3. Create a '''HTML ''' document to act as the [['''Combined signup Sign-up page]]'''.
[[Image:SignUpHTML.png]]
4. Modify the token references to the two tokens noted in steps 1 and 2.
[[Image:Signup.png]]
5. Place the following first function in the head of the HTML.
[[Image:HeaderFunction.PNG]]
6. Place one of the following second functions within the body just prior to the closing body tag (</body>).
'''Form Field Population '''
[[Image:FormFieldPopulation.PNG]]
'''HTML Element Population (eg. <div>, <span>) '''
[[Image:HTMLElementPopulation.PNG]]
7. Replace "field1" or "element1" etc. with the actual form or element id name and "parameter1" with the parameter name.
[[Image:ReplaceField.PNG]]
var para1=document.getElementById('firstname');
<input type="text" value="" id="firstname">
or 8. '''Save''' the page.
var para1=document.getElementById('firstname');
<div id="firstname"></div> 9. Create a [[SmartFolder]] and upload the modified page to this folder.
810. Save Select the pageURL for this file through the File Options. [[Image:ViewURL. PNG]]
911. Create a Smart Folder and upload Select the modified page ‘Settings’ option within the UTA that you wish to this foldercreate the contact from.
1012. Select You will require [[Custom Fields]] to hold information on the URL for this file through the File Options‘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.
11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.
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”).
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.
14. In the Variables section paste in the following HTML tags . . .
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”).
[[Image:Variables.PNG]]
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>
NOTE: You will not need to use the full URL, only the section following on from the web alias.
[[Image:CreateContact.PNG]]
16. Click Save.