Accessing and Managing Participant Details
Overview
The Participant Detail View allows event administrators to view, update, and manage individual participant information. From this screen, you can edit text-based fields, select values from dropdowns and multi-select fields, choose dates and times using a calendar picker, upload images or documents, and remove participants when required.
Step-by-Step Guide
1. Access the Participant Detail View
- Navigate to the Participants module within your event.
- Click on a participant record to open the Participant Detail View.
-
The screen displays participant information organized into
multiple sections such as:
- Document fields
- Text fields
- Menu and selection fields
- Personal Information
2. Enter or Edit Participant Details (Text Fields)
-
In the Participant Detail View, locate text-based fields
such as:
- Address 1
- Address 2
- Job Title
- Language
- Middle Name
- CC Email
- Cell Phone
- Custom fields (e.g., Hat size, Available backpacks)
- Click inside any text field to enter or update the participant’s information.
- Changes can be made directly within the field.
3. Select Values from Select and Multi-Select Fields
-
Some fields allow predefined selections instead of free text,
such as:
- Menu (single-select dropdown)
- Languages spoken (multi-select dropdown)
- Click the dropdown arrow to view available options.
- Select one or multiple values as required.
- The selected values are saved as part of the participant’s profile.
4. Select Date and Time Using the Calendar Picker
- For fields configured as Date or Date & Time, click the field to open the calendar picker.
- Choose the appropriate date and, if applicable, the time.
- The selected value is automatically populated in the field.
5. Upload or Update Image and Document Fields
- Fields such as Image or Document allow file uploads.
- Click the upload icon to add or replace a file (for example, participant images or documents).
- Uploaded files are stored against the participant record and can be updated as needed.
6. Remove a Participant
- To remove a participant, click the trash (delete) icon available on the Participant Detail View.
- Confirm the action when prompted.
- The participant is removed according to the system’s removal or archival rules.