Agenda Section Details (Registration Form)
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 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 agenda section may be configured with section display conditions to determine whether the section is displayed.
Details to Complete
Agenda Section Header
- Text Above Header is displayed above the header bar at the top of the section.
- Header Text is displayed in the header bar in a contrasting color.
- Text Below Header is displayed directly below the header.
If all three fields are left blank, the form shows no header for the section.
Agenda Section
- Agenda Section Name is the name of the agenda section.
Once an agenda section is named and saved, the agenda section is included in the list of agenda sections under Available Sections on the Plan > Forms > Setup page. On the Plan > Forms > Setup page, the organizer chooses which sections to add to the form.
- Agenda Type(s) is a way to restrict agenda items shown to one or more Agenda Types.
Agenda Types you can select include the standard Types for each category plus the Custom Types set up on Event Setup > Agenda.
All Types are listed by default. To delete one, click the small x before its name.
Note: This is a restriction.If no Agenda Types are selected, the restriction has the same effect as all Agenda Types being selected.
> Warning: Agenda items in the Fees & Discounts category that have a Fee Type of Percentage Fee/Discount or Tax will not work if displayed using an agenda section. To include these fee types on a form, display the items as custom questions associated with the agenda item. Custom questions associated with agenda items can be created in Plan > Event Setup > Agenda > (section) > Advanced.
- Agenda Start Date(s) is a way to restrict agenda items shown to those starting on one or more dates.
The selectable dates match the starting dates of agenda items set up on Event Setup > Agenda.
Note: This is a restriction.If no Dates are selected (the default setting), the restriction has the same effect as all dates being selected.
Note: The Type and Date criteria are treated as an “OR” transaction. An agenda item is included if it meets a criterion in either the Type criteria or the Date criteria.
- Group By... selects the first level at which items are grouped on the form.
Options are [None], Date, Start Time, Track, Group/Classification, and Location.
Default: Date.- Click And then by... adds a second level of grouping.
Example: Start Time if Group By... is Date.
- Assign Class is the option to select the font class in which the items at that level will be displayed.
Font classes can be configured on Plan > Configure > Display > “Font Attributes & Classes”.
- Click And finally by... adds a third level of grouping.
Example: Track or Location.
- Indent the following Grouping(s) applies indentation to items at the second or third level of grouping.
Indented items are displayed further to the right than the previous items.
- Group Label Alignment selects how the Group Label is displayed.
- Label on the Top, with agenda items below
- Label on the Left, with agenda items to the right
Fields to Display
- 1 to 8 selects the data field to be displayed on the registration form for each agenda item.
Each agenda item can display up to eight possible fields.
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 indents agenda items to the right.
- Display Fields as selects how fields should be displayed.
- One field per cell
- All fields in one cell
Selection Type
Selection Type selects one of the following seven options that define how attendees may select fields.
Note: The organizer sets the number of slots allowed per agenda item on its Agenda set up page. The agenda set up page is located on Plan > Event Setup > Agenda > [Scheduled / Fees & Discounts / Merchandise / Other].
When editing an agenda item, the organizer 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 means attendees may select only one.
- Select from a Group with a Select List means attendees may select only none.
- Individually Select Items with Check boxes means attendees 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 displays a drop-down list of options for each item.
- If selected set:
- Label for 0 is used for when the agenda item is not selected.
Default: “No”.
- Label for 1 is used for when the agenda item is selected.
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 means attendees enter the number they want of each item.
- Individually Select Items with Radio Buttons means attendees select a radio button (for example, “Yes” or “No”) to indicate selection.
- If selected set:
- Label for 0 is used for when the agenda item is not selected.
Default: “No”.
- Label for 1 is used for when the agenda item is selected.
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 displays items for information only.
Display Rules
- Require selection for each group means that if selected, an attendee must make a selection in each group of agenda items.
- Do not display Agenda Items that occur in the past means that if selected, agenda items are not shown if the Start Date and Time are before the current time.
- Allow registrant to select agenda items with overlapping times means that 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 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, meaning full or sold out.
- Present registrant with a “Waitlist” option for full Agenda Items means that if selected, the waitlist option is shown next to sold-out items.
The label shown on the form can be customized.
Default: “Add me to the waitlist”.
- Do not present registrant a “Waitlist” option for full Agenda Items means that if selected, no waitlist option is shown for sold-out items.
- Do not display full Agenda Items means that if selected, Agenda Items with no remaining Capacity/Inventory are not shown on the form.
See the note below.
- Replace the input option with the following text means that if selected, the sold out item is still displayed.
The sold out item includes customizable text 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 is 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 the registration form is set up so that sold out items are marked as sold out or are hidden altogether, and registrants can edit their registration online, returning registrants will see the sold out items. > These items are displayed so that the registrant can de-select the item.
- Inventory Label provides a customized label for the Inventory number if Inventory is selected as one of the Fields to Display.
The Inventory number is the total capacity/inventory for the agenda item.
- Available Label provides a customized label for the Available number if Available is selected as one of the Fields to Display.
The Available number is the 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 means the section will always be displayed on the form.
No logic affects its display.
- Display ONLY if these conditions are met means the organizer enters conditions to determine whether the section will be displayed.
This works like a Logic Rule configured in a Logic section, but the Logic is built into the form section itself.
Details of Section Display Conditions