Show and validate terms during a registration

Show and validate terms during a registration

Requirement

Submit a form only if the terms and conditions are read and understood by the users.

Use Case 

Any application has a basic set of terms and conditions that a customer needs to accept before availing the services. There are two forms, Register for collecting the customer's details and Terms and conditions for displaying the terms and conditions. Before the customer submits the Register form, the Terms and conditions form opens and displays the terms and conditions for availing the services provided by the application.

Steps to follow         

1. Create the forms with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Terms Conditions
Terms_Conditions
Add Notes
Notes
plain
Decision Box
Understood
Decision_Box
Register
Register
Name
Name
Name
Email
Email
Email
Phone
Phone
Phone
Decision
I have read the terms and conditions.
Decision_Box

2. Mark the I have read the terms and conditions field in the Register form and the Understood field in the Terms Conditions form as Mandatory.

3. Duplicate the Terms Conditions form to create a stateless form. Rename it as Terms And Conditions. We are using a stateless form because it is not essential to store the decision box input of users separately.

4. Add a button Accept in the newly created stateless form.

5. Create a new workflow on the Register form, to execute on user input of the I have read the terms and conditions field.

6. Click the Add New Action and select Deluge Script. Add the below code in the ensuing editor.
  1. if(input.Decision_Box)
  2. {
  3.  openUrl("#Form:Terms_And_Conditions","popup window","height=450px,width=600px");
  4. }

This will open the Terms And Conditions form when the field is checked, with terms and conditions for the customer's perusal.

7. Create a new workflow on the Terms And Conditions form to execute when the Accept button is clicked.


8. Click Add New Action and select Deluge Script. Add the below code in the ensuing editor. This will close the Terms And Conditions popup window.
  1. if(input.Decision_Box)
  2. {
  3. openUrl("#Script:page.close","same window");
  4. }

See how it works



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Provide a link in a form, through notes field

                                                                                                                Requirement Open a link containing instructions required to fill a form. Use Case For any customer to use an application, registration is the first step. A registration form has some general instructions for filling the form. It would be best if they ...
                                                                                                              • Update an existing record using stateless forms

                                                                                                                Requirement   Use details specified in a stateless form to modify records in the main form. Use Case   In an order management system, a customer has placed an order and wants to cancel it. The administrators allow for cancellation by accepting the ...
                                                                                                              • Prefill content in a form based on another form

                                                                                                                Requirement When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form. Use Case An order management app contains two forms: one to store suppliers' details, and the other to store the ...
                                                                                                              • Update a form using custom action (from another form's report)

                                                                                                                Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                                                              • Open Form B based on field value in Form A

                                                                                                                Requirement   Open another form based on the value entered in the first form. Use Case   A course - planning platform wants to design the learning plans based on the learner's current knowledge. If a learner is a working professional, one is asked to ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources