Loading...

Define Registration Defaults

Comments

13 comments

  • Sean Tame

    Is there a need to make the Price List and Resource selections mandatory? For many Organisations, there are many applicable Price Lists and Resources for each event.

    It is true that supplying a default selection can speed up the setup process for any given event, but by making it mandatory, you are forcing the wrong data into potentially 90+% of events thus making the setup process per event much longer than it needs to be.

    Keep the option of a default, just don't make it mandatory.

    What are your thoughts Danilo?

  • Danilo Bernal

    I agree with that Sean; I think we have this in the backlog, I'll review and follow up with you later. 

  • Sara Loyst

    Hi Danilo,

    Thanks for the quick response. I understand that when we have custom fields that are event specific that is where we select our custom field set. I am referring to the Account Group fields (screenshot below). These are the question sets we are trying to change as we have created a new, cleaned up list of questions to use for all future events. The only way we could find to change these is to update the custom field set in the registration default (second screenshot below). However, when we update to our new list it changes previous events. We thought that the default would only apply when we create a new event, but it also seems to be changing all previous events when we tried it in test. Is there a way to change the field set/questions for future events only? Or maybe a better way for us to set up our template?

     

  • Nancy Fullerton

    Is there a way to delete the Registration Options function?

  • Sara Loyst

    Hello, We were hoping to update our default custom fields set. We created a new custom field set but when we update in registration default it changes all of our past events as well. Is there a way to have the defaults only apply to future events, or will it always update all events when we update defaults?

    What we were really wanting to do is to define what custom field set to use when we were building a form template, but  from what we can tell that seems to be controlled only by the registration default. Is there a way to choose which custom field sets we want to use when we are setting up a form template?

  • Danilo Bernal

    Hi Sara, The defaults affect previous and future events. The current data won't be deleted, but you will need to update current events that are live.  You will be able to see the previous set within the Registration Contacts list. Doing it only for future events is an enhancement.

  • Sean Tame

    Hi Danilo,

    Any progress on this?

  • Sean Tame

    Default values not affecting past events is an enhancement?  This is not expected behaviour or how any other defaults work in the system.

    I think these default values need a rethink.  The comment regarding event profiles does not really assist me either but thanks for responding.

    PS - can you please address the display of the default resource values?  306|NOCOST looks like an invalid value but that's how it renders after you save causing confusion.

  • Danilo Bernal

    Hi Sean, this is exactly the same behavior that we have in v19. If you change the organization parameters for accounts in registration, organization or individual (Registration Defaults) or for any other application using UDFs you will find the same behavior. We DO NOT delete the values in table CR073, but we will change the default behavior on any of the parameters we change: Events, Accounts, Bookings, etc. Are you maybe confused?  

  • Danilo Bernal

    Hi Sara,

    The custom fields setup in Registration Defaults are setup to track information about attendees across events, usually, we use these fields for individual profile information, that is the reason you have to setup these within Registration Defaults. We do not delete previous event information; we use the new setup for all events in the organization. Registrant Custom Fields are setup at the event level; you can use different sets on different events. They should be the ones you use to track the registrant's information for a particular event. 

    Thanks!!

  • Danilo Bernal

    Hi Sean,

    No update yet, we can use event profiles to create events, they should help to alleviate some steps on the process.

     

  • Danilo Bernal

    I assume you are referring to the function that is automatically created when you setup an event for registration. That function cannot be deleted as it contains the registrant type(s) for the event. V20 registration rules and workflows are based on registrant types.

  • Nancy Fullerton

    Yes, that's the function I'm referring to as I'm copying the event in v19 because of Abstract configurations, but will be building v20 registration.
    Thanks

Please sign in to leave a comment.