Creating a member form
Date: 26-Jul-2010
You can collect additional informaiton about a member as part of the member registration process by adding a 'member form' to this process. In essence, you create a standard form using the Forms component and then nominate it to be included in the registration process.
Step 1: Create the Form
This is a standard Form and should be created like any other form. However, to make the Form appear in member's area and the registration process you need to do the following.
- go to the form set up page
- Select the 'form type' called “member profile” and click 'save'
- A field should appear below this called “Member navigation”. The contents of this field will appear to the user in the member sub-navigation.
- the ‘Forms per user’ field will be automatically set to “one only’ and will be rendered read only.
Step 2: Order the Members Sub-Nav
Section_id=1 is hard coded as the section parent for all the ‘members’ pages. There is a sub-section of fields on this page called “Member’s Sub-navigation’ which manages the positions of the items in the Member sub-nav (see screen shot below). All ‘member profile’ forms will be included in the “Member’s Sub-navigation’ list, and be able to be ordered like other nav items.
The form should now be integrated into the member registration process, and appear in the member's sub-nav in the position you specified.
Overview of user experience
On registration when the user clicks 'submit' on the member registration page, they will be taken to the Form.
Once registered, when they log into their member's area they will see a link to the 'member form' in the sub-navigation. Clicking on this link will either go to:
- a blank form if there is no answer set with the relevant member ID,
- the members existing answers (which they are able to update)
