Create a Welcome Pop-up for New Registrants
Requirement
Display a welcome pop-up for new registrations in the application.
Use Case
Consider a Vendor Management Application where the vendor contracts are maintained. When an unregistered vendor accesses the application for registration, a pop-up welcome page with information, such as introduction, registration guidelines, and terms and conditions, is displayed before proceeding with the registration process.
Steps to Follow
- Create a form with the following details to register new vendors.
- Set initial value as ${zoho.loginuserid} in field properties of Login email address field as shown below.
- Navigate to form properties and check Allow one entry per user under Restrict Form Entries to prevent re-entry of the form. You can also customize the error message as per your preference
- Create a page named 'Welcome page' to greet vendors upon accessing your application. Customize it according to your preferences for a tailored and engaging introduction to the platform.
- Create a workflow to execute on load of the Registration form to display the Welcome Page in pop-up when an unregistered user accesses the application. Name the workflow 'Welcome Pop-up'.
- Add the following code in the Deluge editor:
Form Name | Form Link Name | Field Type | Field Name | Field Link Name |
Registration |
Registration | Single Line | Company's legal name | Company_s_legal_name |
Multi Line | Services | Services | ||
Url | Company website | Company_website | ||
Address | Company address | Company_address | ||
Login email address | Login_email_address | |||
Phone | Phone number | Phone_number |
- //Fetch the count of records where the Login email address field matches the current users login ID.
- matching_records = Registration[Login_email_address == zoho.loginuserid].count();
- // if the count is 0, there are no records with the specified email address, indicating a new user registration
- if(matching_records == 0)
- {
- openUrl("#Page:Welcome_Page","popup window","height=900px,width=1200px");
- }
Optionally, you can choose to hide the Login email address field, as, ideally, users will not need to view it.
See How It Works
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