The Audience is defined as users configuring registration forms for events.
The Audience includes event organizers.
The Audience includes platform administrators.
Agenda Section Header
Agenda Section Header is the header content for an agenda section.
Text Above Header is the text displayed above the header bar, at the top of the section.
Header Text is the text displayed in the header bar (in a contrasting color).
Text Below Header is the text displayed directly below the header.
If all three fields are blank, the form shows no header for the section.
Agenda Section
The Agenda Section is the name of the agenda section.
Agenda Section Name is the Required field for the agenda section name.
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.
Available Sections allow you to select which sections to add to the form.
Agenda Type(s) (Optional)
Agenda Type(s) restrict the agenda items shown to one or more Agenda Types.
The types available include the standard Types for each category and the Custom Types you set up on Event Setup > Agenda > Scheduled, Fees, Merchandise, and Other.
All Types are listed by default.
To delete a Type, click the small x before its name.
Note: This is a restriction, so if no Agenda Types are selected, the result is the same as all of them 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, you can display the items as 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 available dates are the starting dates of agenda items set up on Event Setup > Agenda > Scheduled and Other.
Note: If no Dates are selected, the behavior matches selecting all dates.
Note: 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...
Group By... selects the first level at which items will be grouped on the form.
Options are None, Date, Start Time, Track, Group/Classification, and Location.
Default: Date.
Assign Class
Assign Class selects 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 then by... to add a second level of grouping.
Example: Start Time if the Group By is Date.
Assign Class is required if grouping is selected.
Click And finally by... to add a third level of grouping.
Example: Track or Location.
Assign Class is required if grouping is selected.
Indent the following Grouping(s) to indent items at the second or third level from the previous ones.
Group Label Alignment selects how the Group Label should be displayed: Top (Label on the Top) or Left (Label on the Left).
Fields to Display
1 to 8 — For each of the eight possible fields, select the data field to be displayed on the registration form for each agenda item.
Fields available include: Selection Type, 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 the fields: Date, Description, Label, Location, Price, or Time.
Inventory Label — If Inventory has been selected as one of the Fields to Display, 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, provide a customized label for the Available number (number of slots remaining for the agenda item).
Note: A sold-out item may show a waitlist option or be hidden, depending on settings.
Section Display Conditions
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 a Logic Rule built into the form section itself.
Display Rules
Require selection for each group — If this check box is selected, a registrant must make a selection in each group of agenda items.
Do not display Agenda Items that occur in the past — If selected, agenda items with Start Date and Time before the current time are not shown.
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, 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.
Present registrant with a "Waitlist" option for full Agenda Items — If selected, the waitlist option appears next to sold-out items. The label can be customized. 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 with no remaining Capacity/Inventory are not shown on the form.
Replace the input option with the following text — If selected, the sold-out item is still displayed with custom text indicating that the item has sold out.
Inventory Label — If Inventory is among the Fields to Display, a customized label for the Inventory number can be provided.
Available Label — If Available is among the Fields to Display, a customized label for the Available number can be provided.
Note: The Do not display option overrides the Replace option.
Selection Type
Make a Single Selection from a Group with Radio Buttons — Attendee may select only one.
If selected, a NONE option may be allowed and its label customized.
Select from a Group with a Select List — Attendee may select only one.
If selected, a NONE option may be allowed and its label customized.
Individually Select Items with Check boxes — Attendee may select none, one, or more.
If selected, specify the Minimum and Maximum numbers that 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 (not selected) and Label for 1 (selected).
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 to indicate selection.
If selected, set Label for 0 (not selected) and Label for 1 (selected).
None: Do Not Allow Selection — Items are displayed for information only.
Display Rules (continued)
Details of Section Display Conditions are described above.
Details of the interaction between Selection Type and Field choices are described above.
Notes
The article includes cross-links to related Setup and FAQ topics, such as Form Setup (Attendee/Registration Form) and Agenda Display Options (Registration Form).