Smartstaff
281
edits
Changes
New settings added to page have now been defined now that a new screenshot of the settings page displays.
{{SecurityToken}}
* '''Use Captcha Validation''' - enables [[CAPTCHA]] validation on sign-up page.
* '''Enable Address validation''' - Address, City, State/Province and Postal Code fields must be enabled.
* '''Activate Page''' – controls if the sign up page is active.
* '''Duplicate Check Field''' - Selected field(s) will be used for [[Duplicate Check]]. Any combination of standard and/or custom fields can be selected. An exact match of all the selected fields will flag the record as duplicate.
* '''Match based on Local Hierarchy''' - [[Duplicate Check]] performed on new organization record only checks against organization records under new organization’s parent branch in the [[Hierarchy|organizational hierarchy]].
:* '''Do not update profile for existing company''' - The system will not update profiles of existing companies. When this option is selected then a a new '''Update Restriction Message''' section is exposed. If this Update Restriction Message is left blank the it should not block registration, only prevent updating the existing details in the system. If this Update Restriction Message is populated then it should block registration, with end user presented with a pop-up displaying the contents of the restriction message field.
:* '''Create new profile at all times''' - Has potential of creating duplicate records in system.
* '''Matching FieldLanguage Caption''' - Defaults to Company Name. Administrators can set – indicates the field that the system uses language caption to match entries on the be used for this sign-up form to existing companies in the systempage.
* '''Default Country''' – controls the default country displayed in the country combo box. It also controls if States (United States) or Provinces (Canada) should be displayed first in the State/Province combo box.
* '''Default State''' – controls the default state/province displayed in the State/Province combo box.
* '''Default Status''' – controls the default company status to be applied to new companies created using this sign up page.
* '''Attach Web Form''' – indicates the name of a SmartSimple [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
* '''Attach Contact Signup Page''' - associates a [[Contact Sign Up Page Settings|contact sign-up page]] with this company sign-up page, creating a [[Custom Combined Sign-Up Page|hybrid sign-up page]].
* '''Enable Same Address Button''' – if a contact signup page is linked to your company sign up page, this enables a button on the form allowing the user registering to copy the address details from the company into the user profile address fields (if exposed on the form). Selecting this option will also enable the option to custom label the button using desired text.
* '''Description''' – describes the purpose of the sign up page.
*'''[[Attach a Workflow to Company/user Registration Page|Attach Workflow]]''' - enables a Workflow to be triggered off of a Company/User registration page
