Filtering is a handy feature that allows you and the targeted audience to search for specific Sessions using the search criteria of your choice. The search criteria will need to be linked to a specific Field you have added to your Template (e.g. Track).
- From the Home page, select Events from the tile or from the left pane
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Select the desired event
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Click General from the left pane
- Select EDIT SESSION CATEGORIES
- Click in the field then type the name to add a new category then press enter
- On the newly created category, click on Edit next to it, to add values to the category as well as to configure the category color
//Examples of custom fields to create but not limited to Session Type, Session Format, Track.//
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Optional - Select Color sessions based on this category by clicking the color box.
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When finished, click the SAVE CHANGES TO SESSION FORMAT button.
Once created, you can assign these categories to existing sessions individually or in bulk.
Single session
- From the Sessions list view, locate and click on the session you would like to modify to display the Session Details
- Locate the Category section, and click Edit
3. From the drop-down menu, select first the Category and then the Category Value
4. Click Add
5. Click Saveat the bottom
Multiple Sessions
- From the Sessions list view, click the checkbox to the left to select some or all the sessions to update
- Once selected, the Edit button will be enabled at the top
3. In the Property to Update field, from the drop-down menu select Categories
4. In the Categories field, click Edit then select the C****ategory and its value
5. Click Add
6. Once added, select the action to take:
- Replace with the above: will remove any existing categories and replace them with the above
- Add the above to list: any existing category will remain the same, and the session will be updated with the new categories selected above
- Remove the above from list: whenever you would like to instead remove a category, this will only remove the selected category above
- Once ready, click Update
- You will receive the following confirmation once successfully updated
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