Delegate UDFs can be used to flag and report information from delegates attending an Event, these can be pick lists, free text searches, numbers or currency amounts

Step-by-step guide

Configure a New Delegate UDF

To configure a Delegate UDF first access KxConfig

In the “Contacts” tab select “User Defined Fields:

Click on “Add” to add a new UDF

Enter the Field Name of the UDF

The Field Type can be one of the following:

String (free text)
Integer (number)
Date (calendar style date selector)
Currency (monetary amount to 2 decimal places)
Pick List (a drop down list)
Pick SQL (a pick list generated from a SQL statement – only use this option if you are confident in writing SQL code and familiar with the Kx database, otherwise ask Support)

In this example we will use a Yes/No pick list

Tick the “Delegates” option:

Next enter all the drop down options you would like in the pick list, separated by a carriage return.

In this example we only want “No” or “Yes”

Once you have entered some values you can then select the default value:

Finally click on Save:

Enable a Delegate UDF for an Event

Once you have a Delegate UDF configured, you can now start to use it in KxConferencing.

You will need to enable the UDF for each event that you would like to use this Delegate UDF for

To do this open an event and go to the Details tab:

On the right hand side you will see “Delegate User Defined Fields”

Tick the Delegate UDF you wish to enable for this Event:

Click on Save.

Now when you enter or edit a Delegate in the Delegates tab, you should see the additional “User Defined Fields” tab.

Set UDF against Single Delegate

To Edit a single Delegate, highlight the Delegate and choose Edit – Edit One

The “User Defined Fields” tab will now contain your selected UDF with the Default value (if a Pick List):

To change the value just double-click on the UDF and use the drop down to select a different option:

Click Save

This delegate can now be reported on.

Set UDF against Multiple Delegates

You can set the UDF for multiple Delegates at the same time using the “Edit Many” option in the Delegates screen

This will give you all delegates for the Event with a tick box next to each Delegate.

Either tick the delegates you want to amend or use “Select” to Select All Delegates:

Choose the UDF to set:

Choose the value to set it to:

And click Apply.

Selecting UDF on Check-In

In addition to setting the Delegate UDF against the Delegate within the Event screen in KxConferencing, this UDF can also be set in KxResidential prior to Check-In.

To do this ensure that the UDF is selected for the Event as before:

Once this has been selected then in KxResidential in the Check In screen you can use “Edit Details of the Guest” to set the UDF prior to Check-In:

You will now see the “User Defined Fields” tab in this screen:

Related articles

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Using Delegate/Attendee User Defined Fields
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KxConferencing > Guides > Delegate UDFs
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KxResidential > Guides > Attendee Management (Accounts)
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KxResidential > Guides > Financial Personal Accounts
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KxResidential > Guides > Attendees Paste Names from Excel

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