|
|
(19 intermediate revisions by 6 users not shown) |
Line 1: |
Line 1: |
− | To create a Custom Combined Sign-Up Page (also known as a hybrid sign-up page), follow the instructions below:
| + | #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):
| + | {{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 in the roleupdatetype field 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]]
| |