Overview
As part of Passport's registration functionality, administrators can set up conditional display rules whereby certain products are only displayed to members if a certain response is selected from one of the questions on the registration form.
These rules are known as Conditional Products
For example, I might want to apply a rule to my form that only shows my product 'Affiliation Fee (Seniors)' to members who stated that they are a member of a national team, therefore hiding it for those that aren't.
Note: To apply these rules, you will need to have the following assets set up in your Passport database:
- One or more Products
- A Registration Form with one or more products attached, and one or more fields added to the form
Step-by-Step
Step 1: Head to your Registration Forms list
In the left-hand menu of your Passport database, select Registrations > REGISTRATION FORMS
Step 2: Edit the relevant Registration Form
Find the Registration Form to which you want to apply conditional product rules and click EDIT
Step 3: Head to the Conditional Products tab
In the form's tabbed menu, select CONDITIONAL PRODUCTS
Step 4: Create the Conditional Product rule
To create your conditional product rule, click the ADD CONDITIONAL PRODUCTS button, then apply the following parameters:
- Control Field: Select the field that you want to use as the trigger to show or hide the relevant product
- Value: Select the field response that needs to be selected to trigger the product to show or hide
- Visibility: Decide whether to show or hide the product based on the field value
- Product: Select the product from your registration form to show or hide based on the field response
Click SAVE when you're happy with the rule
You can see from the example below that we've set a conditional rule where; if the member response to Are you currently a member of a National Team with Yes, then the registration form will show the Affiliation Fee (Seniors)
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