Administration interface

To manage your occasion go to  → General configuration → Configuration → Congrats

Configuring fields

Fields are the occasions you are able to define. Birthday and date of commencement are already predefined, marked as Systemfields. You can

  • add additional occasions
  • edit name and description of occasions
  • deactivate existing occasions, i.e. for this occasion no events can be defined and they will not be selectable within the Congrats macro
  • delete occasions, predefined occasions cannot be deleted only deactivated

Editing fields

  • Name: name of the field/occasion
  • Description: details about the field

Configure events

To let occasions take effect in the Congrats macro you have to specify events accordingly. Thereby you define how often the occasion occurs and in which time interval. Let's give you an example: The field birthday just gives general information about the occasion (name and description). In order to define how often a birthday occurs you have to define an event e.g. named birthday. With that event you can define that birthdays occur yearly and you do not have any limit on how often they occur. Another example could be a wedding, for which the event would be set to yearly and the number of occurrences to 1.

Editing events

  • Trigger field: according field/occasion for which the event is set
  • Event name: Name of the event
  • Repeats: yearly / monthly / weekly - in which time interval the event occurs
  • Max. occurrences: how often does the event occur, e.g. above mentioned wedding would be 1; 0 means that there is no limitation, on how often the event occurs
  • Description: details about the event

Related articles

Comments  (0)

Attachments  (5)

Add Attachment
  File Modified
PNG File Cog.png 12. Aug. 2016 by sharon.funke@bitvoodoo.ch
PNG File admin_fields.png 12. Aug. 2016 by sharon.funke@bitvoodoo.ch
PNG File edit_field.png 12. Aug. 2016 by sharon.funke@bitvoodoo.ch
PNG File admin_events.png 12. Aug. 2016 by sharon.funke@bitvoodoo.ch
PNG File edit_event.png 12. Aug. 2016 by sharon.funke@bitvoodoo.ch