How to set up fields for the Advanced step
You can include the Advanced step in your registration procedure to prompt clients to provide additional information by filling in the custom fields added for this step.
After registration, the information provided in this step will be displayed on the Advanced tab in the client details.
To set up fields for the Advanced step:
Navigate to System > Wizards.
Select the Registration wizard and click Edit.
Go to the Workflow tab.
Click the Edit button located in the Advanced step row.
Go to the Custom fields tab.
To add a new field, click +Add.
Configure the following field settings:
In the Main field settings section:
In the Type dropdown, select the field type.
In the Enabled dropdown, select
Enabledto display the field during registration orDisabledto hide the field.In the Field attributes section:
In the Name field, enter the field name used on 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.
Note
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.
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.
On the tab, you can reorder the added fields by dragging and dropping them in the required order.
On the Sign Up page in the B2Core UI, the fields will appear in the specified order.
Ensure that all the fields you want clients to complete at the Advanced step are enabled.
Click Save to apply the changes to the wizard.
Example
This example illustrates how to add the Advanced step to the Registration wizard, including the process for adding a multi-select field and configuring its selection options.
