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Enable Staff View Order Process to Use "Collect Badge" Field

For orgs where Nimble AMS was installed prior to the Winter '19 release, administrators can ensure that when Collect Badge is not selected on an event, an event badge is not created for the attendee automatically on the Add Items step of the Staff View order process.

  1. Enable the feature in Nimble AMS:
    1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
    2. Click Manage Records next to Tag for the Community Hub installed package.
    3. Click Edit next to EventBadgeCollectionInStaffView.
    4. Select Is Active.
    5. Click Save.

  2. Remove the old Collect Badge (NC) field and add the new Collect Badge (NU) field on your page layouts for the Event object (learn how).

    We also recommend updating any list views, reports, or other places that reference the old Collect Badge (NC) field.

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