• How does the ad-hoc event functionality work for Guided Sourcing full projects?
• How can I use quick project templates to create events inside a Guided Sourcing Full project?
• How to reuse event template to create events inside Guided Sourcing Full project?

In classic sourcing we can create ad-hoc events (events created on the Documents tab by clicking Actions > Create > Event) using any available quick project template in the site.

However, in Guided Sourcing we have a new behavior which allows admin users to choose which templates can be used to create ad-hoc events. This is similar to what we have with a document choice.

To reuse Quick Project templates, you need to create a Document Choice and setup its condition as Prototype > Ad Hoc Creation

1. Edit your Guided Sourcing full project template
2. On the Documents tab, click Actions > Create > Document Choice
3. On Type, select Event;
4. Click Add Choice;
5. Select the templates that you want to make available and click OK;
6. Click Save and Done to return to project;
7. On the Conditions column of the Event document you have added, click (none) -> Prototype > Ad Hoc Creation;

To set up the available templates that can be used for ad-hoc events:

1. Edit your Guided Sourcing full project template
2. On the Documents tab, click Actions > Create > Event
3. Select the Event Type > set the Guided Sourcing Template rule to Yes > click Create
4. Change the event Rules and create item definitions and content according to your business needs
5. Click Exit > return to project
6. Click (none) on the Conditions column of the Event document you have added (e.g. RFP) > Prototype > Ad Hoc Creation
7. You should repeat this process for each event template you'd like to use in your projects.

Now you just need to publish the changes and this event template will be available to use for ad-hoc events at the project level.

If you will create only one event inside your full projects and don't want to recreate all existing event templates, you can use a document choice instead.

If you don't add the Ad Hoc Creation condition to any event template, you will face the following error message when trying to create an ad-hoc event at the project level: No templates found.

Currently there is no way to copy content/rules from existing event templates to the ones you need to create inside your full project template.

For more information, please refer to Guided sourcing support for full sourcing projects

Strategic Sourcing > Strategic Sourcing - Templates > Guided Sourcing Template