Wednesday 19 December 2007 11:44:00 am
The first step in creating the membership application form is to create a class for the object that will collect the information from visitors.
To do this, log in to the Administration Interface and click on the Setup tab. In the left menu, click the Classes link:
Click on the Classes link
Then, in the Class groups window, click the Content link. Our form will appear in the Content branch of the site's node tree and thus be under this group:
"Content" class group
You are then presented with a list of all the existing classes in the Content class group. At the bottom of this list, click the New class button:
New class button
This will then display the Class edit interface:
Class edit interface
In our example, the name of the form is “Membership Application Form”, its identifier is “membership_application_form” and the object name pattern is “<form_name>”.
To add an attribute, select the datatype from the dropdown list at the bottom of the page and click the adjacent Add attribute button. Then, fill in the necessary information for the attribute. Repeat this in order to add subsequent attributes:
Add attribute
Note that the attributes that will collect information (through form fields presented to the visitor) need to have the Information collector checkbox marked:
Information collector checkbox
Rather than repeating the explanation of the steps to add each attribute, the information for all the attributes is summarized in the table below:
Name | Identifier | Datatype | Required | Searchable | Information collector |
---|---|---|---|---|---|
Form Name | form_name | Text line | Yes | Yes | No |
Form Introduction | form_introduction | XML block | No | Yes | No |
Given Name | given_name | Text line | Yes | No | Yes |
Family Name | family_name | Text line | Yes | No | Yes |
Date of Birth | date_of_birth | Date | Yes | No | Yes |
Contact Phone Number | contact_phone_number | Text line | Yes | No | Yes |
Email Address | email_address | Yes | No | Yes | |
Postal Address | postal_address | Text block | Yes | No | Yes |
Please send me information about the club's tennis tournaments | option_play_in_tournaments | Checkbox | No | No | Yes |
Please send me information about tennis classes and professional coaching | option_classes_and_coaching | Checkbox | No | No | Yes |
I would like to receive the monthly club newsletter by email | option_club_newsletter | Checkbox | No | No | Yes |
Please keep me informed about the club's social events and competitions |
option_social_events_ competitions |
Checkbox | No | No | Yes |
Can we help by answering any questions? | other_questions | Text block | No | No | Yes |
Membership Coordinator E-mail Address |
membership_coordinator_email_ address |
Yes | No | No |
Sometimes, when creating a class, it is useful to change the order of the attributes. This determines the order of attributes presented when a user creates an object (thus creating the form). If a custom template to display the form is not used, then this order also determines the order of the fields when the object / form is viewed on the front-end of the site. The elements highlighted below can be used to re-order attributes.
Reorganize class attributes
There are two ways to re-order attributes:
When using the first method, the page will automatically reload with the attribute order changed. However, if the attributes are renumbered using the second method, you must click the Apply button (or OK button if you are finished editing the class) to store the changes.
Once you have entered all the relevant attribute information, click the OK button to add the new class.
The next step is to modify the appropriate INI settings in order to configure the form.