Forms

To setup or modify your B2B Forms follow the steps below:

  1. From the dashboard click Customers.

  2. Then click Forms.

    To create a new form, click New Item.

  3. Set Customer Group details.

    • Name: This is the name of your customer form. This is a required field.
  4. 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.
  5. 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.
  6. When you are done creating fields, click Save.

To Assign a Customer Group Your Form

  1. From the dashboard click Customers.

  2. Then click Groups.

  3. Click Edit on the desired group.

    Check Require Approval. Then select the Customer Form from the dropdown.

  4. Click Save.

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