Difference between revisions of "Custom Combined Sign-Up Page"

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To create a Custom Combined Sign-Up Page (also known as a hybrid sign-up page), follow the instructions below:
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#REDIRECT [[Creating a System Generated Organization and Contact signup page]]
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):
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{{DeprecatedPage}}
* 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 is:
 
:* 0 = Add this role to profile
 
:* 1 = Change profile to this role only
 
:* 2 = Remove from this role
 
Most other settings are similarly controlled.
 
 
 
[[Category:System Management]][[Category:Sign-Up Features]]
 

Latest revision as of 07:39, 21 July 2017


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