Customize the Signup Form

Introduction

By default the members portal signup comes with some pre-built fields like

• email
• password
• name
• company name
• phone
• credit card form (if activated)
  
  

Sometimes these fields aren’t enough and you’d need to collect more information about your members upon signup. That’s why OfficeR&D allows you to add more form fields for this purpose.

This article will guide you through the process of customizing the signup form of the OfficeR&D members portal. It will contain the following steps:

1. Create custom property Mobile for members only
2. Add form field for the mobile phone

Add Custom Properties

You can add custom properties for either companies or members. By default, only admins can see the custom properties. You can manage custom properties from Settings / Custom Properties

We’d like to add a property called “Mobile” and tell OfficeR&D that it applies only to members.

1. Click “Add property“
2. Type “Mobile” for Name
3. Choose “Members” for Applies to
4. Click “Add“
   
   

This will add this custom property to all members in the system. If you open some member profile you will notice it has been added.

So far we’ve created a custom property. The next step is to add it to the signup form.

Add Custom Property to the Signup Form

To add our new custom property to the signup form you should navigate to Apps / Public Pages and check the "Signup Page" option to enable the Signup page for your portal. The “Forms Fields” section will appear right below the Signup Page checkbox.

1. Click “Add Field“
2. Pick “Mobile” for the Property field
3. Type “Mobile Phone” in the Title field
4. Check the Required checkbox to make to property required upon signup
5. Click “Add“
   
   

This will add the form property in the list.

If you open the portal signup page now, you will see the new property has been added.