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Customer experience | Sales, Customer Insights,...
Suggested Answer

Extend event registration and waitlist

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Posted on by 47

Hi experts.

My customer wants to have an additional lookup on the event registration entity.

My customer wants to use the waitlist as well and wants to have the additional lookup here as well.

When there is enough room available (the maximum capacity is set to 100 instead of 50) the waitlist registrations automatically become an event registration.

What do I need to do to make sure this additional lookup that is set on the waitlist also is copied to the event registration?

(my customer uses a home made portal. Event registrations and waitlist registrations are created by a custom api)

Regards,

Boudewijn

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Boudewijn,

    You could trigger flow on update of waitlist record to copy value of the additional lookup of to the same field of corresponding event registration.

    For example, I added two lookup fields to Waitlist Item and Event Registration, their name are all Doctor.

    Step 1: Trigger the flow on creation of update of waitlist item.

    pastedimage1613718564157v1.png

    Step 2:

    Find the event registration record with Contact and Event fields value of waitlist item. 

    (Field name used for filters should be the field's OData name: if logical name of field is msevtmgt_contactid, then its OData name is _msevtmgt_contactid_value)

    _msevtmgt_eventid_value eq '@{triggerOutputs()?['body/_msevtmgt_event_value']}' and _msevtmgt_contactid_value eq '@{triggerOutputs()?['body/_msevtmgt_contact_value']}'

    pastedimage1613718588796v2.png 

    Step 3:

    Check whether the additional lookup field of the updated record is not equal to null, because the expression should be null if we want to clear lookup field.

    pastedimage1613718975951v3.png

    Step 4: (Yes path, when a record is set to the lookup.)

    pastedimage1613719056088v4.png

    Step 4: (No path, when we clear the lookup.)

    pastedimage1613719107188v5.png

    Overview of the flow

    pastedimage1613719132344v6.png

    The connector I use is "Common Data Service(current environment)".

    Result:

    Waitlist

    wi.JPG

    Event registration

    er.JPG

    You could create a similar flow for Event Registration.

  • Boudewijn Profile Picture
    47 on at

    Hi.

    Thanks for your reply.

    I would like to note that there is no duplicate detection when a contact is in the waitlist while the contact already has an event registration. This flow would trigger an update on this registration when the waitlist item is deleted.

    Regards,

    Boudewijn

  • Suggested answer
    ShravanSuri Profile Picture
    1,255 on at

    Hey Boudwijn, I'd second Clofly's suggestion above. Regarding your follow up question - We allow contacts to create multiple event registrations today, and so a contact can certainly have one event registration and another waitlist item. In such a scenario, as you are creating a new event registration item from the waitlist - you can choose to set the fields of the the event registration that you just created - instead of an update operation on ALL event registrations for that contact.

    That should unblock your scenario.

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