Forms
To setup or modify your B2B Forms follow the steps below:
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From the dashboard click Customers.
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Then click Forms.
To create a new form, click New Item.
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Set Customer Group details.
- Name: This is the name of your customer form. This is a required field.
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Add Fields: Click on Add Field to add a new field to the form.
- Field Name: This is the name of your field. You must use all lowercase with underscores between words.
- Validate As: The method of validation applying to your field. See below for more details.
- Required: Check this box to make this field a required field in your customer form.
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Validation Rules
- String: The field will pass validation if it is a text string.
- Numerical: The field will pass validation if it is a number.
- Boolean: The field will be a true/false value (check box).
- Email: The field will pass validation if it is a valid email address.
- Url: The field will pass validation if it is a url.
- Password: The field will pass validation if it is a password.
- In: The field will become a dropdown menu of numerical tiers with ranges encompassing values you specify. See below for example.
- Length: The field will pass validation if it is a number between the minimum and maximum values specified.
- Date: The field will pass validation if it is a valid mm/dd/yyyy date.
- Compare: The field will pass validation if the value entered is identical to the value of the compare field specified. An example of how this is used would be as a ‘confirm password’ field.
- Exists: The field will pass validation if it exists in a table. The model specified is the database table to look in, and the field name specified is the field in that model to compare with.
- Unique: The field will pass validation if it is a unique value among all saved values in that field. An example of how this is used would be as a username field.
- Match: The field will pass validation if the value entered matches the regular expression specified. Not: Inverse matching logic specifies whether to invert the validation logic.
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When you are done creating fields, click Save.
To Assign a Customer Group Your Form
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From the dashboard click Customers.
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Then click Groups.
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Click Edit on the desired group.
Check Require Approval. Then select the Customer Form from the dropdown.
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Click Save.
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