Changes

Jump to: navigation, search

Custom Combined Sign-Up Page

2,403 bytes removed, 12:39, 21 July 2017
no edit summary
To create #REDIRECT [[Creating a Custom Combined Sign-Up Page (also known as a hybrid sign-up System Generated Organization and Contact signup page), follow the instructions below: Note: A basic understanding of HTML and JavaScript is required to complete this task.]]
1. Create a '''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.  2. Create a '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required): * The '''mandatory''' and '''optional''' standard fields.* The contact [[Role|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.  3. View the HTML source of both '''signup''' pages and join them together as desired. * Ensure there is only one form tag (see below), with action: '''/s_cpsignup.jsp'''* Both the '''ctoken''' from the company sigup and '''ptoken''' from the contact signup pages must be present.* Ensure there is only one Submit button..* The JavaScript validations for the "Contact Signup" and "Company Signup" should both be executed when submit is clicked. [[Image:Signup.png]] 4. '''Save''' the page. 5. Create a web enabled [[Smart Folder]] and store the modified page in the folder. 6. Select the [[URL]] for this file through the '''File Options'''. 7. Use this [[URL]] as the link in the website.   ==Notes==* Before copying the HTML from the actual Company/Contact sign-up pages be sure the settings are set appropriately. These setting are generally stored and controlled by hidden input fields in the HTML. For example, on a contact sign-up page the '''Effect On User's Profile''' setting is stored in the following hidden field: <input type="hidden" name='roleupdatetype' value="1" /> The value for each option in the roleupdatetype field is::* 0 = Add this role to profile:* 1 = Change profile to this role only :* 2 = Remove from this roleMost other settings are similarly controlled. [[Category:System Management]][[Category:Sign-Up Features]]{{DeprecatedPage}}
Smartstaff, administrator
4,478
edits

Navigation menu