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How to setup On the Day Registration App
How to setup On the Day Registration App
If you installed the Event Management module before 25 April 2020, please follow the below instructions:
- Navigate to Start > Configuration > Automation > Processes > Web Processes
- Add a new process:
- Name: “Event Management Check In”
- Script: “Script Library” -> “Event Management Check In”
- Set the parameters:
- assign_order_to: Apply the same values as are currently set in Event Management web process - Start > Configuration > Automation > Processes > Web Processes, then select Event Management. Once there, look on the Parameter Values tab for the assign_order_to values.
- assign_person_to: Apply the same value as is currently set in Event Management web process - Start > Configuration > Automation > Processes > Web Processes, then select Event Management. Once there, look on the Parameter Values tab for the assign_person_to values.
- assign_organisation_to: Apply the same value as is currently set in Event Management web process - Start > Configuration > Automation > Processes > Web Processes, then select Event Management. Once there, look on the Parameter Values tab for the assign_organisation_to values.
- company_name: your company name
- event_management_process_identifier: event_management
- Anonymous access should be unchecked
- Run As: Current User
- Go to Start > Configuration > Customisation > Record Types > Events
- Open the “Fields” tab
- Add a new custom field of type “Iframe” with the below details:
- Field label: Check In
- URL: /process/@db@/event_management_check_in?registertoeventid=@id@&iframe=1
- Show as tab: true
- Show by default: true
Testing Steps to confirm correct installation
- Open the Web process in a new browser tab:
- Open the web process “Event_Management_Check_In” by navigating to Start > Configuration > Automation > Processes > Web Processes
- Click on the button near process URL, as shown below:
- This should now open a new tab with the Event Management Check in process
- Open the Web process in an Event Record:
- Open any existing Event Record
- You will now see a new tab called “Check In” in the open window within the Event Record
Description of the process parameters
- assign_order_to – The queue id for the assignee creating a new order, when we create new registrations using the Check In module
- assign_person_to – The queue id for the assignee creating a new person, when we create new registrations using the Check In module
- assign_ organisation_to – The queue id for the assignee creating a new organisation, when we create new registrations using the Check In module
- company_name – This is only used for the web browser tab title, when using the Check In web process not from within the Event Record, but in a separate browser tab. This parameter is not required. The tab title is being displayed: “(Company name) – Events” (if we have company_name value) or just “Events” if the company_name value is empty.
- event_management_process_identifier – This value is used when generating the URL for Event Management if we want to add a new Attendee on a paid event.