Amend booking details on submission

In order to use the Amend Booking Details action, you'll need to create a template, which tells XFP how to convert information from the form into a CSV file.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Amend Booking Details under the Event Booking section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template, and click Next.

  6. Choose the Event Booking question which you want to amend the booking details of. Click Next.

  7. Edit the fields to represent what you would like each new booking to be.

    You can add variables, such as the answer from a question, by clicking the Variable button.

    If left blank, the field will default back to the setting in the booking configuration.

    Once you've set up these fields, click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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