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registration workflow

6 years 6 months ago #298354 by pastoweb
registration workflow was created by pastoweb
Hi, CB looks great, I'm testing the free version and reading the documentation of the commercial plugins to see how to configure it for my purposes but...it's a lot of stuff guys! :)

While reading docs and viewing tutorials, I'll try to ask a couple of question here:

1) is it possible to have different registration forms for different membership types? IE a personal member shoud fill only certain fields, a company should fill others?
2) is it possible to set different workflows for different members types? IE, a standard member should be automatically approved, while a premium needs approval?

Thanks for answering!

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6 years 6 months ago #298372 by krileon
Replied by krileon on topic registration workflow

1) is it possible to have different registration forms for different membership types? IE a personal member shoud fill only certain fields, a company should fill others?

Yes, using CB Conditional you can condition fields/tabs to show/hide based off the value of another field. Membership Type in this case should just be a Select field where they select their type. There is no functionality for actual entirely separate registration forms.

2) is it possible to set different workflows for different members types? IE, a standard member should be automatically approved, while a premium needs approval?

This maybe possible using CB Auto Actions to adjust their approval or basically automatically approve them. Easier approach maybe to just use CBSubs for both your different profile types and for allowing standard members to bypass approval (I assume premium is paid, which CBSubs can also cover).

Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
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If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
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If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
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Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
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My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.

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6 years 6 months ago #298379 by pastoweb
Replied by pastoweb on topic registration workflow
Thanks, I will probably go for CBsubs
I'm gonna add several users, is there a way to change the registration date, or to use another date field to dispay the "member since" info?

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6 years 6 months ago #298380 by krileon
Replied by krileon on topic registration workflow

is there a way to change the registration date

Can only be changed by directly editing within _users table.

or to use another date field to dispay the "member since" info?

I suppose you could have a datetime field to override the member since date then use the layout parameters to substitute it in if it exists. Example as follows.


[cb:if cb_registrationdate!="0000-00-00 00:00:00"][cb:userfield field="cb_registrationdate" /][cb:else][value][/cb:else][/cb:if]

You could then use that as the profile value layout for the member since field and if cb_registrationdate has a value it'll display otherwise displays normally.

Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.

Please Log in to join the conversation.

6 years 6 months ago #298383 by pastoweb
Replied by pastoweb on topic registration workflow
Thanks, adding a specific date field worked

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