In this article, we will explain how to use the event data types page - how to add or remove types from your event and amend the settings and permissions for those types. You will find out more about:
- Event Data Type List Page
- How to add a new Type to your event
- How To Remove A Type From Your Event
- Type Settings Page
- How Relationships Work
- How To Add A Type To A Permission
- How To Remove A Type From A Permission
How do you use The Event Data Types Page?
Event Data Type List Page
This is the page that lists all of the Types that have been added to your event. It also allows you to add, remove, and edit any Type on your event.
It is worth noting that Types need to be created at App level, so on this screen you can only add or edit existing Types.
| # | Name | Function |
| 1 | Type ID | This shows the unique identifying number assigned to this Type |
| 2 | [X] Type | This is the name of the Type |
| 3 | Participants Type Tab | Clicking on this opens the list of all Participant Types in your event |
| 4 | Companies Type Tab | Clicking on this opens the list of all Company Types in your event |
| 5 | Items Type Tab | Click on this opens the list of all Item Types in your event |
| 6 | Number of profiles | This number shows the number of Profiles within the Type in your event |
| 7 | Settings | This column allows you enter the settings for the selected Type |
| 8 | Add Participant Type | This allows you to add an additional Type to your event |
How to add a new Type to your event
You cannot create a new Type at event level, instead Types are created at App level and assigned to an event. In order to create a Type you must have App level permissions.
- In order to add a new Type to your event you need to click the add button on the right hand side of the Type list page.
- Once this is clicked a dropdown will appear with all of the Types available on the app listed.
- From here, you simply scroll until you find the Type you would like to add and click it
- This process is the same whether you are adding a Participant, Company, or Item
How To Remove A Type From Your Event
Given the potential ramifications of removing a Type from your event, it cannot be done from the list page and must instead be done from the settings page by clicking on the settings icon.
Note: In order to remove a Type from an event, all Profiles within the Type must be either assigned to a different Type or removed from the event
From the edit page, click the 'Remove type' button.
You will then be presented with the option to proceed or cancel.
If there are still Profiles present within this Type, then you will be unable to remove it from your event and you will see this window. In order to remove it, simply navigate to the Type and reassign or remove all Profiles within it.
Type Settings Page
Each Type category (Participant, Item, Company) has a differing number of options within these pages given that you cannot have a meeting with an item, for instance.
Below is the Participant example, which includes all fields that can also be found in both Item and Company Types.
| # | Name | Function | Won't Show If... |
| 1 |
Name of Type |
This is the name of the Type | - |
| 2 | [X] can meet | This toggle sets whether a Type can have meetings with other Types. When turned on you can define which Types it can have meetings with, if off this Type cannot have meetings | - |
| 3 | [X] can be interacted with | This toggle sets whether the Type can be interacted with. If set to off then the Type cannot be recommended to other Types | - |
| 4 | [X] can edit own availability calendar | This toggle sets whether the Type can edit their own availability calendar | [X] Can Meet is turned off |
| 5 | [X] can view own availability calendar | This toggle sets whether the Type can view their own availability calendar | - |
| 6 | [X] can export list of accepted meetings | This toggle sets whether the Type can download a list of all of their accepted meetings | [X] Can Meet is turned off |
| 7 | Contact Sharing | This toggle sets whether this Type can share their contact details or not | - |
| 8 | [X] can see profiles of | This field allows you to define which Types can be viewed by this Type on the application | - |
| 9 | [X] can see recommendations of | This field allows you to define which Types can be recommended to this Type | - |
| 10 | [X] can request meetings with | This field allows you to define which Types this Type can request to have meetings with | [X] Can Meet is turned off |
| 11 | [X] can have pending meetings | This field allows you to define how many pending meetings a Type can have at any one time | [X] Can Meet is turned off |
| 12 | [X] can create team of | This field allows you to set the size of team that this Type can create | - |
| 13 | [X] can scan badges of | This field allows you to set which Types can have their badges scanned by this Type | - |
| 14 | [X] can view sessions and tracks of | This field allows you to set which sessions and tracks this Type can view | - |
| 15 | [X] can join sessions and tracks of | This field allows you to set which sessions and tracks this Type can join | - |
How Relationships Work
Below 'Session Permissions' you should see 'Relationships'. There are different relationships you can create:
- Company to user
- Company to product
- User to user
How To Add A Type To A Permission
There are four fields that allow you to add a Type to a permission:
- [X] can see profiles of
- [X] can see recommendations of
- [X] can request meetings with
- [X] can scan badges of
In order to add Types to these permissions:
- Click on the field and a tick box list with all available Types will appear
- Scroll through the list and choose the relevant types
- Once you have selected the relevant Types, click 'Save Changes' to save
How To Remove A Type From A Permission
To remove a Type from a permission you can either:
Hover over the name of the Type until the x appears, then click it to remove the Type.
Or
click on the field then click the tickbox besides the Type you would like to remove.