Individual attendance lists

The custom attendance list allows you to design an attendance list according to your specific requirements. You can add your own participant data fields, insert a separate signature field, or supplement the attendance list with important attachments to tailor it to your needs.

Navigate to the "Attendance lists" via the main navigation, menu item "Settings." In this area , you will find the "Template PDF" tab, where you can begin creating your individual attendance list.

Create PDF template

To create a new attendance list in edoobox, first click on the "+ New Template" button. Then start by giving the template you just created a name. This name is used exclusively for internal differentiation of your individual attendance lists within Edoobox and is not visible to external persons.

The file name C, on the other hand, is used for the exported PDF file. The default file name for a new template consists of the text field Attendance List and the placeholders ##OfferName## (course name) and ##OfferStartDate## (course start date). You can customize this file name. The placeholders ##OfferNumber## (course number) and ##WeekNumber## (calendar week) are also available for this purpose. The existing text field Attendance list can be changed or removed. You also have the option of adding additional text fields to make the file name more specific. To do this, use the "+ Add name section" button to insert additional text or one of the four available placeholders.

In the next step, set the orientation D of the PDF template for the attendance list by choosing between portrait and landscape format.

By default, the newly created template is active E. However, you can deactivate the template at any time without having to delete it.

Upload a PDF template F to be used as the background for your custom attendance list.

In addition, you can add further attachments G in the form of PDF documents to the attendance list. All uploaded files are attached as additional pages to the attendance list. This allows you, for example, to integrate your terms and conditions as part of the attendance list, so that they are automatically accepted when participants sign the attendance list.

In addition, individual page margins H can be set. The vertical margins (top/bottom) can be defined separately for the first and all subsequent pages. The horizontal margins (left/right) apply uniformly to all pages. This allows layout requirements such as additional space for a logo to be implemented flexibly.

With the selection for status I, you determine whether a presence list should be displayed in the offers.

Create table

You can now design your own attendance list in the editor on the right-hand side. Either use the standard table that is already inserted or create your own table. In a user-defined table, you have the freedom to define your own columns, add participant data fields, or add freely definable fields. To create a new table, click on "Add table" in the editor and then on "+ Create new entry" H.

A new window will open where you can first configure the basic settings for the table on the left-hand side.

Add your own column

To add your own column to the table, click on the + symbol I at the desired position where you want to insert the column.

Then assign a name J to the column so that it can be clearly identified in the table template. In the next step, select column type K "User-defined column." The column header L is displayed in the table as the name of the column. In this example, the static text "Member number" is used. Alternatively, you can select a placeholder from the available placeholder list to integrate dynamic content. Similar options are available for the cell data M. In this example, the placeholder for a user-defined participant data field, ##UserMemberNumber##, is selected from the placeholder list N.

Click "Save" to close the window and add the new column to the table. The added column can be moved to the desired position using drag & drop.

Once you have added all the columns you want to the table, save the table you have created by clicking the "Save" button in the top right-hand corner. The window will close automatically and you will be taken back to the PDF template. There you now have the option of removing the standard table and inserting your own table.

Tip: Highlight participant balance

Do you also display the balance of the participants on the attendance list? With IF Conditions , you have the option of highlighting the balance in color depending on its status: red if it is negative and green if it is positive. Use the following IF Condition for this:

{IF?UserBalance >= 0}<span style='color:green;'>##UserBalance## ##OfferCurrency##</span>{ELSE}<span style='color:red;'>##UserBalance## ##OfferCurrency##</span>{ENDIF}

Tip: Show page numbers on the PDFs

With the following text you can easily insert page numbers automatically in your PDF templates:

CODE

Page {PAGENO} from {nbpg}

Related instructions

• E-mail system templates and placeholders in edoobox

• Record attendance, send visit confirmation e-mail and certificate.

• E-mail settings

• Inlet scan

• Presence list settings

Keywords for these instructions

Attendance list ¦ Placeholder ¦ Individual attendance list ¦ Participant data fields