One the main pages you will use to work with records in the backend (admin) of your site is the “List Participants” page. Here is a quick explanation of what you can do in this page.
Filter the List Display
In the admin list display, a flexible multiple-field search control is available. A simple search is performed by selecting the field to search on, the type of search to use and the search term.
To add additional filters, click on the “Number of filters to use” control to add or subtract filters from the control. Additional filters are combined using “and” or “or” logic.
Filtering by a Range of Dates
The admin listing allows a range of dates to be entered in the search field: just type in the first and last dates you want to see, separated by the word “to” like this:
July 1, 2013 to Aug 1, 2013
This works for timestamp fields as well.
Selecting and Modifying Records
Delete a Record
To delete a record or multiple records, select it with the checkbox on the left, then select “Delete” in the “With selected” dropdown. Click “apply” then confirm the delete in the pop-up window.
Edit A Record
To edit an individual record, click on the “pencil” icon. That will take you to a record edit page where all the fields of that record may be edited. If the user is an “editor” they won’t be able to view or edit fields that are in an administrative group. That is a group that has the “admin” checkbox checked.
Edit Multiple Records
There are a few things you can do to a number of records at the same time.
To perform these operations, click on the the record’s checkbox to select the record, then select the operation you would like to perform, then click “apply” to complete the operation on the selected records. Installing add-ons will add additional capabilities. For instance with the Email Expansion Kit add-on, you can also:
- send signup receipt email
- send private link recovery email
- send custom template email
Back to the Using Participants Database page…