Manage References

Both Momentus Enterprise and Momentus Elite allow venues to gather additional information about their events. Different venues may have different options on their accounts, so Momentus OneView allows you to standardize that data to a centralized list via References.

You do not have to map all of these types, and you do not have to map all of the options within each type. For example, you may not want to view events with a Pending status; do not map that status. Or if you have internal event types, don't map those types. For an event to display, it must match all mapped references.

You are able to standardize these data types:

• Event Statuses
• Booking Statuses
  • For Elite venues, this is the booked space status.
• Event Types
• Event Categories (Enterprise only)
• Genres (Elite only)
• Space Types (Enterprise only)

In this article:

• Add a Reference
• View and Sort References
• Edit a Reference
• Inactivate a Reference

Add a Reference

1. Click your name in the upper-right corner and select Administrator.
2. In the left sidebar, select References.
3. In the Select Data to Manage drop down, select which data you want to create a reference for.
4. Click Add [Reference Type].
5. In the Name field (required), add a name for the reference.
6. In the Description field, add a description.
7. If you are adding a Booking Status reference, select a color for that status.
8. Map the reference:
   1. Click Manage [Reference Type] to open the Manage pop up.
   2. All reference types in the source application are listed in the left column. Select an item and click the > right arrow to add it to the right column.
      • To remove an item from OneView, click the < left arrow.
      • To add all items to OneView, click the >> right double arrow.
      • To remove all items from OneView, click the << left double arrow.
   3. When all necessary items are in the right column, click Save. In order for an event to appear on OneView, its status must be mapped.

View and Sort References

To view references for a particular data type, select it from the Select Data to Manage drop-down.

To view reference details, click the reference's row. A details slider will open on the right, allowing you to view the reference details and linked data. From this slider you can click Edit [Reference] to edit the reference's information or click the X in the upper right corner to close it.

To sort references into a different order, click the three-line icon on the left of an item and drag the item to its new position.

Edit a Reference

To edit a reference:

1. Click your name in the upper-right corner and select Administrator.
2. In the left sidebar, select References.
3. Click the pencil by the reference you wish to edit.
4. Update the reference details as needed. To add or remove a mapped item, click Manage [Reference].
5. When all changes are complete, click Save.

Inactivate a Reference

To inactivate a reference:

1. Click your name in the upper-right corner and select Administrator.
2. In the left sidebar, select References.
3. Click the pencil by the reference you wish to inactivate.
4. In the Status card, toggle the status to Inactive.
5. At the bottom of the page click Save.