Adding account fields to a registration page

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1

Evening,

I find the Accounts and Roles a pain. My app has a few roles, and some users can have multiple roles - so if you want common information on that user - e.g. a mobile phone number, it needs to be added as a field in the Account rather than the role - this makes sense.

The issue i have is when a user registers as a role, you cannot populate an account field on the form. Is seems odd that you cannot add fields from the ‘to be’ created account that the role will be sub-assigned to at registration. I guess i could create a role temp number filed which then gets copied over to the account filed upon submission and then a daily task run to delete the original temp mobile entry in role, but this seems like a big hoop to go through for some simple user data gathering at registration, which makes me think I’m missing the obvious setting etc.

any insight would be handy thanks

Andrew

2

Hi Andrew,

If I’m understanding you correctly, you can solve your issue by creating a form that adds an Account, and use that as your registration form.

Then you can create different forms for each role and set the role with a Record Rule.

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3

Hi,

thanks for reply, but i do need to create the account with a role form, as initially a self registered user starts as a certain role, and can then be allocated other roles etc. although i’m now thinking i could create an account and then could be able to add role upon submit as action etc. - that would be easier than copying numbers with tasks etc.

thanks for sugestion

4

Yes, that’s correct. The form would add an Account and set the role with a Record Rule.

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