Add filters to a User-defined Field (UDF)

Filters allow you to limit which registrants see/answer a UDF. There are several different types of filter:

• Filter Promo Codes: do not show to those who are purchasing/have purchased registration fees with these promotion codes. Enter a comma-delimited list of promotion codes.
• Restrict to Promo Codes: only show to those who are purchasing/have purchased registration fees with these promotion codes. Enter a comma-delimited list of promotion codes.
• Restrict to Fees: only show to those who are purchasing/have purchased specific option fees. Enter a comma-delimited list of FeeItemIDs.
• Restrict to UDFs with Values: only show to those who have selected a specific response to a previous UDF. Enter the UDFID of the previous question equal to either the ChoiceListID of the appropriate response for Choice Radio Button and Choice Drop-Down List fields or 'Yes' for Checkbox fields.

Examples

Filter Promo Codes

I am asking my attendees how they heard about my event; however, I do not need the complimentary registrants or the Board of Director registrants to answer this question. 

1. Go to the Fee Schedule and make a note of the promotion codes associated with these registration types (VIP and BOD).

2. Go to the UDF page and click Edit next to the question I would like to filter. I enter the folliwng into the Filter Promo Codes field: VIP,BOD

Restrict to Promo Codes

I am asking my staff registrants which day they will be arriving onsite. I do not want any other registrants to see this question. 

1. Go to the Fee Schedule and make a note of the promotion code associated with this registration type (STAFF).

2. Go to the UDF page and click Edit next to the question I would like to filter. I enter the following into the Restrict to Promo Codes field: STAFF

Restrict to Fees

I have an optional fee available for a Golf Tournament. If my registrants choose to purchase this fee, I need them to provide their handicap. I do not need people who are not attending the tournament to answer this question. 

1. Go to the Fee Schedule and click on the price for the Golf Tournament to make a note of the FeeItemID—the unique ID number associated with that fee. In this case, the FeeItemID is 433270.

2. Go to the UDF page and click Edit next to the question I would like to filter. I enter the following into the Restrict to Fees field: 433270

Restrict to UDFs with Values

I am asking my registrants if they have attended this meeting in the past, with the option of selecting either "Yes" or "No." If they select "Yes," I would like them to specify which years they attended. 

1. Go to the UDF page, click Edit next to the "Attended in past?" question, and make a note of the UDFID—the unique ID number associated with that field. In this case, the UDFID is 527010.

2. Scroll to the bottom of the UDF page and click on the Yes/No choice list for this question so that I can make a note of the ChoiceListID associated with the "Yes" response. In this case, the ChoiceListID is 276498.

3. Click Edit next to the "Which years(s)?" question and enter the following into the Restrict to UDFs with Values field: 527010=276498