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Form Waitlist Workflow

How to enable waitlist on Nexl forms

Written by Habib Ullah

Waitlist allows form creators to control submissions dynamically based on rollup field conditions — perfect for managing limited capacity (e.g., event attendee caps).


Key Capabilities:

  • Conditional Activation:

    • Example: If RSVP Count >= 3, waitlist is triggered.

  • Redirect Handling:

    • Redirects submitters to another form or an external page (e.g., a waitlist page on your website).

  • Dynamic Evaluation:

    • Condition checked every time the form is accessed — ensures real-time enforcement.

  • Auto-Reopen:

    • If an attendee cancels (e.g., RSVP = Cancelled), rollup field updates automatically, and the form becomes available again.


How to Enable Waitlist:

Go to Form Settings:

  • Open form → Settings → Enable Waitlist.

Set Condition:

  • Example: RSVP Count >= 3.

  • Select a relevant rollup field and comparator (e.g., >=).

Set Redirect URL:

  • Specify destination URL (another form, a waitlist list, or an external webpage).

Publish Changes:

  • Waitlist will trigger immediately once the condition is met.


Important Considerations:

  • Concurrency edge cases:

    • If several users submit forms around the threshold simultaneously:

      • First valid submission is accepted.

      • Others are shown a validation message:

        “Submission limit reached. You will now be redirected.”

    • Then redirect occurs as configured.

  • Field Availability:

    • Ensure that the form includes all fields needed for the rollup condition (e.g., RSVP option must exist for RSVP-based conditions).


Example Use Case:

Event RSVP with Capacity Limit

  • Limit attendees to 20.

  • Create a roll up field on your list based on the condition RSVP = Yes

  • As soon as RSVP Count >= 20:

    • Form redirects to waitlist form or information page.

  • If a contact cancels and RSVP status of Yes is removed:

    • Form reopens automatically for more submissions.


Summary of Workflow:

Action

Detail

Enable Waitlist

In form settings.

Set Condition

Tied to rollup field (e.g., RSVP Count >= N).

Define Redirect

Specify destination URL for waitlisted users.

Auto-Updates

Waitlist turns on/off automatically based on rollup values.

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