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ATLAS FormBuilder - Registration Modes Explained

This document explains the differences between the two types of event registration modes in ATLAS FormBuilder.

When creating a new form, and selecting the option to make the form an event registration form, you will be met with a choice between two different types of registration modes: Standard Mode and Advanced Mode. This choice is irreversible, and cannot be changed without making a new form from scratch, so it's important to make your choice carefully.

While both registration mode types will allow you to accomplish the basic action of registering attendees for event sessions, the ways they approach this feature are very different, and each choice has its pros and cons.

The window that displays when the option to create a new form in FormBuilder is selected. The option "Yes" is selected under the question "Is this an event registration form," and a message is displayed at the bottom of the window, warning the user that their choice of registration mode will be permanent.

Standard Mode

  • Recommended for casual FormBuilder users; easy to use and requires little setup.
     
    • Good for simple registration processes without steps for review.

  • When a form responder first hits the Submit button on the form, and there is space available in the event, their response will automatically be registered.

    • All response vetting must be done in the first phase, since additional phases will have essentially no effect on whether the response is registered.

  • There is no support for automatic registration cancellation. Responses must be canceled individually by a form administrator.

    • To cancel an individual response, navigate to its Details page from the list of form responses, and click the Cancel Registration button.

Advanced Mode

  • Recommended for more advanced FormBuilder users; requires some setup and knowledge of the application.

    • Better for more complex registration processes which may include special conditions, additional phases, or options for canceling.

  • Form responses can be can be registered or canceled when certain conditions are met by setting up routing triggers with the mode-exclusive Perform Registration Action routing action type.

    • This action type has five available options to choose from:

      • Hold available slot for a number of minutes
        • Hold an available slot for the form responder for a set duration.
        • This action will only succeed if the capacity of the form's current period has not been met

      • Attempt to register form response for event
        • Register the response submitter for the event .
        • This action will only succeed if the capacity of the form's current period has not been met.

      • Force hold slot for a number of minutes
        • For the duration entered, the form responder's slot will be held, even if the current period is at full capacity.

      • Force register
        • The form responder will be registered for the event, even if the current period is at full capacity.

      • Cancel registration
        • Cancels the form responder's registration and makes their slot available.

A view of the options for routing actions when editing a routing trigger in FormBuilder, using an event registration form in Advanced mode. The mode-exclusive Perform Registration Action radio button is selected, and the available registration action options are displayed below.

  • Routing triggers can be built around a response's registration status using the mode-exclusive trigger conditions Form Registered StateForm Waitlisted StateForm Canceled State, and Latest Reservation Attempt.

A four-panel image showing the Advanced registration mode-exclusive trigger conditions Latest Reservation Attempt, Form Registered State, Form Waitlisted State, and Form Cancelled State.

  • Routing triggers that utilize registration actions or mode-exclusive trigger conditions will be highlighted in green in the routing trigger menu.

    • The execution order of routing triggers based around the latest reservation attempt is displayed in the mode-exclusive column Registration order of execution.

A view of the chart in the Routing Triggers menu in a FormBuilder form using Advanced registration mode. Routing triggers that use registration actions have the action column highlighted in green, while a routing trigger that has a mode-exclusive trigger condition is entirely highlighted in green.



Keywords:
formbuilder, form, forms, event, events, event registration, registration, registration modes, standard mode, advanced mode 
Doc ID:
136821
Owned by:
Beckett A. in University of Illinois LAS
Created:
2024-04-16
Updated:
2024-10-16
Sites:
University of Illinois Liberal Arts and Sciences