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Filter Event Form based on Customer Group

Sara McNure

December 13, 2021 14:48

We need the ability to filter Event Request Forms by Customer Group. It is not feasible to add them individually for larger groups where some could be added then missed.

Comments

3 comments

Sabrina Torok
December 13, 2021 17:24

Where in the application are you needing this filter? Can you provide a bit more details in regards to "add them individually"?

We limit the event request forms visible by the customer group through the Roles configuration.

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Vicky Bond
December 13, 2021 17:36

We have ours "filtered" by roles as well. External guests have a role and can only see their event request forms. We have a Pharmacy Faculty/Staff role, and only those individuals can see their event request form (since their space is not available for use by other departments).

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Sara McNure
December 13, 2021 17:59

I am sorry I should have been more clear.

In the Customer Filter Settings and Use Customer Filtering on the form.
I would like to only be able to select from certain Customer Groups for the form instead of individually selecting the customers.

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