Publishing Event Information to a Web Site

If your company has purchased the optional Siebel Events for Finance module, you can prepare your event information for Web site publication.

The combination of Siebel Events Management settings affect whether or not information in the Events and Sessions screens is visible to prospective event attendees on the Web site. These settings are as follows:

  • The status of the event

  • The start date of the event

  • The type of event

  • The Registration Status of the prospective attendee

  • The Registration status of the company of the prospective attendee

  • The External flag setting

    Both the Event and Session Details forms have check boxes labeled Display on Website. These check boxes default to true. You can use Display on Website check boxes to designate internal events and sessions that should not be published to the Web site or events or sessions for which only an administrator can register attendees:

    • If you clear an event’s Display on Website check box, the event and its sessions are not displayed on the Web site, regardless of the status, date, or type.

    • If you clear a session’s Display on Website check box, the session is not displayed on the Web site.

The following procedures describe how to choose settings for the visibility you want.

To make event information visible to all

  1. Navigate to the Site Map > Events > Event view.

  2. In the Events list, select an event.

  3. Set the Status field to Launched.

  4. Set the Start field to a date in the future or to today’s date.

  5. Verify that Type is not set to Restricted.

  6. Verify that the Display on Website check box is selected.

To make event information visible to invitees and administrators

  1. Navigate to the Site Map > Events > Event view.

  2. In the Events list, select an event.

  3. Set the Status field to Launched.

  4. Set the Start field to a date in the future or to today’s date.

  5. Set Type to Restricted.

    Note: Events of type Restricted are not displayed in the customer site except to attendees who have been explicitly invited to the event. The attendee can view open invitations from the home page by clicking the View My Open Invitations link and can then accept an invitation by registering for the event.

To make event information visible to invited company employees (for Finance customers only)

  1. Navigate to the Site Map > Events > All Events view.

  2. In the Events list, make sure the External column check box is selected.

  3. In the Event form, set the Status field to Launched.

  4. Set the Start Date field to a date in the future or to today’s date.

  5. Make sure the Event Type field is not set to Restricted.

To make event information visible to internal employees

  1. Navigate to the Site Map > Events > All Events view.

  2. In the Events list, make sure the External column check box is not selected.

  3. In the Event form, set the Status field to Launched or Planned.

  4. Set the Start Date field to a date in the future or to today’s date.

To make event information visible to administrators only

  • Set Status to any value except Launched, or set Start to a date earlier than today’s date.

    If an event is visible, then the sessions related to it can be visible or not based on the value in the Status field in the session itself. As with events, a status of Launched allows all users to see the session information.