Changes for page Login/Lookup Page Builder

Last modified by Admin on 2021/02/10 15:16

From version 3.1
edited by Admin
on 2020/10/09 14:22
Change comment: There is no comment for this version
To version 4.1
edited by Admin
on 2021/02/10 15:16
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -New_login_lookup_form
1 +Login/Lookup Page Builder
Parent
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1 +Create and Manage Your Inventory
Content
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1 -**NEW LOGIN/LOOKUP FORM:**\\
1 +**The ONEcount system provides the option to present site visitors with a Lookup/Login page upon clicking on a form link, login link, or protected resource. The following lesson provides detail on enabling and/or overriding the Login/Lookup page functionality.**
2 2  
3 +=== General Lookup/Login Functionality ===
4 +
5 +When presented with the Lookup/Login form the user has two options:
6 +
7 +1. If a subscribed/registered user, the user may enter his/her username and password in the Login section (left-hand side) of the page. (If the user doesn't remember his/her username or password, he/she may click on the Forgot Your Password? link to obtain them.)
8 +1. Look up his/her record by entering requested information in the Lookup section (right-hand side) of the page.
9 +If the user is in the database and was directed to the Lookup/Login page by:
10 +
11 +* clicking on a link to a form, he/she will be directed to that pre-populated form;
12 +* clicking on a protected resource (e.g. a restricted page, file, etc.) and is already subscribed to the product that grants access to the resource, he/she will be directed to the protected resource;
13 +* clicking on a protected resource (e.g. a restricted page, file, etc.) and is not subscribed to that product, he/she will be presented with a pre-populated subscription/registration form.
14 +
15 +If the user is NOT in the database, he/she will be presented with a text message and "Register – It's Easy" button, as shown in the screenshot below. (The text in this pop-up is configurable by GCN. Simply let GCN know what you'd like the message and button text to say.)
16 +
17 +\\
18 +
19 +**BUILD YOUR LOGIN/LOOKUP FORM:**
20 +
3 3  * (% style="color: rgb(23,43,77);" %)**Select INVENTORY from the main menu.**
4 4  * (% style="color: rgb(23,43,77);" %)**Select "Login/Lookup" from the sub-menu.**
5 5  
6 6  
7 -[[image:attach:worddav1e930f057d5c70c741ca8fc18873b37b.png||width="624" height="337"]]\\
25 +[[image:attach:worddav1e930f057d5c70c741ca8fc18873b37b.png||width="624" height="337"]]
8 8  
9 9  * This will open the window as shown below.
10 10  
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16 16  
17 17  
18 18  [[image:attach:worddav34131b3e87dd92977dbcb2fb9ffe2a27.png||width="624" height="352"]]
19 -In the form in this tab you will have to fill the following:\\
37 +In the form in this tab you will have to fill the following:
20 20  
21 21  1. **Title:** This is the title that will be used to view form in the list.
22 22  1. **Brand**: This is select type where you will be shown the options of BRAND that you have created in the Brand section. Header and footer for the login form will be displayed using this BRAND.
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34 34  * Once you click on the tab then you will be redirected to the lookup form. In this you will be having few sections to fill it starts with demographics.
35 35  
36 36  
37 -[[image:attach:worddav5dbf9c900cd83a092cbdfcb3d884f395.png||width="624" height="358"]]\\
55 +[[image:attach:worddav5dbf9c900cd83a092cbdfcb3d884f395.png||width="624" height="358"]]
38 38  
39 39  * As show in above screenshot you can select the questions from the demographics that you have created in the demographics section.
40 40  
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43 43  * You can use Add button shown in above screenshot to add more number of demos. As shown in below screenshot you can select the questions of any type.
44 44  
45 45  
46 -[[image:attach:worddavf0f130747a27aa8bea47c910f0e0d4f5.png||width="624" height="359"]]\\
64 +[[image:attach:worddavf0f130747a27aa8bea47c910f0e0d4f5.png||width="624" height="359"]]
47 47  
48 48  * Once you select the questions for lookup form next section is configurations that you will see if you scroll down in the same form.
49 49  * Now in the section marked in the below picture you will have to fill the lookup form configs like
50 50  
51 51  
52 -[[image:attach:worddav5f821c020c97bfbe9a260adb5f732700.png||width="624" height="357"]]\\
70 +[[image:attach:worddav5f821c020c97bfbe9a260adb5f732700.png||width="624" height="357"]]
53 53  
54 54  1. (% style="color: rgb(51,51,51);" %)**Look Up Form Title:**(%%) This will be used as the title on the lookup tab.
55 55  1. (% style="color: rgb(51,51,51);" %)**Multiple User Found While Lookup Text:** We will be displaying this text as error when multiple users are found in lookup
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63 63  
64 64  * Once you select the config for lookup form next section is the Form color section that you will see if you scroll down the form further.
65 65  
66 -[[image:attach:worddav8026acab7cd34db2329ca88e3f7d04b3.png||width="624" height="355"]]\\
84 +[[image:attach:worddav8026acab7cd34db2329ca88e3f7d04b3.png||width="624" height="355"]]
67 67  
68 68  * Now in the section marked in above screenshot you will have to select the colors for the following. (* THESE COLORS ARE APPLIED TO BOTH LOGIN AND LOOKUP FORMS).
69 69  
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73 73  1. (% style="color: rgb(51,51,51);" %)**Text color for the lookup-login template:** This color will be applied to all the text on the login and lookup forms as shown in below forms.
74 74  1. (% style="color: rgb(51,51,51);" %)**Error text color:** This color will be applied to all the errors that will be displayed as shown in below screenshot.
75 75  
76 -[[image:attach:worddav20a3b7d8f44bce363d8a1c6810deffd1.png||width="322" height="498"]]\\
94 +[[image:attach:worddav20a3b7d8f44bce363d8a1c6810deffd1.png||width="322" height="498"]]
77 77  
78 78  * In above picture black is background color, text color is white and error text.
79 79  
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122 122  * Once you click on the tab then you will be redirected to the login form. In this you will be having few sections to fill it starts with demographics.
123 123  * You will be asked to create demos from email, username and password as shown below.
124 124  
125 -[[image:attach:worddav12b826597b5662c22c4012b83b152004.png||width="624" height="298"]]\\
143 +[[image:attach:worddav12b826597b5662c22c4012b83b152004.png||width="624" height="298"]]
126 126  
127 127  * First select username or email as first demo then select password as second demo.
128 128  * Now in the section marked in the below picture you will have to fill the login form configs like
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141 141  
142 142  * If you see the error text as shown in below screenshot then you have to create IDENTIFIER in demos, you can do it after saving this form.
143 143  
144 -[[image:attach:worddavc2809177c60d05434986b2c5d1874f51.png||width="624" height="158"]]\\
162 +[[image:attach:worddavc2809177c60d05434986b2c5d1874f51.png||width="624" height="158"]]
145 145  
146 146  * Only social login providers you select will be shown on the form.
147 147  
148 148  
149 -[[image:attach:worddav1f80fab955d162d9d90135eba0f14e9b.png||width="375" height="505"]]\\
167 +[[image:attach:worddav1f80fab955d162d9d90135eba0f14e9b.png||width="375" height="505"]]
150 150  
151 151  * As shown in above screenshot 1 is login Form title, 3 is selected demo questions set, 2 is login button and text and 4 is social login provider icons.
152 152  * Register button will appear on failed login
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158 158  * If you click the preview button you will be redirected to login form where you can preview and test its functionality.
159 159  * If everything is as expected and want this new form as default login form, then click edit button on the screen shown in above screenshot this will take you to window shown in below screenshot then ON the Activate Button to YES as shown in below Screenshot. This will make your form as default login/lookup form.
160 160  
161 -[[image:attach:worddav7d0dc18aff734461856274f66c5e92b6.png||width="624" height="199"]]\\
179 +[[image:attach:worddav7d0dc18aff734461856274f66c5e92b6.png||width="624" height="199"]]
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Confluence.Code.ConfluencePageClass[0]
id
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1 -36667480
1 +36667458
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/36667480/New_login_lookup_form
1 +https://info.onecount.net//wiki/spaces/OD/pages/36667458/Login/Lookup Page Builder