Taking a Form on Behalf of a User

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8 comments

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    Wendy Stoneberger

    Can the form be taken by an organization profile or only individual? 

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    Kinsey Mahan

    Hi Wendy - Since the Organization profile isn't associated with a person, you do need to take the form as an individual. You'll want to use the Key Contact's profile to take the form if you want to register more than one person from the Organization. Hope that helps!

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    Lauren Murphy

    Is it possible to register more than one person at a time for an event?

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    Kinsey Mahan

    Hi Lauren - It is, as long as a) your database has an organization/linked structure (yours does not) OR b) you have 'Allow guest registrants' turned on for the event section. Start by clicking Properties on the event section, then look at the area on the lefthand side of the page highlighted in the screenshot below.

    Screen_Shot_2016-06-03_at_3.23.43_PM.png

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    Karen Layton

    Why is would a "Take this form" link be greyed out?

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    Kinsey Mahan

     Hi Karen - If the Login section on a form is disabled, submissions will be anonymous (not tied to a member's profile) so you will not be able to take the form on a user's behalf. We strongly recommend enabling Login for forms, which you can do by clicking Properties for the Login Section and using the toggle on the left to enable it.

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    Joyce Uglow

    Hello,

    I recently set up the option for school districts to use an organizational profile and have given directions to the Key Contacts with regard to the how-to regarding registering a group.  One particular Key Contact completed one registration and clicked to submit. I have the form set up so that people can not submit the form twice, so she was unable to continue with the remainder of the group. Am I correct in my assumption that an ASA or admin cannot edit the form to add the other 50 registrants? I also have assumed that the Linked Members are not "guests" so this is not the way to go.  

    With this in mind, is the only way to accomplish the registration of the 50 Linked Members is to individually register each one?  I believe that the balance due will add onto the organization's total, but the invoices will be separate from the Key Contact's invoice, correct?

    Thanks in advance for your advice. 

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    Jay Fitzmaurice

    Good morning Joyce! I've created a ticket for you with our Help team to address your questions. We'll be in touch!

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