How to duplicate existing course and change it to new course

1. Go to your live database website 'ynf.com.sg' or 'ynfpro.steps.jele.site'. Access 'Course' module and select the existing course which you want to change title and date

2. Under selected course, click on 'Action' and then 'Duplicate'.

3. For this new duplicated course, please change the highlighted fields according to your new course info.

4. For new created course, please maintain the course status as 'Confirmed'. When your applicants are fully registered, then only you click on 'Finish Course' and the course status will become 'Done'. Now, the website registration for this course will close.

5. A ticket should be assigned to this course therefore online applicant can see the application form. Click on 'Tickets' button and access the ticket detail below with green highlighted.

6. Click the line item to access the ticket details.

7. Click on 'Edit' to change the name of ticket. Change the ticket title name to 'short date and time' which you want to set. And then the third step is to insert a 'form builder' and 'API details'

8. Select the 'form builder', Tick the 'Form with attendee details', Fill the 'API Attendee name' as nameAsReflectedInNricWp, Fill the 'API Attendee Email' as emailPersonal and Fill the 'API Attendee Phone' as mobileNoPersonal.

9. Moreover, you can edit the 'Sales end' date in the course interface. This date is to control whether the course will be valid in your front-end public website.

10. When the course setting is done in back-end, we may click on 'go to website' to access front-end website to optionally publish the course. Alternatively, you may access 'Website' module and click on 'go to website' in the dashboard to access front-end website.

11. In the front-end website, you can make the course 'published' by move the 'unpublished' toggle button to the right. Published course means the course can be seen by public for application when you are not login as back-end internal user.

12. For the course content design for public in the front-end website, you can click on 'Edit' and insert the content info / photo to the particular space.

Reminder: you can only edit the front-end content when you removed the 'form builder' under ' ticket' (Refer to below note 13)

13. In order to edit front-end website course content, you need to remove the ticket assigned followed by the below steps.

Once you have finished the front-end course design, you may assign the ticket back. Follow the steps of the above note 5 - note 8.

YnF - Get submission excel file

1. Access to 'Courses' module and click on 'Get Latest Form1 Data' in order to refresh the latest applicant submitted form and extract.

2. Click on 'Attendee Registration Form' menu to access all the forms submitted by online applicants.

3. You may 'group by course' or 'group by course and date' and then select which line items of which courses for extracting the submission excel file.

4. For example, select two courses' applicant details and click on 'Action' to export the submission excel file.

5. Select export format as 'xlsx', select template as 'ATO SUBMISSION' and then export excel file.

YnF - Delete line items for course's exported excel file

1. When exporting excel file, you found 1 line item of the course must be removed. You can follow steps 1-4 and select the line item which you want to delete. After that, follow step 5 and click on the line item to view the detail.

2. When access the form ID detail, you may follow the below steps to delete the line item. And remember the 'Form ID' you wished to delete. The example Form ID here is 512.

3. To fully delete the line item, you need to go 'Forms' module. Select the 'Forms' menu in step 2 and tick the specific form ID 512 you want to delete in step 3. After that, click on 'Action' to delete.

4. After delete the specific line item Form ID 512 line item in 'Form' module, you could go back 'Courses' module to refresh the excel file in step 1. Then, extract the new excel file in step 2.

YnF - LiWen Course

 Step 1: ---------------------

Title

point 2