Displaying Walk-in Fields by Attendee Type

  • iPad
  • Online

Walk-in Attendees frequently enter common types of information, for example their name, but different types of attendees may need to enter more specific information, for example, licensing information for prescribers. Admins can define which fields should display for the three following attendee types:

  • Prescribers
  • Non-Prescribers
  • Other

This ensures only relevant information displays on the Walk-in Attendee page that attendees populate when they sign into an event as a walk-in attendee.

For example, Sarah Jones is hosting an event and is using her iPad to sign in attendees. Dr. John Smith is a prescriber and signs into the event as a walk-in attendee after being unable to find himself in the list of invited attendees. He selects that he is a prescriber and enters his name, email, NPI, State License Number, and optional contact information. Katherine Jacobs is a non-prescriber and also signs into the event as a walk-in attendee. She selects that she is a non-prescriber and enters her name and email address, as well as optional NPI and contact information.

Considerations

  • Walk-in fields for specific attendee types replace the Walk_In_Fields_vod field on the EM_Event_Rule_vod object
  • This feature is supported with the QR Code Self Sign-in feature
  • Admins can configure the Walk_In_Type_vod field as a controlling picklist with custom dependent picklists. This feature supports picklist dependencies both for Walk-in Attendee sign in and Walk-in Attendee reconciliation.

Prerequisites

Configuring Displaying Walk-in Fields by Type

To configure this feature:

  1. Grant admins the following permissions:

    Object

    OLS

    Record Type

    Fields

    FLS

    EM_Attendee_vod

    CRUD

    n/a

    Walk_In_Type_vod

    Edit

    EM_Event_vod

    CRUD

    n/a

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Edit

    EM_Event_Rule_vod

    CRUD

    n/a

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Edit

    Event_Attendee_vod

    CRUD

    n/a

    Walk_In_Type_vod

    Edit

    Medical_Event_vod

    CRUD

    n/a

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Edit

  2. Grant end users the following permissions:

    Object

    OLS

    Record Type

    Fields

    FLS

    EM_Attendee_vod

    n/a

    n/a

    Walk_In_Type_vod

    Edit

    EM_Event_vod

    n/a

    n/a

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Read

    EM_Event_Rule_vod

    n/a

    Walk_In_Fields_vod

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Read

    Event_Attendee_vod

    n/a

    n/a

    Walk_In_Type_vod

    Edit

    Medical_Event_vod

    n/a

    n/a

    • Prescriber_Walk_In_Fields_vod
    • Non_Prescriber_Walk_In_Fields_vod
    • Other_Walk_In_Fields_vod

    Read

  3. Place all fields from the table above on the appropriate object page layouts.
  4. Navigate to the appropriate EM_Event_Configuration_vod record.
  5. Create or edit the appropriate Walk_In_Fields_vod type Event Rule.
  6. Populate the Prescriber_Walk_In_Fields_vod, Non_Prescriber_Walk_In_Fields_vod, and Other_Walk_In_Fields_vod fields with the appropriate attendee type-specific fields using the following format:

    ;Field1;Field2;Field3;

    For example: ;Last_Name_vod;First_Name_vod;Email_vod;

    See Supported Field Types for a list of supported fields.

    Fields can be marked as required by adding <R> to the field. For example, First_Name_vod;Email_vod<R>;

Using Walk-in Fields by Attendee Type

  • iPad

If an attendee signs into an event as a Walk-in Attendee, they are led through the following process:

  1. Select the appropriate attendee type.

  2. Enter all walk-in attendee information. The list of fields that displays on this page is dependent both on the selected attendee type and the fields associated with that attendee type in the relevant EM_Event_Rule_vod record.

  3. Select Next.
  4. Continue the Walk-in Attendee registration process.

Manually Adding Walk-in Attendees by Type

  • iPad
  • Online

To manually create a walk-in attendee from the Attendee Reconciliation modal:

  1. Select the New Walk-in button.
  2. Select the appropriate attendee type for the Walk-in Attendee.
  3. Populate the appropriate attendee fields.
  4. Select Add.