How-to articles Manage system settings How to configure the registration wizard

How to configure the registration wizard

How to add a phone number

1. Navigate to System > Wizards in the menu.

2. Select the Registration wizard and click the Edit button. You can use filters by name or type for quick search.

3. Go to the Workflow tab.

4. Select the Basic Information step and click the Edit button.

5. Go to the Custom Fields tab.

6. Click Add.

7. In the Main field settings, select group.

8. In the Field attributes, set Name to phones. Then select the following Rules: required and array.

9. Click Save.

10. Find the created phones field in the list and click the Edit button.

11. In the Sub fields section, click Add.

12. In the Main field settings, select group.

13. In the Field attributes, set Name to 0.

14. Find the created subfield 0 in the table and click the Edit button.

15. Click Add.

16. In the Main field settings, select input.

17. In the Field attributes, set the following values:

• Label: Phone number

• Rules: required, distinct and phone:AUTO

• Name: phone

• Mask key: phone

18. Click Save.

How to add a phone number confirmation step

You can add a phone number confirmation step to a registration procedure for your clients. At this step, a phone number specified by a client in the registration form must be confirmed by a verification code sent via SMS.

To add a phone number confirmation step to the Registration wizard, do the following:

1. Navigate to System > Wizards.

2. From a wizards list, select the Registration wizard, and then click the Edit button related to this wizard.

3. Switch to the Workflow tab.

4. Click the +Add button located in the upper-right corner of the page.

5. In the Add workflow window that is displayed, select New Phone Confirmation from the Type drop-down list.

6. Click Save to add a phone number confirmation step to the Registration wizard.

7. Click Save to apply the changes.

How to add first and last names

1. Navigate to System > Wizards in the menu.

2. Select the Registration wizard and click the Edit button. You can use filters by name or type for quick search.

3. Go to the Workflow tab.

4. Select the Basic Information step and click the Edit button.

5. Go to the Custom Fields tab.

6. Click Add.

7. In the Main field settings, select group.

8. In the Field attributes, set Name to info.

9. Click Save.

10. Find the created info field in the list and click the Edit button.

11. In the Sub fields section, click Add.

12. In the Main field settings, select input.

13. In the Field attributes, set the following values:

• Label: First name

• Name: givenName

• Rules: required, string, min:1, max:30, info_name

14. Click Save.

15. Select the created info field in the list again and click the Edit button.

16. In the Sub fields section, click Add.

17. In the Main field settings, select input.

18. In the Field attributes, set the following values:

• Label: Last name

• Name: familyName

• Rules: required, string, min:1, max:30, info_name

19. Click Save.