Dynamic Registration V5.0

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1 Dynamic Registratin V5.0 User Guide Cpyright 2013 Data Springs Inc. All rights reserved.

2 Table f cntents: 1 INTRODUCTION 1.1 What s new in INSTALLATION PROCEDURE 3 ADDING DYNAMIC REGISTRATION MODULE TO A PAGE 4 SETTING YOUR DNN REGISTRATION / USER PAGE TO YOUR DYNAMIC REGISTRATION PAGE 5 DYNAMIC REGISTRATION INTERFACE 5.1 Creating the cpies f the existing fields 5.2 Using the Quick Add functinality 5.3 Using the Dynamic Registratin Main Menu 5.4 Using the Setup Wizard Using the Standard Wizard Using the SQL Creatin Wizard Using the Existing Mdules Wizard 5.5 Using the Advanced Wizard 5.6 Using the Recycle Bin 6 USING THE CONTROL PANEL 6.1 Managing Dynamic Questins Creating a new Dynamic Questin Setting up client side events Creating a TextBx Creating a Radi Buttn Example fr using radi buttns Creating a hidden field Hrizntal Rule (Separatr) Captcha Image (Security Cde) Creating a Regin Creating a Rating Field Creating a Singleline textbx (Shrt) Creating a Singleline textbx (Lng) Creating a Multiline textbx Creating a Checkbx Creating a Text/HTML element Creating a Date Textbx with Calendar Mnth and Day Mnth and Year Mnth, day, year textbx Creating an Image dynamic field Creating a Rich Text Editr Creating a Label Creating a DNN Text Suggest Field DNN Text Suggest Field - Example DNN Text Suggest Field - Example Creating a Cmb Bx Example fr SQL Driven Optins Available Tkens within SQL Optins Debugging SQL Optins Example fr using cmb bx Creating a Checkbx grup Example fr using checkbx grup Creating a Listbx Creating a File Uplad element Creating a cuntry element

3 Creating a HTML Buttn Editing a dynamic questin Editing the questin label using In-line editr Using the mask edit ptin Using the watermark ptin Deleting a dynamic questin Setting Questin Lk/Feel Setting Questin Header and Fter Managing Questin Validatin 6.2 Examples f Client Side Events 7 MANAGING DNN CORE INTEGRATION 7.1 Managing Advanced Cre Integratin Optins 8 SETTING MODULE CONFIGURATION 8.1 Managing General Settings 8.2 Setting the AJAX/jQuery Integratin 8.3 Managing Validatin, Security and Integratins Validatin Cnfiguratin Managing Mdule Security Managing Blacklist respnses Adding a new blacklist respnse Editing a blacklist respnse Deleting a blacklisted respnse Managing Opt In Settings / Integratins 8.4 Managing mdule Layut/Stylesheet 8.5 Managing Mdule Layut Managing the frm layut Managing Fter/ Header /System Messages Setting up the header Setting up the fter Setting up the Message Displayed After the Registratin Setting Blacklist Failed Message Setting Duplicate Message Setting Update Registratin Mdule Title Message Setting Validatin Errr Message Apprved Message (via Apprval Link) Setting Dynamic Questins Srt Order Managing Dynamic Panels /Sectins/ Tabs Creating a new panel Examples f different panel layuts Managing Style Sheet Setting up a Custm Javascript File 8.6 Managing Link buttns/image buttns 8.7 Setting up the Payment Gateway 8.8 Setting up Authrizenet Gateway 8.9 Setting up PayPal Gateway 8.10 Setting up PayFlw Pr Gateway 8.11 E Select Plus (Mneris) 8.12 Managing Cntent Lcalizatin Managing Frm Lcalizatin Managing Questin Lcalizatin 8.13 Registratin Cmpletin Events 8.14 Creating a new event Example f the DOTNETNUKE Rle Example f the URL/Page Redirectin Event Example f the Dynamic Event Setting Advanced Prperties

4 Setting up a HTTP pst cmpletin event Creating a PDF file Editing an existing event Deleting an event 9 MANAGING QUESTION EVENTS 9.1 Hiding a questin based n the respnse 9.2 Setting the questin default based n the respnse 9.3 Displaying hidden questin based n a respnse 9.4 Disabling a questin based n anther questin s respnse Editing a questin event Deleting a questin event 10 MANAGING USERS 10.1 Editing user infrmatin 10.2 Deleting a user 11 ACCEPTING SILENT POSTS REGISTRATIONS 12 CREATING CHILD PORTALS WITHIN DYNAMIC REGISTRATION 13 EXPORTING AND IMPORTING CONTENT 13.1 Exprting Cntent 13.2 Imprting Cntent 14 DELETING THE MODULE 15 ADDITIONAL INFORMATION 15.1 Quick / Useful Tips (taken frm thrughut user guide) 15.2 Requirements 15.3 Knwn Issues 15.4 Ppular Frum Threads List f figures: Figure 1: Installatin prcedure (step 1/6)... 9 Figure 2: Installatin prcedure (step 2/6) Figure 3: Installatin prcedure (step 3/6) Figure 4: Installatin prcedure (step 4/6) Figure 5: Installatin prcedure (step 5/6) Figure 6: Installatin prcedure (step 6/6)... Errr! Bkmark nt defined. Figure 7: Adding a mdule t a page Figure 8: Opening the mdule main menu Figure 9: Marking the page as hidden Figure 10: Setting the "User Page" parameter Figure 11: Dynamic Registratin Interface Figure 12: Clning an existing field (step 1/2) Figure 13: Clning an existing field (step 2/2) Figure 14: Selecting the desired icn/dynamic field Figure 15: The new field successfully added t the frm Figure 16: Setting the new name fr the field Figure 17: Available icns fr adding new dynamic fields Figure 18: Opening the main menu Figure 19: Chsing ptin "Setup Wizard" Figure 20: Using the "Setup Wizard" Figure 21: Fields created by using the setup wizard Figure 22: Using the SQL Creatin Wizard Figure 23: Using the Existing Mdules Wizard Figure 24: Using the advanced wizard (step 1/2) Figure 25: Using the advanced wizard (step 2/2) Figure 26: Chsing the "Recycle Bin" ptin Figure 27: The cntents f the Recycle Bin Figure 28: Chsing ptin "Manage Questins/Settings" Figure 29: Managing Dynamic Registratin Figure 30: Managing Dynamic Questins... 33

5 Figure 31: Creating a new dynamic questin (step 1/3) Figure 32: Creating a new dynamic questin (step 2/3) Figure 33: Creating a new dynamic questin (step 3/3 screensht 1) Figure 34: Creating a new dynamic questin (step 3/3 screensht 2) Figure 35: Setting up client side events Figure 36: Creating a textbx element Figure 37: Creating a radi buttn Figure 38: Defining ptins fr radi buttns Figure 39: Example f using radi buttns Figure 40: Creating a hidden field Figure 41: Alternative way f creating a hidden field Figure 42: Hidden fields cntrl panel Figure 43: Creating a hrizntal rule Figure 44: Example f the created hrizntal rule Figure 45: Creating the captcha image Figure 46: Example f the created captcha image Figure 47: Creating a regin field Figure 48: Example f the created regin field Figure 49: Creating a rating Figure 50: Example f the rating field Figure 51: Creating a singline textbx (Shrt) step Figure 52: Example f the Singleline Textbx (Shrt) Figure 53: Creating a single line textbx (Lng) Figure 54: Example f the Singleline Textbx (Lng) Figure 55: Creating a Multiline textbx Figure 56: Example f the Multiline textbx Figure 57: Creating a checkbx Figure 58: Example f the checkbx as seen by the end user Figure 59: Creating Text/HTML element Figure 60: Creating a text/html element Figure 61: Defining custm editr ptins Figure 62: Creating a "Date" dynamic field Figure 63: Textbx with Calendar Figure 64: Chsing the date frm the calendar Figure 65: Mnth and Day example Figure 66: Mnth and Year example Figure 67: Mnth, day, year textbx example Figure 68: Creating an image Figure 69: Example f the link fr uplading images Figure 70: Adding the rich text editr element Figure 71: The "Rich Text Editr" as seen in the frnt end Figure 72: Creating a label Figure 73: New label added Figure 74: Creating a DNN Text Suggest Field Figure 75: DNN Text Suggest Field Figure 76: DNN Text Suggest Field - Example Figure 77: DNN Text Suggest Field - Example Figure 78: Creating a cmb bx Figure 79: Using SQL Driven Optins Figure 80: Using SQL Driven ptins Figure 81: Example f using cmb bx Figure 82: Setting cmb bx advanced ptins Figure 83: Example f the cmb bx as seen by the end user Figure 84: Creating a checkbx grup (step 1/2) Figure 85: Example f using cmb bx Figure 86: Setting cmb bx advanced ptins Figure 87: Example f the checkbx grup as seen by the end user Figure 88: Available ptins fr listbx Figure 89: Listbx dynamic field as seen by the end users... 79

6 Figure 90: Creating a File Attachment/Uplad element Figure 91: File Attachment/Uplad element as seen by the end users Figure 92: Chsing the "Cuntry" ptin Figure 93: Example f the "Cuntry" element as seen by the end users Figure 94: Creating an HTML buttn Figure 95: Editing a dynamic questin Figure 96: Editing the questin label (step 1/2) Figure 97: Using the mask edit ptin Figure 98: Using the mask edit Figure 99: Using the watermark ptin Figure 100: Deleting a dynamic questin Figure 101: Setting questin lk and feel Figure 102: Setting Questin Header and Fter Figure 103: Managing questin validatin Figure 104: Chsing ptin "DNN Cre Integratin" Figure 105: Managing DNN Cre Integratin Figure 106: Setting advanced Cre Integratin Optins (part 1) Figure 107: Setting advanced Cre Integratin Optins (part 2) Figure 108: Setting advanced Cre Integratin Optins (part 3) Figure 109: Cnfiguring the mdule Figure 110: Managing General Settings (screensht 1/3) Figure 111: Setting the AJAX/jQuery Integratin Figure 112: Managing Validatin, Security and Integratins Figure 113: Illustratin f the validatin cnfiguratin features Figure 114: Managing Mdule Security Figure 115: Managing Blacklist Respnses Figure 116: Adding a new blacklisted respnse (step 1/2) Figure 117: Adding a new blacklisted respnse (step 2/2) Figure 118: Editing a blacklist respnse (step 1/2) Figure 119: Editing a blacklist respnse (step 2/2) Figure 120: Deleting a blacklist respnse Figure 121: Managing Opt In Settings / Integratins Figure 122: Managing mdule Layut/Stylesheet Figure 123: Managing Mdule Layut Figure 124: Managing the frm layut Figure 125: Managing Header/Fter/System Messages Figure 126: Defining header Figure 127: Example f the defined header Figure 128: Defining fter Figure 129: Example f the defined fter Figure 130: Setting message displayed after registratin Figure 131: Defining black list failed message Figure 132: Defining duplicate message Figure 133: Defining update registratin mdule title message Figure 134: Defining the validatin errr message Figure 135: Setting dynamic questins srt rder Figure 136: Managing the dynamic registratin panels Figure 137: Creating a new dynamic panel (step 1/2) Figure 138: Creating a new dynamic panel (step 2/2) Figure 139: Example f the sectin cntrl ptin Figure 140: Example d the jquery Panel Figure 141: Figure 143: Example f the jquery Tabs Figure 142: Custmizing style sheet Figure 143: Setting up a custm JS file Figure 144: Managing the link buttns and image buttns (screensht 1/3) Figure 145: Managing the link buttns and image buttns (screensht 2/3) Figure 146: Managing the link buttns and image buttns (screensht 3/3) Figure 147: Setting up the payment gateway Figure 148: Setting up the payment gateway

7 Figure 149: Setting up Authrizenet gateway Figure 150: Setting up PayPal Gateway Figure 151: Setting up PayFlw Pr Gateway Figure 152: Managing E Select Plus (Mneris) Figure 153: Managing frm lcalizatin Figure 154: Managing Questin Lcalizatin Figure 155: Chsing a desired language Figure 156: Lcalized questins Figure 157: Managing events Figure 158: Creating a new event Figure 159: Creating the DOTNETNUK Rle Figure 160: Creating URL/Page Redirectin Event Figure 161: Creating a dynamic event (screensht 1/2) Figure 162: Creating a dynamic event (screensht 2/2) Figure 163: Setting Advanced Prperties Figure 164: Setting up a HTTP pst cmpletin event Figure 165: Creating the PDF Figure 166: Editing an existing event Figure 167: Deleting an event Figure 168: Managing Questin Events Figure 169: Hiding a questin based n the respnse Figure 170: Example f this event as seen by the end user Figure 171: Displaying hidden questin based n a respnse Figure 172: Example f the event questin as seen by the end user Figure 173: Disabling a questin Figure 174: Editing a questin event Figure 175: Deleting the questin event (step 1/2) Figure 176: Deleting the questin event (step 2/2) Figure 177: Chsing ptin "Manage Users" Figure 178: Managing Users Figure 179: Editing user infrmatin Figure 180: Editing user infrmatin Figure 181: Deleting a user (step 1/3) Figure 182: Deleting a user (step 2/3) Figure 183: Deleting a user (step 3/3) Figure 184: Exprting Cntent (step 1/2) Figure 185: Exprting cntent (step 2/2) Figure 186: Imprting Cntent (step 1/2) Figure 187: Imprting cntent (step 2/2) Figure 188: Deleting a mdule (step 1/2) Figure 189: Deleting a mdule (step 2/2)

8 1 INTRODUCTION The Dynamic Registratin mdule allws yu t setup yur DNN Prtal with dynamic registratin fields, layut, questins, and ther cre integratin ptins. After installing yur new registratin system it s easy t add r remve questins yur users will be prmpted fr and allw the user t maintain their registratin with these dynamic questins at any time. Additinally, Dynamic Registratin allws yu t setup "Dynamic Events" during registratin based n input frm the user such as: changing user rle based n input, sending an t the user, redirecting the user t a different page based n input, executing custm SQL query, etc. Nte: this manual assumes prir experience with DtNetNuke applicatin. Fr further infrmatin abut DtNetNuke, please cnsult the DtNetNuke manual. Fr a full list f features please visit What s new in 5.0 Enjy all the features yu've always lved and then chse hw t style yur layut -- by HTML divs r by tables. THE CHOICE IS NOW YOURS! Plus, mapping images t the DNN Pht prfile prperty is easier than ever! Chse t stre it with DNN's FileIDand the pht yu upladed in Dynamic Registratin can nw be used anywhere n yur DNN site. Searching fr image files t uplad is t ld schl fr yu? Try the new Pht Drag and Drp feature and be blwn away!

9 2 INSTALLATION PROCEDURE Included in yur dwnlad are either ne (If yu nly purchased the PA) r tw (If yu purchased the PA and Surce Cde) zip files. One zip file is the surce cde t the applicatin, and the ther zip file is the mdule which yu can uplad t yur site. When yu extract the files, yu will ntice that it extracts tw zip files (nte: nly ne if yu just purchased the PA). DataSprings_DynamicRegistratin_Mdule_DNN45PLUS.zip - file fr installing Dynamic Registratin with yur DNN DataSprings_DynamicRegistratin_Mdule_Surce.zip - surce zip file yu can use in rder t make any changes t the applicatin (nte: meant fr advanced users) In rder t install yur Dynamic Registratin mdule, lgin with an accunt t yur site as a hst r administratr accunt. Once lgged in, Navigate t the Hst menu item, and click Hst Settings. Figure 1: Installatin prcedure (step 1/6) The fllwing screen will be displayed.

10 Figure 2: Installatin prcedure (step 2/6) Click Extensins and the fllwing screen will be displayed. Figure 3: Installatin prcedure (step 3/6) Click Install Extensin Wizard. The fllwing page will be displayed.

11 Figure 4: Figure 3: Installatin prcedure (step 4/6) Click Chse File. The fllwing page will be displayed. Figure 5: Installatin prcedure (step 5/6) Lcate the installatin file and chse it. The fllwing screen will be displayed.

12 Figure 6: Installatin prcedure (step 6/6) Click Next. The installatin will begin and in cuple f mments the screen infrming yu n successful cmpletin will be displayed. Nte: please keep track f any errrs that appear during the installatin. These errrs can be helpful if yur mdule has prblems.

13 3 ADDING DYNAMIC REGISTRATION MODULE TO A PAGE In rder t add Dynamic Registratin mdule t a desired page fllw these steps: 1. Select the Add New Mdule 2. Chse Dynamic Registratin frm the Mdule menu 3. Click n the Add link (r the arrw icn ). Figure 7: Adding a mdule t a page The Dynamic Registratin mdule will be added t the page. Click n the Setup Wizard link t. Figure 8: Opening the mdule main menu Nte: see sectin 5.4 fr further infrmatin n main menu ptins.

14 4 SETTING YOUR DNN REGISTRATION / USER PAGE TO YOUR DYNAMIC REGISTRATION PAGE Yu will need t be lgged in as the administratr t enable/frward yur DNN Registratin page t the page yur Dynamic Registratin page is at. Step 1: Hide yur registratin page. Navigate t yur Dynamic Registratin page and click 'Page Settings'. Expand the Advanced Tab and click 'Page is hidden'. Figure 9: Marking the page as hidden This will still allw the page t be visible but hide the page frm the menu. Step 2: Navigate t Admin, Site Settings. Expand the Advanced Settings area. Change the 'User Page' setting t the page that yur Dynamic Registratin page is lcated.

15 Figure 10: Setting the "User Page" parameter This will allw the Register link lcated n yur web site t autmatically direct t yur Dynamic Registratin page. Since yur page is hidden it will nw shw up in the menu. Nte: Once the user has signed in, the Register link is tied t the users Display Name. In rder fr the registratin page t wrk nce the user has signed in yur must 'Link' thse ptinal fields t the DNN Cre First/Last Name within Dynamic Registratin (see sectin 7). Tip: Yu might want t have multiple registratin pages n the same page. In sme cmmn implementatins yu might want t have a separate registratin page fr new registratins versus updated registratins (r multiple registratin pages fr different types f users). One ptin is t simply shw/hide fields within the same registratin page based n the users security rles. The ther ptin is t shw/hide separate registratin mdules based n the users security. Tip: D yu want t shw different registratin pages based n if the user is authenticated r nt? Yu can add multiple registratin mdules t the same registratin page, and then setup the security within mdule settings f each registratin page t nt inherit frm the parent page. Yu can specify mdules t nly be visible t unauthenticated users, while ther instances f the mdule can be visible t registered users, r users within a specific security rle.

16 5 DYNAMIC REGISTRATION INTERFACE This sectin f the dcument will describe the elements f the Dynamic Registratin main interface. Figure 11: Dynamic Registratin Interface The fllwing ptins are available inside this screen: Main menu - click n Manage label t access the main menu (see sectin 6.1) Cntrl panel the integral part f the Dynamic Registratin mdule is the cntrl panel which will help yu quickly access the mst imprtant features f the applicatin - click n this icn t access the page fr managing the dynamic questins (see sectin 6.1) - click n this icn t access the page fr managing the integratin settings (see sectin 7) - click n this icn t access the mdule cnfiguratin page (see sectin 8) - click n this icn t start managing the cmpletin events (see sectin 8.13)

17 - click n this icn t start managing the questin events (see sectin 9) Quick Help the part f the interface cntaining helpful infrmatin and instructins n hw t use the Dynamic Registratin mdule: User Guide click this ptin t pen the user guide Demnstratins/Tutrials click this ptin t view the page with the demnstratins and tutrials Cmmunity Frums click this ptin t visit the cmmunity frums Enable Debug Mde click this ptin t enable the debug mde which will display debug infrmatin (feedback n errrs) which yu can use in rder t eliminate bugs ptential prblems Drag Drp Menu this part f the interface is used fr creating cpies i.e. clnes f the existing fields (see sectin 5.1) Quick Add (Drag/Drp) this part f the interface is used fr adding new dynamic fields by chsing the desired icn fr the field and using the simple drag and drp methd (see sectin 5.2) Field Label this field is used fr setting the label f the new dynamic questin i.e. the name f the field and shuld be used in cmbinatin with the Quick Add functinality Recycle bin this part f the interface is used fr deleting the desired dynamic fields by simply dragging them t the recycle bin (see sectin 5.6) Edit Icn - click n this icn t start editing the desired questin (see sectin )

18 5.1 Creating the cpies f the existing fields In rder t quickly create a cpy i.e. a clne f the existing fields directly frm within the interface, click n this icn next t the desired field and mve it ver t the Drag Drp Menu icn Figure 12: Clning an existing field (step 1/2) Once yu release the icn n the drag drp menu icn, the screen will be refreshed cntaining the newly created clne f the field.

19 Figure 13: Clning an existing field (step 2/2) Use the edit icn next t the field t further adjust the field if necessary.

20 5.2 Using the Quick Add functinality The Quick Add functinality is a simple new way t add new dynamic fields directly frm the interface. Figure 14: Selecting the desired icn/dynamic field In rder t quickly add a new dynamic field, click n ne f the shrtcut icns and then drag&drp within the desired lcatin in the frm. Please nte that the lcatin where yu release the icn will determine the srt rder f the new dynamic field. Once yu release the icn, the new field will be added t the frm. Figure 15: The new field successfully added t the frm

21 Once the new field has been added, yu can place the muse pinter ver it until yu see the edit field icn. Click n this icn and yu will be able t set the name f the field. Nte: yu can als specify the field label befre yu drag and drp the icn nt the frm. Yu can specify this in the Field Label area abve the new field icns (tp left hand side and belw the quick drag drp menu) Figure 16: Setting the new name fr the field Fr all ther adjustments f the field use this icn available parameters fr the field. The fllwing icns are available within the interface which will pen the usual edit page with all Figure 17: Available icns fr adding new dynamic fields - the ptin fr adding a new textbx - the ptin fr adding a new checkbx field - the ptin fr adding a new cmb bx - the ptin fr adding a new radi buttn field

22 - the ptin fr adding a new checkbx list field - the ptin fr adding a new listbx field - the ptin fr adding a new text/html field - the ptin fr creating a new hidden field - the ptin fr creating an HR ruler - the ptin fr creating a new label field - the ptin fr creating a new HTML input buttn field - the ptin fr creating a new date field - the ptin fr creating a new image field - the ptin fr creating a new file attachment field - the ptin fr creating a new CAPTCHA field - the ptin fr creating a new rich text bx field - the ptin fr creating a new DNN cuntry field - the ptin fr creating a new DNN regin field - the ptin fr adding a new Rating (AJAX) field - the DNN Text Suggest field (this functinality suggests the text as the user types recgnizing the wrd/field frm the database and based n the SQL query t the database see sectin )

23 5.3 Using the Dynamic Registratin Main Menu In rder t pen the Dynamic Registratin main menu, click n this Registratin label. arrw next t the Dynamic Figure 18: Opening the main menu The fllwing ptins are available inside the menu: Edit Cntrl Panel the ptin with the mst imprtant settings fr the mdule, such as creating and editing questins and managing events Manage Users ptin fr managing users (see sectin 9) Add User the ptin fr adding a new user Setup Wizard the ptin fr setting up multiple cmmn questins fast (see sectin 5.4) Advanced Wizard the ptin t apply a setting t multiple fields with ne step (see sectin 5.5) Recycle Bin the ptin fr managing the recycle bin (see sectin 5.6) Admin Dynamic Registratin License the ptin fr registering yur cpy f Dynamic Registratin mdule. Imprt Cntent ptin fr imprting cntent f the already defined Dynamic Registratin mdule int anther page (see sectin 11) Exprt Cntent - ptin fr exprting cntent i.e. settings f the Dynamic Registratin mdule s the same settings culd be imprted int anther instance f Dynamic Registratin mdule n sme ther page (see sectin 11) Settings the standard mdule settings page Delete ptin fr deleting a mdule (see sectin 14) Mve ptin fr placing the mdule in the desired part f the page: Mve Dwn Mve Bttm Mve T LeftPane

24 Mve T RightPane 5.4 Using the Setup Wizard This Dynamic Registratin setup wizard will guide yu thrugh the steps f setting up sme f the basic fields types fr yur registratin page. Please remember that this is just a wizard t get yu started. Once yu have added sme f the initial field types with the wizard yu will see need t g int the Manage Questins and Settings area t cnfigure ther areas f yur registratin. In rder t start wrking with the setup wizard, click n the Setup Wizard link. The fllwing page will be displayed. Figure 19: Chsing ptin "Setup Wizard" The fllwing ptins are available: Standard the standard wizard fr setting the mst cmmnly used questins (see sectin 5.4.1) SQL Creatin Wizard the wizard fr creating a frm based n an SQL query (see sectin 5.4.2) Existing Mdules Wizard the wizard fr clning an existing instance f the dynamic registratin which is already setup (see sectin 5.4.3)

25 5.4.1 Using the Standard Wizard In rder t use a standard wizard, select that ptin within the Setup Wizard page. Figure 20: Using the "Setup Wizard" The fllwing ptins are available inside this screen: Standard Questins select the standard questins yu wish t create Other Cmmn Questins select ther cmmn questins yu wish t include yu re yur registratin frm After setting the desired parameters, click n the Run Wizard link and the selected fields will be created.

26 Figure 21: Fields created by using the setup wizard Click n the Update Registratin link t save the settings. Nte: the Setup Wizard is designed as a tl t help yu create a basic frm cntaining mst cmmn fields as sn as pssible. T further custmize the frm, use the Manage Questins/Settings ptin inside the main menu Using the SQL Creatin Wizard In rder t use the SQL Creatin Wizard, select that ptin within the Setup Wizard page. Figure 22: Using the SQL Creatin Wizard Yu can create initial fields via a SQL query. Fr example, a query such as 'Select tp 1 * frm Prtals' will return all clumns within the prtals table. Once yu run the wizard yu can select which clumns yu wuld like t be added as fields fr yur frm. Fields will be created based n their data type (such as textbx fr strings, checkbx fr blean, etc...).

27 5.4.3 Using the Existing Mdules Wizard In rder t use a the existing mdules wizard, select that ptin within the Setup Wizard page. Figure 23: Using the Existing Mdules Wizard Fllw these steps: 1. Prtal - Chse the prtal the mdule is installed n 2. Mdule Instance chse the desired mdule instance 3. Generate/Imprt Fields select the fields yu wish t add t the new frm After setting the desired parameters, click "Run Wizard" t save the changes. 5.5 Using the Advanced Wizard The Advanced Wizard is a feature which can help yu manipulate and maintain prperties fr multiple fields easily. Fr example, yu culd select all f the fields yu want required and specify that the grup f fields shuld be required. Then use the wizard again t specify the required field text, required field errr message, r any f the ther actins frm within the drpdwnlist belw. Nte: Yu can use the parameter $(FieldLabel) within the ptins as a parameter that will be replaced when the wizard executes. Fr example yu culd set the required field text fr each prperty and include the field label such as: * The field $(FieldLabel) is a required field. In rder t start using the advanced wizard, chse the Advanced Wizard ptin frm the Edit submenu.

28 Figure 24: Using the advanced wizard (step 1/2) The fllwing page will be displayed. Figure 25: Using the advanced wizard (step 2/2) The fllwing ptins and parameters are available: Standard Questins this is the list f cmmn questins fr the frm which have been previusly created; use the checkbxes t select the questins yu want t apply the wizard t Questin Actin Type chse the desired actin yu wish t apply t the selected questins; the fllwing actins are available: Help text Default value Example text

29 Client side event Hide questin frm these rles Hide frm annymus users Hide until frced visible by questin event Pass values f this questin t querystring variable Retrieve values frm querystring variable fr this questin Pass values f this questin t sessin variable Retrieve values frm sessin variable fr this questin Pass values f this questin t ckie variable Retrieve values frm ckie variable fr this questin D nt display field results within the view results mdule D nt save field results t the database Label class Field class Clumn span Rw span Field width Add field t same rw as previus questin Display label and field in same clumn (Override general setting) Shw help text as ppup text Ppup text width Textbx max length Required field Requried field errr text Required field errr message Enable regular expressin Regular expressin Regular expressin errr message Use SQL ptins fr field SQL query fr field ptins Delete questin/field Actin the actin field will allws yu t define the actin based n the chsen actin type; the field will be refreshed t allw yu t specify the desired actin Fr example: f yu want t set yur selected fields as required, yu will need t mark Actin with a checkmark. Cnversely, if yu want t remve the required field setting frm yur selected fields, make sure the checkbx is blank befre yu hit "Run Wizard."

30 5.6 Using the Recycle Bin The Recycle Bin ptin functinality is used the same way as yur Windws recycle bin. It is a strage fr unwanted files which yu can decide t restre r permanently delete at any time. In rder t start managing the recycle bin, chse ptin Recycle Bin frm the Edit menu. Figure 26: Chsing the "Recycle Bin" ptin The fllwing screen will be displayed. Figure 27: The cntents f the Recycle Bin The items inside the Recycle bin are rganized in the fllwing categries: Frm Questins Cmpletin Events Questin Events The fllwing ptins are available:

31 Restre Objects/Exit select the items yu wish t restre and click n this link t restre them and leave the recycle bin Empty Recycle Bin/Exit click n this link t permanently delete all items inside the recycle bin Exit click n this link t exit the recycle bin

32 6 USING THE CONTROL PANEL In rder t start managing questins, events and settings, chse ptin Cntrl Panel frm the main menu (nte: yu can als access this thrugh the Cntrl Panel at the upper left hand crner f the mdule). Figure 28: Chsing ptin "Manage Questins/Settings" The fllwing screen will be displayed. Figure 29: Managing Dynamic Registratin The fllwing ptins are available inside this screen: Manage Questins see sectin 6.1 DNN Cre Integratin see sectin 7 Mdule Cnfiguratin see sectin 8 Cmpletin Events see sectin 8.13

33 Questin Events see sectin 8.14 Dynamic Questin pull dwn menu pull dwn menu fr managing the dynamic questins 6.1 Managing Dynamic Questins Imprtant: This sectin f the dcument cntains detailed instructins abut managing dynamic questins. It is imprtant t nte that at least 3 dynamic questins must be created in rder fr yur registratin frm t functin crrectly and thse are username, passwrd and passwrd cnfirm. Tip: Yu can ptinally then hide these fields under DNN Cre Integratin, Advanced Integratin Settings, and then Hide username field fr updates r Hide passwrd fields fr updates, hwever they must initially exist. After creating these three dynamic questins, use the DNN Cre Integratin part f the screen t tell the Dynamic Registratin Mdule what thse three questins are. Yu will have the pssibility t cnnect the three questins yu have created frm the pull dwn menu (see sectin 7 fr further infrmatin). In rder t start managing dynamic questins, chse ptin Manage Questins/Settings frm the main menu. In the screen which is displayed next, click n the + symbl next t Dynamic Questins label in rder t expand it and access the available ptins. Figure 30: Managing Dynamic Questins The fllwing ptins are available inside this screen: Creating a new Dynamic Questin see sectin Editing a Dynamic Questin see sectin

34 Clning an existing Questin see sectin Errr! Reference surce nt fund. Deleting a Dynamic Questin see sectin Creating a new Dynamic Questin In rder t start creating a new dynamic questin, chse ptin New Dynamic Field frm the Dynamic Questin pull dwn menu. Figure 31: Creating a new dynamic questin (step 1/3) The fllwing screen will be displayed. Figure 32: Creating a new dynamic questin (step 2/3)

35 The fllwing parameters are available inside this screen: Questin field fr entering the questin, i.e. label fr the input field that will be requested frm user when registering (e.g. Username ) Clne Questin this is a very useful and time saving feature which yu can use in rder t quickly create a new questin which is similar t the ne already created (see sectin Errr! Reference surce nt fund.) Shrt Name - these are used fr each dynamic questin within Dynamic Events (bth fr SQL and Events) Help Text field fr entering additinal help text fr the user; this will be displayed nce the user places his muse ver the questin mark icn next t the questin (e.g. Enter yur user name ) Srt Order field fr setting the desired srt rder fr the questins inside the registratin frm (nte: nce yu set the desired srt rder fr the questin, the infrmatin abut the psitin f the new ne in relatin t the existing rder will be displayed) Questin Type use this part f the screen t set the type f element fr the questin; the fllwing ptins are available TextBx see sectin Radi Buttns - see sectin Hidden Field see sectin Hrizntal Rule (Separatr) see sectin Captcha Image (Security Cde) see sectin Regin see sectin Rating see sectin Text Field Optins Singleline textbx (Lng) - see sectin Singleline textbx (shrt) - see sectin Multiline textbx - see sectin Checkbx - see sectin Text/HTML - see sectin Date see sectin Image see sectin Rich Text Editr see sectin Label see sectin DNN Text Suggest see sectin Cmb Bx - see sectin Checkbx grup - see sectin Listbx - see sectin File Uplad see sectin Cuntry see sectin HTML Buttn see sectin

36 Figure 33: Creating a new dynamic questin (step 3/3 screensht 1) Click n the + symbl next t the Advanced Field Optins label t expand further ptins fr the questin: Default Value - this is the value that will be defaulted fr new registratins. (i.e. d yu want a particular ptin within a drpdwnlist autmatically selected? D yu want a checkbx autmatically selected as the default when the user is registering?) Nte: Fr textbx and hidden field types yu can use SQL queries fr the default value if yu wish. Chse SQL instead f static fr the default value and make sure t pull in ne clumn frm the SQL query. The clumn name must be Default Value. Fr example: Select GetDate() As DefaultValue r Select Cunt(*) frm Users as DefaultValue DNN Cre Field use this pull dwn menu t select the DNN Cre field which yu wuld t link t this dynamic field Nte: it is recmmended that yu link each dynamic field yu create within Dynamic Registratin, t a cre field within DtNetNuke prtal. This is suggested s that yu can use the cre fields as a central repsitry fr yur data (linking will autmatically update the cre extended field and pull frm the cre extended field). This is recmmended s that yu can utilize mre 3 rd party cmpnents and ther mdules which can rely n a central repsitry f infrmatin Quick Create Prperty this setting will autmatically create a DNN cre extended prfile prperty within yur DtNetNuke prtal. The name will be the same as the questin shrt field name and the prfile prperty will be created within the categry DynamicReg. This quick create prperty feature is useful s that yu d nt have t g and create an extended prfile prperty within the cre fr each dynamic field yu create. T manage r review r extended prfile prperties yu can g within yur DNN prtal t Admin, User Accunts, Manage Prfile Prperties. Nte: after using the Quick Create Prperty feature, the new extended prfile field will autmatically be selected within the DNN cre field selectin. Example Text - this is the text yu can use as an example f what the field shuld cntain (e.g. jsmith fr username field) and it appears t the right f the Dynamic Questin

37 Nte: keep in mind that example text can include HTML. Althugh an HTML editr is nt present yu can include HTML within the example text. This might include a hyperlink / link, an image (such as a required field icn), r any ther HTML yu might wish t include. An easy way t generate the example text HTML is t g int any Rich Text Editr (such as the standard Text/HTML mdule and create the link/image/cntent yu wuld like t be included within yur example text. Then click the View Surce buttn frm within the editr and cpy /paste that entire cntent int the Dynamic Registratin example text prperty. Read Only Field (Unauthenticated) - select this ptin if this field shuld be a read nly field Read Only Field (Authenticated) - select this ptin if the textbx field shuld be a read nly field fr authenticated users Client Side Event - enter the text fr the client side event (see sectin 6.2 fr examples) Hide questin frm these rles select the rles yu wish t hide the questin frm Nte: enabling this feature will nt render the field t the page, and will then nt save any results fr this prperty. If yu want t save the data fr the field but d nt want specific rles t see the field, please use the field type hidden instead f hiding frm rles Figure 34: Creating a new dynamic questin (step 3/3 screensht 2) Hide frm annymus users select this ptin if yu wish t hide the questin frm annymus users Nte: enabling this feature will nt render the field t the page, and will then nt save any results fr this prperty. If yu want t save the data fr the field but d nt want annymus users t see the field, please use the field type hidden instead f hiding frm annymus users Hide until frced visible by questin event select this ptin if yu wish t hide the questin until it has been frced t becme visible by a questin event Retrieve values frm querystring variable fr this questin this ptin allws yu t retrieve values frm the querystring in rder t fill in the field. The value is pulled based n

38 the shrt field name. Example If the shrt field name is MyShrtFieldName and yu have selected t retrieve values frm the querystring then the value f that field will be DataSprings. Nte: This feature verrides the riginal default value f the field. Pass values f this questin t querystring variable -- this feature is really useful fr integrating Dynamic Registratin with ther mdules r when creating multi-page registratin frms. Example: Let s say after ne registers, yu want them redirected t a Data Springs Tailred Text / HTML mdule. Yu can pass the user's Dynamic Registratin respnses by passing querystring variables such as the first name. The querystring wuld lk like this: The Tailred Text/HTML mdule can then retrieve the custm querystring variable passed alng in rder t aut-ppulate its fields/tkens. Retrieve values frm sessin variable fr this questin Similar t the querystring example except with Sessin variables instead f Querystring variables. Pass values f this questin t sessin variable similar t the querystring but with ASP.NET sessin variables. Sessin variables are hidden variables within the system and nt displayed n the querystring that may take different values, ne at a time during a sessin. Retrieve values frm ckie variable fr this questin select this checkbx in case yu wish t retrieve values frm the ckie variable Pass values f this questin t ckie variable - ptinally select t pass values t a ckie variable after saving r updating the field. Ckie values passed will represent the questin shrtfieldname. D nt save field results t the database - select this checkbx if yu d nt want t save the field results t the database Nte: this prperty can be useful if yu wish t prcess credit cards r ther sensitive data and d nt want that data t be stred t the database. Encrypt/decrypt field results select this ptin if yu wuld like fr the frm results t be encrypted and then decrypted within the view results sectin f the mdule. After setting the desired parameters, click n the Update Field link and the new questin will be created.

39 6.1.2 Setting up client side events The sectin fr client side event can be fund under Advanced Field Optins. Figure 35: Setting up client side events Enter the desired AJAX r JS cde which will be applied t this dynamic questin inside the Client side event text area. Nte: fr further infrmatin and examples, see sectin 6.2.

40 6.1.3 Creating a TextBx The purpse f the textbx element is t allw the user t input text infrmatin t be used by the prgram. In rder t start creating the textbx element, chse ptin TextBx nce inside the screen fr creating a dynamic questin. Figure 36: Creating a textbx element The fllwing parameters are available inside this screen: Questin input field fr setting the questin that will be displayed in frnt f the textbx (e.g. First Name ) Shrt Name Questin Type chse ptin TextBx and then yu have the fllwing subtypes Singleline textbx (Shrt) see sectin Singleline textbx (Lng) see sectin Multiline textbx see sectin Advanced Field Optins ptins fr further adjusting the behavir f the textbx, i.e. if it shuld cntain default value filled in r an example text next t the textbx suggesting the user what t type

41 6.1.4 Creating a Radi Buttn Radi buttn element is used if yu want t have a fixed set f chices where nly ne f the ptins in the set can be selected at a time. In rder t start creating radi buttns, chse ptin Radi Buttn nce inside the screen fr creating a dynamic questin. Figure 37: Creating a radi buttn The screen will be refreshed cntaining ptins fr setting the desired rientatin. Chse the desired rientatin and the screen will be refreshed cntaining ptins fr defining the radi buttns. Figure 38: Defining ptins fr radi buttns The fllwing parameters are available inside this screen:

42 Optins are vertical/hrizntal chse the desired psitin fr the radi buttns i.e. whether radi buttns will be psitined vertically r hrizntally Nte: If yu chse hrizntal, make sure yu enter a number greater than 1 in the field called "Rw Numbers" Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins use this ptin in rder t autmatically insert ptins frm the database, if yu already have them defined s that yu wuldn t have t d it manually (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it Mve ptin use this ptin t set the desired srt rder fr the respnses Display Check All Text - select the text fr the check all feature. i.e. Select All. If n text is specified then the mdule will render a lcalized variable fr this setting Example fr using radi buttns One example f using the radi buttns fr registratin frm can be asking the user t prvide infrmatin abut his perating system. Figure 39: Example f using radi buttns The parameters wuld be defined like this: Questin enter the Operating System as a label fr the radi buttns set, i.e. infrming the user f the requested infrmatin Questin type chse Radi buttn Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Windws XP and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: Windws XP Windws 7

43 Windws 8 After setting the desired ptins and radi buttns, yu can click Advanced Field Optins in rder t set the default value i.e. the radi buttn that will be selected by default in yur registratin frm. Select the radi buttn yu want yur users t see as selected by default and click n the Update Field in rder t cmplete the prcedure f creating a set f radi buttns. The fllwing screensht demnstrates the created radi buttns set as seen by the user n yur website Creating a hidden field The purpse f the hidden field is t hld value which the user cannt see. The field is als hidden. Example: let s say the admin has selected fr the field t retrieve values frm querystring fr the field based n the fields shrt field name. S ne persn might hit the url In this case the hidden field wuld save the value ggle, if a user hit anther URL with a different value then that wuld be saved. The infrmatin is then stred t the database and culd be referenced later. In rder t create a hidden field, chse ptin New Dynamic Field and select ptin Hidden Field. Figure 40: Creating a hidden field Click n the Update Field t cmplete the prcedure f creating a hidden field.

44 Yu can als create a hidden field directly frm the frm cntrl panel by clicking the New Hidden field icn. Figure 41: Alternative way f creating a hidden field Finally, at the bttm f the frm, prviding that the hidden fields have been previusly created, yu will find the Cntrl Panel fr managing the hidden fields. Figure 42: Hidden fields cntrl panel Click the edit icn t edit the desired hidden field Hrizntal Rule (Separatr) The Hrizntal Rule (Separatr) is used when yu wish t divide lgical sectins within yur frm. Fr example if yu want t divide persnal infrmatin (first name, last name, etc.) frm infrmatin related t user accunt (username, passwrd, etc.). In rder t create a hrizntal rule, chse ptin New Dynamic Field and select ptin Hrizntal Rule (Separatr).

45 Figure 43: Creating a hrizntal rule The screen will be refreshed and the fllwing hrizntal rule parameters will be available: HR Ruler Width field fr setting the HR ruler width in pixels (e.g. 500) HR Rule Thickness - field fr setting the HR ruler thickness in pixels (e.g. 2) After setting the desired values, click n the "Update Field link and the hrizntal rule will be created. Nte: the srt rder can be set either by entering the desired value inside the srt rder field r by using the Manage Dynamic Questins Srt Order ptin (see sectin ).

46 Figure 44: Example f the created hrizntal rule

47 6.1.7 Captcha Image (Security Cde) The Captcha Image element is used as an additinal measure f security when making sure the persn replying t the questins in the frm is human. This is dne by frcing the users t repeat the characters displayed in the autmatically created randm set f characters (nte: see fr further infrmatin). In rder t create a Captcha Image element, chse the Captcha Image (Security Cde) ptin and click n the Update Field link t save the changes. Figure 45: Creating the captcha image The screensht belw demnstrates the captcha image element as seen by yur users.

48 Figure 46: Example f the created captcha image Tip: The must still set the Captcha field t be required fr the prper validatin check t ccur Creating a Regin In rder t start creating a regin questin, chse ptin Regin inside the screen fr creating a new dynamic questin. Figure 47: Creating a regin field After selecting the regin radi buttn, click n the Update Field and the regin field will be created. Figure 48: Example f the created regin field

49 Nte: the regin field is related t any Cuntry field yu setup as well. If yu specify specificatin cuntries such as United State r Canada the regin field will switch t a drpdwnlist f available regins fr that cuntry Creating a Rating Field The purpse f this field is t allw yu t create a rating field which will allw yur visitrs t give a rating n the desired subject by chsing the desired amunt f stars. In rder t create a label field, chse that ptin frm the Questin type part f the screen while creating a new field. Figure 49: Creating a rating The fllwing ptins and parameters are available: Current Rating - select the rating that the mdule shuld initially display fr the field Max Rating - select the maximum rating that the mdule shuld allw fr the field Align rating chse the desired alignment fr the rating; this setting can either be hrizntal r vertical Rating Directin - select the desired directin fr the rating cntrl; this setting can either be left t right tp t bttm, r right t left bttm t tp The screensht belw demnstrates a rating field.

50 Figure 50: Example f the rating field

51 Creating a Singleline textbx (Shrt) The Singleline textbx (Shrt) is a shrter textbx that can be used fr user s first name, last name, username, etc. In rder t create a shrt singleline textbx, define the questin, chse ptin TextBx and click n the Update Field link. Figure 51: Creating a singline textbx (Shrt) step 1 The page will be refreshed with further ptins where yu shuld select Singleline textbx (Shrt) and click n the Update Field. Nte: further infrmatin abut the parameters fr creating a dynamic questin can be fund in sectin The fllwing screensht demnstrates the shrter singleline textbx as seen by the end user. Figure 52: Example f the Singleline Textbx (Shrt)

52 Creating a Singleline textbx (Lng) The Singleline textbx (Lng) is a lnger textbx that can be used fr acquiring lnger text frm the user, such as address. In rder t create a shrt singleline textbx, define the questin, chse ptin TextBx and click n the Update Field link. Figure 53: Creating a single line textbx (Lng) The fllwing screensht demnstrates the lnger singleline textbx as seen by the end user. Figure 54: Example f the Singleline Textbx (Lng) Nte: further infrmatin abut the parameters fr creating a dynamic questin can be fund in sectin

53 Creating a Multiline textbx This element shuld be used in case yu want a lnger feedback frm users, fr example give them the pprtunity t pst any additinal cmments. In rder t create a multiline textbx, define the questin, chse ptin Textbx and click n the Update Field link. Figure 55: Creating a Multiline textbx The page will be refreshed cntaining the Multiline Textbx Height ptin which yu can use t define the desired height fr this field in pixels. Enter the desired height and ciclck n the Update Field link. Nte: further infrmatin abut the parameters fr creating a dynamic questin can be fund in sectin The fllwing screensht demnstrates the multiline textbx as seen by the end user.

54 Figure 56: Example f the Multiline textbx

55 Creating a Checkbx In rder t start creating a checkbx element, chse ptin Checkbx inside the screen fr creating a new dynamic questin. Figure 57: Creating a checkbx The page will be refreshed cntaining the fllwing parameters: Display label n checkbx select this checkbx t display the label fr the checkbx directly next t the checkbx. This is ften used in cnjunctin with hiding the current field label and placing the field label/field in the same clumn. Align Text chse the desired ptin fr the text rientatin After setting the desired values fr the parameters, click n the Update Field in rder t cmplete the prcedure f creating a Checkbx. Ntes: use the Default Value in rder t determine if the checkbx will be selected by default r nt further infrmatin abut the parameters fr creating a dynamic questin can be fund in sectin The fllwing screensht demnstrates the checkbx element as seen by the end user.

56 Figure 58: Example f the checkbx as seen by the end user Creating a Text/HTML element The purpse f the Text/HTML field is t allw creating additinal elements in yur registratin frm, i.e. divide the frm in sectins by using varius HTML elements r add additinal text explaining the users what the specific part f the registratin frm is asking frm them. In rder t start creating Text/HTML field, chse that ptin nce inside the screen fr creating a new dynamic field. Figure 59: Creating Text/HTML element The page will be refreshed displaying further ptins fr this element.

57 Figure 60: Creating a text/html element The fllwing parameters are available inside this screen: Basic Text Bx use this ptin if yu want t define the news as text nly Rich Text Editr use this ptin if yu want t be able t use rich frmatting ptins (HTML, images, text frmatting, etc.) Paragraph use this pull dwn menu t apply the desired style (heading) t the selected text Fnt pull dwn menu fr chsing the desired fnt Size pull dwn menu fr chsing the fnt size Clr pull dwn menu fr chsing the fnt clr - bld - italic - underline - strikethrugh - superscript - subscript - remve all frmatting - justify left - justify center - justify right

58 - justify full - bulleted list - numbered list - indent - utdent - cut - cpy - paste - delete - und - red Symbls pull dwn menu fr inserting special characters - insert hrizntal line - insert date - insert time - create link - remve link - insert image frm gallery - insert table - preview - select all - use this ptin if yu are pasting the text frm Wrd s that all unnecessary Wrd frmatting wuld be remved Shw custm editr ptins click n this link t pen the windw fr setting the custm editr ptins (see Figure 61) Refresh Editr click n this link t refresh the editr

59 Figure 61: Defining custm editr ptins Creating a Date The Date dynamic field is used fr acquiring a date frm the user, either by asking them t select ne frm the pull dwn menus r by entering it manually (nte: depending n the selected type f date further discussed belw). In rder t start creating a date, chse ptin Date while creating a new dynamic field.

60 Figure 62: Creating a "Date" dynamic field The page will be refreshed with further ptins fr selecting the date type (frmat). The fllwing ptins are available inside the Date Display Type pull dwn menu: Textbx w/calendar see sectin Mnth and Day see sectin Mnth and Year see sectin Mnth, Day, Year (Textbx) see sectin After chsing the desired date type click n the Update field link in rder t cmplete the prcedure f creating a Date dynamic field.

61 Textbx with Calendar The fllwing screenshts demnstrates the Textbx and Calendar date type as seen by the end users. The user will be able t either enter the date manually r chse ne frm the calendar by clicking n the Select Date link. Figure 63: Textbx with Calendar Figure 64: Chsing the date frm the calendar Mnth and Day The fllwing screenshts demnstrates the Mnth and Day date type as seen by the end users. The user will be able t enter the date by using the mnth and day pull dwn menus.

62 Figure 65: Mnth and Day example Mnth and Year The fllwing screenshts demnstrates the Mnth and Year date type as seen by the end users. The user will be able t enter the date by using the mnth and year pull dwn menus. Figure 66: Mnth and Year example Mnth, day, year textbx The fllwing screenshts demnstrates the Mnth, day, year date type as seen by the end users. With this date type the user enters the date manually.

63 Figure 67: Mnth, day, year textbx example Creating an Image dynamic field The purpse f the Image dynamic field is t allw users t uplad images. In rder t start creating an image dynamic field, chse ptin Image while creating a new dynamic field. The page will be refreshed with further ptins fr chsing the image type. Figure 68: Creating an image The fllwing image parameters are available: Image Type Select the image field type that yu wuld like t utilize. Yu can select the DNN File Uplad field that supprts drag/drp r yu can select the standard file uplad field.

64 Use persnal flder - select if yu wuld like t use the persnal flder ptin within DtNetNuke. This will limit users nly t being able t access their specific file flder when uplading files. Strage type - select the strage type fr this image. Yu can chse t stre the File ID r yu can chse t stre the full file path and file name. Nte: string by FileID is recmmended because this allws the upladed pht can be used anywhere n the DNN site. After setting the desired parameters, click n the "Update Field buttn in rder t cmplete the prcedure f creating an image. End users will have an Uplad New File ptin which they will use fr uplading images frm their cmputers. Figure 69: Example f the link fr uplading images Creating a Rich Text Editr The purpse f the Rich Text Editr ptin is t allw yur users t use the text editr in the frnt end. In rder t start creating the rich text editr element, chse ptin Rich Text Editr inside the screen fr creating a new dynamic questin. Figure 70: Adding the rich text editr element

65 After selecting the Rich Text Editr radi buttn, click n the Update Field link in rder t save the changes and cmplete the prcedure f adding the Rich Text Editr. The screensht belw demnstrates the added rich text editr as seen by the end users. Figure 71: The "Rich Text Editr" as seen in the frnt end

66 Creating a Label In rder t create a label element, chse ptin Label inside the screen fr creating a new dynamic questin. Figure 72: Creating a label After selecting the Label click the Update Field link and the new label will be added t the frm. Figure 73: New label added

67 Creating a DNN Text Suggest Field This new field type allws ffering suggestins based n the initial characters entered by the user. This is dne by linking a SQL query t a list f items t help the user pick an ptin. Fr example, typing "Micr" culd prduce suggestins such as Micrbitics, Micrmanagement, Micrscpe, etc. This is a great alternative t ffering ptins in a cmb bx. In rder t create a DNN text suggest field, chse ptin DNN Text Suggest Field inside the screen fr creating a new dynamic questin. Figure 74: Creating a DNN Text Suggest Field The fllwing parameters are available: Minimum Character Lkup - select the minimum characters the user shuld type befre the DNN Text Suggest starts checking the cntent against the lkup query Maximum Suggested Rws specify the maximum number f rws that shuld be returned at a time Lkup Delay specify the delay (in millisecnds) the user shuld wait while typing befre the lkup ccurs (e.g.: 300 wuld be fr 3 secnds) Lkup SQL - enter the Lkup SQL r stred prcedure SQL t return the selected list f items fr the query. The query shuld return tw clumns, ne called ID and anther clumn called Name. The ID clumn shuld be unique and typically wuld be an integer. The Name clumn shuld return the text ptin. After setting the desired parameters, click Update Field t save the changes and cmplete the prcedure f creating the DNN text suggest field.

68 Figure 75: DNN Text Suggest Field DNN Text Suggest Field - Example 1 This example will explain hw yu can use the DNN Text Suggest field t help the user by displaying all usernames frm the database which begin by letters the user is typing inside the field as they type. T create such field yu will need t use the fllwing SQL lkup: select userid as ID, username as Name frm users rder by username Figure 76: DNN Text Suggest Field - Example 1 As demnstrated in the screensht, if the user types "dav", it shuld ppulate a drp dwn cmbbx with every username beginning with letters "dav".

69 DNN Text Suggest Field - Example 2 This example will explain hw yu can use the DNN Text Suggest field t help the user by displaying the user rles frm database which begin by letters the user is typing inside the field as they type. T create such field yu will need t use the fllwing SQL lkup: select rleid as ID, rlename as Name frm rles rder by rlename Figure 77: DNN Text Suggest Field - Example 2 As demnstrated in the screensht, if the user types "premium", it shuld ppulate a drp dwn cmbbx with every rle name beginning with "premium".

70 Creating a Cmb Bx In rder t create a cmb bx element, chse ptin Cmb Bx inside the screen fr creating a new dynamic questin. Figure 78: Creating a cmb bx The page will be refreshed cntaining further ptins fr setting up a cmb bx. The fllwing parameters are available inside this screen: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins ptin fr autmating prcess f acquiring ptins by extracting them frm the database (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it Mve ptin use this ptin t set the desired srt rder fr the respnses Allw user t add item select if yu wish t allw yur visitrs t add items

71 Example fr SQL Driven Optins Nte: this ptin is meant fr advanced users. The SQL Driven Optins can be used in rder t simplify the prcess f creating ptins if yu already have that infrmatin inside the database (e.g. list f states). In rder t use this functinality, chse SQL Driven Optins and enter the query inside the text area. * Figure 79: Using SQL Driven Optins Nte: SQL driven ptins has nw changed in V2.2. Yu nw have an ptin fr the text f the ptin and the value. Example: select Text as QuestinOptin, Text as QuestinOptinValue frm lists where listname = Regin. If yu wanted the text within the drpdwnlist t shw Califrnia but the value saved t the database r t be CA. Figure 80: Using SQL Driven ptins After entering the query, click n the Test SQL ptin in rder t see the results f the query, i.e. whether it is btaining desired results. The page will be refreshed and the ptins will be filled in. The last step is setting the desired default value fr the pull dwn menu inside the part f the screen with Advanced Field Optins. After setting the desired parameters, click n the Update Field buttn and the prcedure f creating cmb bx by using SQL Driven Optins will be cmpleted. Nte: this was ne example fr using SQL Driven Optins. Advanced users can use this feature t retrieve and link fields which have ptins t a query instead f having t enter thse values manually Available Tkens within SQL Optins The fllwing query tkens can be available within SQL Optins: 1. The fllwing querystring parameters are available within the SQL query (Warning: use with cautin, best when used with stred prcedure t avid pssible SQL injectin). Querystring parameters are parameters passed alng the URL. Fr example &DSParam1=100 etc $(DSParam1) $(DSParam2) $(DSParam3) 2. The fllwing sessin variable parameters are available within the SQL query. Sessin variables can either be passes frm ther mdules (3 rd party r ther Data Springs mdules such as Dynamic Frms)

72 $(DSSessin1) $(DSSessin2) $(DSSessin3) 3. The shrt field name f frm fields can be used within the SQL ptins. Fr example, if yu have a drpdwnlist field r a radi buttn field with the shrt field name f JbType yu can reference the tken within the SQL as $(JbType). The frm must initiate a pstback, s will need t create a questin event t cause a pstback. Please refer t the Managing Questin Events 4. The fllwing ther tkens are available Debugging SQL Optins $(PrtalID) current prtal ID $(MduleID) current mdule ID $(TabID) current Tab ID $(CurrentURL) current URL the user is n $(URLReferrer) represents referring URL the user navigated frm {bjectqualifier} this tken will be replaced with the bject qualifier fr the site {databaseowner} this tken will be replace with the database wner setup fr this site $(UserID) represents the current userid, r 0 if the user is nt authenticated $(IPAddress) represents the users IP Address $(CurrentLanguage) represents the users current language, utilizing this feature can assist in creating cntent lcalizatin fr fields using ptin values such as radi buttns, cmb bx, checkbxs, etc Please refer t the prduct frums fr examples f cntent lcalizatin using this tken. If yu are signed in as the Administratr r user with edit privileges t the mdule yu can add &Debug=True t the querystring t review the exact SQL that is being executed/rendered at run time. This can be used fr debugging purpses. Fr example, if yur URL is then yu wuld change the URL t be The registratin frm will NOT PROCESS when this flag is set.

73 Example fr using cmb bx One example f using the cmb bx fr registratin frm can be asking users t prvide infrmatin abut hw they heard abut yur website, where yu can have multiple predefined answers the user will chse frm (e.g. Frm a friend r Other ). Figure 81: Example f using cmb bx The parameters wuld be defined like this: Questin enter Hw did yu hear abut us? as a label fr cmb bx, i.e. infrming the user f the requested infrmatin Questin type chse Cmb Bx Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Ggle and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: Yah Snwcvered, etc Nte: use the up and dwn arrws t set the desired srt rder and the icn t delete the ptin. After setting the desired ptins fr the cmb bx, yu can click n the + symbl next t the Advanced Field Optins in rder t set the default value i.e. the ptin inside cmb bx that will be selected by default in yur registratin frm.

74 Figure 82: Setting cmb bx advanced ptins Select the ptin yu want yur users t see as selected by default and click n the Update Field in rder t cmplete the prcedure f creating a cmb bx. The fllwing screensht demnstrates the created cmb bx as seen by the user n yur website. Figure 83: Example f the cmb bx as seen by the end user

75 Creating a Checkbx grup Checkbx grup can be used when yu want t acquire several answers frm users by letting them select frm the checkbxes. The user can select nne, ne r several checkbxes simultaneusly. In rder t start creating a checkbx grup element, chse ptin Checkbx grup inside the screen fr creating a new dynamic questin. Figure 84: Creating a checkbx grup (step 1/2) The page will be refreshed cntaining further ptins fr this element. The fllwing parameters are available inside this screen: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins use this ptin in rder t autmatically insert ptins frm the database, if yu already have them defined s that yu wuldn t have t d it manually (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it Mve Optins use this ptin t set the desired srt rder fr the respnses

76 Display Check All use this pull dwn menu t determine the lcatin f the Check All ptin (abve r belw the check bx list). Display Check All Text specify the text which will be displayed fr the Check All ptin. Nte: If n text is specifie\d then the mdule will render a lcalized variable fr this setting Example fr using checkbx grup One example f using the checkbx grup fr registratin frm can be asking the user t prvide infrmatin abut yur prducts, where yu can have multiple predefined answers as checkbxes (e.g. Which prducts d yu like?, and then yu can list f all yur prducts as checkbxes/answers). Figure 85: Example f using cmb bx The parameters wuld be defined like this: Questin enter Which prducts d yu like? as a label fr checkbx grup, i.e. infrming the user f the requested infrmatin Questin type chse Checkbx grup Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Image Flash Rtatr and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: News Ticker Quick Pll, etc Nte: use the up and dwn arrws t set the desired srt rder and the icn t delete the ptin.

77 After setting the desired ptins fr the checkbx grup, yu can click n the + symbl next t the Advanced Field Optins in rder t set the default value i.e. checkbx which will be selected by default in yur registratin frm. Nte that yu can select mre than ne checkbx t be checked by default. Figure 86: Setting cmb bx advanced ptins Select the ptin r ptins yu want yur users t see as selected by default and click n the Update Field in rder t cmplete the prcedure f creating a checkbx grup. The fllwing screensht demnstrates the created checkbx grup as seen by the user n yur website. Figure 87: Example f the checkbx grup as seen by the end user

78 Creating a Listbx In rder t create a Listbx dynamic field, chse ptin New Dynamic Field, set the desired name fr the field and select Listbx ptin under Questin Type. Figure 88: Available ptins fr listbx The screen will be refreshed cntaining further ptins: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins use this ptin in rder t autmatically insert ptins frm the database, if yu already have them defined s that yu wuldn t have t d it manually (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it Mve Optin use this ptin t set the desired srt rder Display Check All Text - select the text fr the check all feature. i.e. Select All. If n text is specified then the mdule will render a lcalized variable fr this setting. Selectin type chse whether listbx will be single r multiple select Rw numbers field fr setting the number f the rws After setting the desired parameters, click n the Update Field link t cmplete the prcedure f creating a listbx dynamic field.

79 Figure 89: Listbx dynamic field as seen by the end users Creating a File Uplad element The purpse f the File Uplad element is t allw yur users t uplad files via frm. In rder t start creating a file attachment element, chse ptin File Uplad inside the screen fr creating a new dynamic questin. Figure 90: Creating a File Attachment/Uplad element This screensht demnstrates the File Attachment/Uplad element as seen by the end users. Figure 91: File Attachment/Uplad element as seen by the end users

80 Creating a cuntry element Since the pull dwn menu fr chsing the cuntry the user resides in has becme a standard element f every frm, the Dynamic Registratin mdule allws yu t easily add already ppulated frm t yur frm. In rder t add the cuntry element, chse ptin Cuntry frm the Questin Type menu. Figure 92: Chsing the "Cuntry" ptin After chsing the Cuntry ptin, click n the Update Field link and the new cuntry pull dwn menu will be added t the frm. The screensht belw demnstrates the Cuntry element as seen by the end users. Figure 93: Example f the "Cuntry" element as seen by the end users Tips: Yu can default the cuntry by entering the cuntry name int the textbx fr the default value textbx under advanced field settings

81 If yu are enabling a regin field yu shuld place the regin field after the cuntry field if yu are using a cuntry default (reference frum thread) Yu can create mre specific cuntry/regin fields by using SQL Optins. (reference frum thread) Creating a HTML Buttn The HTML buttn element is typically used in cnjunctin with a questin event t set a default value fr a field. Yu can find a gd example f hw the HTML buttn is used in cmbinatin with a questin event here: In rder t create an HTML buttn, chse that ptin as questin type. Figure 94: Creating an HTML buttn Imprtant nte: in rder fr the HTML buttn label t be displayed, yu enter a default value under Advanced Field Prperties.Otherwise, the buttn will be blank even if yu have a value in the field name Editing a dynamic questin In rder t edit a dynamic questin, chse ptin Manage Questins/Settings frm the main menu. In the screen with the settings, click n the + symbl next t the Dynamic Questins label and chse the desired dynamic questin frm the pull dwn menu.

82 Figure 95: Editing a dynamic questin The screen with the settings fr the chsen questin will be displayed where yu can make the desired changes. Nte: fr further infrmatin abut the parameters fr setting the dynamic questin, see sectin Editing the questin label using In-line editr In rder t start editing the questin label, place yur muse ver the questin label. Figure 96: Editing the questin label (step 1/2) The edit icn will be displayed abve the field. Click n this icn and the field will be refreshed allwing yu t mdify the label.

83 Change the questin label and click anywhere ut f the field t save the changes. Nte: the in-line editr is enabled by default. It can be enabled r disabled by using the ptin within the General Settings page (see sectin 8.1) Using the mask edit ptin Fr each f the questins yu can use the mask edit ptin which is available during the prcedure f creating r editing a questin. Figure 97: Using the mask edit ptin Yu can use the mask edit t suggest the frmat f the field i.e. fr the phne number frmat as displayed in the screensht abve. Figure 98: Using the mask edit Nte: a letter represents an alpha character 9 represents a numeric character, * represents an alphanumeric character. if yu want t disallw numbers, yu shuld use letter a t create a mask, while if yu wanted t disallw characters, yu wuld put number 9. T allw alphanumeric masks yu wuld use an *. Example: Lets say yu wanted 555-ABC the masked editr wuld be 999-aaa. Fr alphanumeric, the fllwing mask 999-aaa-**** culd prduce 555-ABC-1C4B Using the watermark ptin Yu can use the watermark ptin t suggest the use f field by displaying the grayed ut text until the user clicks the field. The default value is used fr this purpse.

84 Figure 99: Using the watermark ptin The field default value is setup under Advanced Field Optins.

85 Deleting a dynamic questin In rder t delete a dynamic questin, chse ptin Manage Questins/Settings frm the main menu. Chse the desired questin frm the drpdwn menu and click Delete in the bttm f the page t delete it. Figure 100: Deleting a dynamic questin Setting Questin Lk/Feel In rder t start setting the layut f the questin, click Questin Lk/Feel label. Figure 101: Setting questin lk and feel

86 The fllwing parameters are available inside this screen: Override label cell style class? - enter the name f the style class yu wuld like t use in rder t verride the standard label cell style class Override field style class? - enter the name f the style class yu wuld like t use in rder t verride the standard field style class Clumn Span (Default is 1) enter the clumn span fr the questin; this feature is useful when yu want t design frms with multiple clumns. Raw Span (Default is 1) - enter the rw span fr the questin; this feature is useful when yu want t design frms with multiple clumns. Field Length use this field t define the maximum length fr the field Add field t same rw as previus questin? select this checkbx in case yu wuld like t add fields t the same rw as the previus questin Display label and field in same clumn (Override general setting) - select if yu wuld like t verride the default setting and frce the field t be n the same clumn as the questin label Add field t same cell as previus questin select t add this field t the same cell as the previus questin Hide Field Label select this ptin if yu wish t hide the field label Shw help text as pp up text select this checkbx if yu wish the help text t be displayed t the user in a frm f a pp up windw Pp up text width use this input field t specify the width f the pp up text After setting the desired parameters, click n the "Update Field t save the settings.

87 Setting Questin Header and Fter In rder t start setting the header r the fter fr the desired questin, click Questin Header/Fter (during the prcedure f creating a new questin). Figure 102: Setting Questin Header and Fter This screen cntains tw text areas with rich text editrs fr defining the questin header and fter. Enter the desired cntent and click n the Update Field link in rder t save the changes.

88 Managing Questin Validatin In rder t start managing the questin validatin ptins click n the + symbl next t the Questin Validatin label, inside the screen fr creating a new questin. Figure 103: Managing questin validatin The fllwing parameters are available inside this screen: Textbx Max Length set the maximum number f characters fr the field Required Field select this checkbx if the questin is suppsed t be a required field Required Text this is the text that the user will be presented with if they d nt fill in the required field. This text will either be displayed immediately if client side validatin is turned n under general settings, r after the submit buttn is clicked (if server side validatin is turned n under general settings) Required Field Errr (i.e. *) field fr entering the text which will be displayed in case the user frgt t supply infrmatin fr this field because it is required Use Regular Expressin select if yu wuld like t use regular expressin validatin fr this field. Regular expressin validatins can be fund n varius web sites (try any search n the web fr example regular expressin validatrs). Regular expressins can frce the user t enter data int a crrect frmat. Fr example, maybe yu want t frce the user t enter in 5 numbers exactly, r maybe xxx-xxx-xxx etc There are literally hundreds f regular expressins yu can select frm, if yu need help finding a specific expressin please pst a thread t the Data Springs Prduct Frum and a supprt representative will be happy t respnd. Regular Expressin - enter in the expressin fr this validatin, there are a few examples belw: Find the whle wrd yes within the textbx. Yu culd frce the user t type in yes within the textbx as a validatin cnstraint befre they submit the frm.

89 Expressin: \yes\b Validate phne number is entered as ###-###-#### Expressin: \(?\d{3}[-.]\)??\d{3}[-.]\d{4} Scial Security Number Expressin: \d{3}-\d{2}-\d{4} Address Validatin Expressin: ([a-za-z]{2,3}) (aer cp inf museum name))$ Regular Expressin Validatin Text - enter the regular expressin validatin text fr this field. This is nt the regular expressin itself, but the errr text that the user will receive when the validatin is false. Regular Expressin Errr Message this is the message the user will receive if they d nt enter the crrect frmatted expressin int the field. Fr example ( Yu must enter a valid U.S. phne number ). Enable Cmpare Validatr select this checkbx in rder t enable the cmpare validatr ptin Cmpare Field use this pull dwn menu t chse the field which will be used fr cmparisn Cmpare Validatin Text field fr entering the cmpare validatin text Cmpare Validatin Errr - field fr entering the cmpare validatin errr text Enable custm SQL Validatin script select this checkbx if yu wuld like t enable a custm SQL Validatin Script Nte: Validatin via SQL shuld always use stred prcedures t prevent SQL Injectin when referencing fields. Validatin SQL Query (shuld return ne clumn called IsValid) enter an SQL query int this field t perfrm custm validatin fr this field. The SQL query shuld return ne clumn called IsValid. If the clumn returns 0 r False then the validatin errr message will be thrwn, anything else and the user can cntinue. Validatin via SQL shuld always use stred prcedures t prevent SQL Injectin when referencing fields. Please review the prduct frums fr mre infrmatin n creating prper SQL Validatin Validatin Errr Message - enter a message the user will receive if the validatin is thrwn fr the custm SQL Validatin After setting the desired parameters, click n the "Update Field link t save the changes.

90 6.2 Examples f Client Side Events The JavaScript file is used fr advanced settings as an ptin t enable any client side script yu wuld like rendered when the registratin frm is rendered. A default file is included fr scripts t calculate checkbx grups, create pp up help text, create pp up alerts fr require fields, and ther useful functins. Yu can add/change any f the client side scripting cde here s that yu can enable additinal client side cde fr yur registratin frm. Please visit the Data Springs Prduct Frums fr additinal tips and tricks fr client side cde. Nte: The custm JavaScript file can be used alng with the Client Side Event feature fr each frm feature. Example client side events can include features t hide/shw html, hide/shw the frm submissin ability, pre-ppulate fields, calcualte checkbx fields, etc, Yu can review the fllwing demnstratin fr mre detailed tutrial n setting up sme client side events: Examples: T fill the text f a field based n the text f anther field. This is assuming the shrt field names fr the fields were DisplayName, FirstName, and LastName $(DisplayName) = $(FirstName) + + $(LastName) T calculate check bx grup. This is assuming the client event is placed n a checkbx grup field with a shrt field name f Prducts and that yu are wanting t display the ttal in an HTML DIV tag called Ttal. Ttal.innerHTML = '<B>Yur ttal cmes t: ' + '$' + CalculateCheckBxListValues($(Prducts_FieldID), $(Prducts_ValueFieldID)) + '</b>' Hide frm submissin buttn unless the user types in YES within a textbx. This is assuming that the shrt field name fr this field is Termsnkeyup and that yu have enabled the feature within the link / submit buttns t Initially hide frm submissin buttn. if ( $(Termsnkeyup).tUpperCase() == 'YES') { shwhtml('savefrm') } else { hidehtml('savefrm') } Hide frm submissin buttn unless the user checks a checkbx (i.e. terms and cnditins). This is assuming the client side event is applied t a checkbx field that has a shrt field name f chkshwhide. if ( $(chkshwhide)) shwhtml('savefrm') else hidehtml('savefrm') Client Side Events are prcessed based n fields nblur events (except where nted belw). Fr textbx fields, yu might want t prcess client side events in situatins besides nblur. Fr these, yu can use the fllwing keywrds within the fields shrt field name. nclick Adds the client side event t the textbx nclick event

91 nfcus Adds the client side event t the textbx nfcus event nkeypress - Adds the client side event t the textbx nkeypress event nkeydwn - Adds the client side event t the textbx nkeydwn event nkeyup Adds the client side event t the textbx nkeyup event

92 7 MANAGING DNN CORE INTEGRATION In rder t start managing DNN Cre Integratin, chse ptin Manage Questins/Settings frm the main menu. The fllwing screen will be displayed. Figure 104: Chsing ptin "DNN Cre Integratin" Click either n the icn r the text DNN Cre Integratin and the fllwing screen will be displayed.

93 Figure 105: Managing DNN Cre Integratin Use the fields inside this screen t cnnect t the apprpriate dynamic fields yu have already created (see sectin 5.4 fr further infrmatin) Required Fields these fields are required in rder fr the DNN cre integratin t functin prperly Username Field chse this pull dwn menu t chse the dynamic field yu have created fr the username (e.g. username ) Passwrd Field - chse this pull dwn menu t chse the dynamic field yu have created fr the passwrd (e.g. passwrd ) Passwrd Cnfirm Field - chse this pull dwn menu t chse the dynamic field yu have created fr the passwrd cnfirmatin (e.g. cnfirm passwrd ) Recmmended Fields the use f these fields is recmmended First Name Last Name Display Name Field Field Nte: Linking Dynamic Registratin fields t DNN Cre Fields has tw advantages: Advantage ne: if yu have several hundred users nw within yur DNN Prtal when they navigate t their Dynamic Registratin mdule it will pre-fill their registratin infrmatin with the DNN Cre infrmatin if they have never saved their Dynamic Registratin infrmatin Advantage tw: each field that yu have 'linked' t the DNN Cre integratin will autmatically be updated in bth the Dynamic Registratin and DNN Cre

94 registratin ( fr example: if yu link the DNN Cre Field ' Address' with the Dynamic Field ' ', when the user updates their infrmatin it will be saved in bth places) Tip: linking fr all prfile prperties ther than Username, Passwrd, Passwrd Cnfirm First Name, Last Name, Display Name, and is nw handled within each field label under Advanced Field Settings, DNN Cre Field. User cnfig settings User can change their username check this checkbx if yu want t allw the users t change their usernames Allw Cancel check this checkbx if yu want t allw the users t cancel the registratin Display message t user after initial registratin checking this bx will display a message t the user after they initially register. The message yu setup can include parameters such as Dear $(MyShrtFieldName), we are happy yu registered with us. The message is setup under the Message / Layut area as Display After message. The message includes a link at the bttm t Cntinue (see sectin 8.5.5) Same cannt register twice If this feature is enabled then the user cannt register the same if that already exists n the system. A message (which can be defined under message / layut) ntifies them that anther user already has that and if its them wuld they like t receive a frgt my passwrd ntificatin. Minimum Passwrd Length input field fr setting the minimum passwrd length in characters (e.g. 8 ) D nt sign user in after registratin - select this ptinal setting t disable autmatic sign in/authenticatin f the user nce they register. This feature affects public registratins nly.

95 7.1 Managing Advanced Cre Integratin Optins In rder t start managing the advanced cre integratin ptins, click n the + symbl next t this label. Figure 106: Setting advanced Cre Integratin Optins (part 1) The fllwing parameters are available inside the first part f the screen: Autmatically Create User ID use these ptins if yu wuld like Dynamic Registratin t autmatically generate the UserID fr the user; By enabling 'Aut Create UserID' the users UserID and passwrd will autmatically be created upn initial registratin (nte:. yu will still need t create Dynamic userid/passwrd fields fr Dynamic Registratin fr when the user needs t update their infrmatin, hwever initially these fields will be hidden if this ptin is enabled) Aut create user type use this pull dwn menu t determine the methd fr creating the users with the fllwing ptins: First initial last name First/Last Name First Name/Last Initial Address

96 Username prefix - select a username prefix that will be used when autmatically creating a UserID. Autmatically create passwrd chse this ptin t create the passwrd autmatically Passwrd Prefix enter the passwrd prefix that will be used when creating the UserID autmatically Passwrd suffix number length - enter the number f randm numbers which will be used when creating the passwrd fr the user, this number will be used n cnjunctin with the passwrd prefix Hide Fields use the ptins belw t hide the userid r passwrd fields fr registratin updates; this feature will be implemented fr this mdule instance nly and can be used t implement ther user prfile pages r maybe allw the user t update their passwrd in a different page r tab; this feature culd als be implemented as a secnd registratin page, the first registratin page can just cllect sme basic infrmatin such as userid, passwrd, name and then after they register yu can request this additinal infrmatin withut frcing them t re-enter their userid/passwrd. Hide UserID field fr registratin updates select this checkbx t hide the User ID field during the registratin updates Hide passwrd fields fr registratin updates select this checkbx t hide the User ID field during the registratin updates Figure 107: Setting advanced Cre Integratin Optins (part 2) The fllwing parameters are available inside the secnd part f the screen: Passwrd Questin /Answer - the ability fr DtNetNuke t supprt passwrd questin/answer feature fr frgt passwrd implementatin must be enabled in the web.cnfig file; dynamic registratin can allw the user t update their questin/answer by specifying which dynamic fields represent these questin/answer fields belw Wuld yu like the user t setup a passwrd questin and answer select this checkbx if yu wish t allw this ptin t the users Passwrd Questin Field select the passwrd questin field frm the pull dwn menu Passwrd Questin Answer Field select the passwrd questin answer field frm the pull dwn menu

97 DNN User Authrizatin - Dynamic Registratin allws yu t enable a field which will be used t authrize/unauthrize the user; similar t the standard authrizatin field fr DtNetNuke User Management, yu can specify a dynamic field t represent authrizatin. This dynamic field must be a checkbx. This field can be hidden by hiding the field by rles r annymus users when setting up the questin/field. Enable Authrizatin Field select this checkbx if yu wuld like t enable the authrizatin field which will be used by the administratrs t authrize users Select Authrizatin Field - select the dynamic checkbx field t represent authrizatin. Figure 108: Setting advanced Cre Integratin Optins (part 3) The fllwing parameters are available inside the third part f the screen: DNN Time Zne - If y u wuld like t include a Time Zne field within yur registratin frm create a Dynamic Registratin Drpdwnlist Field and enable/set that field t be the Time Zne field belw. Enable Time Zne Field select this checkbx t enable a time zne field and link it t a dynamic registratin field Dynamic Time Zne Field - select the dynamic field which will represent the time zne. Default Time Zne - select the default timezne fr this prtal User Lcatin / Language - if yu wuld like t include a Lcatin / Language field within yur registratin frm create a Dynamic Registratin Drpdwnlist Field and enable/set that field t be the Lcatin / Language field belw. Enable language/lcatin field select this checkbx t enable a lcalizatin/language field and link it t a dynamic registratin field Dynamic Language Field - select the dynamic field yu wuld like t represent the language/lcatin. Default Language - select the default language fr this prtal

98 Persistent Ckie Authenticatin - DtNetNuke supprts persistent ckies within the framewrk. The persistent ckie wrks as the 'Remember Me' me feature within the DtNetNuke Lgin mdule; this feature will autmatically stre a ckie n the user s cmputer t autmatically lg the user int the prtal. The timeframe fr the ckie is setup within the web.cnfig file. Enable Ckie select this checkbx if yu wuld like t enable the remember me ckie Dynamic Field (Checkbx nly) - select the checkbx field which represents the remember me ckie

99 8 SETTING MODULE CONFIGURATION In rder t start setting the mdule cnfiguratin, click n the Mdule Cnfiguratin icn r text. Figure 109: Cnfiguring the mdule The fllwing ptins are available inside this screen: General Settings see sectin 8.1 AJAX/jQuery Integratin see sectin 8.2 Validatin/Security/Integratins see sectin 8.3 Mdule Layut/Javascript/Stylesheet see sectin 8.4

100 Link buttns/image buttns see sectin Payment Gateway see sectin 8.9 Cntent Lcalizatin see sectin Managing General Settings In rder t start managing general settings, chse Mdule Cnfiguratin frm the Cntrl Panel and then General Settings. Figure 110: Managing General Settings (screensht 1/3) The fllwing parameters are available inside the first part f the screen: Debug Mde use the test mde t try the mdule settings as while in the test mde Dynamic Registratin mdule will nt actually add/update user infrmatin Enter key frces frm submissin - select this ptin if yu wuld like the enter key t frce frm submissin / save Set fcus t first field n frm - select this ptin if yu wuld like the frm t set the fcus t the first field upn lading

101 Disable the in-line editr - select if yu wuld like t disable the in-line editr fr administratrs. The in-line editr is the ability t change field labels, questin headers, fters, and ther ptins frm within the user-facing page. Redirect Page After Registratin pull dwn menu fr chsing the page user will be redirected t after registratin (e.g. Successfully registered r Thank yu! ) Redirect Page After Update - pull dwn menu fr chsing the page user will be redirected t after updating his data (e.g. Successfully updated r Thank yu! ) Redirect t previus URL after registratin/update check this checkbx t redirect the user t the previus URL they visited (nte: using this ptin will verride anything yu set in the previus tw fields) Redirect Page After Cancel - pull dwn menu fr chsing the page user will be redirected t after canceling the registratin (e.g. Registratin canceled r Hmepage Nte: yu shuld always use these setting t redirect the user t a page after registratin r registratin updates. Yu shuld nly need t setup URL Redirectin Cmpletin Events if yu need t redirect the user cnditinally based n a users respnse (such as redirect them t Page B if they check a checkbx but therwise redirect them Page A etc ) After setting the desired parameters, click n the Update Settings buttn in rder t save the changes.

102 8.2 Setting the AJAX/jQuery Integratin In rder t start managing the Ajax/jQuery Integratin click the arrw next t that label. Figure 111: Setting the AJAX/jQuery Integratin The fllwing ptins and parameters are available: Frm Prcessing/Submissin AJAX use this pull dwn menu t disable AJAX fr certain areas i.e.fr fields and questin events (nte: smetimes sme field types will nt render prperly r save prperly if AJAX is enabled with a cmbinatin f sme fields. Hide AJAX mdal ppup - select this ptin if yu wuld like t hide the AJAX mdal ppup message which is displayed fr the AJAX interactin. This message will nly be displayed if jquery is enabled and AJAX is enabled. Hide prgress image fr AJAX mdal ppup - select this ptin if yu wuld like t hide the prgress image displayed within the mdal ppup message. Alternate Mdal Ppup Image - select an image which shuld be used as the alternate mdal ppup image fr the display. By default the prgress image will use the prgress.gif file lcated in the Dynamic Registratin flder under /desktpmdules/dynamic registratin/. If yu wuld like t enter an alternate image frm that directry enter the name f that file here. Alternate Mdal Ppup Message - select this ptin if yu wuld like t hide the prgress image displayed within the mdal ppup message

103 8.3 Managing Validatin, Security and Integratins In rder t start managing validatin, security and integratins, chse that ptin nce within the Mdule Cnfiguratin page. Figure 112: Managing Validatin, Security and Integratins The fllwing ptins are available: Validatin cnfiguratin see sectin Mdule Security see sectin Blacklist respnses see sectin Opt In Settings / Integratins see sectin 8.3.7

104 8.3.1 Validatin Cnfiguratin The fllwing parameters are available inside this screen: Enable Client Side Validatin select this checkbx t enable client side validatin Enable Server Validatin select this checkbx t enable server side validatin (nte: server side validatin fires after the user hits submit and the pstback ccurs n the frm Display * next t field label - select this ptin if yu wuld like an asterik (*) t appear t the right f each field label (see Figure 113) Enable AJAX username check - select this ptin if yu wuld like t enable the AJAX username check. This check will determine (withut pstback) if the username the user is attempting t register as is available r taken Nte: this feature des nt currently wrk when cmbined with any questin events (that already cause pstback). Ignre Built-In Username/PW Validatin - by default Dynamic Registratin uses its wn validatin built in rutines t require a passwrd fields, cmpare passwrd and cnfirm passwrd; If yu wish t use yur wn validatin fr these fields then check this checkbx Enable Passwrd Strength select this ptin t enable the jquery passwrd strength feature; this feature will let a user knw if their passwrd is weak r strng (see Figure 113). Passwrd Strength Lcatin use this pull dwn menu t set the lcatin f the passwrd strength feature; this is the lcatin in relatin t the passwrd field.

105 Frce Existing Passwrd fr changing passwrds - select this ptin if yu want t frce the user t enter their existing passwrd befre they are allwed t change their existing passwrd. If this feature is enabled yu must create a new field with the shrt field name ExistingPW. Validate Address select this checkbx t validate the address linked t the DNN Cre field is valid syntax Hide Validatin Summary select this checkbx if yu wuld like t hide the ASP.NET validatin summary abve yur registratin frm Validatin Summary Lcatin - select the desired lcatin fr the validatin summary/cntrls Display validatin summary message select this checkbx if yu wuld like a message t appear as a validatin summary within the frm. This message will be displayed directly abve either the client side r server side validatin summary when at least ne field criteria is nt met. Use custm CSS style sheet class fr invalid validatin fields - select this checkbx if yu wuld like a custm style sheet class f DynamicRegistratin_FieldErrr t be used fr fields that are invalid and thrw validatin errrs Frce user t tp r bttm f frm after invalid validatin - select the desired lcatin the user will be frced t after invalid validatin Set fcus n first validatin errr field - select this checkbx if yu wuld like the frm t set fcus n the first field that is nt valid Figure 113: Illustratin f the validatin cnfiguratin features

106 8.3.2 Managing Mdule Security The Mdule Security ptin is used fr defining the desired access rights t the vital parts f the mdule based n the user rle. In rder t start managing these setting, click Mdule Security. Figure 114: Managing Mdule Security The fllwing ptins are available inside this screen: Authrized t Manage Users select the grup f users wh will be allwed t manage ther users (e.g. Administratrs) Nte: within the 4.0 release we intrduced a new feature fr managing users with cnditins. The new feature allws yu t cnfigure the system s that users frm a specific security rle can nly manage ther users wh have a matching prfile field. Fr example, a user has a value fr prfile prperty f ABCD fr the prfile prperty field Cmpany ID. Enabling the cnditin based n Cmpany ID wuld nly allw users t manage ther users with matching prfile prperties. Security Cnditin - select the matching credential that the administratr user shuld have befre they can manage this user. Fr example, shuld this user have the same TeacherID as the students? Or the same ManagerID, CrpratinID, etc... Authrized t Manage Questins/Settings select the grup f users wh will be allwed t manage the questins/settings sectin Nte: see sectin 10 fr further infrmatin.

107 8.3.3 Managing Blacklist respnses Dynamic Registratin enables yu the ptin t create a 'blacklist' f values r respnses. During registratin r update the user will be ntified that ne f their respnses has flagged the blacklisted flag and their respnses were nt saved. T enable the blacklist feature yu must enable the setting 'Check blacklist fr invalid respnses' under general settings. Nte: The message displayed t a user that their respnse was nt accepted can be setup under Layut / Messages and chse the ptin Blacklist Failed Message (see sectin 8.5). In rder t start managing blacklist respnses, chse ptin Manage Questins/Settings frm the main menu. In the screen that is displayed next, click n the + symbl next t Blacklist Respnses label in rder t expand it and access the available ptins. Figure 115: Managing Blacklist Respnses The fllwing ptin is available: Check blacklist fr invalid respnses select this ptin if yu want the mdule t the list f invalid wrds that are nt allwed

108 8.3.4 Adding a new blacklist respnse In rder t add a new blacklist respnse, enter the respnse inside the input field and click n this icn. Figure 116: Adding a new blacklisted respnse (step 1/2) The blacklist respnse will be added. Figure 117: Adding a new blacklisted respnse (step 2/2) Nte: using this methd yu can specify either addresses r specific wrds which yu wish t mark as black list respnse such, e.g. prfanity.

109 8.3.5 Editing a blacklist respnse In rder t edit a blacklist respnse, click n this icn next t the desired respnse. Figure 118: Editing a blacklist respnse (step 1/2) The fllwing screen will be displayed. Figure 119: Editing a blacklist respnse (step 2/2) Make the desired changes and click n the Update link t save them.

110 8.3.6 Deleting a blacklisted respnse In rder t edit a blacklist respnse, click n this icn next t the desired respnse. Figure 120: Deleting a blacklist respnse Managing Opt In Settings / Integratins The Opt In mdule allws administratrs t setup categries fr users t pt in/ut f. There are many numerus features t the pt in mdule (described in separate dcumentatin). Hwever, integratin with Dynamic Registratin is simple. Yu can link dynamic checkbx fields directly t yur pt in categries separate frm the mdule itself. Fr example: Data Springs site has the Opt In mdule setup under Newsletters. There are tw categries setup, ne fr DNN Mdule Updates, and ne fr Sales Prmtins. Yu culd create tw dynamic checkbx fields and then link thse fields t the Opt In categry. It is imprtant t nte that in rder t link dynamic fields t checkbxes the fields MUST be checkbx field types (see ). Tip: If this file is nt included in yur installatin file yu can dwnlad it here: Tip: If yu wuld like t integrate Opt In withut frcing the user t check a bx fr pting int a list yu can fllw the steps utlined as a SQL Cmpletin Event within this frum thread. /pstid/5805/ptarget/5807/default.aspx In rder t start managing the Opt In Settings and Integratin, chse that ptin frm the menu.

111 Figure 121: Managing Opt In Settings / Integratins The fllwing ptins are available: Opt In Mdule Installed - in case the mdule has already been installed, check the Opt In Mdule Installed checkbx Opt In Categry pull dwn menu fr chsing the pt in categry Dynamic Field (tied t categry) pull dwn menu fr chsing the dynamic field based n the selected categry After setting the desired parameters, click Link Categry/Field t save the changes.

112 8.4 Managing mdule Layut/Stylesheet Althugh yu can add Text/HTML as frm fields within yur Dynamic Registratin frm, yu can als maintain layut features such as a header and fter by using the Mdule Layut/Stylesheet ptin inside the Manage Questins/Settings page. Nte: additinally, select if yu have linked a DNN Cre field t a Dynamic Registratin field yu can setup messages that the user will receive thrugh the registratin prcess. In rder t start managing the mdule layut and stylesheet, chse Mdule Layut/Stylesheet. Figure 122: Managing mdule Layut/Stylesheet The fllwing ptins are available inside this menu: Mdule Layut see sectin 8.5 Dynamic Panels /Sectins/ Tabs see sectin Style Sheet see sectin Custm Javascript File see sectin

113 8.5 Managing Mdule Layut In rder t start managing the mdule layut, chse that ptin frm the menu. Figure 123: Managing Mdule Layut The fllwing ptins fr managing the mdule layut are available: Frm layut see sectin Header/Fter/System Messages see sectin 8.5 Dynamic Questins Srt Order see sectin

114 8.5.1 Managing the frm layut In rder t start managing the frm layut, chse that ptin within the menu (see Figure 123). Figure 124: Managing the frm layut The fllwing parameters are available: Frm Layut Methd chse the desired methd Respnsive (HTML DIVs) see sectin HTML Table Rws/Cells see sectin Line Break HTML - there are several areas within the frm that is rendered that wuld cmmnly require a line break. This is typically a BR tag hwever this setting allws yu t style the frm withut line breaks r t include yur HTML fr line breaks t be included. Align Link Buttns - this ptin allws the administratr t set the "Register", "Update", and "Cancel" link buttns t be placed either n the left r n the right f the mdule. Align Questin Labels - select this ptin if yu wish t align questin labels Label Vertical Alignment - select hw yu wuld like the label t be displayed vertically within the table cell Field Vertical Alignment - select hw yu wuld like the field t be displayed vertically within the table cell Label Cell Width field fr entering the desired width f the label cell in pixels Hide Help Icns select this checkbx if yu want t hide the Help icns Frce fields labels and fields n same clumn select this checkbx if yu want t frce the fields labels and fields t appear n same clumn

115 Default Shrt Field Length this is the default value fr fields that are Shrt textbx length (yu can define the length in each dynamic textbx questin but this sets the default) Default Lng Field Length - this is the default value fr fields that are Lng textbx length (yu can define the length in each dynamic textbx questin but this sets the default) Questin Suffix - use this t add a suffix t each field label, i.e. a suffix f ":" wuld add a semi cln after each label (e.g. First Name:, Last Name:"). Other pssible suffix's might be a "?". Wrd wrap questin labels select this ptin if yu wuld like t turn n wrd wrap fr the dynamic questin labels Wrd wrap help text select this ptin if yu wuld like t turn n wrd wrap fr dynamic questin labels help text Example f the DIV layut Figure 125: Example f the DIV layut

116 Example f the HTML table/rws/cells layut Figure 126: Example f the HTML table/rws/cells layut Managing Fter/ Header /System Messages The Header/Fter/System Messages ptin is used fr setting up varius messages displayed within the applicatin such as fter, header r blacklist failed message. In rder t start managing these messages chse ne f the available ptins inside the pull dwn menu.

117 Figure 127: Managing Header/Fter/System Messages The fllwing ptins are available: Header see sectin Fter see sectin Display After Registratin Message see sectin BlackList Failed Message see sectin Duplicate Message see sectin Update Registratin Mdule Title see sectin Validatin Errr Message see sectin Apprved Message (via Apprval Link) see sectin Setting up the header In rder t setup a header displayed abve the registratin frm, chse ptin Header frm the pull dwn menu.

118 Figure 128: Defining header Define the cntents f the header inside the text area and click n the Update Message t cmplete the prcedure f defining a header. The fllwing screensht demnstrates the header as seen by the end users. Figure 129: Example f the defined header Setting up the fter In rder t setup a fter displayed belw the registratin frm, chse ptin Fter frm the pull dwn menu.

119 Figure 130: Defining fter Define the cntents f the fter inside the text area and click n the Update Message t cmplete the prcedure f defining fter. The fllwing screensht demnstrates the fter as seen by the end users. Figure 131: Example f the defined fter Setting up the Message Displayed After the Registratin In rder t setup a message displayed t the users nce they cmplete the registratin, chse ptin Display After Registratin Message ptin frm the menu.

120 Figure 132: Setting message displayed after registratin Enter the desired message and click n the Update Message link t cmplete the prcedure. Nte: yu can use the merge fields displayed n the right side t address the user by his first name $(FirstN) r display any ther infrmatin the user has prvided within the registratin frm. Nte: yu need t make sure yu have selected Display message after registratin in general settings (see sectin 8.1).

121 8.5.6 Setting Blacklist Failed Message In rder t setup a message displayed t the user in case he has prvided a respnse which is n a black list, chse ptin BlackList Failed Message frm the pull dwn menu. Figure 133: Defining black list failed message Enter the desired message inside the text area (e.g. Yur respnse is cnsidered inapprpriate ) and click n the Update Message link t cmplete the prcedure f defining this message. Nte: yu can use the merge fields n the right side t display either black listed questin $(BlackListedQuestin) r black listed respnse $(BlackListedQuestin) t the user.

122 8.5.7 Setting Duplicate Message In rder t setup a message displayed t the user in case he has prvided an address which already exists, chse ptin Duplicate Message frm the pull dwn menu. Figure 134: Defining duplicate message Enter the desired message inside the text area (e.g. We already have a user accunt with that address ) and click n the Update Message link t cmplete the prcedure f defining this message Setting Update Registratin Mdule Title Message Yu can ptinally change the mdules title. The mdule s title can be changed frm the standard title that yu define fr the mdule in the mdules standard DNN settings area. This is the title in the upper left hand crner f the mdule that is standard fr each DNN mdule. This cnfiguratin ptin allws yu t define a new custm title with the mdule is in Update Mde, such as the user has already signed in and is authenticated. Fr example: Yu might define yur mdule title as New User Registratin but after the user has signed in yu might want the mdule title t be Accunt Infrmatin r Registratin Infrmatin. After setting this cnfiguratin yu will ntice that the mdule title changes frm when the user is nt authenticated and after they are authenticated. In rder t setup a message displayed t the user, chse ptin Update Registratin Mdule Title frm the pull dwn menu.

123 Figure 135: Defining update registratin mdule title message Enter the desired message inside the text area and click n the Update Message link t cmplete the prcedure f defining this message.

124 8.5.9 Setting Validatin Errr Message In rder t setup a message displayed t the user in case there has been a validatin errr message, chse ptin Validatin Errr Message frm the pull dwn menu. Nte: In rder fr this setting t be prperly cnfigured it must be enabled in the Validatin sectin f the mdule cnfiguratin. This will be text that will appear in additin t the specific fields. Fr example yu might want t define an errr image alng with text that says: Please review the fields belw and determine which field was nt crrectly submitted. Figure 136: Defining the validatin errr message Enter the desired message inside the text area and click n the Update Message link t cmplete the prcedure f defining this message.

125 Apprved Message (via Apprval Link) In rder t setup the text fr the apprved message, chse ptin Apprved Message (via Apprval Link) frm the pull dwn menu. This message is used with the fllwing new tkens and features within Dynamic Events. $(AutApprve) utilize this tken within events fr the user t click n and it will aut apprve their accunt withut further actin. Similar t verificatin cdes, this link is a secure link that will apprve the user withut having t take additinal steps t verify their accunt such as lgging in with a verificatin cde. $(AutApprveLink) similar t $(AutApprve) tken hwever this tken is the full URL s yu culd make the hyperlink an image r chse yur wn hyperlink text within the event directly. $(AutApprveWLgin) Similar t the Aut Apprve tken hwever this tken will als sign the user int the prtal autmatically. $(AutApprveWLginLink) similar t $(AutApprveWLginLink) tken hwever this tken is the full URL s yu culd make the hyperlink an image r chse yur wn hyperlink text within the event directly. The message itself (setup within this drpdwnlist) is the message the user wuld see after clicking the apprval link within the event, fr example $(FirstName) - Thanks fr registering fr an accunt. Yur accunt is nw apprved; yu may lgin by clicking lgin within the menu.

126 Setting Dynamic Questins Srt Order The Dynamic Questins Srt Order ptin is useful in case yu want t setup a different srt rder after yu have created a questin r srt multiple questins differently. In rder t start using this ptin, click n Dynamic Questins Srt Order ptin t expand the questins. Figure 137: Setting dynamic questins srt rder Select the questin yu wish t change the rder fr and click n ne f the arrws t change its psitin up r dwn. After setting the desired srt rder, click n the Update Questin Order t save the changes Managing Dynamic Panels /Sectins/ Tabs The dynamic panels are a new within the Dynamic Registratin mdule which allw yu t setup and define grups f fields within yur frms instance alng with varius layuts and cnfiguratin ptins fr these grups. Similar t questins, the panels can als take advantage f shwing and hiding these grups f fields by rle, annymus users, r until frced visible within a questin event. Panels utilizing questin events can greatly increase perfrmance by requiring fewer database checks fr shwing and hiding the fields. Fr example, yu might have 50 fields at a time that yu want t shw r hide and with a panel there is nly ne check against the system fr this instead f 50 separate checks. Dynamic Panels currently supprt three panel types including a DNN Sectin cntrl (used heavily t grup settings directly within the mdule cnfiguratin area here), the new DNN 6 jquery Panels feature, alng with the new DNN 6 jquery Tabs feature. Each panel type prvides its wn unique lk and individual features. Imprtant: Once yu have enabled panels, the panels must be setup befre any ther fields will appear n the frm. If panels are enabled, all fields must exist within a panel cnfiguratin r thse fields will nt be displayed.

127 In rder t start managing the dynamic panels, sectins and tabs, chse Cntrl Panel -> Mdule Cnfiguratin -> Mdule Layut / Javascript / Stylesheet and then click the + next t the Dynamic Panels / Sectins / Tabs. Figure 138: Managing the dynamic registratin panels Creating a new panel In rder t create a new panel, first enable the dynamic panels by chsing the desired layut frm the Enable Dynamic Panels drp-dwn. The fllwing ptins are available here: DNN Sectin Cntrl chse this ptin t make the basic sectins cntaining the set f questins (yu chse the questins within a sectin in the next step) see Figure 141 DNN jquery Panel chse this ptin t rganize the sectins within a jquery Panel; see Figure 142 Imprtant nte: this ptin wrks fr DNN 6+ nly DNN jquery Tabs Panel chse this ptin t rganize the sectins within jquery Panel tabs; see Figure 143 Imprtant nte: this ptin wrks fr DNN 6+ nly The next step in creating the dynamic panel is chsing New Dynamic Panel ptin frm the related drp-dwn (nte: use the same drp-dwn t edit the chse and edit an already created panel subsequently).

128 Figure 139: Creating a new dynamic panel (step 1/2) The fllwing parameters are available: Panel name enter the name f the panel t cmmunicate the purpse f this set f questins t the user, e.g. Basic infrmatin (nte: this label will be displayed in the frm) Panel srt rder determine the srt rder fr this panel. Figure 140: Creating a new dynamic panel (step 2/2) The fllwing parameters are available: Dynamic questin starting srt rder chse the questin yur panel will begin with (in the examples belw, fr the Basic inf panel, the first questin is First Name )

129 Dynamic questin ending srt rder chse the questin yur panel will end with (in the examples belw, fr the Basic inf panel, the last questin in the panel is address ) Include ruler under title chse this ptin t display a ruler belw the title Initially expanded select this ptin t expand the panel by default Panel alternate CSS class specify the alternate CSS class t be used with the panels Hide/shw panel by rle the Dynamic Registratin mdule allws yu t shw r hide specific panels frm certain rles; fr example, yu may wish t display ne panel t Administratrs nly (and hide it frm all ther rles) Hide/shw panel frm these rles chse the specific rles the panel shuld be shwn t (r hidden frm) Hide panel frm annymus users chse this ptin t hide the panel frm the annymus users Hide until frced visible by questin event - this ptin allws the panel t be hidden until frce t be displayed visible upn a questin event. After setting the desired parameters, click "Add/Update Panel" t cmplete the prcedure f creating ne panel. Nte: Yu can repeat this prcedure t create anther panel with the remaining available questins (e.g. Basic infrmatin and Other infrmatin as displayed in the screenshts belw).

130 Examples f different panel layuts This sectin shws examples f different available panel layuts. Figure 141: Example f the sectin cntrl ptin

131 Figure 142: Example d the jquery Panel Figure 143: Figure 143: Example f the jquery Tabs

132 Managing Style Sheet Dynamic Registratin allws yu t use bth the standard DtNetNuke styles fr yur registratin r a custm Dynamic Registratin stylesheet By selecting a custm stylesheet yu will be able t wrk frm a default style sheet template and mdify style classes within the registratin mdule. Figure 144: Custmizing style sheet After mdifying the style sheet click n the Update Style Sheet link t save the changes.

133 Setting up a Custm Javascript File The Dynamic Registratin mdule allws yu t define a custm javascript file which will then be rendered fr Dynamic Registratin. In rder t start setting up the custm javascript file, chse ptin Custm Javascript File frm the Mdule Cnfiguratin page. Figure 145: Setting up a custm JS file The fllwing ptins and parameters are available: Initial Javascript enter the initial javascript which will be executed when the initial frm lads r when a pst back ccurs. Submit/Save Javascript - enter the javascript which will be executed nce the submissin buttn has been clicked The text area fr entering the javascript After setting the desired values, click Update Javascript File link t save the changes.

134 8.6 Managing Link buttns/image buttns The Dynamic Registratin mdule allws yu t custmize yur links by entering the desired text r using the custm images fr the buttns. In rder t start setting up the links, Link Buttns/Image Buttns. Figure 146: Managing the link buttns and image buttns (screensht 1/3) The fllwing are the elements in the system yu can define the links fr: Use a link buttn fr registratin submissin chse this ptin if yu want t use a link Use an image buttn fr the registratin submissin - chse this ptin if yu want t use an image Initially hide frm submissin buttn select this checkbx if yu wish t hide frm submissin buttn until frced visible by client event. View demnstratin f this feature within Dynamic Frms, the same cding is used fr Dynamic Registratin as well Register Text field fr entering the text displayed under the registratin frm when the user registers fr the first time (nte: click n the Uplad New File link t uplad the custm image instead f the textual link) Registratin image buttn use these ptins t specify an image which shuld be used as a registratin buttn

135 Figure 147: Managing the link buttns and image buttns (screensht 2/3) Cancel Registratin - field fr entering the text fr the link used in rder t cancel the registratin (nte: click n the Uplad New File link t uplad the custm image instead f the textual link) Cntinue - field fr entering the text used fr the cntinue link (nte: click n the Uplad New File link t uplad the custm image instead f the textual link) Figure 148: Managing the link buttns and image buttns (screensht 3/3) Enable Frm Clear / Reset Buttn - select this checkbx if yu wuld like t enable link fr resetting yur frm (the clear r reset buttn will clear ut frm results) Clear Buttn Type chse if yu wuld like the reset functinality t be displayed as a text link r an image Clear Buttn Functinality Type select the methd Dynamic Registratin shuld use in rder t clear the frm

136 Javascript Frm Reset (faster but will nt wrk with questin events) Page Refresh (required fr frms using questin events) Clear / Reset Text enter the text which shuld be displayed fr the link (e.g. Reset r Clear Clear warning message - the clear warning message is an ptinal message pp up that can ask the user t cnfirm the actin f resetting the frm. Nte: the clear warning message will nt fire if this setting is left blank r if the page refresh ptin is checked (nly the javascript reset feature includes this ptinal pp up message) Clear / Reset Image use this part f the screen t specify an image if yu wuld like t use an image fr resetting the frm

137 8.7 Setting up the Payment Gateway The Payment Gateway feature will allw yu t prcess payments using Dynamic Registratin, ffering the ability t use the mdule as a ecmmerce slutin and single-frm payment slutin. Within the current versin the mdule supprts the fllwing payment methds: Authrizenet Gateway see sectin 8.8 PayPal Gateway - see sectin 8.9 PayFlw Pr see sectin 8.10 E Select Plus (Mneris) see sectin 8.11 The payment gateway feature (when enabled) will prcess payments after frm validatin but befre any frm cmpletin events. This will allw yu t validate the registratin frm fields befre prcessing a payment, but nly prcess any cmpletin events such as adding the user t a rle, sending ut an , r any ther prcessing takes place. In rder t start setting up the payment gateway, chse ptin Payment Gateway after clicking n Mdule Cnfiguratin. Figure 149: Setting up the payment gateway

138 Figure 150: Setting up the payment gateway The fllwing parameters are available: Enable Payment Gateway chse Yes t enable the payment gateway r N t disable it Nte: Yu can create a field with a shrt field name called EnablePGateway t allw the user t chse fr this feature t be enabled r nt enabled. Fr this setting t perate crrectly, yu must still enable the gateway within this setting The field ptin value shuld be True t enable the gateway r False t nt enable the gateway. Payment Gateway pull dwn menu fr chsing the desired payment gateway Nte: Yu can create a field with a shrt field name called PGateway t allw the user t chse if they want t pay via which Gateway. Fr example, this culd include a drpdwnlist fr Authrizenet (credit cards) r PayPal and allw the user t chse which payment gateway they wuld like t use. The field ptin value shuld be Authrizenet r PayPal when being cnfigured. Test Mde select this checkbx t try the payment gateway functinality in test mde. Test mde is a feature allwed by Authrizenet which (even in prductin mde) will frce the transactin t functin within a testing envirnment and nt actually prcess the transactin as a live transactin. This can be useful fr testing as any respnses yu receive will be live, even if the transactin itself is nw. Fr example, the system culd return Invalid Credit Card Number even in test mde.

139 Execute gateway - select the timing fr executing the payment gateway (e.g. Bth New/Update Registratins Calculatin Ttal (ptinal) This field can perfrm an ptinal calculatin and then later be referenced as the parameter $(Calc_TtalField) within the Authrize net r PayPal additinal parameters. Examples: 10 * $(PrductPrice) (5.00 * $(PrductQuantity)) Nte: Yu can add the querystring parameter &Debug=True t the URL (if friendly URLS /Debug/True/Default.aspx instead f /Default.aspx) in rder t debug the field calculatin that is being executed. Yu must be a prtal administratr t use this feature. Nte: New features have been added t previus versin 3.2 t als calculate checkbxlists and listbx multi selectin fields. T use these yu need t use parameters $(CalculateList:ShrtFieldName). T set values within the checkbx grup/listbx fields yu need t set each list items value t be VALUE01_Price. Yu can have up t 20 items with values in it. Fr example VALUE01_19.99, VALUE02_9.99, VALUE03_29.99, VALUE04_19.99, VALUE05_9.99). By using this feature yu can create ttal fields such as 'Check all items yu want t purchase' r 'Check all add-n's yu want t add' and Dynamic Registratin will ttal all f the checked r selected items fr yu with this tken. Authrizenet Gateway fr further infrmatin n hw t setup the authrizenet gateway, see sectin 8.8 PayPal Gateway - fr further infrmatin n hw t setup the PayPal gateway, see sectin 8.9 PayFlw Pr - fr further infrmatin n hw t setup the PayFlw Pr gateway, see sectin 8.9 E Select Plus (Mneris) - fr further infrmatin n hw t setup the E Select Plus (Mneris) gateway, see sectin 8.11

140 8.8 Setting up Authrizenet Gateway In rder t start setting up the Authrizenet Gateway, chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n Authrizenet Gateway. Figure 151: Setting up Authrizenet gateway The fllwing parameters are available: Examples: Authrizenet Lgin use this field t enter yur authrizenet username Transactin Key enter yur Authrizenet transactin key. Yu receive this within Authrizenet by lgging int the accunt settings and generating a transactin key (als knwn as API Transactin key r verificatin key) Gateway URL Select the authrizenet gateway t use. The standard gateway (and mst cmmnly used) is and the Develper Test Gateway is The develper test gateway shuld nly be used if yu are a develper and d nt actually have a live Authrizenet accunt. Additinal parameters - These additinal parameters are passed. Within the Authrizenet sectin yu will ntice tw listbx's. One that includes Authrizenet Tkens and anther that includes Dynamic Tkens that are available frm Dynamic Registratin fields. The additinal parameters can pass as many (r as few) parameters t Authrizenet fr prcessing. This 'advanced methd' allws the mst flexibility fr yur implementatin. Nte: There are a few parameters that MUST be included r else Authrizenet will simply nt wrk. At a minimum the credit card number, expiratin date, methd type (i.e. credit card), and amunt MUST be set. Items such as currency and all f the billing cntact inf are ptinal. Setting these parameters fllws a very generic and standard methd. These shuld be &AuthrizenetTken=SmeValue Nte: Selecting a tken frm the Authrizenet tken listbx r Dynamic Fields listbx will autmatically mve that tken ver t the additinal parameters textbx in the standard frmat f &AuthrizenetTken= T specify the first name, last name, , credit card number, credit card expire date, and the amunt, the additinal parameters wuld be: &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='CC'&x_amunt=20.00&x_card_num=$(CardNum)&x_exp_date=$(ExpDate) This example just displays using the calculatin field fr the amunt:

141 Tips: &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='CC'&x_amunt=$(Calc_TtalField)&x_card_num=$(CardNum)&x_exp_date=$(E xpdate) This example makes the billing reccurring and changes the system frm credit cards t checks, als cllects the users zip cde, passes the IP Address alng t Authrizenet, and als cllets the users drivers license number. &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='ECHECK'&x_amunt=$(Calc_TtalField)&x_bank_name=$(BankName)&x_bank _acct_type=$(accttype)&x_bank_aba_cde=$(bankabacde)&x_bank_acct_nu m=$(bankaccuntnumber)&x_recurring_billing="true" &x_drivers_license_num=$(antherfield)&x_ip_address=$(ipaddress) Authrizenet Tkens This is the full list f available Authrizenet tkens that can be passed infrmatin fr this transactin Field Tkens This is the full list f available Dynamic Tkens that can be parsed. This list is based n the shrt field names f dynamic fields and ther internal tkens such as prtal ID, UserID, IP Address, and thers. Dn't frget that Authrizenet requires SSL t be setup n yur site fr the system t perate in a prductin r live envirnment. If yu are curius what is happening behind the scenes, yu can add the &Debug=True t yur URL when prcessing payments t determine the exact pst that mdule is sending t Authrizenet. Yu must be a site administratr r hst user t review this.

142 8.9 Setting up PayPal Gateway In rder t start setting up the PayPal Gateway, chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n PayPal Gateway. The fllwing screen will be displayed. Figure 152: Setting up PayPal Gateway The fllwing parameters and ptins are available inside this screen: PayPal Lgin ( ) enter the address cnnected t yur PayPal accunt PayPal Payment Type chse the payment type between the fllwing: Purchase the Purchase payment type represents single instance purchases within this frm/payment; yu will want t add additinal parameters fr the amunt f the purchase and the cntact inf fr the user. Fr a full list f variables that affect Purchases r Buy Nw payments click here. Nte: This payment type represents the x_click PayPal payment cmd variable Subscriptin the subscriptin payment type represents a recurring purchases subscriptins. Yu will want t add additinal parameters fr the subscriptin rate, billing cycle, and billing unit. These parameters represent A3, P3, and T3 PayPal variables. Fr example: $10.00 (rate), every 3 (units) mnths (billing cycle). Fr a full list f available variables that affect subscriptin payments click here. Nte: This payment type represents _xclick-subscriptins PayPal payment cmd variable

143 PayPal URL (test r standard) chse if yu wuld like the payment t be prcessed by the standard PayPal gateway r the sandbx gateway PayPal.cm (Prductin) chse this t use PayPal live gateway PayPal Sandbx (test) chse this t use PayPal test gateway Nte: The PayPal Sandbx gateway requires yu t setup a separate PayPal accunt at During testing and setup f the PayPal Payment Gateway within Dynamic Registratin, it is highly suggested t setup a SandBx envirnment fr testing f yur frm payments. Additinal Parameters (Required, shuld include n spaces) use this field t enter the additinal parameters fr this PayPal transactin; this includes passing dynamic tkens fr each ptinal PayPal tken such as the users first and last name, the amunt, the item name, etc. PayPal tkens represent variables that yu can pass t PayPal fr the transactin. Within the additinal parameters these tkens shuld be references as &PayPalVariable= Dynamic tkens represent the shrt field names fr the Dynamic Fields that yu have setup within Dynamic Registratin. These fields shuld be referenced as $(ShrtFieldName) Example: Let s assume that yu wanted t accept payments and yu wanted the user t enter the amunt that they wanted t pay in a field yu setup with a shrt field name f MyAmunt. Additinally, standard cntact fields are setup such as name and address, set the currency t be USD, and disable shipping within this purchase. The additinal parameters wuld lk smething like this: &amunt=$(myamunt)&currency_cde=usd&item_name=yurprductn ame&n_shipping=1&first_name=$(fname)&last_name=$(lname) & =$( ) Example 2: Let s assume that yu wanted t accept a subscriptin recurring payment fr 10 dllars every 1 mnth. Additinally, standard cntact fields are setup such as name and address. PayPal Tkens: The additinal parameters wuld lk smething like this: &a3=10.00&p3=1&t3=m&n_nte=1&currency_cde=usd&item_name=y urprductname&n_shipping=1&first_name=$(fname)&last_name=$(l Name) & =$( ) The fllwing variables can als be fund at: The fllwing tkens are required as additinal parameters fr single purchases: Amunt Item_name The fllwing tkens are required as additinal parameters fr subscriptin purchases: A3 (represents subscriptin rate) P3 (represents billing cycle.) Such as 3 fr every 3rd instance f the setting T3. T3 (represents billing cycle units). This is the units f the regular billing cycle (p3, abve) Acceptable values are: D (days), W (weeks), M (mnths), Y (years).

144 N_nte This must be set t 1 as PayPal des nt supprt allwing a nte t a subscriptin Registratin Cmpletin Events - this drpdwnlist represents the frm cmpletin events that have been setup fr this frm; within this cnfiguratin area yu can determine which cmpletin events will be executed based n which specific payment status as returned frm PayPal. When the PayPal payment gateway is enabled, n cmpletin events will be fired ff until payment has been cmpleted and are linked t these payment status cdes. Nte: keep in mind that ften these ntificatins frm PayPal can happen multiple times thrughut the users transactin and d nt necessarily reflect when the user is returned t the frm after payment; fr example, if a user cancels their subscriptin mnths frm the initial signup, the PayPal system will send ntificatin back t yur Dynamic Registratin mdule and it will then execute the apprpriate cmpletin events t fire ff. Tip: yu must first setup yur registratin cmpletin events befre they will appear within this drpdwnlist. The cmpletin event will fire ff cnditinally based n the setup f the cmpletin event, and then based n the interactin with the IPN status cdes. Keep in mind that PayPal IPN will be talking back t yur registratin frm, s its pssible that a user will cancel their subscriptin mnths frm the initial sign up which will trigger the apprpriate cmpletin event, r that a payment will g frm pending t cmpleted a few days after sign up. Yu shuld setup the prper cmpletin events fr each PayPal IPN status cde that match with yur business rules Tip: besides cmpletin events, there is always an event directly related t adding/updating the user. PayPal Payment Status - check the status which will enable this cmpletin event t be executed Redirect Successfully Redirect After Cancel Cmpleted (Standard) Pending - Often if the user uses an ECheck ptin Cmpleted (Subscriptin Sign Up) Cmpleted (Subscriptin Payment) Cmpleted (Subscriptin Payment Failed) Cmpleted (Subscriptin End f Terms) Cmpleted (Subscriptin Cancellatin) Failed Denied Refunded

145 8.10 Setting up PayFlw Pr Gateway In rder t start setting up the PayFlw Gateway, chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n PayFlw Pr gateway. The fllwing screen will be displayed. Figure 153: Setting up PayFlw Pr Gateway The fllwing ptins and parameters are available: PayFlw Pr User Lgin use this field t enter yur User lgin infrmatin fr the Pay Flw Pr accunt PayFlw Pr User Passwrd - use this field t enter yur passwrd fr the Pay Flw Pr accunt PayFlw Pr Partner use this field t enter the partner infrmatin fr Pay Flw Pr accunt PayFlw Pr Vendr use this field t enter the vendr infrmatin fr Pay Flw Pr accunt PayFlw Pr Pst URL - specify the parameters that are passed t this payment gateway PayFlw Pr Parameters set the PayFlw Pr Parameters

146 8.11 E Select Plus (Mneris) In rder t start setting up the E Select Plus (Mneris), chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n E Select Plus (Mneris) gateway. The fllwing screen will be displayed. Figure 154: Managing E Select Plus (Mneris) The fllwing parameters are available: Stre Cde - please enter the stre cde fr yur Mneris E Select Plus accunt E Select HPP Key - please enter the E Select HPP Key E Select Plus URL Test select this ptin t test the payment gateway Prductin select this ptin when yu are ready t g live Additinal Parameters - enter the additinal parameters t pass alng t the merchant t prcess the payment. Please refer t the E Select Plus Merchant API fr the full list f parameters.

147 8.12 Managing Cntent Lcalizatin The cntent lcalizatin feature allws yu t setup different frm headers/fters/submit buttn text r buttn depending n the language the user has tied t their accunt r chsen n the site frm the list f available languages In rder t start managing the cntent lcalizatin, click n the + symbl next t the Cntent Lcalizatin label. The fllwing ptins are available inside this screen: Frm Lcalizatin ptin fr lcalizing the registratin frm i.e. displaying the elements f the frm in different languages based n the end user chice f language (see sectin ) Questin Lcalizatin ptin fr lcalizing the questins i.e. displaying the questins in different languages based n the end user chice f language (see sectin )

148 Managing Frm Lcalizatin The purpse f the Frm Lcalizatin ptin is t allw yu t define frm elements in different languages based n the end user chice f language. In rder t start lcalizing the frm, click n the + symbl next t the Frm Lcalizatin label. Nte: T enable languages fr yur prtal please refer t the DtNetNuke User Guide. Yu can install language packs under Admin, Languages. Once yu have enabled additinal language packs within yur prtal thse languages will be available frm the drpdwnlist belw. Figure 155: Managing frm lcalizatin The fllwing parameters are available inside this screen: Language chse the language this frm will be related t; i.e. nce the user chses the desired language, the cntent lcalizatin cnnected t that language will be displayed Cntinue Text enter the text that will serve as a Cntinue text System Header / Fter/ Message select the desired ptin frm the pull dwn menu t define header, fter r message displayed after the frm has been submitted in the desired language Use register/submit linkbuttn select this ptin if yu want t use the standard submit buttn r link Use Custm Image Submit Buttn select this ptin in case yu wish t uplad a custm submit image Register, Update, Cancel Cntinue Text enter the text which will be displayed within the standard submit buttn fr each field respectively (nte: in case yu have chsen use submit linkbuttn ptin)

149 Register, Update, Cancel Cntinue Image select the custm image by using the File Lcatin and File Name pull dwn menus r uplad the new file by clicking n the Uplad New File link After setting the desired parameters, click n the "Update Frm Lcalizatin link Managing Questin Lcalizatin The purpse f the Questin Lcalizatin ptin is t allw yu t define questins in different languages based n the end user chice f language. In rder t start lcalizing the questins, click the arrw next t Questin Lcalizatin label. The fllwing screen will be displayed. Figure 156: Managing Questin Lcalizatin The fllwing parameters are available inside this screen: Dynamic Field chse the dynamic questin yu wish t define a different language fr Lcalizatin Language chse the language this questin will be cnnected t Field Label enter the questin label in the desired language Help Lcal enter the help text in the desired language Example Text Lcal enter the example text in the desired language

150 Required Field Text enter Required field text in the desired language Required Validatin Text enter the required validatin text in the desired language Regular Expressin enter the help text in the desired language Regular Expressin Text enter the regular expressin text in the desired language Questin Header/Fter Lcalizatin click the arrw next t this label t define questin header and/r fter After setting the desired parameters, click n the "Update Questin Lcalizatin link t save the changes. Yu can repeat this prcedure fr all questins inside the dynamic registratin frm. The screensht belw demnstrates the prcedure f chsing a different language. Figure 157: Chsing a desired language The screensht belw demnstrates the frm with the lcalized questins. Figure 158: Lcalized questins Tip: fr bth frm lcalizatin and questin lcalizatin, the drpdwnlist f available languages will nly display all languages that are NOT the default language setup within the prtal. All field labels, settings, and prperties, will be set fr the initial default language. Cntent Lcalizatin shuld nly then be setup fr different languages ther than the default language. Please review these thread fr mre infrmatin: Cntent Lcalizatin Thread Cntent Lcalizatin Thread Cntent Lcalizatin Thread Cntent Lcalizatin fr ptin/value field values (such as radi buttns, cmb bx s, listbx s, checkbx grup field types)

151 8.13 Registratin Cmpletin Events Registratin cmpletin events is a functinality which enables triggering events (e.g. such as sending an t the user r yu as an administratr) based n respnses given during the registratin. It is pssible t define unlimited number f cmpletin events. In rder t start managing registratin cmpletin events click Cmpletin Events in the main menu. Figure 159: Managing events The fllwing ptins are available inside this screen: New Event select the new event ptin frm the Select Event pull dwn menu in rder t create a new event (see sectin 8.14) Editing an existing event select the already created event frm the Select Event pull dwn menu in rder t start editing it (see sectin ) Deleting an event chse the desired event frm the Select Event pull dwn menu and click n the Delete Event buttn in rder t delete it (see sectin )

152 8.14 Creating a new event In rder t start creating a new event chse ptin New Event frm the Select Event pull dwn menu and chse the desired event type. Figure 160: Creating a new event The fllwing are the available event types: DOTNETNUKE Rle chse this ptin if yu want t assign a DNN rle t the user based n the respnse inside the registratin frm (see sectin ) URL/Page Redirectin chse this ptin if yu want t redirect the user submitting the frm based n the answers given in the frm (see sectin ) Dynamic SQL Statement the dynamic sql event is fr advanced users wh wish t execute a SQL insert/update statement upn frm submissin. Fr example, if yu wanted t insert frm results int a lg table yu culd execute a statement similar t this: Insert Int MyLgTable(FirstName, LastName, Address) Values( $(MyFirstName), $(MyLastName), $(My Address) ). Dynamic chse this ptin if yu want t send an either t the administratr r the user submitting the frm based n the answers given in the frm (see sectin )

153 HTTP frm Pst this cmpletin event is used in case yu wish t pst data frm the frm t anther URL (see sectin ) Create PDF file this cmpletin events shuld be used in case yu wish t create a PDF file (see sectin ) Event Details Dynamic Field pull dwn menu fr chsing the dynamic field the new event will be related t User Respnse field fr chsing the desired user respnse t the dynamic field questin in rder t trigger the event based n the desired user respnse DNN Rle chse the rle which shuld be assigned t the user Rle Actin Type use this pull dwn menu t specify the type f actin which shuld be perfrmed t the user rle; the fllwing tw ptins are available: Add / Remve chse this ptin t add a rle based n the user respnse, r remve the user frm the rle if the user desn t match the respnse Add chse this ptin t add a rle based n the user respnse Remve chse this ptin t remve the rle frm the user based n the respnse Nte: Prir t versin 3.0 this cmpletin event type always functined in an add/remve actin type. The user wuld be added t the security rle if the respnse matched, and if the criteria did nt match they wuld be remved frm the security rle. The updated enhancement allws yu t setup many cmpletin events fr the same security rle, withut the risk f the user remving the security rle etc Renew Rle - chse this ptin t add new days t the rle, i.e. extend the rle expiratin date Rle Expire Type chse the type f rle expiratin; whether the rle shuld expire in a set number f days (e.g. 20 days frm tday) r n a specific date in mm/dd/yyyy frmat (e.g. 01/01/2015). This field is used in cmbinatin with the field belw where yu shuld enter the specific values accrding t the chice yu have made here (either the number f days r a date). If this field is empty the rle will be added withut an expiratin date. Rle Expire Days set the number f days r the specific date this rle will be assigned fr (e.g, enter 45 days if yu wish t assign the rle fr 45 days; after this perid the user will autmatically be demted). Nte: Yu can leave this field empty if yu never want the rle t expire.

154 Example f the DOTNETNUKE Rle The DOTNETNUKE Rle ptin is used fr assigning a rle t the user based n the given respnse during the registratin prcess. In rder t start creating this type f event, chse ptin New Event frm the Select Event pull dwn menu and select the DOTNETNUKE Rle radi buttn. Figure 161: Creating the DOTNETNUK Rle The page will be refreshed cntaining the fllwing parameters: DNN Rle use this pull dwn t assign the desired rle t the user based n the given respnse Rle Actin Type use this pull dwn menu t specify the type f actin which shuld be perfrmed t the user rle; the fllwing tw ptins are available: Add / Remve chse this ptin t add a rle based n the user respnse, r remve the user frm the rle if the user desn t match the respnse Add chse this ptin t add a rle based n the user respnse Remve chse this ptin t remve the rle frm the user based n the respnse Nte: Prir t versin 3.0 this cmpletin event type always functined in an add/remve actin type. The user wuld be added t the security rle if the respnse matched, and if the criteria did nt match they wuld be

155 remved frm the security rle. The updated enhancement allws yu t setup many cmpletin events fr the same security rle, withut the risk f the user remving the security rle etc Renew Rle - chse this ptin t add new days t the rle, i.e. extend the rle expiratin date Rle Expire Type chse the type f rle expiratin; whether the rle shuld expire in a set number f days (e.g. 20 days frm tday) r n a specific date in mm/dd/yyyy frmat (e.g. 01/01/2015). This field is used in cmbinatin with the field belw where yu shuld enter the specific values accrding t the chice yu have made here (either the number f days r a date). If this field is empty the rle will be added withut an expiratin date. Rle Expire Days set the number f days r the specific date this rle will be assigned fr (e.g, enter 45 days if yu wish t assign the rle fr 45 days; after this perid the user will autmatically be demted). Nte: Yu can leave this field empty if yu never want the rle t expire Example f the URL/Page Redirectin Event URL Page Redirectin event is used fr redirecting the user t a desired page based n the respnse given during the registratin. Fr the purpse f this example a website ffering the services fr jb seekers and emplyers is taken. Since there are tw types f users, yu can create a dynamic questin asking the user abut the accunt type i.e. whether he is an emplyer r a jb seeker (chsing ptin radi buttns as a questin type). Then yu culd create URL/Page Redirectin event which will redirect the user t the page apprpriate fr his accunt type. In ther wrds, yu wuld redirect emplyers t the page cntaining infrmatin fr emplyers and jb seekers t their apprpriate page. In rder t start creating URL/Page redirectin event, chse ptin New Event frm the Select Event menu and then select ptin URL/Page Redirectin.

156 Figure 162: Creating URL/Page Redirectin Event The fllwing are the parameters fr defining the URL/Page Redirectin event: Fire event n chse the timing fr firing the event Bth New/Update Registratins Only Initial Registratin Only Registratin Updates Registratin Cancellatin Dynamic Field chse the dynamic field yu want t assciate with this event (e.g. accunt type questin asking the users t state if they are emplyers r jb seekers) User Respnse nce yu chse the desired dynamic field, the user respnse field will be refreshed with available ptins fr chsing which user respnse will be assciated t the event (e.g. Jb Seeker ); in this case the event will be applied t all users that chse Jb Seekers as an accunt type Event Actins this is the part f the screen fr defining the actin which shuld be perfrmed; yu can either chse t link t an existing page n yur website r add a new ne (e.g. if the chses Jb Seeker as a respnse, he will be redirected t the page cntaining infrmatin fr Jb Seekers ) After setting these parameters click n the Update Event buttn and the new event will be created. Nte: yu will need t create anther event fr the Emplyer which wuld redirect the users t the page cntaining infrmatin related t emplyers.

157 Example f the Dynamic Event URL Page Redirectin event is used fr sending an t the user r t yu as an administratr based n the respnse given within the frm. Fr the purpse f this example a website ffering the services fr jb seekers and emplyers is taken. If this is the case yu may want t create Dynamic event which wuld send an t the user based n the respnse given in the frm. In rder t start creating a Dynamic event, chse ptin New Event frm the Select Event menu and then select ptin Dynamic (nte: the screen is presented with tw screenshts). Figure 163: Creating a dynamic event (screensht 1/2) The fllwing parameters fr defining a dynamic event are available inside this part f the screen: Select Event select ptin New Event Clne Dynamic Event chse t easily create a variatin f the existing event Event Name set the name fr this which will help yu differentiate this event and its purpse (e.g. Jb Seeker ) Event srt rder set the desired srt rder fr the event

158 Event Type chse ptin Dynamic Fire event n chse the timing fr firing the event Dynamic Field chse the dynamic field this event will be assciated with (e.g. Accunt Type ) User Respnse nce yu chse the desired dynamic field, the user respnse field will be refreshed with available ptins fr chsing which user respnse will be assciated t the event (e.g. Jb Seeker ); in this case the event will be applied t all users that chse Jb Seekers as an accunt type Figure 164: Creating a dynamic event (screensht 2/2) The secnd part f the screen cntains parameters fr defining an message that will be sent t the user: Frm Address enter the frm address fr this event. The frm can either be static, such as hst@yursite.cm r it can be dynamic based n a fields respnse. T base the field n a users respnse yu wuld use the shrt field name in between the parentheses, such as $(YurFrmDynamicField). Nte: If the frm address is blank then the systems administratr address will be used as the frm address: Tip: T make an address display as a Frm yu can pst it as described in this thread fr making an address display the frm name Frm Name enter the name the message will appear t be frm

159 T enter the shrt name parameter fr the questin; during the prcedure f creating a dynamic questin requesting address frm the users yu are asked t set a shrt name fr this parameter; in this example it is ; in rder t send this t the user submitting the frm yu need t enter this variable int the T input field (e.g. $( ) where is the shrt name fr the address questin and $() are the symbls telling the applicatin that this is a variable) Nte: alternatively yu can enter yur if yu want t receive an ntificatin nce the user submits the frm Subject input field fr entering subject Advanced Prperties click n the + symbl next t this label t access advanced prperties (see sectin ) Bdy text area fr entering the bdy f the message; this space can als be used fr incrprating respnses fr all previusly created dynamic questins (e.g. if yu have created a questin accunt type and given it a acctype shrt name, then enter $(acctype) inside the bdy f the message t display this infrmatin t the user i.e. jb seeker ) File Attachments: Yu can use the shrt field names fr images and file attachments within the just as yu d with ther parameters within the bdy. Fr example $(MyFileUplad) r $(MyImage). The difference is that the file attachment is nt actually attached, its references as the HTTP reference within the t dwnlad the file. Fr example: Please dwnlad the file here $(MyFileUplad) T include it as a click use html such as this: <a href=$(myfileuplad)>click here t dwnlad this file</a> Tip: If yu want t include the file attachments within the as actual attachments then include the text AttachFiles within the bdy. If this text is included within the it will autmatically be remved by the mdule and the file attachments will be added t the . Message parameters this is a listbx cntaining varius parameters yu can use in rder t autmate the message sent t the users (e.g.$(firstn) will display user s First name if FirstN is the shrt field name fr that field); t include the desired message parameter, just click n it and it will appear within the message bdy (see sectin ) Templates yu can als use ne f the tw templates with predefined message parameters. After generating a template yu can easily change r mdify it within the Rich Text Editr Generate Results Template Generate Full Results Template Tip: If yu are signed in as the Administratr r user with edit privileges t the mdule yu can add &Debug=True t the querystring t review the exact Events Details that is being executed/rendered at run time. This can be used fr debugging purpses. Fr example, if yur URL is then yu wuld change the URL t be The registratin frm will NOT PROCESS when this flag is set. After setting these parameters click n the Update Event link in rder t cmplete the prcedure f creating Dynamic event.

160 Setting Advanced Prperties In rder t start setting the advanced prperties, click the + symbl next t the Advanced Prperties label. Figure 165: Setting Advanced Prperties The fllwing parameters are available: CC use this field t define the CC recipient (carbn cpy) BCC use this field t define the BCC recipient (blind carbn cpy) Alternate Encding - an alternate encding ptin fr this message Frmat chse the desired frmat (HTML r text) Pririty use this pull dwn menu t specify the pririty Attach file t select this checkbx if yu wish t attach a file t the File Attachment use these ptins t define the attachment File Lcatin in case the file yu wish t send as an attachment already resides n yur server, use this menu t specify the flder the file resides in File Name in case the file yu wish t send as an attachment already resides n yur server, use this menu t select it Uplad New file use this ptin t uplad a new file t yur server s yu wuld be able t send it as an attachment

161 Setting up a HTTP pst cmpletin event The HTTP pst cmpletin event is used in case yu wish t pst data frm the frm t anther URL (nte: yu can pst parts f the frm r whle frm t any URL yu want i.e. web service such as SalesFrce.cm r virtually any frm yu can pst t). In rder t start setting up this type f cmpletin event, select HTTP Pst within the Event Type part f the screen. Figure 166: Setting up a HTTP pst cmpletin event The fllwing ther parameters are available: HTTP Pst URL this is the actual URL which the frm shuld pst an HTTP Pst t HTTP Pst this is the pst which shuld be prcessed; the pst shuld include a starting pst variable fllwed by = and then the pst respnse. Fr example, a HTTP Pst culd be. Myname=Test&MyLastName=Test2&My =Test3

162 Nte: a sample test pst URL that yu can pst t is. This will render yur pst and return each parameter/respnse yu are psting: Respnse t Site Admin yu might want a cnfirmatin that the HTTP Pst returned a result; if s yu can chse t the site administratr the results frm the HTTP Pst. Tip: If yu are signed in as the Administratr r user with edit privileges t the mdule yu can add &Debug=True t the querystring t review the exact HTTP Pst Events Details that is being executed/rendered at run time. This can be used fr debugging purpses. Fr example, if yur URL is then yu wuld change the URL t be The registratin frm will NOT PROCESS when this flag is set. After setting the desired parameters, click n the Update Event link in rder t save the changes.

163 Creating a PDF file The Create PDF file cmpletin event is used in case yu wish t create a PDF file which will cntain the frm cntents. In rder t start setting up this type f cmpletin event, select Create PDF file within the Event Type part f the screen. Figure 167: Creating the PDF The fllwing ptins and parameters are available: PDF header/fter the fields fr defining the PDF header and fter areas PDF summary the field fr entering the PDF summary Display Page Numbers select whether r nt yu wish t display the page numbers within the PDF file The bdy f the PDF the field fr defining the bdy f the PDF file, i.e. the field which yu will use t determine which parameters r results shuld be extracted and included in the PDF file Generate Results Template use this ptin t autmatically generate the results template Generate Full Results Template use this ptin t autmatically generate the results template Message Parameters use the message parameters t create a custm set f parameters which shuld be displayed within the PDF file Imprtant nte: PDF cmpletin events can be used as an attached file within cmpletin events. Yu must setup the PDF cmpletin event t have a srt rder that is lwer (i.e 5) than the cmpletin event (i.e. 10). This ensures that the PDF creatin ccurs befre the event fires. Then within the cmpletin event yu must reference the PDF event as a tken (yu shuld see an additinal tken in the listbx f available tkens). The tkens are $(PDFLink:EventName) and $(PDFAttach:EventName). Yu shuld replace EventName with the name f the actual PDF cmpletin event.

164 Nte: Fr a detailed dem f this functinality please review this link: GridviewPDF/tabid/940/language/en-US/Default.aspx Editing an existing event In rder t edit an existing event, chse the desired event frm the Select Event pull dwn menu. Figure 168: Editing an existing event The page will be refreshed and the parameters set fr the chsen event will be displayed. Change the desired values and click n the Update Event link in rder t save the changes Deleting an event In rder t delete an event, chse the desired event frm the Select Event pull dwn menu. Figure 169: Deleting an event The page will be refreshed and the ptin Delete Event will be available. Click n this link t delete the chsen event.

165 9 MANAGING QUESTION EVENTS In rder t start managing questin events click n the Questin Events icn r label. Figure 170: Managing Questin Events The fllwing screen will be displayed. The fllwing parameters are available inside this screen: Questin Event pull dwn menu fr chsing the editing the desired questin event r creating a new ne Event Name input field fr entering the name f the new questin event Is Disabled? use this ptin t disable the questin event (r tggle between enabling and disabling event)

166 Event Type ptins fr chsing the type f the questin event Hide questin based n anther questin s respnse see sectin 9.1 Set questin default based n anther questin respnse see sectin 9.2 Display hidden questin based n anther questin s respnse see sectin 9.3 Disable questin based n anther questin s respnse see sectin 9.4 Initiatin / Pstback Questin select the desired pstback questin; it will be the specific respnse t this questin that will affect displaying r hiding anther questin ( Affected Questin ptin) Fire fr any respnse select this ptin in case the desired event (hiding r displaying) shuld be executed n matter the respnse given t the pstback questin Initiatin Respnse pull dwn menu fr chsing the initiatin respnse, i.e. the respnse that will trigger the event (shwing r displaying the affected questin) Affected Questins checkbx grup fr selecting multiple questins which will be affected by the event; in ther wrds which questins will be displayed r shwn based n the respnse given fr the pstback questin Affected Questin New Default Value - if yu selected the ptin t change the value f a field based n anther field yu can set the new value here

167 9.1 Hiding a questin based n the respnse This type f event is used in case yu want t hide a questin after the user has given certain respnse t a given questin. Fr the purpse f explaining this feature, the example f asking the user abut the type f PC has been taken. The assumptin is that mst f the users filling the frm will have a laptp and that yu want t acquire further infrmatin abut their preferred laptp accessry (either a bag r a backpack). In case the user des wn a laptp, he will select Laptp frm the first questin (which is a pstback questin in ur example). Then this user can mve n and supply infrmatin abut the preferred accessry. Hwever, if the user has a Desktp PC, he will chse the Desktp ptin frm the pull dwn menu (which is initiatin respnse) thus making the questin abut the preferred laptp unnecessary. That questin will be autmatically hidden frm the user (affected questin in ur case). Read belw t find detailed instructins n hw t define this type f an event. Figure 171: Hiding a questin based n the respnse Questin Event chse ptin New Questin Event Event Name enter the name f the event (e.g. Hide accessries ) Event Type chse ptin Hide questin based n anther questin s respnse

168 Initiatin / Pstback Questin select the desired pstback questin; in this case the pstback questin wuld be What kind f a PC d yu have? Initiatin Respnse pull dwn menu fr chsing the initiatin respnse; in ur example the initiatin respnse wuld be Desktp which wuld cause the questin abut the accessries t be hidden Affected Questin pull dwn menu fr chsing the questin that will be affected by the event; in ur example the affected questin wuld be Preferred laptp accessry After setting the desired parameters, click n the "Update Questin Event link and the new event will be created. The screensht belw demnstrates this questin event as seen by the end user. Figure 172: Example f this event as seen by the end user The default value fr the first questin has been set t Laptp. Once the user chses Desktp, the Preferred laptp accessry questin will disappear. 9.2 Setting the questin default based n the respnse This type f event is used in case yu want t set the default value f anther field based n respnse frm a previus field. Fr example, if the user check s a bx (initiatin r pstback questin) yu might want t set the default value t anther field t be Yes. 9.3 Displaying hidden questin based n a respnse This type f event is used in case yu want t display a questin that has been hidden frm the user the user has given certain respnse t a given questin. Fr the purpse f explaining this feature, the example f asking the user abut whether he has a PDA device r nt has been taken. Once the user supplies the answer Yes (initiatin respnse in ur case), the questin abut the PDA manufacturer will be displayed t the user s that he culd chse the manufacturer f his PDA device. Read belw t find detailed instructins n hw t define this type f an event.

169 Figure 173: Displaying hidden questin based n a respnse Questin Event chse ptin New Questin Event Event Name enter the name f the event (e.g. Shw PDA manufacturer ) Event Type chse ptin Display hidden questin based n anther questin s respnse Initiatin / Pstback Questin select the desired pstback questin; in this case the pstback questin wuld be D yu have a PDA? Initiatin Respnse pull dwn menu fr chsing the initiatin respnse; in ur example the initiatin respnse wuld be Yes which wuld cause the affected questin (PDA manufacturer) t be displayed t this user Affected Questin pull dwn menu fr chsing the questin that will be affected by the event; in ur example the affected questin wuld be PDA Manufacturer After setting the desired parameters, click n the "Update Questin Event link and the new event will be created. The screensht belw demnstrates this questin event as seen by the end user.

170 Figure 174: Example f the event questin as seen by the end user The PDA manufacturer questin is hidden until the user answers Yes t the D yu have a PDA questin. Imprtant nte: in rder fr the affected questin (PDA manufacturer) t be hidden until the user supplies the prper initiatin respnse, yu need t select the Hide until frced visible by questin event ptin within the Advanced Field Optins page.

171 9.4 Disabling a questin based n anther questin s respnse This type f event is used in case yu want t disable a certain questin based n the respnse fr anther questin. An example fr using this ptin can be a situatin where yu want t differentiate users frm US and thse frm the rest f the wrld. In that case yu culd create a radi buttns element asking the user whether he is a US citizen r nt. Based n the respnse (YES), yu can determine t disable the pull dwn menu fr chsing the cuntry (cntaining all ther cuntries but US). Figure 175: Disabling a questin

172 9.4.1 Editing a questin event In rder t edit a questin event, chse the desired questin event frm the pull dwn menu. Figure 176: Editing a questin event The screen will be refreshed cntaining the parameters f the chsen questin event where yu can make the desired changes Deleting a questin event In rder t delete a questin event, chse the desired questin event frm the pull dwn menu. Figure 177: Deleting the questin event (step 1/2) The fllwing screen will be displayed. Figure 178: Deleting the questin event (step 2/2) Click n the Delete Questin Event link and the selected questin event will be deleted.

173 10 MANAGING USERS Nte: In rder t be able t manage users, yu need t have any f the fllwing rights n the system: hst admin rights a rle authrized t manage users (see sectin ) In rder t start managing users, chse ptin Manage Users frm the main menu. Figure 179: Chsing ptin "Manage Users" The fllwing screen will be displayed. Figure 180: Managing Users The fllwing ptins are available inside this screen: Search ptin fr searching fr desired user based n the fllwing criteria: Username

174 Display Date use these radi buttns t filter the results based n Last lgin the date user last lgged int applicatin Created date the date user s accunt was created Recrds Per Page use this pull dwn menu t set the number f users displayed per page (e.g. 10 ) A,B,C,D alphabetic menu use the alphabetic menu t display the users based n the first letter f their name Unauthrized click n this link t display nly unauthrized users User List the list f users cntains the fllwing fields - ptin fr editing user infrmatin (see sectin 10.1) - ptin fr deleting a user (see sectin ) Username Name Address Telephne Last Lgin Authrized First / Last click n these links t display the first r the last page Next / Previus use these links t mve thrugh the pages Delete Unauthrized Users ptin fr deleting unauthrized users 10.1 Editing user infrmatin In rder t edit user infrmatin, chse ptin Manage Users frm the main menu. The page fr managing users will be displayed. Figure 181: Editing user infrmatin

175 Click n the pencil icn next t the desired user details f the chsen user will be displayed. t edit the user infrmatin. The page with the Figure 182: Editing user infrmatin Change the desired infrmatin inside this page and click n the Update Registratin link in rder t save the changes Deleting a user In rder t start deleting a desired user, chse ptin Manage Users frm the main menu. The fllwing screen will be displayed. Figure 183: Deleting a user (step 1/3) Click n the displayed. delete icn next t the name f the desired user. The fllwing screen will be

176 Figure 184: Deleting a user (step 2/3) Click the OK buttn t cnfirm the deletin f this user and the fllwing screen will be displayed. Figure 185: Deleting a user (step 3/3) This page cntains the cnfirmatin message that the user has been successfully deleted.

177 11 ACCEPTING SILENT POSTS REGISTRATIONS Dynamic Registratin can accept silent registratin psts frm ther mdules r applicatins. The values passed must match the requirements fr the registratin field. Fr example, if first name is a required field n the frm then first name shuld be passed within the silent pst. The fllwing details shuld be psted t the site: SPst=True ShrtFieldName=Value A sample pst might lk like this: SPst=True&FirstN=Jhn&LastN=De&UserName=JhnDe&Passwrd=Testing&Telephne= This wuld be assuming that FirstN, LastN, UserName, Passwrd and Telephne were all shrt field names within Dynamic Registratin.

178 12 CREATING CHILD PORTALS WITHIN DYNAMIC REGISTRATION The Dynamic Registratin 4.0 nw includes the ability t create child prtals during the registratin prcess. By design the current user will becme the administratr f the child prtal. Yu can enable/disable the child prtal based n having a shrt field name f CreateChildPrtal. Other prperties f the child prtal can als be defined based n the fllwing shrt field names: The ther fllwing shrt field names then dictate the prperties fr the child prtal: Few Tips: ChildPrtalNamePrefix ChildPrtalName ChildPrtalDesc ChildPrtalTemplateName --- This shuld be smething like YurTemplateName.template that is stred n the server when yu exprt a prtal ChildPrtalTemplateDir --- This shuld be the physical path t that server, fr example c:\inetpub\wwwrt\yursite\prtals\_default\ ChildPrtalName ChildPrtalDesc ChildPrtalPasswrd Remember, t enable the creatin f child prtals there must be a field with the shrt field name f CreateChildPrtal and the value f that field shuld be True.

179 13 EXPORTING AND IMPORTING CONTENT The purpse f the exprt and imprt functinalities is t allw yu t easily add an already defined dynamic registratin mdule t anther page n yur website. Hence, after yu have created and defined yur dynamic registratin mdule with all f the desired questins, use the: Exprt ptin in rder t exprt all f the settings (see sectin 13.1) Imprt ptin after yu have perfrmed the exprt, navigate t the page yu want t add anther instance f Dynamic Registratin mdule with identical settings (questins), add the mdule (see sectin 3) and then perfrm the imprt (see sectin 13.2) 13.1 Exprting Cntent In rder t start exprting cntent, chse ptin Exprt Cntent frm the main menu. Figure 186: Exprting Cntent (step 1/2) The fllwing screen will be displayed. Figure 187: Exprting cntent (step 2/2) Click n the Exprt link and the settings will be exprted Imprting Cntent In rder t imprt the cntent, after yu have cmpleted defining yur Dynamic Registratin mdule and perfrmed an exprt (see sectin 13.1), navigate t the desired page, create the mdule and chse ptin Imprt Cntent frm the main menu.

180 Figure 188: Imprting Cntent (step 1/2) The fllwing screen will be displayed. Figure 189: Imprting cntent (step 2/2) Click n the Imprt link and the cntent will be imprted i.e. a Dynamic Registratin mdule with the same settings will be added t the chsen page.

181 14 DELETING THE MODULE In rder t delete the Dynamic Registratin mdule, chse ptin Delete frm the main menu. Figure 190: Deleting a mdule (step 1/2) The dialg fr cnfirming deletin f the mdule will be displayed. Figure 191: Deleting a mdule (step 2/2) Click n the Ok buttn and the mdule will be deleted.

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