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 – 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
- Agenda Section Name – (Required) The name of the agenda section.
> Note: Must be unique in the event.
Once an agenda section is named and saved here, it is included in the list of agenda sections under Available Sections on the Plan > Forms > Setup page, where you choose which sections to add to the form.
- Agenda Type(s) – (Optional) To restrict the agenda items shown to those of one or more Agenda Types, select the types here.
You can select from the standard Types for each category plus the Custom Types set up on Event Setup > Agenda > Scheduled, Fees, Merchandise, and Other.
All Types are listed by default.
> Note: This is a restriction.
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. You can create custom questions tied to agenda items in Plan > Event Setup > Agenda > (section) > Advanced.
- Agenda Start Date(s) – (Optional) To restrict the agenda items shown to those starting on one or more dates, select the dates here.
The ones you can select from are the starting dates of agenda items set up on Event Setup > Agenda > Scheduled and Other.
> Note: This is a restriction.
If no Dates are selected (which is the default setting), then this has the same effect as all dates being selected. These Type and Date criteria are treated as an "OR" transaction. An agenda item is included if it meets a criterion in either section.
- Group By... Select the first level at which items will be grouped on the form.
The options are: [None], Date, Start Time, Track, Group/Classification, and Location.
Default: Date.
- Click And then by... to add a second level of grouping.
Example: Start Time if the Group By... is Date.
- Click And finally by... to add a third level of grouping.
Example: Track or Location.
- Assign Class – Select the font class in which the items at that level will be displayed.
(You can configure those classes on Plan > Configure > Display > "Font Attributes & Classes".)
- Indent the following Grouping(s) – If selected for the second or third level of grouping, items at that level will be displayed indented from the previous ones (further to the right).
- Group Label Alignment – Select how the Group Label should be displayed:
- Label on the Top, with agenda items below it
- Label on the Left, with agenda items to the right
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 > 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 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 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 a Start Date and Time is before the current time.
- Allow registrant to select agenda items with overlapping times – If selected, attendees 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 agenda items have no available Capacity/Inventory, meaning the agenda items 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