Manage Visitor Lists

To configure visitor lists, follow these steps

You will need to create three Visitor List records, as shown above, each of which will generate a table of either Visit records or Appointment records. Each of these provides rich functionality:
1. An Activity Roster listing the registrants (a list of Appointment records) for a given activity on a given day. The roster displays on the Activity Series record, and can be emailed or output as a PDF.
2. A list of visitors (a list of Visit records for a given date) for display on the Visit Series detail page, from which the list can be printed for use, e.g., as a sign-in sheet for visitors registered for that date.
3. An Itinerary, which is a table listing a visitor’s appointment records for a scheduled visit, to be displayed on the Visit record. The itinerary can be emailed to the visitor and also output as a pdf and printed for the visitor on the day of their visit.

The following table outlines the standard attributes for each of these three records

Select Object: This will present the object names which are list in the Events Rx custom setting, in the “Campus Table Objects” field.
Select Column: Select the fields you want in the table.
Selected fields: The fields/columns which have been added to the table. They can be dragged and dropped to rearrange the order in which they appear, left to right. Click “X” to remove one.
Sort Order: Determine the display order of the records in the table, top to bottom
Dynamic Condition: Choose the lookup field on the object that will be used to select the records.
Table Header: Enter header text.
Table Footer: Enter footer text.
Table Color: Select table color.
Font Style: Select table font style.
Where To Use: Select where this table will be used. See the following sections on Page Components and Email Templates
Preview: A preview of the table.
Save: This will save the configuration.
Two configurations for the same object are not allowed.