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Integration with AD and Personalizing a Registration form

Posted: February 15, 2019 at 7:24 am

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KLLASC

February 15, 2019 at 7:24 am

Hi,
Grateful if you would help with my clarifications:

1) How can I allow my users to login via Active Directory IDs?

2) How can we dynamically personalize the registration form based on AD attributes e.g. enable items/events on the form to appear/hide based on the user’s department that is captured in his AD profile?

3) When taking attendance, instead of manually selecting the event before scanning an attendee’s QR code, how can I get the mobile app to automatically default the session based on the current time and the attendee’s registered events? This will enhance user’s experience. Is printing a ticket for the event together with his personal QR code a solution for the above as well as taking his attendance at the same time?

4) What is the quickest way to export a list of people actually present at the event as well as to highlight those who have registered but fail to turn up?

Thanks for your advice!


Tony

  • Support Staff

February 18, 2019 at 1:57 pm

Hi there,

1) How can I allow my users to login via Active Directory IDs?

We don’t have an Active Directory integration, I’m guessing you are already using a plugin to do this for the rest of WordPress?

2) How can we dynamically personalize the registration form based on AD attributes e.g. enable items/events on the form to appear/hide based on the user’s department that is captured in his AD profile?

As we don’t have an AD integration pulling any of this information from the profile is going to need some custom development familiar with Active Directory and EE. We have filters available within EE that a developer can use to provide the details to EE when generating the form but how they pull that information will depend on the AD integration used and is outside the scope of EE Support.

3) When taking attendance, instead of manually selecting the event before scanning an attendee’s QR code, how can I get the mobile app to automatically default the session based on the current time and the attendee’s registered events? This will enhance user’s experience. Is printing a ticket for the event together with his personal QR code a solution for the above as well as taking his attendance at the same time?

Can you not just scan the ticket directory from the main app screen?

When you log into the app you can click the QR icon to start scanning tickets without selecting a specific event first.

Unless I’m misunderstanding your question?

4) What is the quickest way to export a list of people actually present at the event as well as to highlight those who have registered but fail to turn up?

We have a snippet you can add to the site that will include the event checkins within the CSV:

https://gist.github.com/joshfeck/4a8ea5b02855ebd4d7cc720dd6112d5f

Would that work for you?


KLLASC

February 18, 2019 at 8:57 pm

Thanks Tony for your response.

So we will identify another AD integration plugin that will synchronize AD attributes with WP User meta-information. Would EE be able to access/reference the WP User meta-information?

If so, can we then have a single registration form that dynamically show/hide events that are relevant or not relevant to a logged in user as determined by his company/department pulled from AD?


Tony

  • Support Staff

February 19, 2019 at 3:11 am

So we will identify another AD integration plugin that will synchronize AD attributes with WP User meta-information. Would EE be able to access/reference the WP User meta-information?

It can, but you’ll need custom development to pull the data you need. It does not pull much information from the WP User by default.

If so, can we then have a single registration form that dynamically show/hide events that are relevant or not relevant to a logged in user as determined by his company/department pulled from AD?

Again, we don’t have anything to do this by default but there are filters in place that will allow you change the output based on the user.

However, you’ve mentioned a registration form and it depends on what exactly you mean by this, you’ll be able to alter the event list output to the user so they can only select specific events, is that what you are looking for?


KLLASC

February 19, 2019 at 3:42 am

>However, you’ve mentioned a registration form and it depends on what exactly you
> mean by this, you’ll be able to alter the event list output to the user so they
> can only select specific events, is that what you are looking for?

Yes, certain events are to appear on the form only for some users.
Would you point me to some tutorials/samples for the filters you mentioned please?

Thanks!


Tony

  • Support Staff

February 19, 2019 at 4:16 am

Yes, certain events are to appear on the form only for some users.

What form? They won’t see a form until after they have selected their tickets on the ticket selector.

The ticket selector is shown with each event post, they select tickets and then see a registration form.

So you need to filter the posts themselves to only show specific events, say in a specific category?

Would you point me to some tutorials/samples for the filters you mentioned please?

We don’t have enough info to give you solid examples as it’s not clear how or where you want to filter the events, on which page etc.

If you’re familiar with hooks you could likely do most of it with pre_get_posts but again, theres others it just depends on what you want to do.


KLLASC

February 19, 2019 at 6:15 pm

Just to clarify how we have used EE in the past 2 years.

For each Annual Staff Conference (ASC), we created separate forms for different groups of employees. There were events that are mandatory for all to attend.

There were also optional events that were opened for only selected employees to register themselves. Each form consisted of both the mandatory and optional events that were opened to a specific group of employees.

This year, we are evaluating to use a single form that dynamically show/hide the optional events, depending on which group a user belongs to, as determined by the country/department he is from. The info is stored in our Active Directory.

After an employee has signed up for the events, EE generates a QR quote for attendance-taking on the actual day.

Understand EE has a Print Ticket feature, are we able to use this to track attendance of a specific session for post-conference analysis?

As writing is not the most efficient way to communicate, is it possible to have a web conference or Skype call to further clarify if necessary? We need to decide soon so as to build a quick prototype by early March.

Thanks!


Tony

  • Support Staff

February 22, 2019 at 4:49 am

I’m still not sure what the ‘form’ is to display events?

EE doesn’t show a form in which you select events, it has a ticket selector for each individual event (which is essentially a form), but that’s for a specific event and allows you to select tickets.

Understand EE has a Print Ticket feature, are we able to use this to track attendance of a specific session for post-conference analysis?

Can you link me an example of what you have? Obviously, you won’t have the AD integration yet, but if you can show me your setup I may understand a little better what you’re trying to do.

As writing is not the most efficient way to communicate, is it possible to have a web conference or Skype call to further clarify if necessary?

We don’t currently provide phone support/skype and have some details as to why here:

https://eventespresso.com/wiki/why-we-dont-have-phone-support/

We do offer a live chat feature, although that’s still text based.

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