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Copy an Event in Pro

If you schedule reoccurring and annual events, Pro's copy feature makes event creation more efficient.

When copying an event that has activities requiring an Event Registration Form (ERF), remove the copied event's information before saving.
  1. Search for the event you want to copy.
  2. Select the event Name to open the event details view.
  3. Under More Actions select Copy Event.
You can copy an event from the event details view or from the What's Next section after creating or editing the event.
You can copy an event from the event details view or from the What's Next section after creating or editing the event.
 

You can also copy an event from the What's Next section when you save a new or edited event by using the Copy button. When you choose to copy an event from the Event Details tab (with appropriate security permissions), you will see a Copy Related Events dialog box.

The Copy Related Events dialog box displays for users with appropriate security permissions.
The Copy Related Events dialog box displays for users with appropriate security permissions.

 
You have two options:

  • Copy only this event 

  • OR, Copy and Relate it back to the original event or event set.

If the event you chose is already in a related event set, you can see its related events in the dialog box. You may copy any of them or create a new set. See Umbrella Event for more information.

  1. Edit Your Copied Event. The event request form loads with many fields pre-populated for you from the original event. In the event editor, go through each tab and field to verify which details you want to retain and which you need to change for the copy. 

Make sure you review every field to get the results you want, especially Custom Attributes. Many event details, such as dates and times from the original event are retained, so location and resource assignments may be flagged as conflicts with the original or removed.

When copying an event that has activities requiring an Event Registration Form (ERF), you will need to remove the copied event's information before saving.

  1. Save Your Copied Event.  When finished, use the Save button to save the event and open a set of options for continuing. If the original event was starred as a favorite, the copy is automatically starred too. You can unstar the event in the Event Options (Remove from Favorites) displayed when you save the copy.