Marking a form as "Primary" - What does this do?
When working with Forms in your event, you have the ability to mark a single Form to be the "Primary" form. The "Primary" form setting is done on the Form's > Setup page. Check off "This is the primary form for the event".
The Primary Form
Marking a Form as "Primary" does not change the behavior of that specific form. Marking a Form as "Primary" guides other areas on how to display Registrant information.
Marking a Form as Primary affects the following areas:
- For any email that is sent out with the option to "include registration confirmation" checked off, the format of and sections shown in the confirmation section are controlled by the settings made on the "Primary" form.
- Section headers like "Registrant Details", "Additional Information", "Transaction Details", and "My Sessions" are displayed on the email based on the settings made in the "Primary" Form's > Confirm > Confirmation Section Headers area.
- If an email includes a Display Rule that has the "Sessions" section, the session section displayed by that Display rule is Formatted based on the "Primary" Form's Settings for Sessions.
The relevant area is "Primary" Form's > Sessions > Session Display Options > "My Sessions: Verify & Confirm".
- If an email includes a Display Rule that has the "Agenda" section, the agenda section displayed by that Display rule is Formatted based on the "Primary" Form's Settings for Agenda Items.
The relevant area is "Primary" Form's > Agenda > Agenda Display Options > "Personal Agenda Settings".
- If an email includes a Display Rule that has the "Question" section, the questions displayed in the email are the ones selected in the "Primary" Form's > Questions > Verify & Confirmation area.
You Must have an active form marked as "Primary" or you may encounter errors when working in your event. If you Delete the Form currently marked as "Primary", edit one of the other forms to mark it as the "Primary" form.