Registration Form Templates: Functions Group

Every registration configuration requires a Functions Group, even if there are no functions available for the event. 

You use the Functions Group to configure the following for public-facing registration:

• Configure the function grouping and order
• Determine how functions are selected (check box, radio button, etc.)
• Determine if a function is required and the requirement settings
• Show/hide functions based on the function end date
• Where to show remaining capacity for a function

To configure the Functions Group for a registration form template:

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup screen opens.
4. Select the Registration Form Setup tab.
5. Click the Edit Form Template hyperlink in the Appearance section. The Form Template screen opens.
6. Select Function under the Functions Group heading.
7. Click the Edit Component hyperlink in the Function group on the right. The Edit Function Form Section screen opens.
8. Enter the necessary information:
   • Heading - Text that displays as a header on the function selection page. 
   • Caption - Text that displays below the header on the function selection page. 
   • Group Rule - Determines how the functions are grouped:
     • All functions in One Group - Functions display in one group.
     • Start Date - Functions with the same start date are grouped together.
     • Start and End Date/Time - Functions with the same start date and time and end date and time are grouped together.
     • Custom - Create a custom grouping for the functions. See Custom Function Groups. 
   • Sort By - Determines the order of the functions within the group:
     • Description - Functions are sorted in alphabetical order.
     • Date - Functions are sorted in ascending date order.
     • Search - Functions are sorted using the Search field on the Edit Function screen.
   • Control Type - How a registrant registers for a function or orders a function item during public registration:
     • Check Box - Registrants check a check box for the functions to include in their registration. When grouping functions, registrants can select as many functions as they want.
     • Drop-Down - Registrants select the function from a drop-down list of all available functions. 
     • Quantity - Registrants enter a quantity for the function. See Set Maximum Amounts for the Quantity Control Type for details on how to set a maximum quantity.
     • Radio Button - Registrants select the radio button for the function to include in their registration. Registrants can only select one function per group when using radio buttons.
   • Dependent Control Type - How a registrant registers for a function dependent item during public registration: Check Box, Drop-Down, Quantity, Radio Button. See Control Type for specific information for each control.
   • Required - If checked, the function is required to proceed with registration. The following fields become available:
     • Quantity Per - Determines if a function is required for each custom function group (Group) or  for the entire web page the functions are on (Page). For example, there are two custom function groups on the registration page: Morning Sessions and Afternoon Sessions. If you select Group, then public-facing users are required to select a function in the Morning Sessions group and select a function in the Afternoon Sessions group. If you select Page, then public-facing users are required to select a function from either the Morning Sessions group or the Afternoon Sessions group.
     • Required Functions - Determines how many functions are required. 
       • At Least - Must select at least the number of functions entered into the field next to the drop-down.
       • Exactly - Must select the same number of functions entered into the field next to the drop-down.
       • At Most - Can select up to the number of functions entered into the field next to the drop-down.
   • Required Dependent Items - Determines if function-dependent items are required to proceed with registration. 
   • Show/Hide Functions - Determines if functions are hidden if the function end date is prior to the current date. 
   • Show capacity remaining - If checked, the remaining capacity displays for the function when it is equal to or less than the value entered into the Remaining capacity quantity field.
9. Click OK.

Custom Function Groups

You can use custom function groups to control the order functions appear during public-facing registration. You can have multiple custom function groups within each form template. You can arrange the groups to appear all on the same page or on separate pages.

1. After you select Custom from the Group Rule drop-down on the Edit Function Form Section and click OK, a new component is added to the Form Template screen on the left called Custom Function Group.
2. Drag the Custom Function Group component to the middle of the screen and drop it. The Add Function Group Settings screen opens. 
3. Enter the necessary information:
   • Heading - Text that displays as a header for the function group. 
   • Caption - Text that displays below the header for the function group. 
   • Control Type - How a registrant registers for a function or orders a function item during public registration:
     • Check Box - Registrants check a check box for the functions to include in their registration. When grouping functions, registrants can select as many functions as they want.
     • Drop-Down - Registrants select the function from a drop-down list of all available functions. 
     • Quantity - Registrants enter a quantity for the function. See Set Maximum Amounts for the Quantity Control Type for details on how to set a maximum quantity.
     • Radio Button - Registrants select the radio button for the function to include in their registration. Registrants can only select one function per group when using radio buttons.
   • Dependent Control Type - How a registrant registers for a function dependent item during public registration: Check Box, Drop-Down, Quantity, Radio Button. See Control Type for specific information for each control.
   • Functions Required - Determines if functions are required for the group.
     • Required - Determines how many functions are required for the group. 
       • At Least - Must select at least the number of functions entered into the field next to the drop-down.
       • Exactly - Must select the same number of functions entered into the field next to the drop-down.
       • At Most - Can select up to the number of functions entered into the field next to the drop-down.
     • Not Required - No functions are required for the group.
     • Inherit Section Requirements - Requirements set up for the Function Group are applied to the custom function group. 
   • Required Dependent Items - Determines if function-dependent items are required to proceed with registration. 
   • Select Fields - Click the hyperlink to open the Select Functions/Items screen.
     • Select the functions/items to include in the group from the left side of the screen and move them to the right side of the screen. Use the single middle arrow to move the selected function(s)/item(s) or use the double middle arrow to move all the functions/items.
     • Click OK when complete. Return to the Add Function Group Settings screen.
   • Show capacity remaining - If checked, the remaining capacity displays for the function when it is equal to or less than the value entered into the Remaining capacity quantity field.
   • Has Page Break - If checked, a new page is inserted after the function group.
4. Click OK.

Set Maximum Amounts for the Quantity Control Type

You can create a registration function where the registrant can enter the quantity of people attending that function. Additionally, you can set a maximum quantity the registrant can enter.  You must set the Control Type to Quantity in the Control Type drop-down to enforce the quantity limit.

If the function's price, capacity and maximum quantity are the same for all registrant types: 

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration -> Registration Setup. The Registration Setup screen opens.
4. Select the Pricing tab.
5. Expand the Registration Functions section.
6. Select the function to create the maximum quantity.
7. Right-click and select Edit. The Edit Registration Function screen opens.
8. Enter the maximum amount a registrant can order into the Item Maximum Quantity field. If this field is not visible, you may need to add the field to your screen layout.
9. Click OK.

If the function's price, capacity or maximum quantity is dependent on the registrant type (registrant type dependent pricing):

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration -> Registration Setup. The Registration Setup screen opens.
4. Select the Pricing tab.
5. Expand the Registration Functions section.
6. Select the function to create the maximum quantity.
7. Right-click and select Edit. The Edit Registration Function screen opens.
8. Select the Registrant Type Pricing tab.
9. Select the registrant type for the maximum quantity.
10. Right-click and select Edit. The Edit Registrant Type Dependent Pricing screen opens.
11. Enter the maximum amount a registrant can order into the Item Maximum Quantity field. If this field is not visible, you may need to add the field to your screen layout.
12. Click OK.