Author Topic: Events requiring Approval (Read 1488 times)

ryeradio · May 21, 2012, 11:56:37 am

I have an event set up that requires approval. Within the online event registration page I have a bunch of custom fields and some of those fields are required. When someone fills out the form they enter in all the required information and then we approve it on our end which sends out the email to confirm their registration. The only problem is that when they click on the link to confirm their registration it makes them enter in all of their information again. This is a pain for our customers since the form is quite lengthy to fill out. Is there a way to fix this so it stays pre-populated with the information they already filled out?

petednz · May 21, 2012, 12:11:37 pm

Taka a look at what the webform civicrm module can do

you can send people signed up for an event (but not approved which i presume means a particular status of registration)

the webform civicrm can be set up to add or update a Participants record.

That may do what you want.

ryeradio · May 21, 2012, 12:26:30 pm

Preferably I would not like to change the form. Why does it pre-populate the contact info, but not the custom fields? Is there no way to do that via a token?

petednz · May 21, 2012, 12:30:45 pm

no idea sorry - i just know that this has been a long standing itch that no one has resolved afaik

and i thought the outcome of going back to event rego page is that it can record a duplicate participant

same problem has been flagged for wanting to help users go back to pay for an event they have registered for but not paid for.

sending people to a webform seems a nice step around to me and am grateful to coleman for providing such a solution and i think he has a recipe for resolving that last bit with tokens too by pushing people from webform-civicrm to the event rego page to undertake the payment

ryeradio · May 21, 2012, 01:46:10 pm

Is there any info on how to do this with webforms? Are you saying to create a form that brings them to a payment screen? Can I integrate paypal within webforms?

petednz · May 21, 2012, 01:50:08 pm

search for coleman webform event and payment would be my suggestion

no webform does not handle payments

when you use the module you get a civicrm tab on a webform and a vertical tab within that for Event

ryeradio · May 21, 2012, 01:58:32 pm

So if webform does not handle payments then I am just out of luck? I am not sure what I can do to fix this? Just to recap this is the confirmation link from the confirm email that is not populating the custom fields (the ones they already filled out when they initially submitted the form). This confirm form has the payment info to pay after the contact has been approved.

petednz · May 21, 2012, 02:09:57 pm

sorry i don't know about the 'confirm' link you are talking about

if you are saying there is now a confirm approach for registering for events that lets you back in to complete the registration then yes i would expect it to refill custom fields

but i don't think you specified what sort of custom fields they are in case that is impacting - have you tried both custom Contact and custom Participant fields?

ryeradio · May 21, 2012, 04:40:17 pm

Here are the steps:
1. Set up an event that requires approval.
2. Added a profile with custom fields.
3. The user fills out the application with the custom fields.
4. The status is now set to awaiting approval
5. I change the status to pending approval and an email is sent to the contact with a link to confirm and pay for the event.
6. When the contact clicks on the link all of the contact info is pre-filled in, but the custom fields are not pre-filled and they have to enter in that information again and pay for the event. Shouldn't the custom fields be prefilled in the form since they already filled in that information? It doesn't make sense that they would have to fill in that information all over again. And it defeats the purpose of the approval if they could change what it was we approved.

petednz · May 21, 2012, 04:49:20 pm

Pls clarify what sort of Custom fields these are in case that has a bearing on it. Are they used for Contacts or Participants or what? Do 'core' fields, such as date of birth, prefill, or not? I am trying to help identify if the problem relates to the type of Custom Fields etc - but i may be of no help and we need someone else to pipe up $:-\$

Coleman Watts · May 21, 2012, 04:57:36 pm

Are these custom contact fields or custom participant fields?

ryeradio · May 21, 2012, 04:59:38 pm

They are custom participant fields.

Coleman Watts · May 21, 2012, 05:11:06 pm

That kind of makes sense -- I'm not an expert on this sort of setup, but a hashed link typically passes a contact id and nothing else. So Civi wouldn't be aware of the existing participant id.
Well, probably it should, but it just hasn't been implemented yet. Webform Integration does look for and autofill participant info, but that won't get you where you want to go because at this point you just want to collect payment.

petednz · May 21, 2012, 05:12:41 pm

hey the cavalry has arrived

ryeradio · May 21, 2012, 05:17:16 pm

So is there a solution:) I would LOVE for this to work!! Any ideas would be much appreciated:)

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Author Topic: Events requiring Approval (Read 1488 times)

ryeradio

Events requiring Approval

petednz

Re: Events requiring Approval

ryeradio

Re: Events requiring Approval

petednz

Re: Events requiring Approval

ryeradio

Re: Events requiring Approval

petednz

Re: Events requiring Approval

ryeradio

Re: Events requiring Approval

petednz

Re: Events requiring Approval

ryeradio

Re: Events requiring Approval

petednz

Re: Events requiring Approval

Coleman Watts

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ryeradio

Re: Events requiring Approval

Coleman Watts

Re: Events requiring Approval

petednz

Re: Events requiring Approval

ryeradio

Re: Events requiring Approval