Created and edited via the website: https://pdce-educ-payportal.sites.olt.ubc.ca/
Connect the GL Codes under UBC E-Payment to enable online payment
Create the form and enter 2 price fields – one for early bird and one for regular.
At the end of the form add a new number field. In the Advanced tab enter the CSS class “currentdate” and in the Insert Merge Field box select {date_mdy} Change the name of this field from Number to Current Date
Save the form.
Go back to the 2 price fields. Now you can start setting which months to show or hide early bird and regular pricing.
Under Early prices go to Advanced and check “Enable Conditional Logic” – start adding rues for when you want this pricing show based on the month. For example SHOW if “Current Date” starts with 08 – this means the early pricing will show in August. Then go over to the Regular price field and add the Condition Logic – HIDE if “Current Date” starts with 08 – this means the regular prices will be hidden is August. You can add multiple rules to each pricing field by lick on the “+” icon and adding another row. SO for early bird you can add a second row stating – SHOW if “Current Date” starts with 09 – this will SHOW the early bird price in September as well. PLEASE NOTE: You need to select apply this rule if ANY of the following conditions apply. The default is ALL – if you don’t change it then your multiple rules will not work.
Now create the page that you are going to embed the form in. Once the page is open in the Editor go to the bottom and add the following rule to Custom CSS:
.currentdate
{display:none;
}
Now go up and click on the Add Forms button and embed the form. Save the page and View it to make sure everything is working properly and the correct price is showing.
Step 1: Create a folder for the receipts. Ie “IPTEL Receipts”
Step 2: Download the gravity forms excel doc containing the names, costs and payment status. It will download as a CSV file but you want to re-save it as an XLS. This is done easily using excel. Save this XLS file in the folder from Step 1. You may also want to sort this excel so that all the payment status: success entries are at the top. Or you can delete all entries that are not payment status: success because you will not want receipts for those entries.
Step 3: Open the PDCE Receipt template and save a new copy in the folder from Step 1 with the name of event. Ie IPTEL2013-Receipt Template. You can also enter the event name, date and other details for this receipt on this new template.
Step 4: Keep the new Word doc open and click on Mailings at the top, then click on “Select Recipients” and browse to the excel doc you created in Step 2.
Step 5: Now that this is all set up you can place the cursor in the Word doc at the locations where you want the custom data to pull in. For eg. Beside Name, place the cursor and then click on Insert merge Field and choose “First Name” and “Last Name” from the list. You want to do the same for Price, GST, Total, Payment Status and Payment Date.
Step 6: Once all the merge fields are in you can select who you want to create receipts for, do this by clicking on “Edit Recipient List” at the top of the Word doc and then select only those rows for the entries that need receipts. It may only be 1 person. Once the rows have been selected click OK, then go to Finish & Merge and either select “Edit Individual Documents” which will create a Word doc of the receipts OR select “Send Email Messages” at this stage and directly email the receipts.
Forms that are non pay include the Advanced Search Tool and the templates for creating a new cohort, course, institute, conference, diploma or certificate. These forms are available in the dashboard for the main PDCE site.
