This is an advanced feature that allows any user accessing a form (that requires a login) to create a basic user account at that point rather than being created by a PerfectForms™ administrator.

 

Navigate to the Settings Dashboard > Account Settings > Settings area. Select the Include Custom ID check box if you want to allow the user to enter a Custom ID as an identifier in the sign-up.

 

 

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Important:  You should not enable this option unless you want user licenses to be consumed without administrator oversight. If accounts are created that you do not want, they can be deactivated by an administrator in the Users area of the Settings Dashboard by clearing the Active check box.

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Advanced User Sign-up Options

 

To set more advanced user sign-up options, click the Edit button. You will be presented with the dialog shown below.

 

 

 

Using a Connection to Populate the Sign-up Form

 

When the sign-up dialog is shown, you will be asked to enter an identifying value such as an e-mail address, a Staff ID or a system User ID. You can specify the text that appears next to this field in the Look-up Caption field. This helps the user understand what to enter.

 

PerfectForms™ will then perform a lookup by passing the value entered into this field to the PerfectForms™ connection action specified at the top of the dialog. This will often be an LDAP/Active directory connection.

 

PerfectForms™ then retrieves the selected fields back from the connection to populate the First Name, Last Name and Email fields.

 

You can allow the user to edit the fields that were looked up by selecting the Allow Manual Editing After Lookup check box. You can also prevent any editing by  clearing that same check box.

 

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?d_publicusersignup.htm
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