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Forms FAQ - Agenda Section Details (Registration Form)

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(Event) > Plan > Forms > Agenda > Add New or Pencil icon ("Edit")Edit

Jump to:  ||  Agenda Section  ||  Fields  ||  Selection Type  ||  Display Conditions  ||  Advanced  ||

How You Got Here

To add an agenda section to a registration form, click Add New in the List of Agenda Sections heading on the Plan > Forms > Agenda page for that form.

To edit an existing one, click Pencil icon ("Edit")Edit on its row in the list of Agenda Sections on the Plan > Forms > Agenda page for that form.

You may configure up to 40 agenda sections. Each may be configured with section display conditions  to determine whether the section is displayed.

Details to Complete

•Agenda Section, •Fields, •Selection Type, •Display Conditions, •Advanced

Agenda Section Header

  • Text Above Header – Displayed above the header bar, at the top of the section.

  • Header Text – Displayed in the header bar (in a contrasting color).

  • Text Below Header – Displayed directly below the header.

If you leave all three fields blank, the form shows no header for the section

Agenda Section

Fields to Display

  • 1 to 8 – For each of these eight possible fields, select the data field to be displayed on the registration form for each agenda item

Fields available include: Selection Type (see note below), Available, Code, Description, Inventory, Label, Location, Agenda Notes, Date, Time, Price, [new column], [none].

 

Important Note:

Be sure to select both Selection Type and at least one of these fields:
Date, Description, Label, Location, Price, or Time.

  • Indent Agenda Items – If selected, agenda items are indented to the right.

  • Display Fields as – Choose how fields should be displayed:

    • One field per Cell, or

    • All fields in one cell

Selection Type

Select one of the following seven options, defining how attendees may select fields.

Note that you set the number of slots allowed per agenda item on its Agenda.set up page (Plan > Event Setup > Agenda >  'Details'" href="https://community.certain.com/pagehelp/event/agendascheduled_detail.htm#details" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Scheduled / Fees & Discounts / Merchandise / Other)

When editing an agenda item, you can set a number greater than 1 in the field Maximum

per Reg.

The options are explained in more detail, and illustrated, on screen.

  • Make a Single Selection from a Group with Radio Buttons – Attendee may select only one.

    • If selected, you can allow a NONE selection, and customize its label.

  • Select from a Group with a Select List– Attendee may select only none.

    • If selected, you can allow a NONE selection, and customize its label.

  • Individually Select Items with Check boxes – Attendee may select none, one, or more.

    • If selected, specify the Minimum and Maximum numbers an attendee may select.

      • To allow no selection, set Minimum Selection = 0;

      • To make selection required, set Minimum Selection > 0.

  • Individually Select Items with a Select list – Display a drop-down list of options for each item.

    • If selected set:

      • Label for 0 – For when the agenda item is not selected. Default: "No".

      • Label for 1 – For when the agenda item is selected.
        For example, if all agenda items have a Maximum per Reg of 1, then the default of  "Yes" makes sense here.

  • Individually Select Items with an Open Field – Attendee enters the number they want of each item.

  • Individually Select Items with Radio Buttons – Attendee selects a radio button (e.g. "Yes" or "No") to indicate selection.

    • If selected set:

      • Label for 0 – For when the agenda item is not selected. Default: "No".

      • Label for 1 – For when the agenda item is selected.
        For example, if all agenda items have a Maximum per Reg of 1, then the default of  "Yes" makes sense here.

  • None: Do Not Allow Selection – Items are displayed for information only.

Display Rules

  • Require selection for each group.– If this check box is selected, an attendee must make a selection in each group of agenda items.

  • Do not display Agenda Items that occur in the past. – If selected, agenda items are not shown if have a Start Date and Time before the current time.

  • Allow registrant to select agenda items with overlapping times –  If selected, attendees can choose agenda items with overlapping times.
    Note: If there are multiple Agenda Sections on one page in the form, then this option must be selected for all the Agenda Sections on that page This enables an attendee to select agenda items with overlapping times from any section(s) on the page.

Select one of the next two options to determine how agenda items are displayed if they have no available Capacity/Inventory; that is, if they are full/sold out.

  • Present registrant with a "Waitlist" option for full Agenda Items. – If selected, the waitlist option is shown next to sold-out items.
    You can customize the label shown on the form. Default: "Add me to the waitlist".

  • Do not present registrant a "Waitlist" option for full Agenda Items. – If selected, no waitlist option is shown for sold-out items.

  • Do not display full Agenda Items. – If selected Agenda Items that have no remaining Capacity/Inventory are not shown on the form.
    See note below.

  • Replace the input option with the following text – If selected, the sold out item is still displayed, but with text you can customize, advising the registrant that the item has sold out.

Note – The Do not display… option overrides the Replace… option. If both check boxes are selected then an agenda item will not be displayed after its  inventory has been depleted. If neither check box is selected here then an error message will be displayed if a registrant selects an agenda item with no remaining inventory:

"Please correct the following errors: There is an error with your selection of <agenda item>. The total quantity requested is greater than the total number allowed for each registration. The maximum quantity allowed for all registrations on a single order is 1, and 0 currently remain available for registrations on this order."

If you set up your registration form so that sold out items are marked as sold out or are hidden altogether, and you enable registrants to edit their registration online, returning registrants will see the items that are sold out. These items are displayed so that the registrant can de-select the item.

  • Inventory Label – If Inventory has been selected as one of the Fields to Display (above), you can provide a customized label for the Inventory number (total capacity/inventory for the agenda item).

  • Available Label – If Available has been selected as one of the Fields to Display (above), you can provide a customized label for the Available number (number of slots remaining for the agenda item).

Process overview of Activating Agenda Item Waitlist on Forms

Section Display Conditions

Select one of these two options:

  • Always display – If selected, the section will always be displayed on the form. No logic affects its display.

  • Display ONLY if these conditions are met – If selected, enter the conditions to determine whether the section will be displayed.
    This is like a Logic Rule you would configure in a Logic section, but is built into the form section itself.

    Details of Section Display Conditions

 

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