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Customer experience | Sales, Customer Insights,...
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Force users to only select one session out of 3 options

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Posted on by 112

I am setting up an event where registrants need to select which sessions they would like to join. in one case, 3 sessions are concurrent and they should only be able to select one. How can this be acheived?

thanks

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  • Nya Profile Picture
    29,060 on at

    Hi,

    You can create a flow to restrict the session registration.

    1. Trigger the flow when a record of Session Registration is created.

     pastedimage1620283594387v1.png

    1. List the existing records whose contact and event are the same as the new one.

     pastedimage1620283600279v2.png

    1. Get the count of the rows listed. The expression here is something like “length(outputs('List_rows')?['body/value'])” if you haven’t renamed anything.

     pastedimage1620283608459v3.png

    1. Add a condition that if the count is greater than 1, delete the new record.

     pastedimage1620283618195v4.png

    After setting the above steps, your users will no longer be able to register the second session in one event.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • HangryMapache Profile Picture
    112 on at

    Thanks for your reply. I need the sessions to obviously be in the same time slot and that users understand that they can select only one. Using a flow is fine, but does not provide any valuable feedback to the user that is registering.

    Are there other options?

  • Suggested answer
    Jan Vlasak Profile Picture
    on at

    Hello HangryMapache!

    If you need to give some additional feedback to the user registering, I'd advise you to take control of the sample registration website, and do any changes there, including additional notifications.

  • HangryMapache Profile Picture
    112 on at

    Hello Jan and thanks for your answer.

    I downloaded the PortalData file found on the page you shared, but I dont understand what it is. I was expecting some type of code files that can be modified and uploaded. Could you clarify the customization process you are referring to?

  • Verified answer
    Jan Vlasak Profile Picture
    on at

    Hello again,

    Sorry, wrong link! The PortalData can be imported to your instance to override the page with new sample website version, but in your case you want to get the sample website code. After modifying the website you can use the DeployToDynamics365Instance.ps1 script to get the changes to your D365 instance. 

  • HangryMapache Profile Picture
    112 on at

    Thank you - I will need to learn how this is built and get more familiar with Typescript.

    Are there any good tutorials, or, dare I ask, any good documentation in customizing the Portal code?

  • Jan Vlasak Profile Picture
    on at

    You won't need to customize Portal code, the sample website is all Angular (Portal is used just for hosting, but you're free to host it anywhere else) - you can find plenty of tutorials for that.

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