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Signup Page

932 bytes added, 20:08, 8 September 2020
Signup Options
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||Submission Behavior
||Only available on the organization signup page. Typically, only '''Create new organization, block submission if matching organization found''' is recommended. The options are:*'''Create new organization, update if matching organization found''' - This setting is not recommended. Allows the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.*'''Create new organization, block submission if matching organization found''' - This is the default setting. It only allows the creation of organizations as new when no existing duplicate match is found. No updates are made to either organizations or contacts when existing duplicate organizations are found.*'''Create new organization regardless of matching organization found''' - This setting will always create an organization as new, regardless of whether any existing duplicate match is found.*'''Create new organization, if matching organization exists, only update users''' – This setting allows you to create a new organization or create a new contact under an existing organization. No updates are made to either organizations or contacts when existing duplicate organizations are found.*'''Create new organization, if matching organization exists, show entries to select, with option to create new''' - This setting allows you to create a new organization or create a new contact under an existing organization. When duplicate organizations are found, allow for the selection of a duplicate organization, and also allow an option to force create a new organization.
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||SmartCheck Validation
||Select the SmartCheck validation you want to run upon form submission. Note if you are on an Organization Signup Page with a User Signup Page attached, the SmartCheck validation from the User Signup Page will be automatically included.
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||Attach Workflow
||Select the desired workflow you would like to run upon the registration of a new user or organization. Typically, workflows on signup pages notify someone that a new user has registered and or some action needs to be taken or the workflow will run some tasks automatically.
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||Attach Policies
||Only found on the User Signup page. Select the policy you want users to be forced to accept before they can register. Typically, you would select a privacy policy that details your company’s views and procedures related to the collection of information on people who use your system. This way a new user can see and accept your policies before they enter any personally identifiable information (PII) into your system.
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||Default Country
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