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.
What you'll need:
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 lookup 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.
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