Can I capture family information from the Family Pre Registration and add it to a connection request?

Question

Originally posted by Unknown

When a family registers using the Family Pre-Registration block I want to capture the information that they give and add it to a connection request.

Answer 1

Originally posted by Unknown

You can capture family information for a family that registers using the Family Pre Registration block. This information can be added to a connection request.

Connection Request

• Create your connection opportunity that will be used to store the family information.

• Add an attribute for the family information. (I used an attribute with the Memo field type and checked the box for 'Allow HTML'.)

Workflow

• Create a workflow that will be added as the 'Parent Workflow' on the Family Pre Registration block. (The parent will be passed to the workflow as the entity.)

  • Here's an example workflow - https://demo.9embers.com/admin/general/workflows?workflowTypeId=132&ExpandedIds=C144#

• After you've gotten your parent in the workflow, you'll need to add a Lava Run action with the following lava: Set information in a Memo attribute.

  {% assign parent = Workflow | Attribute:'Parent','Object' %}
  {% assign children = parent | Children %}
  <ul>
    {% for child in children %}
      <li>{{ child.FullName }} (Age: {{ child.Age }}, Grade: {{ child.GradeFormatted }})</li>
    {% endfor %}
  </ul>
  
  

  • This lava pulls in the Children's Full Name, Age, and Grade. You can add or remove any child information that you need.

• After you've created your connection request in the workflow, you'll add this child information to your connection request using an Entity Attribute set action.

  • Make sure the Attribute Key matches the attribute key on the connection opportunity.

RESULT:

When the workflow launches and creates the connection request the child information will be captured on the connection request.

Comments

@CourtneyHarris Can you accept the answer on this one to clear it from 'Unanswered'?