Difference between revisions of "Converting Fields To Contacts"

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1. Create a standard Company Signup page within SmartSimple. Remember to set (as required):  
 
1. Create a standard Company Signup page within SmartSimple. Remember to set (as required):  
−
The mandatory and optional standard fields.  
+
* The mandatory and optional standard fields.  
−
The company categories.  
+
* The company categories.  
−
Insert the sample sign-up and confirmation template - required to save the page.  
+
* Insert the sample sign-up and confirmation template - required to save the page.  
−
Click the Activate Page option button.  
+
* Click the Activate Page option button.  
−
Set the Name Check field as appropriate (update profile or create new profile).  
+
* Set the Name Check field as appropriate (update profile or create new profile).  
−
Click the Save button.  
+
* Click the Save button.  
 +
 
 
Make note of the token reference in the standard URL.  
 
Make note of the token reference in the standard URL.  
 +
 
2. Create a standard Contact Signup page within SmartSimple. Remember to set (as required):  
 
2. Create a standard Contact Signup page within SmartSimple. Remember to set (as required):  
−
The mandatory and optional standard fields.  
+
* The mandatory and optional standard fields.  
−
The contact roles.  
+
* The contact roles.  
−
Insert the sample sign-up and confirmation template - required to save the page.  
+
* Insert the sample sign-up and confirmation template - required to save the page.  
−
Click the Activate Page option button.  
+
* Click the Activate Page option button.  
−
Set the Email Check field as appropriate (update profile or create new profile).  
+
* Set the Email Check field as appropriate (update profile or create new profile).  
−
Set the Enable Login - if required.  
+
* Set the Enable Login - if required.  
−
Click the Save button.  
+
* Click the Save button.  
  
 
Make note of the token reference in the standard URL.  
 
Make note of the token reference in the standard URL.  
  
 
3. Create a html document to act as the combined signup page.   
 
3. Create a html document to act as the combined signup page.   
−
<html>
 
−
<head>
 
−
<title>My combined signup</title>
 
−
</head>
 
−
<body>
 
−
Put any instructions here ......
 
  
−
<form action="/s_cpsignup.jsp" method="POST" name=frmsignup onsubmit='return sb(this);'>
+
4. Modify the token references to the two tokens noted in steps 1 and 2.  
  
−
<input type=hidden name='defaultrole' value="1234">
 
−
<input type=hidden name='roleupdatetype' value="0">
 
−
<input type=hidden name='accessrole' value="0">
 
−
<input type=hidden name='enablelogin' value="0">
 
−
<input type=hidden name='scope' value="1">
 
−
<input type=hidden name='folderid' value="0">
 
−
<input type=hidden name='companyid' value="1234">
 
−
<input type=hidden name='rootcompanyid' value="1234">
 
  
−
 
+
5. Place the following first function in the head of the HTML.
−
<table border=0 cellpadding=0 cellspacing=0 class=Form>
 
−
<tr><th class=Form>Firstname:</th><td class=Form><input type=text  value="" class='Large' name='firstname' id='firstname' ></td></tr>
 
−
<tr><th class=Form>Lastname:</th><td class=Form><input type=text class='Large' value="" name='lastname'  id='lastname'></td></tr>
 
−
 
 
−
 
 
−
<tr><td>&nbsp;</td><td><input type=submit class=Button value='Submit'></td></tr></table>
 
  
−
 
−
<!-- this must be the company signup page token --->
 
−
<input type=hidden name=ctoken value="">
 
−
<!-- this must be the person signup page token --->
 
−
<input type=hidden name=ptoken value="">
 
−
 
−
</form>
 
−
 
−
 
−
</body>
 
−
</html>
 
−
 
−
4. Modify the token references to the two tokens noted in steps 1 and 2.
 
−
<!-- this must be the company signup page token --->
 
−
<input type=hidden name=ctoken value="XVtQHU12345678">
 
−
<!-- this must be the person signup page token --->
 
−
<input type=hidden name=ptoken value="XVtDRF98765432">
 
−
 
−
5. Place the following first function in the head of the HTML.
 
−
<script language="javascript">                                                                                                                            function getParams() {                                                                                                                                                  var idx = document.URL.indexOf('?');var params = new Array();                                                                      if (idx != -1) {                                                                                                                                                                var pairs = document.URL.substring(idx+1, document.URL.length).split('&');                                                            for (var i=0; i<pairs.length; i++) {                                                                                                                    nameVal = pairs[i].split('=');                                                                                                            params[nameVal[0]] = nameVal[1];                                                                                                                          }                                                                                                                                                                                          }                                                                                                                                                                return params;                                                                                                                                                                }                                                                                                                                                                      params = getParams();                                                                                                                                </script>
 
  
 
6. Place one of the following second functions within the body just prior to the closing body tag (</body>).  
 
6. Place one of the following second functions within the body just prior to the closing body tag (</body>).  
Line 72: Line 34:
 
Form Field Population  
 
Form Field Population  
  
−
<script>
 
  
−
var para1=document.getElementById('field1');
 
−
var para2=document.getElementById('field2');
 
−
 
−
para1.value = unescape(params["parameter1"]);
 
−
para2.value = unescape(params["parameter2"]);
 
−
 
−
 
−
</script>
 
  
  
 
HTML Element Population (eg. <div>, <span>)  
 
HTML Element Population (eg. <div>, <span>)  
  
−
<script>
 
  
−
var para1=document.getElementById('element1');
 
−
var para2=document.getElementById('element2');
 
−
 
−
para1.value = unescape(params["parameter1"]);
 
−
para2.value = unescape(params["parameter2"]);
 
−
 
−
</script>
 
  
  
Line 104: Line 49:
 
var para1=document.getElementById('firstname');  
 
var para1=document.getElementById('firstname');  
 
<div id="firstname"></div>  
 
<div id="firstname"></div>  
 +
 
8. Save the page.  
 
8. Save the page.  
 +
 +
 
9. Create a Smart Folder and upload the modified page to this folder.  
 
9. Create a Smart Folder and upload the modified page to this folder.  
 +
 +
 
10. Select the URL for this file through the File Options.  
 
10. Select the URL for this file through the File Options.  
 
   
 
   
 
11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.  
 
11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.  
 +
 
12. You will require custom fields to hold information on the ‘Contact’ you wish to create (e.g. First Name, Last Name, Phone Number, etc).  If these are not already present then these must be created.  
 
12. You will require custom fields to hold information on the ‘Contact’ you wish to create (e.g. First Name, Last Name, Phone Number, etc).  If these are not already present then these must be created.  
 +
 
13. Create a custom field of type ‘Read Only – System Variable’. This is the field that will act as you button or link to create the contact on the system. Therefore it should be named appropriately (e.g. “Create Contact”).
 
13. Create a custom field of type ‘Read Only – System Variable’. This is the field that will act as you button or link to create the contact on the system. Therefore it should be named appropriately (e.g. “Create Contact”).
 +
 
14. In the Variables section paste in the following HTML tags . . .   
 
14. In the Variables section paste in the following HTML tags . . .   
 
<a href="Sign-Up Page URL?paramenter1=@#Custom Filed Id for parameter 1#@& paramenter1=@#Custom Filed Id for parameter 2#@&oppid=@opportunityid@" target="_blank">click here</a>  
 
<a href="Sign-Up Page URL?paramenter1=@#Custom Filed Id for parameter 1#@& paramenter1=@#Custom Filed Id for parameter 2#@&oppid=@opportunityid@" target="_blank">click here</a>  
 +
 
15. Modify the HTML so that it references . . .  
 
15. Modify the HTML so that it references . . .  
 
  - the correct URL for the sign-up page in the SmartFolder,  
 
  - the correct URL for the sign-up page in the SmartFolder,  

Revision as of 11:19, 13 November 2009

To convert fields in an application into an actual contact follow the instructions below:

1. Create a standard Company Signup page within SmartSimple. Remember to set (as required):

  • The mandatory and optional standard fields.
  • The company categories.
  • Insert the sample sign-up and confirmation template - required to save the page.
  • Click the Activate Page option button.
  • Set the Name Check field as appropriate (update profile or create new profile).
  • Click the Save button.

Make note of the token reference in the standard URL.

2. Create a standard Contact Signup page within SmartSimple. Remember to set (as required):

  • The mandatory and optional standard fields.
  • The contact roles.
  • Insert the sample sign-up and confirmation template - required to save the page.
  • Click the Activate Page option button.
  • Set the Email Check field as appropriate (update profile or create new profile).
  • Set the Enable Login - if required.
  • Click the Save button.

Make note of the token reference in the standard URL.

3. Create a html document to act as the combined signup page.

4. Modify the token references to the two tokens noted in steps 1 and 2.


5. Place the following first function in the head of the HTML.


6. Place one of the following second functions within the body just prior to the closing body tag (</body>).

Form Field Population



HTML Element Population (eg.
, )



7. Replace "field1" or "element1" etc. with the actual form or element id name and "parameter1" with the parameter name. eg. var para1=document.getElementById('firstname'); <input type="text" value="" id="firstname"> or var para1=document.getElementById('firstname');

8. Save the page.


9. Create a Smart Folder and upload the modified page to this folder.


10. Select the URL for this file through the File Options.

11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.

12. You will require custom fields to hold information on the ‘Contact’ you wish to create (e.g. First Name, Last Name, Phone Number, etc). If these are not already present then these must be created.

13. Create a custom field of type ‘Read Only – System Variable’. This is the field that will act as you button or link to create the contact on the system. Therefore it should be named appropriately (e.g. “Create Contact”).

14. In the Variables section paste in the following HTML tags . . . <a href="Sign-Up Page URL?paramenter1=@#Custom Filed Id for parameter 1#@& paramenter1=@#Custom Filed Id for parameter 2#@&oppid=@opportunityid@" target="_blank">click here</a>

15. Modify the HTML so that it references . . . 

- the correct URL for the sign-up page in the SmartFolder,

- the correct parameter names as used in step 6 - the correct custom field ids for the corresponding contact information as defined in step 11. NOTE: You will not need to use the full URL, only the section following on from the web alias.

16. Click Save.

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