Event Type-Default Setting
We keep having an issue with clients not properly selecting their "Event Type" (Residential or Non-Residential). On the backend, the "Event Type" field has two options; either Residential or Non-Residential. If a customer selects Non-Residential then I.O. won't allow them to auto-book online. This makes it all the more important for the client to select the correct "Event Type". Furthermore, the delivery type and event type should always match.
It appears that our QUOTE FORM doesn't display the "Event Type" field which explains why our clients quotes have been inaccurate as far as event type. How do we make the "Event Type" field visible on the online quote form? This field should be selectable and **Mandatory** to be filled out before being able to submit your quote. By default, this field should be blank prompting the client to have to either select; Residential or Non-residential. We would also like to know whether I.O. has the capability to display an error message if the quote form's "Event Type" and "Delivery Type" don't MATCH.
Please advise.
The same question
For sure to show the field, you have to open the optional field in settings and tell it to show on quote form.
As for making it show a message if 2 fields don't match, doesn't exist as a setting but I'm sure code can be put on your page for this.
I don't think you can restrict by event type alone well, not without code. Which is probably why you have it set up as delivery type. Josh West has event type restriction set up I believe. I'll send a link to this thread and see what he says.
For sure to show the field, you have to open the optional field in settings and tell it to show on quote form.
As for making it show a message if 2 fields don't match, doesn't exist as a setting but I'm sure code can be put on your page for this.
I don't think you can restrict by event type alone well, not without code. Which is probably why you have it set up as delivery type. Josh West has event type restriction set up I believe. I'll send a link to this thread and see what he says.
Like Chad said to display the event type box go to optional fields in setting>Event Type> Display on Qoute Page, pretty sure there's a checkbox option for required on page as well.
Now as far as auto booking goes there's no easy way to disable autobook based on EVENT TYPE only. Kinda like Chad mentioned I'm using some code to restrict auto-booking if the event type is "Park Delivery" You'd likely need something similar to accomplish what you're talking about. The code I'm using basically says:
if EVENT TYPE= "Park Delivery",
then set DELIVERY TYPE to = "Test101"
I then have a DELIVERY TYPE of "Test101" and can restrict the auto booking normally in IO>setting> delivery methods.
And yes some simple code absolutely can be written to display an error if your "Event Type" & "Delivery Type" do not match per say.
Like Chad said to display the event type box go to optional fields in setting>Event Type> Display on Qoute Page, pretty sure there's a checkbox option for required on page as well.
Now as far as auto booking goes there's no easy way to disable autobook based on EVENT TYPE only. Kinda like Chad mentioned I'm using some code to restrict auto-booking if the event type is "Park Delivery" You'd likely need something similar to accomplish what you're talking about. The code I'm using basically says:
if EVENT TYPE= "Park Delivery",
then set DELIVERY TYPE to = "Test101"
I then have a DELIVERY TYPE of "Test101" and can restrict the auto booking normally in IO>setting> delivery methods.
And yes some simple code absolutely can be written to display an error if your "Event Type" & "Delivery Type" do not match per say.
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