Hidden Custom Questions

[jaskelson]

To aid with running an actual event, Kamran suggested we add hidden custom questions to the registration/attendee forms (Table Number and Bid Number). I have done that, so I assume these questions will show, on our end, after an individual has registered. But, will those hidden custom questions now show on a registrant/attendee who has already registered?

Here is our Org ID and I have given access.
00Dj0000000JToC

Event: Rio de Linn-Mar - Going For the Gold Mane Event Gala

[jaskelson]

Is there an update on this post/question?

[jaskelson]

I want an editable report from these hidden fields -- ideally, a report/listview that shows the attendee, all custom questions/answers, and the two hidden questions I added as editable. We are leveraging Apsona, so another option is to build this in Apsona so we can edit the information.

[CnP.Support]

Good day!

We are adding this to the next release due out in the middle of March - another 2 weeks.

It has already been deigned & will be deployed as you requested.

Hope it will help.

[jcalabrese]

Any update on this? We are trying to figure out a solution to assigning Table numbers and then having that field available for merge on the ticket. Is that possible in this or any other way?

[CnP.Support]

Good day!

The release is currently under testing and we are targeting the release in early May. A few of the changes resulted in complications that require more testing.

We will update the News section once we are close to the release.

[jaskelson]

Can I get an update on this enhancement? My client has completed two major events with Click and Pledge and this need is top priority before proceeding with another event.

[CnP.Support]

Good day jaskelson

May we have the Salesforce Organization ID so we update the account. Given you are a consultant we need to make sure we are dealing with the right account.

Thank you.

[jaskelson]

Here you go - my apologies
00Dj0000000JToC

[CnP.Support]

Good day jaskelson

The client's instance is at the latest and that feature is already in their account. Please see:




by NOT checking the Visible box the question will be hidden and the Q & A will post.

Hope that answers your question.

[jaskelson]

We know how to add the questions, but how do you get the answers on an comprehensive report with the other registration/attendee information. The reporting is the major challenge because clients want one report to organized all the event details.

[CnP.Support.AM]

Good day jaskelson,

As we have fixed the report issue in the other thread you have opened. Now can you download the report and see all the details of registration/attendee information including custom questions and answers.

Please check and let us know if we can be of any further assistance.

Thanks,

[jaskelson]

Two follow up questions:
1) The report is only pulling in the first 10 registrants, is there a setting I need to change?
2) The downloadable report is great, but what we are really looking for is an EDITABLE listview/report so we can make the changes right in Salesforce. We don't want to make the changes just in an excel sheet, we want to make changes to those Hidden Questions in Salesforce so we can accomplish ongoing maintenance prior to the event. Client is using Apsona, so this is a possibility to build something in Apsona, but with all the various objects for an event, I am having challenges build the report in Apsona (so it is editable)

Thanks,
Jacki

[CnP.Support]

Good day jaskelson

In reference to the report - please choose more data to download the full report. See the image below:



Report downloads what is shown in the grid. We are expanding the default value to 500 in the next release. Simply change the pull down menu to a larger number and then download.

Hope that helps.

[CnP.Support]

Good day!

As for the hidden questions & answers, you may edit them when editing the registrant or attendees.

In the release you have now those fields are available for review & update.

Please test it.