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list of registrants (non primary) for MER

Posted: April 11, 2023 at 8:21 am

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MPWebmaster

April 11, 2023 at 8:21 am

Hi – I need to be able to see and set a flag on registrants, not primary registrant, using multi event registration. (reason is each registrant needs to submit a medical form outside of the system). I know I can download CSV but would prefer to have it tracked in system. Was going to use event check in field for this, but that appears to be for primary registrant.
Ideally if I can see a list of all registrants, not just primary, then I could have a “admin only” button that I could go and edit for med form received. Open to other ideas.


Garth

  • Support Staff

April 11, 2023 at 4:05 pm

I would use an admin-only registration question. So, you’d create a admin-only question for tracking whether the medical form is received or not. That question would NOT show up for attendees, only in the admin when you view/edit the registration record for an individual.

https://eventespresso.com/wiki/questions/#40_

Does that help?


MPWebmaster

April 11, 2023 at 4:25 pm

I need it for each registrant, not just primary, so not sure if that would work, or how to get to the record of the non-primary registrant. I also need it to show in the CSV export


Tony

  • Support Staff

April 11, 2023 at 4:55 pm

Using an admin-only question for this would work if you set it to a question group requested for both Primary and Additional registrants.

What info do you collect for additional registrants currently?

(Admin only questions also show in the CSV)


MPWebmaster

April 12, 2023 at 6:07 am

I added the admin question to “camper info” which previously had just camper name, grade, age. I see that it does show up in CSV. But is there a way to find the non-primary registrant list easily so it can be updated once for a camper who is registered for several classes? (ie “camper info” across all events).

I thought if I could export all registrations from all the classes to CSV, I could then sort and update there, but the only way is to get all registrations including all past events so this is not a clean solution.

To recap, our primary registrant is the parent filling out the form, and the first camper which includies “Camper Info”. All other registrants can be that same cmaper or a sibling, and each can register for several camp classes. We want to be able to update each event list with whether that camper has submitted a med form after the fact that we update as an admin field. But we would need to be able to easily find that camper within all the events he is registered for.

I am thinking the only alternative is to add an admin text field to the primary registrant so admin can enter something like “med form submitted for camper 1 and 2”. Then it would show to all events either of the children registered for. Do you see that as the best solution?


MPWebmaster

April 12, 2023 at 6:36 am

I tried the idea of adding text field to the primary registrant, but it is not showing up on the CSV for the additional campers in other events on that registration. Is there any way to do what I am trying to accomplish?


Tony

  • Support Staff

April 13, 2023 at 3:57 pm

But is there a way to find the non-primary registrant list easily so it can be updated once for a camper who is registered for several classes? (ie “camper info” across all events).

Just to make sure I follow what you are requesting, you want the ability to update the value in a single location across all registrations?

If so then currently that isn’t possible as the registration questions are specific to each individual registration, you’ll need some custom development for the above. Assinging the value to the EE_Contact or WP_User and pulling the info from there maybe but it would need proper planning to work through this.

To recap, our primary registrant is the parent filling out the form, and the first camper which includies “Camper Info”. All other registrants can be that same cmaper or a sibling, and each can register for several camp classes. We want to be able to update each event list with whether that camper has submitted a med form after the fact that we update as an admin field. But we would need to be able to easily find that camper within all the events he is registered for.

The ‘all events’ part of this is what complicates it.

You can’t update records through the CSV itself as we don’t have an option to import the CSV and update from it.

Registratons and individual and the registration questions specific to THAT registration, so you can’t update all registration they are assigned to in a single step.

I am thinking the only alternative is to add an admin text field to the primary registrant so admin can enter something like “med form submitted for camper 1 and 2”. Then it would show to all events either of the children registered for. Do you see that as the best solution?

This is likely the ‘easiest’ solution, I’m to sure about the ‘best’ as I’m not sure I follow the requirements, but if updatig just the primary registrant works for you then yes its the easiest.

It also leads onto this:

I tried the idea of adding text field to the primary registrant, but it is not showing up on the CSV for the additional campers in other events on that registration. Is there any way to do what I am trying to accomplish?

Right, because each registration is unique.

As the CSV is filtered it would be possible to change the output and use the values from the primary registrant on the additional registrants in the CSV.

I’ve created an example snippet of doing something like this previously, here:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/admin/registration-reports/core/tw_ee_populate_additional_registrants_questions_using_primary_reg.php

If you are comfortable with PHP you could adapt that to suit here.


MPWebmaster

April 15, 2023 at 4:27 pm

OK thank you, may give that a try in the future when I have more time before launching events.

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