You can grant your users the ability to register themselves and/or to register and pay for the registrations of others. Your staff may also complete bulk registrations using Register Someone Else when they work On Behalf Of.
When this option is disabled, users can only register themselves.
To enable 'Register Someone Else'
1. In Desktop, select Events > Define an event, and Edit the event.
2. Select More > Web Options.
3. Enable Allow registering others, so that users can register others.
Note: The user who pays for the registrant's event fees is listed as the Bill To party on those registrations. All accounting and invoice transactions are tracked under the Bill To ID.
4. (only available with Allow registering others) If you have an event for which this is appropriate, enable Allow adding guests. When enabled, the registrant can add a new contact and register that person for an event.
Note: You can edit the form that pops up when a registrant creates a new contact to add as a guest. The popup window displays the Simple Account Creator content record, located in @/iMIS/ContactManagement.
5. Select Save to close the Event Web Options window.
6. Configure the Event Display iPart for which you want to enable multiple registrations.
7. (optional) Change the query or folder used when registering someone else. The default query ($/EventManagement/DefaultSystem/Queries/Advanced/Event/Registrant Search) lists the user's coworkers, but you may need to broaden or tighten its criteria. If you write your own query, you must include the following Query Display Columns:
□ The NetContact.IMIS ID property. On the Display tab in iQA, set the Order for this property to 1. To hide the ID field in the query results, give this property an Alias of code_ID.
□ A name property, so that it is clear which contact the user is selecting.
8. Ensure that the Event Program Display iPart’s Title includes the [Name] variable, so that the iPart makes clear to users whose registration they are updating.
Troubleshooting: If the Event Program Display does not refresh when the user selects to register another person, you may need to connect the iParts on your content record. See next.
Connecting iParts to refresh program items
In order for the Program Display iPart to refresh automatically whenever a user changes the selected registrant, it needs a connection to the Event Display iPart on the content record that they share. You will need to create connections for any event pages that you design from scratch using the iPart’s Connect feature, which you enable separately from Configure.
Note: Check an iPart’s Configuration Help topic to find out if it supports any connection options. An iPart has no connection support (neither consumer nor provider) unless its author added it.
To connect event iParts for dynamic updating
1. Edit the content record that contains the event iParts (Event Display, Event Program Display).
1. Set up the connection:
□ From the Event Display iPart’s title-bar menu, select Connect.
The Connect box that opens shows you any current connections and lets you disconnect them.
□ Select Create a new connection.
The Connect box that pops up prompts you to create one of four connection types.
Tip: Do not be misled by the language of connection. The Consumer is the actor that triggers a refresh on another iPart, and the Provider provides a pointer to itself to the Consumer.
□ From the String Key Consumer drop list, select your Event Program Display iPart.
□ Select Connect.
2. Save and Publish the content record.