How to Setup and Edit multiple menu screens for a Registration Form?

How to Setup and Edit multiple menu screens for a Registration Form?

If you have a lot of items on your Registration Form and want to break up content into smaller sections, you may do so by defining Registration Menus. Also, an advantage of multiple screens is to prevent a long screen form from an end user's experience, as well, certain logic may be applied so that certain questions will appear conditionally based on previous screen responses.

For example, your registration types could be on one screen, the next screen could contain options to purchase social event tickets. Another screen could be a donation screen or a Questionnaire on Dietary Restrictions.

Setting up a Menu Screen

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Registration Setup in the horizontal menu
  5. Select Registration Menu
  6. Click + Add New button
  7. Enter a Menu Title e.g. Social Activities
  8. Enter Menu Submit Button e.g. Update & Continue
  9. Set Required Screen value, if YES then a response must be provided for each question
  10. In Menu Screen Content, you may add more information that will be displayed on the screen
  11. Click the Add Menu Field button
    12. Now in your Registration Fields, you may set the Screen field to Social Activities so your fields will appear on the Social Activities screen.


Adding logic to a Menu Screen

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Registration Setup in the horizontal menu
  5. Select Registration Menu
  6. Click Edit button beside a menu
  7. There are three sets of logic rules that may be configured
    1. Hide if Complete = This option if enabled to Yes will hide this screen if in the registration payments settings screen, you have blocked users from being able to edit their registration after payment.
    2. Display Menu If / Hide Menu If = Use only one or the other of these settings to display or hide the screen from specific registration responses
    3. Display to Group / Hide From Group + Hide Group Min Expiry Date = Use one or the other of these settings to set what groups will or will not see this screen, you may also set a minimum expiry date. If you provide a date, the condition of being in the group and the date are used to validate the access
  8. Click Update Menu Item button to save changes

How to Edit a Menu Screen

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Registration Setup in the horizontal menu
  5. Select Registration Menu
  6. Click Edit button beside a menu
  7. Review the different settings and update accordingly.
  8. Click Update Menu Item button to save changes