Several Questions - Training Registration Form

  • Profile Image
    secotoolsllc
    Asked on November 27, 2018 at 09:08 AM

    Hi Jotform Support,

    I've developed a form for training registration at my company, and I have some questions I'd be very grateful for your support on.

    There are several types of classes that customers and distributors can register for. Each type of class has its own automated email.


    Class types include:

    Customer STEP 1 & 2

    Customer Solid Tooling in PA, USA

    Customer Solid Tooling in MI, USA

    Distributor STEP 1

    Distributor STEP 2

    Distributor Solid Tooling in PA, USA

    Distributor Solid Tooling in MI, USA

    Distributor VBS


    I'm currently using a standard dropdown for class selection, but it has a few major weaknesses...

    1. I can't indicate that a class is filled up or past the registration date. I can only delete them.

    2. Deleting / Adding classes means updating all of my conditionals. If there aren't any available classes of a certain type, either I need to delete related emails and conditionals or leave conditionals with missing fields to prevent emails from sending or form elements from showing. It's a real hassle to keep on top of or make sense of.

    4. Each class in the dropdown is a single text line and can't store additional info as variables like class date, times, location, class type, audience, etc. That's part of what makes the form so challenging to manage, I can't use any of those important values in conditionals.

    I thought maybe I could use calculation values so that I can assign each type of class a number, and use that value in conditionals so that I wouldn't have to redo conditionals every time I add/remove classes, but I haven't figured out a way to do that.



    TLDR, I'd really like a class registration setup that allows me to leave conditionals alone when I'm adding and removing classes, as well as a more comprehensive way of displaying class details, and updating the form / emails based on the specific details of the course (location, type, etc.)


    I'd really appreciate any recommendations you have. If there's a better way, I'm hoping that will allow me to improve the custom fields in my emails too so that I don't need so many different types.

    Thanks for your help!

  • Profile Image
    John_Benson
    Answered on November 27, 2018 at 11:34 AM

    I checked your form and I think you might be interested in the Dropdown Dynamic widget. Here's the link: https://widgets.jotform.com/widget/dynamic_dropdowns

    Please check my demo form: https://form.jotform.com/83304427942962

    1543336463gw434262616.gif

    Is that what you're trying to achieve? If no, please let us know. Thank you.

  • Profile Image
    secotoolsllc
    Answered on November 29, 2018 at 09:47 AM

    Hi John, thanks for your response. Unfortunately, that's not what I'm looking for. Students will ultimately select their class by date. But a class has a lot of information associated with it. So it needs to be a list of items they can choose from that have a number of details associated with them, like the date, the class type, and whether the class is for customers or distributors.

    The solution above also doesn't adress that I need to update my conditionals every time a class is added or removed, even though the types of classes never change. I'm hoping for a solution that allows someone to pick a class by date, and then a conditional to read that if class a is happening on that date, they get email a, but if class b is happening, they get email b. Right now.

    Does that make sens?

  • Profile Image
    John_Benson
    Answered on November 29, 2018 at 11:18 AM

    The solution above also doesn't address that I need to update my conditionals every time a class is added or removed, even though the types of classes never change.

    Unfortunately, you will need to update your conditions if you add or remove a class. 

    I'm hoping for a solution that allows someone to pick a class by date, and then a conditional to read that if class a is happening on that date, they get an email a, but if class b is happening, they get email b. Right now.

    This is possible by using email conditions. Here's a guide: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    To my understanding, you want to send an email alert that there's class happening on that date. Do you want the email to arrive instantly or do you want the user to receive the email on a specific date?