Assign Members application's forms to specific contexts

Yapla allows you to customize the assignment of different forms to different usage contexts related to the Members application, both on your website and in the Yapla Platform. 

For example, you can create a form with a few fields for your website and a more complex form with additional fields used once members have become members and paid for their membership. 

By default, the same basic form is applied to all contexts of use. However, it is easy to adapt these to your needs.

 

How contexts work

The various forms can be created and modified in the "Forms" submenu of the Members application "Settings" section. Once your forms are created, you can choose to assign them to the different contexts offered.

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You do not have to create a different form for each context, since you can assign the same form to more than one context.

Select the "Contexts" tab.

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Contexts are always separated into 2 environments. Your website corresponds to your public site and Yapla corresponds to the back office, accessible only through your Yapla account. Thanks to these 2 different environments, you can for example create a form with a few fields for your website and a more complex form, with additional fields used only for internal management.

Forms used in the website

The first section of the page allows you to modify the contexts of forms accessible by a user of your public website.

Under each context, a field allows you to select a form among those previously created in the "Forms" tab.

When you have finished your selection, click on the mceclip2.png button to save your changes.

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It is possible to assign a different form for the following contexts: 

Adding a new member

The form associated to the "Adding a new member" context appears during the registration of a new member via your website. This form will also be displayed during the registration step of the "Become a member" process of the Event Space module of a website page.

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Editing a member

The form associated to the "Member Edition" is displayed when a logged in member is viewing his profile in his Member Area. In the configuration of your forms, you can choose which fields are in "read-only" mode and which fields are editable. Thus, this form allows the member to update the information in his member file through the editable fields.

For example, here, the "First name "field is in read-only mode, while the "Last name" and "Email" field can be modified by the member:

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This is the same form that appears when an organization manager views a member who is part of his organization.

 

Details of the member in the private directory

The form associated with the context "Member details in the private directory" is displayed when a connected member views another member's form from the member directory in his Member Area.

The private directory displays all active members of the association.

This directory is private since it is only available to the connected members from the Member Space. 

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Adding a member by an organization administrator

The administrator of an organization can add a member to his organization via the "My Organization" menu in his member area.

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Once the administrator clicks on Add a member, the process of adding a new member is initiated and the form associated with this context will be displayed at the registration stage. 

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Member details in the public directory

The form associated to the "Member details in the public directory" context will be displayed when a user performs a search in the Member directory module of your website.

Unlike the private directory which is accessible via the Member Area of a connected member, the public member directory can be accessible by all visitors of your website, whether they are connected or not. 

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In addition to managing the forms via the usage contexts mentioned above, which affects all of your public directories, it is also possible to establish a context for a specific directory.

Indeed, when you configure the "Members directory" module of your website, you have the possibility to choose which form will be presented for this specific directory in the "Members - form of the member file". The directory will always prioritize the specific context of the module rather than the global context.

 

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Renewal of a member's membership

The form associated to the "Membership Renewal" context is displayed when a member renews his own membership from the "My memberships" section of his member space.

This form will be displayed at the registration stage of the membership renewal process.

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Forms used in the Yapla Platform

The second Yapla section of the Contexts page allows you to assign different forms that allow you to manage members within Yapla. This is the back office section, accessible only through your Yapla account.

Different forms can be assigned to add a member, edit a member, view a member and renew a member's membership, all via Yapla.

As in the previous section, for each context, select the desired form in the drop-down list and click on mceclip10.png.

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Adding a new member

The form associated with adding a member is displayed when you add a member to your association directly from the Members application.

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Editing a member

The form associated to the edition of a member is displayed when you edit the form of an existing member.

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Viewing a member

The form associated to the viewing of a member corresponds to the fields displayed on a member's form.

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You can change your contexts as well as edit your forms at any time.

Contexts work the same for all Yapla applications that use forms (ex: Events, Donations...). You can therefore, if necessary, go to the parameters of all the forms on the platform to adjust their contexts. 

 

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