HandsOn Connect DocumentationSystem Administrator ResourcesAdvanced System Administrator Guide Enabling Advanced FeaturesEnabling 'Allow team captains to reserve slots for unnamed (anonymous) team members

Enabling 'Allow team captains to reserve slots for unnamed (anonymous) team members

This optional feature allows team captains to reserve slots in occurrences of volunteer opportunities for 'unnamed team members' (in addition to their named team members.).  It essentially allows a team captain to add 'guest volunteers' to their connection - thereby reserving space for team members they have not yet identified.

See this article for details on how this feature works on the public site:

If you wish to use this feature - add the field "Allow Reservation of Anonymous Slots" to your page layout for Volunteer Events, Volunteer Opportunities and/or Occurrences.  You'll also need to update the profiles of users to ensure they have read and write access to the field.

Here's a suggestion of where to add the field in your page layout:

Add the field to the Volunteer Event Page Layout

Add the field to the Volunteer Opportunity Page Layout

This field, along with several other fields in the Volunteer Opportunity object, when checked as true, means that ALL occurrences of the opportunity will allow team captains to reserve slots for unnamed team members.   When checked at the Volunteer Opportunity level - there is no need to check it as true for all the opportunity's occurrences.

We suggest creating a new section on the Volunteer Opportunity Page Layout called "Advanced Options (Affectt all existing and new occurrences) and placing this (and as many of these other fields in this section).

Add the field to your occurrence page layout

Update Profile(s) to ensure the field is available

Remember:  When you add a new field to page layouts, make sure you check the profiles of all your Salesforce Users who will be accessing these three page  layouts - and make sure each profile has read and write access to the field  "Allow Reservation of Anonymous Slots" in all three objects (Volunteer Event, Volunteer Opportunity, and Occurrence) for each profile.   If the profiles aren't updated - then the field won't be visible on their page layouts!

Go to Setup / Profiles and select each profile that will be using the new field.  Navigate to the object in the profile, edit, and check the boxes for read and write access to the field.


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