Create a Welcome Pop-up for New Registrants

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.
See how it works

Steps to Follow

  1. Create a form with the following details to register new vendors.

      2. 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

      Email

      Login email address

      Login_email_address

      Phone

      Phone number

      Phone_number

  2. Set initial value as ${zoho.loginuserid} in field properties of Login email address field as shown below.


  3. 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

  4. 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.

  5. 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'.

  6. Add the following code in the Deluge editor:
  1. //Fetch the count of records where the Login email address field matches the current users login ID.
  2. matching_records = Registration[Login_email_address == zoho.loginuserid].count();
  3. // if the count is 0, there are no records with the specified email address, indicating a new user registration
  4. if(matching_records == 0)
  5. {
  6.  openUrl("#Page:Welcome_Page","popup window","height=900px,width=1200px");
  7. }
Optionally, you can choose to hide the Login email address field, as, ideally, users will not need to view it.

See How It Works


  1. openUrl