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How do I change the Volunteer Status from "Confirmed" to "Checked-In" when a Volunteer Signup for a Job/Shift ?

Last Updated: Feb 13, 2019 03:53AM PST
By default, if a Volunteer Signup for a Job/Shift the Volunteer Status in Volunteer Hours is set as "Confirmed" or "Web Signup" as per the configuration done in the Salesforce Org.

There are 6 Volunteer Status which "Volunteer For Salesforce" use for Volunteers and dftly supports the same Status for Volunteers. The default Status as mentioned below
  1. Prospect
  2. Confirmed
  3. No-Show
  4. Web Signup
  5. Canceled
  6. Completed
  • Only the above said Volunteer Status is Used by all orgs 
  • Volunteer For Salesforce and V4S (dftly) uses only "Web Signup, Confirmed or Prospect" to Auto Check-Out Volunteers from Shift and change the Volunteer Status from "Confirmed" to "Completed" when the Scheduler is executed  
  • An additional Status can be included as "Checked-In" but we are not sure about the consequences that take place when the auto Scheduler runs to update the Volunteer Status. 
  • To implement the new Status in the org requires huge custom work, as a huge number of API's need to be changed.
Note: To change the Volunteer Status from Confirmed to Completed, a Scheduler must be created in the org. The Scheduler Auto Check-Out the Volunteers who have Checked-In and not Checked-out of a Shift and then change the Status from Confirmed to Completed. Click here to know more about creating a scheduler in the org.

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