Ideas

Option to set Record and Connection Status in Sign-ups block

Option to set Record and Connection Status in Sign-ups block

.0 Engagement Planned

With the new Sign-ups feature, all new person records created are defaulted to Active/Visitor. As part of our data clean-up process, we have implemented a system that sets descriptive Record Statuses to help determine how/why a new person record was created. (e.g. Records from the Registration block come in as "New from Registration") We would like to be able to choose a default record status of "New from Sign-up" in the block settings to help with data integrity.

Similarly, we would also like to be able to default the Connection Status of a new record from a sign-up to Participant rather than Visitor, as many of our sign-ups are open community volunteer projects. We use the Visitor status for people who actually attend on a Sunday morning.

Photo of Megan LorenzenSubmitted by Megan Lorenzen, Orchard Hill Church  ·   ·  Engagement
Photo of Nick AirdoPlanned Nick Airdo, Spark!  · 
Planned Version .0
Ministry Strength 1 / 5
Feature Size Small
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