Form

This plug-in is used to render a form for user input. This plug-in allows you to configure forms for all pages except for checkout related pages. The forms are generic in functionality, allowing you to create/update a user account with specific attributes and send emails to the customer and/or retailer.

Note: Using the form plug-in is different than creating forms for the My Account plug-in.

First Page Of The Form Plug-in

Complete the following attribute steps for the first page of the form plug-in.

Attribute

Description

Holding Template

The holding template contains your form elements.  

  • The form plug-in automatically renders form elements (input/select tags) for you based on the questions you answer on the second page of the plug-in.  

  • The form plug-in should render the form tags for you.

  • Each form element must be named like so: {$form_element_name}, for example, {$bill_email}, {$bill_first_name}. **

Form Action

Gives you the option to have the form Create an Account, Create/Update an Account, or neither.

Form Redirection Template

The template the form relocates to, if no validation errors occur.

Client Email Template

If you select an email template here, your customer will receive an email when the form is successfully validated.

Retailer Email Template

The retailer, or your company, will receive an email when you configure this template.

Form Input Select

These are the form elements you wish to present to the customer.  

  • Select billing fields instead of shipping fields.  The billing fields are used for determining a new customer or not.  

  • Do not select a password in this select box if trying to set up the ability to enter a password for a customer.  See "Number Of Custom Form input Fields" attribute.

Number Of Custom Form Inputs

Specify how many custom fields you wish to add to the form elements you selected in "Form Input Select".  *

Second Page Of The Form Plug-in - Standard Setup

Complete the following attribute steps for the Standard Setup of the second page of the form plug-in. Each form element, both standard and custom, has the following options.

Attribute

Description

 Input Name

The input name will be used within the holding template.  You will label the name similar to bill_email instead of holding template name of {$bill_email}

Input Type

The following rendering input types are allowed within this configuration of each form element: a) Checkbox b) Multiple Select c) Password d) Radio e) Select f) Text Area (multiple line text field) g) Text Box (one line text field).

Input Required

Specify if the field is required or not.

Second Page Of The Form Plug-in - Custom Setup Only

Complete the following attribute steps for the Custom Setup of the second page of the form plug-in. Each form element, both standard and custom, has the following options.

  1. You have the ability to manipulate the Input Name, Input Type, and Input Required attributes like the Standard Setup field configurations.
  2. Custom Form Input Options - This configuration is not required, but allows you to specify which options are available when rendering a Checkbox, Select, Radio, and Multiple Select input types. *

Notes:

* Specify at least two custom fields if you are going to be asking for a password (requires the name of password and password_confirm, both with type Password, and is required.)  The form input tags can be rendered by using {password} or {$password} and {password_confirm} or {$password_confirm}.

 ** If you do need to create your own rendering input widgets with JavaScript/jQuery, using a hidden input instead of a Smarty variable, as seen above, it is possible. For example: <input type="hidden" id="email_contact_us_hidden" name="input[custom_email_contact_status]" value="no"/>  Your JavaScript would manipulate the value of the example hidden input tag.

CAPTCHA Setup

CORESense supports Captcha Version 2. 

Steps for CAPTCHA Version 2 setup are:

  1. Acquire a free Version 2 API key in order to use the service. This key can be obtained from Google account site (https://www.google.com/recaptcha).
  2. Use the Technical Configuration Manager to add your key to the "Recaptcha Api Key" table. Make sure the "Interface Id" is set to the appropriate value. It should be the interface id for the website channel that they keys were created for. You can find the Website Channel Id in the "Channels" table and then cross reference that to the Interface Id in the "Interface Channels" table.
  3. Navigate to the template editor for the site and locate the form in question.
  4. Remove all references to existing captcha variables, files, css, and js. The new system requires the use of only two Smarty variables.
  5. In the Form file add: {$captcha_js} link
  6. At the point on the page where you'd like the reCAPTCHA box to appear, add: {$captcha_form}
  7. You may have to edit the settings for the form plugin that manages the form.
  8. Enable  "Use Captcha anti-spam protection" checkbox in the form plugin. 

 
 
 

© 2023 CORESense ·  info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866