Field”.
Include “Booking Status Date/Time" under Selected Values.
Click “Save”.
Repeat for Both “Rule” and “Template” records types.
6.4. Edit the Field Dependencies of the “Communication Rule” Object. There is one Field Dependency to edit all Field Dependencies as shown below.
Feature: Booking Wizard
Object Name: Communication Rule
Fields & Relationships page: Field Dependencies - This is a quick action found at the top right of the page.
Fields & Relationships Name: Object
Field Dependencies Dependant Field: “Email Field”, “SMS Field”, “Trigger Condition” and “Trigger Date Field”.
Click Field Dependencies at the top right.
a.1. Field Dependencies Controlling Field : Object
a.2. Dependent Field : Email Field
Click Edit at “Object - Email Field”
Include “Email” under the column “Event Booking” and click “Save”.
b.1. Field Dependencies Controlling Field : Object
b.2. Dependent Field : SMS Field
Click Edit at “Object - SMS Field”
Include “Mobile” under the column “Event Booking” and click “Save”.
c.1. Field Dependencies Controlling Field : Object
c.2. Dependent Field : Trigger Condition
Click Edit at “Object - Trigger Condition”
Include “Booking Remind to Pay”, “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned” and “Booking Canceled” under the column “Event Booking” and click “Save”.
d.1. Field Dependencies Controlling Field : Trigger Condition
d.2. Dependent Field : Trigger Date Field
Click Field Dependencies at the top right.
Click Edit at “Trigger Condition - Trigger Date Field”
Click Next until you reach the last page.
Include “Event Start Date”, “Event End Date” and “Booking Status Date/Time” under the column “Booking Reminder to Pay”.
Include “Event Start Date” and “Booking Status Date/Time” under the columns “Booking Completed”, “Booking Event Reminder”, “Booking Abandoned”, and “Booking Canceled” and click “Save”.
7. Organizing Entity Object
7.1. Add a new Picklist Value to the two fields, namely, “Clone Event Default Settings” & “Clone Event Required Settings” under Fields and Relationships of the “Organizing Entity” Object. The name of the value to be added is “Copy value mappings”.
While on the “Organizing Entity” Object, under Fields & Relationships search for the “Clone Event Default Settings” Field, and select it.
Scroll down to Values
Add new picklist value “Copy value mappings”,
Assign it to all record types and click “Save”.
Reorder “Copy value mappings” to be above “Copy document rules”.
While on the “Organizing Entity” Object, under Fields & Relationships search for the “Clone Event Required Settings” Field, and select it.
Scroll down to Values
Add new picklist value “Copy value mappings”,
Reorder “Copy value mappings” to be above “Copy document rules”.
Assign it to all record types and click “Save”.
8. Staff/Speakers Object
8.1. Update Help Text of Field “Overview”, found under Fields & Relationships of the Staff/Speakers Object.
Feature: Spelling
Object Name: Staff/Speaker
Fields & Relationships Name: Overview
Help Text: A brief overview of the Staff or Speaker's bio for use in certain list views. If left blank, the first 255 characters of the full bio will be displayed.
9. Assign Permission Sets
9.1. Assign permission set “Event Financial Administrator” to people who are allowed to create and update an “Event Financial Transaction”.
From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
Scroll to “EventSpark Financial Administrator and select it.
Click “Manage Assignments”
Add the Permission set to the necessary Users
Alternatively, From Users, edit Permission Sets
From Setup, enter Users in the Quick Find box, and then select Users.
Click on the User that you would like to add the Permission Sets to.
Scroll down to Permission Set Assignments and click Edit Assignments.
Select the Permission Set “EventSpark Financial Administrator“ and assign it to the user.
10. Classic Email Templates
10.1. Update the wording of the following three Classic Email Templates.
Feature: Booking Wizard
Classic Email Template Names: “Registration/RSVP Confirmation”, “Reminder to Attend", & "Reminder to Attend Virtual Event"
Go to Setup and search for “Classic Email Templates”
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Under the EventSpark Folder, select the Email Template label for the following 3 Templates:
Registration/RSVP Confirmation
Reminder to Attend
Reminder to Attend Virtual Event
Select “Edit Template” on each Email Template and update the HTML for all three templates.
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Registration/RSVP Confirmation
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Replace the inidcated code with the following code block:
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Remove these 5 lines (also shown highlighted in yellow below)
<apex:outputPanel layout="none" rendered="{!relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel' }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.evsprk__Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
-
-
Copy and Paste the code below in the place of the above removed code:
<!-- When Using Booking Wizard -->
<apex:outputPanel layout="none" rendered="{! !ISBLANK(relatedTo.Event_Booking__c)}">
<p>
If you would like to manage your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
<!-- When Using Registration Form -->
<apex:outputPanel layout="none" rendered="{! ISBLANK(relatedTo.Event_Booking__c)}">
<apex:outputPanel layout="none" rendered="{! (relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel') }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
</apex:outputPanel> -
Reminder to Attend
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Replace the inidcated code with the following code block:
-
Remove these 5 lines (also shown highlighted in yellow below)
<apex:outputPanel layout="none" rendered="{! relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel' }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.evsprk__Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
-
-
Copy and Paste the code below in the place of the above removed code:
<!-- When Using Booking Wizard -->
<apex:outputPanel layout="none" rendered="{! !ISBLANK(relatedTo.Event_Booking__c)}">
<p>
If you would like to manage your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
<!-- When Using Registration Form -->
<apex:outputPanel layout="none" rendered="{! ISBLANK(relatedTo.Event_Booking__c)}">
<apex:outputPanel layout="none" rendered="{! (relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel') }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
<apex:outputPanel layout="none" rendered="{! relatedTo.Event_Function__r.Registration_Method__c!='Invitation Only' }">
<p>
If you would like to register someone else, click
<a href="{!relatedTo.Event_Function__r.Event_Homepage_URL__c}">here</a>.
</p>
</apex:outputPanel>
</apex:outputPanel> -
Reminder to Attend Virtual Event
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Replace the inidcated code with the following code block:
-
Remove these 5 lines (also shown highlighted in yellow below)
<apex:outputPanel layout="none" rendered="{! relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel' }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.evsprk__Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
-
-
Copy and Paste the code below in the place of the above removed code:
<!-- When Using Booking Wizard -->
<apex:outputPanel layout="none" rendered="{! !ISBLANK(relatedTo.Event_Booking__c)}">
<p>
If you would like to manage your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
<!-- When Using Registration Form -->
<apex:outputPanel layout="none" rendered="{! ISBLANK(relatedTo.Event_Booking__c)}">
<apex:outputPanel layout="none" rendered="{! (relatedTo.Event_Function__r.Allow_Delegates_To__c=='Update' || relatedTo.Event_Function__r.Allow_Delegates_To__c=='Cancel') }">
<p>
If you would like to update your registration please click <a href="{!relatedTo.Invitation_URL__c}">here</a>.
</p>
</apex:outputPanel>
<apex:outputPanel layout="none" rendered="{! relatedTo.Event_Function__r.Registration_Method__c!='Invitation Only' }">
<p>
If you would like to register someone else, click
<a href="{!relatedTo.Event_Function__r.Event_Homepage_URL__c}">here</a>.
</p>
</apex:outputPanel>
</apex:outputPanel>