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Clone Delegate/Guest Custom Fields [Since EventSpark 3.23]

Create/select custom Delegate/Guest fields you would like to clone when an Event/Function is cloned using the ‘Clone Event’, ‘Copy To Template’, ‘Copy Template’ or ‘Schedule Events’ buttons on an Event/Function or Event Template record.

Note: The fields can be custom created OR belong to a different managed package with a namespace.

Note: This step must be done by a Salesforce System Administrator

  • From Setup on the Object Tab

  • Search for Delegate/Guest

  • Click on Field Sets

  • Create a new field set on the Delegate/Guest object

Important: It must have the API name ‘Custom_Fields_To_Clone’ – you can choose any label.

  • Click ‘Save’

  • Click on the Label of your new Field Set

  • Add your Delegate/Guest custom fields to the new field set

Note: Do not add existing Eventspark fields to the new field set or you may get a duplicate error when cloning the event using the custom cloning buttons.

  • Click ‘Save’