Allow user to sign up for a Roster and provide additional information.
Regular Roster Management only allows a yes or no click. That's fine for signing up for Newsletters or special interest groups, but if you want to track Volunteer activities via Roster Member records, you may need more information than just yes/no.
Use two web parts for this:
- MX Form, in ADD mode, to add a new Roster Member record, with multiple input fields. Configure the MX Form to automatically save the Roster Member ContactID as the user. Also include the Roster Group, but make it read-only with a predefined default value, e.g. "Volunteer", so the user cannot make a mistake and enter the wrong group for their selected roster. Configure the Roster field, where the user looks up roster records to select one, to filter the lookup on Roster Group = "Volunteer", so the user selects a Roster from only those that are in the Volunteer roster group. Use Roster member UDF fields for any other information you want to collect. Since you can configure the field labels, you can designate the bit/date/string fields however you need to.
- MX Find to list the user's Volunteer Roster Member records, You need this to show the user which volunteering they already selected, before they add a new Roster Member record. More importantly, the user will not see any confirmation that a roster member record was created unless it is displayed somewhere immediately. So by adding this MX Find, when the user saves the new roster member record, the page refreshes and the MX FInd shows the new record in the list. Be sure that the MX FInd filters on the same Roster Group as the one that you default the MX Form to.
Note that MX Find shows nothing if there are no results of the search, so if the current user has no volunteering activities yet, you will not see any trace of this MX Find. In this page, you will see only the generic My Groups web part until you add the first Volunteer Roster member record via MX Form.