Adding invoice data to an event dashboard registrant page

You can join certain invoice business objects with CsEvents to provide detailed invoice information to your specific event dashboards.

Example: You want to know how many registrants for the annual conference have a balance due. To do this, you must create a query and add it to the specific event dashboard.

Creating the query

To create the query, do the following:

1. Go to RiSE > Intelligent Query Architect > New > Query.
2. Enter a Name, such as Event registration with balance.
3. (Sources tab) Select All Sources and choose the CsEvent and EventInvoice. Click OK. Use the default join of CsEvent.EventCode = EventInvoice.EventCode.
4. (Filters tab) Add the following filters:

   Table: Properties

   Property	Function	Comparison	Multiple	Value		In Search?
   EventInvoice.Balance	None	Greater Equal		Constant	0
   EventInvoice.Event Title	None					Required

5. (Display tab) Add the following properties:
   • [CsEvent] Event Code
   • [EventInvoice] Balance
   • [EventInvoice] Bill To ID
   • [EventInvoice] Invoice Number
   • [EventInvoice] Registrant Full Name
6. Save and Run the query.

Adding the query to an event dashboard

To add the query to the event dashboard, do the following:

1. Go to RiSE > Page Builder > Manage content.
2. Go to @/iCore/Staff_Dashboards/Specific_Event and Copy the Event Detail and Event Dashboard content records.
3. Paste the records into a Shared content folder.
4. Open the copied Event Detail record and select Add content.
5. From the Content gallery select the Query Menu shortcut.
6. Select the query you just created in the Source query or folder field, then click OK.



7. Click Save & Pubish.
8. Open the copied Event Dashboard content record:
   1. From the Event Dashboard content item, select Configure.

   

   2. Click the Dashboard tab.
   3. From the Content to display field, select the Event Detail content record previously copied.

   

   4. Click OK, then click Save & Publish.
9. Go to RiSE > Site Builder > Manage shortcuts.
10. Edit the EventDashboard and EventDetail shortcuts to point to the new content records. Click Update.
11. Go to Events > Find event and select any event. From the Dashboard tab, you’ll see the new query.