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Event Fields

Use the Event Edit page to add an event or update details for an existing event. The Event Edit page shows the complete set of fields available for an event.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some fields.

Field

Description

Event Detail Information

Name

Name of the event, up to 150 characters. Required field by default.

Location

Limit of 100 characters.

Start Date

Defaults to the current date and time. Required field by default.

End Date

Defaults to one hour later than the current date and time. Required field by default.

Confirm Date

Target date for sending out confirmation about the event to the invitees.

Status

The status of the event. Default values are Active, Cancelled, Completed, In Progress, Inactive, and Planned.

Type

The type of event. Limit of 30 characters. Default values are CD_ROM Presentation, Conference, Hospital Display, Journal Club, Lunch and Learn, Meeting, Rounds, Seminar, Symposium, Tradeshow, and Trading.

Budget

Budget amount in the currency you specify. The default is set to the System currency. Your Administrator sets the currency using the Activity Currency field. This field must be added to the Event page layout by your company administrator if you want to use it. For information on adding fields to page layouts, see Customizing Static Page Layouts.

Max Attendees

Maximum number of invitees allowed to attend this event.

Product

Product that you want to highlight during the event. You can select either the product or the product category, but not both.

To add products, your company administrator navigates to Admin and clicks Content Management.

Product Category

Product category that you want to highlight during the event. You can select either the product or product category, but not both.

To add product categories, your company administrator navigates to Admin and clicks Content Management.

CME Credit

Number of Continuing Medical Education (CME) credits for this event.

NOTE: Your administrator can customize this field by using a more generic name, such as CE Credit, for Continuing Education credits.

Additional Information

Owner

The owner of the Event record.

Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access.

The value in the Owner field affects which records are included in reports that you or your managers run in the Analytics pages.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Owner Full Name

The owner of the Event record.

Event Objective

Limit of 500 characters. Required field by default.

Description

Limit of 250 characters.

Session Details

Details regarding session. Limit of 500 characters.

Owner Full Name

The owner of the Event record.

Modified

The date and user who last modified this event.

Related Information

See the following topics for related event information:


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.