At times, you may need to conditionally show or hide fields or products that are displayed on your registration forms. ClearEvent allows you to do this using a feature called Fee Groups.
Fee Groups allow you to tag Fees that you have setup on your registration forms so that when a Fee is selected, specific fields and products added to your registration form can be automatically shown or hidden.
This is useful if you need to tailor questions on your registration form to a specific type of registrant. For example, when you are signing up different types of vendors (e.g. food vendor, retail vendor, etc.) and you need to ask different questions depending on vendor type.
How To Assign A Fee Group To a Fee
To enable Fee Group filtering, you'll first need to add some registration Fees to your form before you can assign a Fee Group to a Fee.
Step 1: Add a fee
Go to the Event Manager App > Registration section > Forms tab.
Click +Add to add a new Form, or click the Edit button to edit an existing form.
In the Form Designer, click on the Fees tab.
Add one or more Fees.
Step 2: Add fee groups
Go to the Event Manager App > Registration section > Forms tab > edit a form > Fees tab.
Edit a Fee to open the Add/Edit registration fee popup window and go to the Advanced tab.
For the Fee Group setting, click the +Add link below the dropdown to create a new Fee Group. Enter a Group name. Next, choose if the fee group should be expanded by default to show related fees on the registration form Fees step during the checkout workflow. Click Add Group to add the new Fee Group.
Click OK, then Click the Save button.
Congratulations, you have now assigned Fee Groups to your Fees! This will allow you to tailor the products and questions displayed on your form depending on which Fee was selected.
In the example below, you'll see set the Fee Groups ("Non-Members" or "Members Only") for each of the Fees.
How To Edit A Fee Group
To edit a fee group and change the Fee Group Name, or the default expansion setting:
Go to the Event Manager App > Registration section > Forms tab.
Edit an existing Form with fees.
Open the Advanced tab.
Select the Fee Group from the dropdown and click the Edit link.
Edit the Group name, or the expansion checkbox, then click Apply Changes
Click OK, then save your changes.
How to Delete a Fee Group
To delete a fee group:
Go to the Event Manager App > Registration section > Forms tab.
Edit an existing Form with fees.
Open the Advanced tab.
Select the Fee Group from the dropdown and click the Delete link.
Click OK, then save your changes.
Displaying Fee Groups On Your Registration Form.
An added benefit of applying Fee Groups is that Fees with the same Fee Group will be grouped together when presented on your Event Portal mobile web app. This can make finding the desired Fee easier when there are many Fees to choose from.
How To Apply Fee Group Filters To Form Fields
Next, by applying Fee Group Filters to fields on our registration form we can customize which fields are presented to the registrants depending on the Fee they selected.
To set up Fee Group Filters on your fields:
Go to the Registration section > Forms tab, and edit a form to open the Form Designer.
In the Form Designer > Fields tab, add a new field or select an existing field from the registration form. This will display the Field Settings editor.
Scroll down and expand the DISPLAY settings group.
In the DISPLAY > Fee Group Filters settings, choose which Fee Groups must be selected in order for field to be visible to the registrant.
You'll notice that a blue tag will be displayed for the field to indicate that a Fee Group Filter has been applied.
You may apply multiple Fee Group Filters to a single field if needed.
To allow all registrants to always see a field, leave the Fee Group Filters field setting empty.
During registration, only registrants that selects a fee with a Fee Group set to "Members Only" will see the Membership Number field.
For example, here is the fees step of a registration form with Fee Groups configured:
Once a fee is selected by a registrant, on the next step, the registrant will now see the Membership Number field (which is hidden for registrants that choose a fee with a Fee Group set to Non-Members
How To Apply Fee Group Filters To Products
You can also apply Fee Group Filters to Products if you wish to restrict product purchases to certain Fee selections.
In the Form Editor, click the Products tab.
Click +Add to create a new Product or click the Edit button to edit an existing Product. The Add/Edit product dialog window will be shown.
Ensure any changes to the Product are saved before continuing.
In the Edit product dialog window, scroll down to the Fee Group Filters setting and select which Fee Group Filters should apply to the Product. You may choose more than one Fee Group.
To show a Product for all fees, leave the Fee Group Filters field empty.
Click OK when done.
Notice that the linked product will display a Fee Group Filter as follows:
The Product will now only be shown in the Products checkout step when a fee with a matching Fee Group is selected by the registrant at checkout time.