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[LMS] How to create custom user registration fields in the signup form

You can add custom registration fields to your signup form that are unique to your organization and make it easy for you to ask for extra information from your students during the signup process. This helps you deliver a more consistent user experience.

This tutorial will outline how to add extra fields to the customer registration form.

1) Click on "Account & Settings" --> "User registration" --> "Custom registration fields" tab.

Some of the default fields such as username, email address and other fields cannot be deleted and it is always active.

2) Scroll down and select the "Add custom signup field" dropdown option and choose one of the item such as text box, dropdown list, or checkbox.


Text box

Your basic text field that allows the students to type in their response. Adding a regex validation type can help you control what information gets entered in this field.

  • Label - The name of the text field
  • Help text - Shows as a mouse over tooltip to the student to read help information about the 'label' field.
  • Regex validator - Regular Expressions (Regex) are a good way to validate text fields such as names, addresses, phone numbers, and other user information. This field validates the response typed by the student and checks to make sure it meets a certain criteria, or it will prevent the student from registering. The default option is "No". Click "Yes" to bring up the dynamic fields for regex validator.
    • Case-insensitive - the text case (uppercase and lowercase combination) is not checked.
    • Case-sensitive - the text case is checked.
  • Regex validator error text - Shows this error message typed here when the regex criteria is not met by the student when submitting the registration form.
  • Required - Force user to complete this field to finish the registration process
  • Active - Select to make it active or inactive.


Dropdown list

Also known as a “Drop Down menu”, this field gives the registrant several choices, but they may only choose one. You can drag and change the order of the options field.

  • Label - The name of the dropdown list field
  • Help text - Shows as a mouse over tooltip to the student to read help information about the 'label' field.
  • Required - Force user to complete this field to finish the registration process
  • Active - Select to make it active or inactive.
  • Options - The option that the student can select from the dropdown.


Checkbox

Allows registrants to list items that are yes/no options. Can group several check boxes together to allow registrants to select multiple options.

  • Label - The name of the checkbox field
  • Help text - Shows as a mouse over tooltip to the student to read help information about the 'label' field.
  • Required - Force user to complete this field to finish the registration process
  • Active - Select to make it active or inactive.


Managing custom fields

You can easily toggle the status of the custom fields active or inactive by clicking on the the Yes/No button. Other options include the ability to edit and delete the custom fields. You can also drag and change the order of the custom fields the way it should appear in the registration form.


Filter users

Now that you have created custom registration fields and had students signed up, it is time to track those users.

Go to "Account & Settings" --> "List Users". Click on the table filter icon to bring up the new signup fields.

Check the fields in the dropdown list that you would like to include in the user properties to filter users matching that criteria.

It will generate new columns based on the fields checked. Scroll left and right to see all the additional fields if you have a smaller screen size (Swipe left or right with two fingers in your Mac touchpad or in PCs that support this gesture).


What about existing users?

Custom registration fields will be effective for any new user registrations. However, when an existing user sign in to your LMS, a popup will be shown in the student dashboard forcing the user to enter the custom registration fields data. This is a great way to collect custom data to new and existing users.



Author
BrainCert
Date Created
2017-04-14 10:49:13
Date Updated
2017-04-24 11:07:50
Views
1954