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  • Hidden Custom Questions

    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


  • #2
    Is there an update on this post/question?

    Comment


    • #3
      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.

      Comment


      • #4
        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.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          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?

          Comment


          • #6
            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.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              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.

              Comment


              • #8
                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.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Here you go - my apologies
                  00Dj0000000JToC

                  Comment


                  • #10
                    Good day jaskelson

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

                    Click image for larger version

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

                    Hope that answers your question.
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      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.

                      Comment


                      • #12
                        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,
                        Regards,
                        Click & Pledge Support Department

                        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                        Join us @ the educational webinars: https://clickandpledge.com/webinars/
                        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                        Comment


                        • #13
                          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

                          Comment


                          • #14
                            Good day jaskelson

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

                            Click image for larger version

Name:	2016-08-15_13-14-33.jpg
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Size:	98.4 KB
ID:	25951

                            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.
                            Regards,
                            Click & Pledge Support Department

                            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                            Join us @ the educational webinars: https://clickandpledge.com/webinars/
                            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                            Comment


                            • #15
                              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.
                              Regards,
                              Click & Pledge Support Department

                              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                              Join us @ the educational webinars: https://clickandpledge.com/webinars/
                              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                              Comment

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