Signup Wizard Block Configuration
Once the Volunteer Signup Wizard block has been added to a page (Available in the SECC > Connections category when adding a block) when you click the "Settings" icon (the pencil edit icon, not the gear) you should see a settings page that, once filled in, will begin to look something like the following:
Settings Documentation
- This is where you will set the signup form page. This will be a separate page with the "Volunteer Signup Form - Connections" block on that page.
- Select the type of signup. Currently this only contains "Connections" but, in the future, we plan to add "Groups" and possibly other options.
- Select the connection opportunity for this signup. Currently this will only support a single connection opportunity so you may need to be a little creative with how you have your group types and roles mapped in order to handle signups for complex events.
- The partition concept is one of the most powerful aspects of the Signup Wizard. There are 4 options here and, if you desire, you can add more than one of each type. Keep in mind that as you add more layers of partitions, your signup will get extremely complicated and, most likely, very slow. The options are defined below:
- Campus: This allows you to partition by campus. For churches with many campuses, this allows each campus to tailor their volunteer signup specifically for their needs.
- Defined Type: The defined type will allow you to specify any defined type in the system. This is very useful for mapping group member attributes as well as simply categorizing your signups. At Southeast we categorize some of our signups using Indoor/Outdoor specifications. Another example would be a signup for a potluck where each person brings a dish.
- Schedule: The schedule partition type is useful for partitioning signups for various shifts or service times. Similar to Defined Types, this will need to be mapped to a group member attribute using the parameter name documented in #7 below.
- Group Type Role: A group type role partition will allow for selecting all the appropriate roles which are applicable for this signup. The list of roles is generated from the connection settings.
- When a campus, or role partition is added, each applicable value is available for selection here. Keep in mind that this might not show everything you expect depending on how the connection is configured. For Schedule partitions, you will need to use the schedule picker to pick the appropriate schedules.
- The parameter name is used in the Lava to pass the value for this partition through the URL to the signup form. This is necessary for setting group member attributes which is how the totals/counts will be calculated for the number of spots left when a volunteer is signing up.
Lava Documentation
The Lava tab is documented here: Lava Documentation.
Totals Documentation
- This is used for mapping a specific selections to a group. The group dropdown is populated by the connection settings. NOTE: As of version 1.4 a limitation exists when using the card wizard layout with the CardWizardMode setting set to "Multiple". When a volunteer selects more than one option the group will default to the very first mapped group regardless of how the totals are mapped on this page.
- The total column is fairly self-explanatory with the following caveat: Setting the count value blank indicates "Unlimited" number of volunteers can signup for a role. A 0 indicates that the role is not being recruited. Any other proper numeric value will simply be used as the limit. The block will then calculate the number of connections already signed up for that set of partition values.
- This can be filtered to allow for quicker management of the totals.
Outside of this documentation, it is recommended to just spend time playing with the settings and learning about them. If you have any issues, please submit an issue using the "Issues" section above.