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  • CiviEvent: relating roles to registration forms
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Author Topic: CiviEvent: relating roles to registration forms  (Read 817 times)

kthomson

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CiviEvent: relating roles to registration forms
July 15, 2009, 12:36:34 am
This is probably a simple question for experts, but I've read through lots of documentation and the Floss Manual and can't figure out what the answer is.

We do an annual conference that includes such participant roles as registrant, panelist, comp, media, scholarship, student and event staff. Some pay a registration fee, and some do not.

First, I set up these participant roles in the CiviEvent admin area.

Second, I built out the parameters of the event using the CiviEvent Wizard. 
http://72.27.230.165/civicrm/event/info?reset=1&id=5

Third, I built out specific profiles for each of these types of participants.  There's a standard set of data that we ask everyone, such as first name/last name/address/city/ST/ZIP, and some marketing questions like "how did you hear about the event?".  But each participant type also has a few unique questions like "enter your bio" for panelists, or "do you need a photo pass?" for the media people.  So far I have profiles for registrants, panelists, comps, media and scholarship folks.

Panelist check in:
http://72.27.230.165/panelist-registration

Press credentialing request:
http://72.27.230.165/press-credentialing-request

Comps:
http://72.27.230.165/comp-registration

Scholarships:
http://72.27.230.165/scholarship-application


So here's my question: I don't think I need 5 different forms/URLs to get people registered for this event, I need one that allows people to first select their role, then the corresponding form fields and questions would display.

What I think I'm missing in the steps is A) how to link the participant roles with each profile type and B) how to create an action when someone picks a participant role from a drop down menu. 

Do I add "participant roles" to each of these 5 different profiles, or do I create a standalone "Participant Roles" profile that gets assigned to the top of the event registration page?  Or am I missing something completely.

We're running Drupal 5 and CiviCRM 2.0.7.  I know it's an older version, and I've asked our web designer to upgrade. As you can see from the URL we're still in staging on this project.

Thanks for any help.



kthomson

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Re: CiviEvent: relating roles to registration forms
July 15, 2009, 02:06:03 am
Replying to myself: I think the root of my problem is what I chose as the "Used For" option when creating custom data.  I chose "individuals" when I should have probably chosen "participants (role)".

Sigh...I'm going to start rebuilding the custom data and profiles and see if that works.  If anyone has other tips or suggestions, jump in.


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  • CiviEvent: relating roles to registration forms

This forum was archived on 2017-11-26.