Trait Types

Trait Types let you classify Sessions and Vendors for filtering and reporting, so attendees can find what interests them and your team can sort and review your programme. Each Trait Type groups related Traits, which are the individual values you apply to a Session or Vendor. For example:

Traits can be used to:

• filter Sessions in the Community Agenda (see the article Session Canvases)
• filter Vendors in the Community Vendor listing (see the article Vendor Canvases)
• show flags in session lists and on session and vendor detail screens (when Use as flags is on)
• add columns to the Session List View (see Customise the List View in the article Managing Sessions)

Create a Trait Type

1. Navigate to Event Configuration > Trait Types
2. Click Add Trait Type
3. Enter a Name
4. Set the Trait Type’s options (see Trait Type Settings below)
5. Click Save

Note: Once the Trait Type is saved, you can add Traits to it. See Add Traits below.

Trait Type Settings

Details

• Use as flags: Shows the Trait Type’s Traits in Session lists and on Session and Vendor detail screens.
• Show title: Shows the Trait Type name as a title when displaying Traits. This option appears once Use as flags is turned on.

Applies to

By default, a Trait Type applies to both Sessions and Vendors. To limit it, or to set the options below, turn on Sessions, Vendors or both.

• Max selections: The maximum number of Traits of this type that can be added to a single Session or Vendor. Leave it blank for no limit. The limit is shown in the Manage Traits picker, such as “Choose up to 4”.
• Required: Every Session or Vendor must have at least one Trait of this type. Required Trait Types are marked Required in the Manage Traits picker, and a “Trait requirements not met” message appears if a required Trait is missing.
• Hidden from eventapp: Hides Traits of this type from the Community and event app.

Add Traits

1. Navigate to Event Configuration > Trait Types
2. Click Edit next to the Trait Type
3. Under Traits, click Add Trait
4. Enter a Name
5. (Optional) Set the Display colour (the background) and Text colour used when the Trait is displayed as a flag. The Preview shows the result.
6. Click Save

Repeat for each Trait.

Edit or Delete a Trait

1. Navigate to Event Configuration > Trait Types
2. Find the Trait Type. Use All, Sessions or Vendors to filter the list, or search by name.
3. Click Edit
4. Make your changes and click Save, or click Delete to remove the Trait Type

Apply Traits

• Sessions: see Set Session Traits in the article Managing Sessions
• Vendors: see Set Vendor Traits in the article Managing Vendors

Referenced Articles

Managing Sessions

Managing Vendors

Session Canvases

Vendor Canvases