Setting Up Portal Login/Register/Return

Introduction

The login dialog often provides the option to also register if the visitor does not have an account.  Once they register, it is useful to direct them back to the page they were on when they were initially prompted to log in.  This document describes the setup of that process.

Initial Page (The one that pops up a login/register form)

The Connect4Connector on the initial page needs the “Registration Page URL” set to the first page of the registration process.  The “Part of Multi-Page Process” setting should be set to “None” - its default setting.

Registration First Page

The first page of the registration process should be set up to use a newly combined email-check and person form instead of the older process where the register page had a "Register" control on it after which it went to a "Profile" page with the "Person" control on it. This change is necessary to support the modality of the new responsive calendar.

Moving to a Single Initial Registration Page

If the site has this older two-page initial registration pages, make the following changes to the registration pages to collapse the first two pages into a single page:

1. Copy the HTML areas of the profile page (2nd page in the old process) to the equivalent areas of the register page (first page in the process)
2. Edit the register page as follows:
   1. In the person control, check on the "Show Email Check" property
   2. Place the following code around any other items on the page that should not be shown while the email check step is being shown (ie: around the save button).  If there are areas of code that need to be hidden when the email check is displayed, place the following code around each one (you may need to add this code block around multiple blocks of code):
           <div class="g104_showOnEmailCheck">
               ...the existing code goes here
           </div>
      Note: The name of this class is counter-intuitive - as it really HIDES on email check not SHOWS on email check.

Once the registration email check and person form are on a single page, there are two options that will apply to the connector setting on that page depending on whether there are additional registration pages needed after this initial page.  These settings are as follows:

Setting Up The Multi-Page Process Flow

Single Page Registration

When there is only a single page in the registration process, the following settings need to be made on the Connect4Connector.  NOTE: If there is a single page with fields then a static "complete/thank you" page, you can ignore that static page and treat it as a single page registration for the purposes of this instruction:

• Part of Multi-Page Process = “Return To Ref Page”
• Success Page = “PATH_OF_NEXT_PAGE_IN_PROCESS” (Note: This is the next page in the process when the visitor has gone directly to the register page instead of being sent there as part of some other process - normally the profile main page).
• Use Redirect Instead Of Success setting = Off/False

Multi-Page Registration

When there is more than one page in the registration process (i.e.: additional pages with attributes or other information captured), the following settings need to be made on the Connect4Connector of the initial page:

• Part of Multi-Page Process = “Start”
• Success Page = “PATH_OF_NEXT_PAGE_IN_PROCESS”
• Use Redirect Instead Of Success setting = Off/False
• IF you need to finish on a different page edit the Success page with the following examples:
  • /Portal/Register/Intake/Consent?RDR=/portal
  • And on the last page of the process set Multi-Page Process = Return to Ref

Registration “Middle Pages”

If the registration process requires more than 2 pages, all pages between the first and last page are considered “Middle Pages” and the Connect4Connector properties must be set as follows:

• Part of Multi-Page Process = “Middle”
• Success Page = “PATH_OF_NEXT_PAGE_IN_PROCESS”
• Use Redirect Instead Of Success setting = Off/False

Registration Last Page

On the final page of the registration process, the following settings need to be made on the Connect4Connector:

• Part of Multi-Page Process = “Return To Ref Page”
• Success Page = “PATH_OF_NEXT_PAGE_IN_PROCESS” (Note: This is the next page in the process when the visitor has gone directly to the register page instead of being sent there as part of some other process - normally the profile main page).
• Use Redirect Instead Of Success setting = Off/False

Registration Exit Page

In some (rare) circumstances, a registrant may take an action that exits them from the multi-page process so that they do not return to the original page that sent them to the registration process.  In this case, they would choose an option that sent them to an exit page.  On the exit page, the connector would have the following settings:

• Part of Multi-Page Process = “End”
• Success Page = “PATH_OF_NEXT_PAGE_IF_SUBMITTING_THE_PAGE” - if there is one.
• Use Redirect Instead Of Success setting = Off/False