Registration form for new members

Forms can be used for registration of new members. The system automatically creates a profile for the new member based on the results of the form and places it in the Organization application. This article explains how you can create a registration form.

Save in Organization

After you have created a form, go to the menu item ‘Data processing’ and select ‘activate’. Choose as what type of object the profile should be created, in this case ‘member’. If a username should be generated automatically, choose the form field in which the username should be entered. Usually, this will be the field where the user enters his/her e-mail address. Then choose the location in the Organization Application where the profile of the new member should be saved. The best location is the folder named ‘Registrations’. This way, all registrations are saved in one place.
It is possible to let a new member login directly. If you choose this, the new member is logged in directly after filling out the form. However, since their profile is not placed in the ‘members’ folder, they won’t have access to the part of the website that is secured for members.

We highly recommend sending a confirmation e-mail to users who filled out the form, especially because it concerns registrations. You can write the e-mail in the menu item ‘E-mail’.

Link fields to Organization

To make sure that the information entered in a form will be placed in the Organization correctly, the fields in the form must correspond with the fields in the Organization Application. First, create a category, e.g. ‘Contact details’. Then add fields to the category by clicking on ‘New field’. When you are creating a new field, select ‘Organization field’ behind ‘Type’. Then choose an Organization field to which the form field should be connected. All information will end up in the correct place this way.

Generate username and password

After someone filles out the form, the information will be placed in the folder ‘Registrations’. It is possible to let users pick a username while filling out the form. If this is the case, only a password needs to be created before the user can login. Read here how to give members a password.

Move to members

The new member now has a username and password. Before he/she can login to the website, they need to be placed in the folder ‘Members’ in the Organization. You can do this by selecting the person and then clicking on ‘Move’ in the toolbar. You can then choose the new location of the person. Select the folder ‘Members’.

The new member has been placed in the correct folder and has access to the secured pages of the website.

My-profile: edit information

In the Website Application, on the page ‘My profile’, you can indicate which data members can edit themselves via their profile on the website. You can create categories of fields here, e.g. ‘contact details’. You can then add fields by clicking on ‘New field’. Then you can select an Organization field. You can also indicate whether the field is obligatory.