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Registration Group Properties - Smart Adding

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John MacKenzie
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Smart Adding for Registration Groups

The purpose of this feature is to add additional participants based on a selection on the form.  This is utilized when names must be collected for these additional registrants.

Example 1: If the gold sponsor of an event receives three extra dinner spots based on the sponsorship level selected and names must be recorded.
Example 2: When additional tickets are sold for an event and names must be collected. 

To set up Smart Adding:

    1. First step is to add a registration group by clicking on 'Add Guest Fields' - a registration group name will appear with two heads beside the field.

    2. Add the name for the field.

    3. Select either 'Horizontal (Best for 5 fields or less) or 'Vertical (best for more than 5 fields) ' radio button and click on 'Continue'- the following screen will open. 

    4. Next click on 'View Registration Group Properties' - shown in the picture - screen below will appear. 

      ePly_-_Registration_Details__14_.png

    5. In the 'Add Registrants Option' click the ' Show Buttons to Add Registrants'.
    6. Click on 'Save'.
    7. Click on 'Setup Smart Adding' - the following screen will open.

      ePly_-_Registration_Details__9_.png

    8. Two option for Rule Settings: 
      1. Linked to Field - used when a number is linked to a value - How many tickets would you like to purchase?
        1. Select 'Linked to Field' radio button.
        2. Select 'Field' in the drop-down box.
        3. Click on 'Add' - the rule will appear below.
        4. Click on 'Done' to close the window.

          Screen_Shot_2020-04-03_at_10.32.09_AM.png
      1. On the form the Smart Adding linked to logical will appear as:
      1. Logical - Used when field is dependent on a selection - Gold Sponsor includes 3 additional spots with selection. 
        1. Select the 'Field' the additional guests will be linked to.
        2. Select the Operator options with the drop down box - in the example - 'Is equal to'.
        1. Enter in the value of the 'Field Option' - ensure this is the same name used in the field type value.

      1. In the  '# Guests to add' drop-down select the number of additional guest spots to add.
      2. Click on 'Add' - the rule will now appear below.  
      3. Click on 'Done' to close the window.

        Screen_Shot_2020-04-03_at_10.33.51_AM.png
      4. On the form the Smart Adding logical will appear.

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