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| − | This article explains how Custom Fields within an application such as the [[Universal Tracking Application]] can be used to create a Contact or User account within the system.
| + | {{DeprecatedPage}} |
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| − | For example, if you have a [[UTA]] that has Level 1 fields that store a client First Name, Last Name, Address and Phone number, this procedure will allow you to create a button on the Level 1 record that will create a contact record that is passed the values in those fields automatically.
| + | See [[Signup_Page]] |
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| − | ==Steps==
| + | [[Category:Deprecated]] |
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| − | 1. [[Creating a Company Sign Up Page]]. Remember to set (as required):
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| − | * The mandatory and optional standard fields.
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| − | * The company categories.
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| − | * Insert the sample sign-up and confirmation template - required to save the page.
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| − | * Click the Activate Page option button.
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| − | * Set the Name Check field as appropriate (update profile or create new profile).
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| − | * Click the Save button.
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| − | Make note of the token reference in the standard URL.
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| − | 2. [[Creating a Contact Sign Up Page]]. Remember to set (as required):
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| − | * The mandatory and optional standard fields.
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| − | * The contact roles.
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| − | * Insert the sample sign-up and confirmation template - required to save the page.
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| − | * Click the Activate Page option button.
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| − | * Set the Email Check field as appropriate (update profile or create new profile).
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| − | * Set the Enable Login - if required.
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| − | * Click the Save button.
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| − | Make note of the token reference in the standard URL.
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| − | 3. Create a '''HTML''' document to act as the '''Combined Sign-up page'''.
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| − | <pre>
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| − | <html>
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| − | <head>
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| − | <title>My combined signup</title>
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| − | </head>
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| − | <body>
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| − | Put any instructions here ......
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| − | <form action="/s_cpsignup.jsp" method="POST" name=frmsignup onsubmit='return sb(this);'>
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| − | <input type=hidden name='defaultrole' value="">
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| − | <input type=hidden name='roleupdatetype' value="0">
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| − | <input type=hidden name='accessrole' value="0">
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| − | <input type=hidden name='enablelogin' value="0">
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| − | <input type=hidden name='scope' value="1">
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| − | <input type=hidden name='folderid' value="0">
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| − | <input type=hidden name='companyid' value="">
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| − | <input type=hidden name='rootcompanyid' value="">
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| − | <table border=0 cellpadding=0 cellspacing=0 class=Form>
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| − | <tr><th class=Form>Firstname:</th><td class=Form><input type=text value="" class='Large' name='firstname'
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| − | id='firstname' ></td></tr>
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| − | <tr><th class=Form>Lastname:</th><td class=Form><input type=text class='Large' value="" name='lastname'
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| − | id='lastname'></td></tr>
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| − | <tr><td> </td><td><input type=submit class=Button value='Submit'></td></tr></table>
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| − | <!-- this must be the company signup page token --->
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| − | <input type=hidden name=ctoken value="">
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| − | <!-- this must be the person signup page token --->
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| − | <input type=hidden name=ptoken value="">
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| − | </form>
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| − | </body>
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| − | </html>
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| − | </pre>
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| − | 4. Modify the token references to the two tokens noted in steps 1 and 2.
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| − | <pre>
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| − | <!-- this must be the company signup page token --->
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| − | <input type=hidden name=ctoken value="XVtQHU12345678">
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| − | <!-- this must be the person signup page token --->
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| − | <input type=hidden name=ptoken value="XVtDRF98765432">
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| − | </pre>
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| − | 5. Place the following function in the head of the HTML.
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| − | <pre>
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| − | <script language="javascript">
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| − | function getParams()
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| − | {
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| − | var idx = document.URL.indexOf('?');var params = new Array();
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| − | if (idx != -1) { var pairs = document.URL.substring(idx+1, document.URL.length).split('&');
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| − | for (var i=0; i<pairs.length; i++)
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| − | {
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| − | nameVal = pairs[i].split('=');
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| − | params[nameVal[0]] = nameVal[1];
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| − | }
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| − | }
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| − | return params;
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| − | } params = getParams();
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| − | </script>
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| − | </pre>
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| − | 6. Place one of the following second functions within the body just prior to the closing body tag (</body>).
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| − | '''Form Field Population'''
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| − | <pre>
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| − | <script>
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| − | var para1=document.getElementById('field1');
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| − | var para2=document.getElementById('field2');
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| − | para1.value = unescape(params["parameter1"]);
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| − | para2.value = unescape(params["parameter2"]);
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| − | </script>
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| − | </pre>
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| − | '''HTML Element Population'''
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| − | <pre>
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| − | <script>
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| − | var para1=document.getElementById('element1');
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| − | var para2=document.getElementById('element2');
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| − | para1.value = unescape(params["parameter1"]);
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| − | para2.value = unescape(params["parameter2"]);
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| − | </script>
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| − | </pre>
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| − | 7. Replace "field1" or "element1" etc. with the actual form or element id name and "parameter1" with the parameter name.
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| − | <pre>
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| − | var para1=document.getElementById('firstname');
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| − | <input type="text" value="" id="firstname">
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| − | </pre>
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| − | '''or'''
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| − | <pre>
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| − | var para1=document.getElementById('firstname');
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| − | <div id="firstname"></div>
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| − | </pre>
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| − | 8. '''Save''' the page.
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| − | 9. Create a [[SmartFolder]] and upload the modified page to this folder.
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| − | 10. Select the URL for this file through the File Options.
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| − | [[Image:ViewURL.PNG]]
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| − | 11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.
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| − | 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.
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| − | 13. Create a [[Custom Field Type: Read Only – System Variables]]. 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”).
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| − | 14. In the Variables section paste in the following HTML tags . . .
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| − | <pre>
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| − | <a href="Sign-Up Page URL?parameter1=@#Parameter 1 Custom Field Id#@¶meter2=@#Parameter 2
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| − | Custom Field Id#@&oppid=@opportunityid@" target="_blank">click here</a>
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| − | </pre>
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| − | 15. Modify the HTML so that it references . . .
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| − | * the correct URL for the sign-up page in the SmartFolder,
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| − | * the correct parameter names as used in step 7.
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| − | * the correct custom field ids for the corresponding contact information as defined in step 12.
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| − | NOTE: You will not need to use the full URL, only the section following on from the web alias.
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| − | [[Image:CreateContact.PNG]]
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| − | 16. Click '''Save'''.
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| − | [[Category:Universal Tracking Application]][[Category:Sign-Up Features]]
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This article is deprecated and the information contained within may no longer be correct.
