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Add Fields to User Account Section

How to add fields to user account section?

It may not be too much to think that some admins using RegistrationMagic will try to establish user accounts section on their websites. Fundamentally, RegistrationMagic is based on registration forms and submissions (which is users submitting the forms), and their consequential actions – like creating a new WordPress User in the dashboard or sending out an auto-responder. Once a user is registered on the site, he or she may login and access the information submitted by him/ her in user specific area. RegistrationMagic already has provision for such an area available alongside Submissions. Further, RegistrationMagic allows users to submit multiple forms and each submission is recorded as a separate entity. It is possible to aggregate specific information from all these submissions into a single place which can serve as User Account section. This section will contain fields and their values picked from various forms, which the site admin marks for aggregation. As the user submits more forms, newer marked fields are appended. Here’s an example of User Account section:

Screen Shot 2016-08-26 at 2.51.21 PM

The purpose of User Account section is to cull important information about the user, filled in his or her forms, and display it in a single place without congesting the page. The function is similar to User Account pages on many popular sites and is invoked by shortcode

You are not authorized to view the contents of this page. Please log in to view the submissions
. We should not confuse it with User Profiles which serve as distinctive social networking purpose. They are visible to all site visitors in a limited way, while User Account section has secondary purpose, which is only accessible by the admin and the account owner himself. That being said, there is no exact definition for either of the two and some admins are known to ‘see’ profile system in RegistrationMagic’s account area. In near future we shall be adding more functionality making the distinction less blurry.

Now the question is, how to setup a User Account section for our site’s users? We begin by simply creating a form. For demonstration, we will use the same form which we used in our last article, named Summer Camp Registration. As you will remember, it had two different sections for Camper and Parent information. Since the parent is our actual user, we will create an account area which only shows parent information to the admin and the user. In our form, parent specific fields were:

  1. Email
  2. First Name
  3. Phone
  4. Address
  5. Relationship with the camper

We will display fields 2,3 and 4 inside the My Account section. Of these, First Name is default WP field, therefore it will show automatically in account area. For the other two, we will need to edit both fields and turn on a checkbox option inside them – labeled Show this on User page.

Screen Shot 2016-08-26 at 3.04.55 PM

 

Hit save. Now repeat for the other field.

We head over to the form on the front end and fill it out as a new user. Here’s how the empty form looks like:

empty-form

 

Once we have filled and submitted it, we’ll log into the site as a new user and click Submissions menu link which is attached to the page with RegistrationMagic submissions shortcode

You are not authorized to view the contents of this page. Please log in to view the submissions

my-account

 

We find the information from marked fields First Name, Phone and Address right here in this section. The image is fetched from Gravatar in RegistrationMagic. If we click on Submission tab above, we will find the record of Submission we just did.

Screen Shot 2016-08-26 at 3.28.12 PM

 

Clicking on it will open the submission record with all the information we submitted via form.

all-data

 

This can also be downloaded as PDF by the user. Let’s head to the dashboard area and check User Manager section. The new user appears in the users table, as expected.

user-manager

 

Clicking on the View button will open the dashboard equivalent of front end user account area. It will look like this:

user-page

 

And clicking on Submissions tab will reveal:

submisisons-dashboard

 

Apart from this, admins can deactivate or delete users from this section. They can also add notes and delete individual submissions.

It is easy to see the account area can be used in different ways by different webmasters with little imagination. It offers different advantage from User Profiles, and can be used as an aggregator of user information. In upcoming versions, this information could be edited by the user along with past submissions, as we strive to keep expanding RegistrationMagic’s front end.





4 Comments

  1. wajihasalman

    What about if we want to use default wordpress my account section and want fields to appear there?

    1. RegistrationMagic Staff

      Hi, We do not have this as a feature as of now. You need to customize WordPress My Account page in order to achieve this.

      1. Stuart Moir

        This is also how I expected this plugin to work, I didn’t expect it to have a separate section for users.

        1. RegistrationMagic

          This is achievable using RegistrationMagic and ProfileGrid integration. Steps to display RegistrationMagic fields on WordPress User Profile page:

          1. Install ProfileGrid. Here is link: https://wordpress.org/plugins/profilegrid-user-profiles-groups-and-communities/
          2. Create Group G. Make RegistrationMagic form F as default registration Fform of Group G via Group Settings.
          3. Create fields in Group G. Map these fields with form F using map with option on ProfileGrid Edit Field page.
          4. Submit form F in logout state as user U.
          5. User U will be registered and become member of Group G.
          6. All the mapped custom field values will show on WordPress User Profile Page

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