Skip to main content

Applies to Event Management & Employee Training Management

Upgrade an existing Event or Training Management site to the new SharePoint experience

Follow this guide to upgrade an existing Event or Training Management site to the new SharePoint experience.

Before you read-on

This article is only helpful if you use the Event or Employee Training Management app on a SharePoint classic site. If you want to install the app from scratch, please refer to our installation guides for Event Management and Employee Training Management.

Get the latest version of the app

If you want to use the SharePoint new experience on your classic site, make sure you have the latest version of the SharePoint|sapiens Event or Employee Training Management app before proceeding with the upgrade.

The app package contains the latest version of the Event (Sapiens.at.SharePoint.EVM.app) or Employee Training Management app (Sapiens.at.SharePoint.ETM.app).

It also contains an additional app you need to use all the features in the modern experience (sapiens.at.sharepoint.modernui.sppkg).

Event Management

Download the latest version from our website

And follow the instructions here: How to add the Event Management app to SharePoint online

Employee Training Management

Download the latest version from our website

And follow the instructions here: How to add the Employee Training Management app to SharePoint online

Upload both apps to the app catalog

To make sure to use the modern experience, download both apps (Sapiens.at.SharePoint.EVM.app or Sapiens.at.SharePoint.ETM.app AND sapiens.at.sharepoint.modernui.sppkg) from the downloaded package to your tenant’s app catalog.

After uploading the file sapiens.at.sharepoint.modernui.sppkg (containing the additional app to use the modern experience) to the app catalog you also have to click on Deploy.

Deploy the app

Update the SharePoint|sapiens Event or Employee Training Management app on your website

Open your website, open site contents, click on the … menu next to the SharePoint|sapiens Event or Employee Training Management app and click on Details.

Update the app on your website

Now click on GET IT to get the app updated on your SharePoint site.

Add the Modern User Interface to your website

Open your website, open site contents, click on New, select App, click on From your Organization and click on SharePoint|sapiens Modern User Interface.

Add modern app to the website

Update the app settings

In site contents, click on the SharePoint|sapiens Event or Employee Training Management app as described above. Click on Change Settings, select the Experience section on the left and change the Experience to New Experience.

Select the experience

Click on Save to save the settings.

Manual configurations

Existing lists, views and columns will not be modified, because we don’t want to change your customization. We recommend the following changes to make sure your views are optimized to use the modern SharePoint experience.

  • Use the column Title (open item in dialog or full screen view) instead of Title (linked to item with edit menu) in all views.
  • Check the advanced list settings in all lists and make sure Launch forms in a dialog? is set to Yes.
  • Apply column formatting to highlight status and reply (see below).
  • Change the navigation (see below).

Column formatting

If you want to highlight the Status column in all enrollment views, please open the list settings of the enrollment list, click on the Status column and paste the following JSON in the Column Formatting textbox:

{
  \"$schema\": \"https://developer.microsoft.com/json-schemas/sp/column-formatting.schema.json\",
  \"elmType\": \"div\",
  \"attributes\": {
    \"class\": \"=if(@currentField == \'Enrolled\', \'sp-field-severity--good\', if(@currentField == \'Cancelled\', \'sp-field-severity--blocked\', if(@currentField == \'On Waiting List\', \'sp-field-severity--warning\', \'\'))) + \' ms-fontColor-neutralSecondary\'\"
  },
  \"children\": [
    {
      \"elmType\": \"span\",
      \"style\": {
        \"display\": \"inline-block\",
        \"padding\": \"0 4px\"
      },
      \"attributes\": {
        \"iconName\": \"=if(@currentField == \'Enrolled\', \'CheckMark\', if(@currentField == \'Cancelled\', \'ErrorBadge\', if(@currentField == \'On Waiting List\', \'Error\', \'\')))\"
      }
    },
    {
      \"elmType\": \"span\",
      \"txtContent\": \"@currentField\"
    }
  ]
}
Column formatting for the Status column

If you want to highlight the Reply column in all enrollment views, please open the list settings of the enrollment list, click on the Reply column and paste the following JSON in the Column Formatting textbox:

{
  \"$schema\": \"https://developer.microsoft.com/json-schemas/sp/column-formatting.schema.json\",
  \"elmType\": \"div\",
  \"attributes\": {
    \"class\": \"=if(@currentField == \'Accepted\', \'sp-field-severity--good\', if(@currentField == \'Invited\', \'sp-field-severity--low\', if(@currentField == \'Tentative\', \'sp-field-severity--warning\', if(@currentField == \'Declined\', \'sp-field-severity--blocked\', \'\')))) + \' ms-fontColor-neutralSecondary\'\"
  },
  \"children\": [
    {
      \"elmType\": \"span\",
      \"style\": {
        \"display\": \"inline-block\",
        \"padding\": \"0 4px\"
      },
      \"attributes\": {
        \"iconName\": \"=if(@currentField == \'Accepted\', \'CheckMark\', if(@currentField == \'Invited\', \'Forward\', if(@currentField == \'Tentative\', \'Error\', if(@currentField == \'Declined\', \'ErrorBadge\', \'\'))))\"
      }
    },
    {
      \"elmType\": \"span\",
      \"txtContent\": \"@currentField\"
    }
  ]
}
Column formatting for the Reply column

Change the navigation

If you configure the app the first time, it will also provide two new site pages (For Attendees and For Organizers) and the following navigation on the left.

Event Management Navigation

The navigation on an existing Event Management or Employee Training Management site will not be modified, because we don’t want to change your customization. Both site pages are available in the site pages library, so you can build a similar navigation yourself.

Our app offers also ready-to-use landing page samples that you can apply (and modify) easily to better suit your needs. Check our article to see how to use and apply them SharePoint Landing Page Templates.

I hope you found this information useful. If you have any problems or any other questions, please send an e-mail to support@sharepointsapiens.com.

In this article
SharePoint|sapiens