Follow Up on Placement Required Fields
Instructions to sort your participants into specific groups or events once they complete a form.
Note: If you use the form along with an event, we recommend you use Product Option Groups to add registrants directly to groups. See Option Groups & Prices for more information.
- This task assumes you have a Form Field on your form with Placement Required set to Yes.
- In the navigation menu, click .
- Create a custom view on this page that filters for answers where the Form Field record has Placement Required set to Yes and the Form Answer has Placed set to No. If needed, you can also add filters for dates, events, and so on to narrow your results.
- After you receive responses, use the Placement Needed view to locate those who have not been placed. Then, you can add them to the appropriate group or event:
- Make a selection.
- In the selection menu at the bottom, select Current/Unsaved Selection.
- From the Actions menu, select Assign, and set Place to Yes on the selected Form Answer records.
- Use the Transfer Selection Tool to copy your selection to the Participants page.
- Open the Group or Event record, and click Add on the Participants page to locate your new selection.