Putting Custom Fields onto the Community Registration Page

Overview

You can add 10 types of fields to a site registration page for two types of Salesforce Objects (sObjects) – Conact and Application (EnrollmentrxRx__Enrollment_Opportunity__c):

  1. String
  2. Picklist
  3. Phone
  4. Email
  5. Reference
  6. Boolean
  7. Date
  8. Double
  9. Multipicklist
  10. TextArea

The New Field Button

Add custom fields to the Registration Page with the New Field button. You can add any field from the Contact or any related record to the Registration Page. This allows you to gather, at the point of first contact, crucial information for marketing to registrants (about whom you may have little information).

Navigate to the FormBuilder Rx tab, choose your community, click the Login Configuration subtab, and click the New Field button.

After you click on the “New Field” button, a dialog window opens:

Fill out the fields:

Field Details
Object Name

You can choose the Contact or (if ERX Core is installed), the Application.
Field Type

This filters your choices in the “Field API” dropdown, making it easier to identify the desired field.
Field Label You can type any label for display to the end user.
Field API Select the field you wish to populate.
Active If this is not checked, the field will be ignored
Is Field Required If checked, the user must complete the field in order to register.
Display Order The order in which you wish the fields to display, top to bottom
Click Save.
Note:
You can edit the standard fields (First Name, Last Name, Email, Password, Confirm Password) to change their place in the order from top to bottom, but you cannot delete them.

Reference Field Configuration

For the Reference (Lookup) field type, you can filter which records to display in a picklist on the registration page, and you can also specify how they are to be ordered.

Note:
You can see the standard and custom fields in place on the Site Registration page when you click the Preview button.

The Preview Button

You can see the standard and custom fields in place on the Site Registration page when you click the “Preview” button.