[POC] Registration workflow

[pokhiii]

Challenges faced on the CiviCRM platform on the Registration flow.

1. Create a new Form for user registration
2. CiviCRM doesn't allow the addition of Individual and Institutional details on the same form.
3. Unable to find how to implement the origin of the source in the form.
4. Add a type of contact (whether it is a volunteer or a shareholder).
5. Unable to figure out how to show and hide fields or sections in the form.
6. Addition of new Role
   • Change the role permission
   • Addition of new permission
7. Email Functionality
   • Setup the Email Functionality
   • Customize email template
   • Trigger Successfully registered email to the user after submitting the registration form.

[shubtiwari]

Registration Form

Steps

1. Create a registration form for Individual
2. Create a registration form for Institutional
3. Add a dropdown with the value of ( Individual and Institutional )
4. Create a page and add both the Form to the page

if the selected contact type is Individual
then show Field User Name

if the selected contact type is Institutional
then show Field Organization Name

[shubtiwari]

Unable to find how to implement the origin of the source in the form

1. Look for an extension in the CiviCRM - (Extension Store).
2. Build an extension (A CiviCRM extension for tracking and saving the source of from submission).