Link Forms to an Event
If an event is recurring, the form(s) for each occurrence must be linked or unlinked separately.
To link a form to an event:
If the Main Information page is not displayed, click the Features List link at the top of the current page.
Click the Manage Events command in the
Administer list,
The Program and Event Administration page will be displayed.
Select the organization from the Select an Organization
drop-down list at the top of the page.
This is only relevant if you are a member and responsible for more than one
organization.
Click the appropriate link (the type of event) in the
Create & Edit Events column.
The Manage page will be displayed. The page displays a list of existing
events in the left portion of the page (Event List) and a list of functions
that can be performed on the right portion of the page (Functions).
If you want to resort the existing events list, choose
the sort criteria from the sort Event List by radio buttons.
You can sort the list by event date (descending date order) or by event
description (alphabetic by title).
The page will be automatically refreshed when you click a radio button.
If you want to show only past events, click the Past
radio button in the Show Event line.
If you want to show current and future events, leave the Current and
Future radio button selected.
The page will be automatically refreshed when you click a radio button.
Select the event from the Event List.
The event should be highlighted.
Click the Manage linked forms radio button in
the Functions list and click the OK button at the bottom of the page.
The Manage Linked Forms page will be displayed. The page will display all
forms available for linking and all forms already linked to the event. In
the example below, there are forms available to be linked, but no forms
already linked to the event.
Select a form name from the Form drop-down list at top of the page.
Click the Link button next to the drop-down list
to link the selected form to the event.
The Manage Linked Forms details page will be displayed. The form you
selected will be listed in the forms list below the drop-down list. The
Form Status will indicate if the form has been made active. If the form is
not Active, then it will not be available during the registration process
for the event.
If you want the form to be a required part of the
registration for the event, click the Required checkbox.
A checkmark in the checkbox indicates that the feature is turned on and the
form will be required for each person registering.
If you want the form to be required for each
registrant, click the Each Registrant checkbox.
A checkmark in the checkbox indicates that the feature is turned on.
Turning this option on will require that a form is completed for each
registrant - even if one person is registering multiple people.
When you are through linking forms, click the Done
button.
The Manage Events page will be displayed.
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