Event Requests Settings Walkthrough

Umbrellas have the ability to determine the approval process for events created in organizations. Access these settings by selecting the Admin dropdown in the top right of your screen, select your umbrella, hover over Requests, select Events, then choose the Settings tab on the left side of the page. The event request settings are divided into four sections that are described in detail below.

Approvals

Determine the type of events that require approval. You can require approval for all events, only those where the submitter requested the event be shared to the umbrella calendar, or none at all.

Forms

Determine the type of events where you want the submitter filling out a supplemental form. Much like approvals, you can require a form for all events, only those where the submitter requested the event be shared to the umbrella calendar, or none at all.

The first step in attaching a form to the event request process is creating the form. To begin, select the Event Request Forms tab on the left side of the page. The form must live here if you want to use it in the event request process. If you’ve already created the form in your umbrella, use the Clone Existing Form option to copy that form into your event request form section. If you are starting anew, click Create a Form to begin building your event request form. The form builder used to build event request forms is similar to that form builder found in the Forms tool. Click here for a walkthrough of the form building process.

After you’ve created the event request form, go back to the Settings tab, then choose Forms. Make a selection on this page, choose your event request form from the dropdown, and save. The form will appear for users after they fill out the basic details of their event and click Create Event

Custom Messages

Customize the notifications that are sent to event requestors upon submission, approval, or denial of their event.

Notified Admins

Select umbrella administrators who you want to be notified of every incoming event request.

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