How to set up fields for the Advanced step

Learn how to set up fields for the Advanced step in the Registration wizard

The Advanced step is deprecated and can no longer be added to new Registration wizards. If the Advanced step was previously added to your existing wizard, you can edit or remove it, but you can't add new fields to this step.

After registration, the information collected in the Advanced step is displayed on the Advanced tab in the client details.

To set up fields for the Advanced step:

1

Navigate to System > Wizards.

2

Select an existing Registration wizard and click Edit.

3

Go to the Workflow tab.

4

Click the Edit button located in the Advanced step row.

5

Go to the Custom fields tab.

6

To modify settings of an existing field, click the Edit button located in the field row.

Configure the following field settings:

• In the Main field settings section:

  • In the Type dropdown, select the field type.

  • In the Enabled dropdown, select Enabled to display the field during registration or Disabled to hide the field.

• In the Field attributes section:

  • In the Name field, enter the field name used in the Back Office. Only Latin characters, digits, and underscores are allowed.

  • In the Label field, enter the field label. Field labels are displayed on the Sign Up page in the B2CORE UI.

  • In the Rules dropdown, select one or more rules for validating the data entered in the field by clients.

For descriptions of all available field types and data validation rules that can be assigned to the fields, refer to Field types and Validation rules.

7

Click Save to apply the changes to the field settings.

After saving the field settings, you'll be redirected to the fields list on the Custom fields tab.

8

Ensure that all the fields you want clients to complete at the Advanced step are enabled.

9

To remove a field that you no longer need in the Advanced step, click the bin icon located in the field row.

10

Click Save to apply the changes to the wizard.