solved Interpreting the 'Create' and 'Update' profile forms in Form Designer tool

researchcooperative
@researchcooperative
10 years ago
694 posts
On the Form Design page for profiles (YOUR_SITE/profile/form_designer), when I first saw the option to switch between profile/create and profile/update, I thought this referred to Admin creating a profile form, and then updating the design of that form later.

Now I think that the terms 'create' and 'update' refer to their function for users -- from the user point of view.

When users first create a profile, they will see the 'create' form. Later, when they want to update information they will see the 'update' form. If information entered into in the profile creating form should never be changed, then Admin can decide to make that information inaccessible in the Update form.

If this interpretation is correct, when new members are signing up, they can be asked to fill in a minimum number of fields. This way we can avoid annoying them with too many fields and questions.

Later, if they are asked to update their information, they may see a more detailed or complete set of fields.

In general terms, what is the process for getting new members to update their profile details, or giving them the opportunity at least?

Is an opportunity to update profile details presented to the user automatically each time they login? Or do they have to look for the way to do this deep in their account settings?

Can administrators send users automatically to their account profile update page after login?


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)

updated by @researchcooperative: 05/14/15 03:54:08AM
brian
@brian
10 years ago
10,149 posts
researchcooperative:
On the Form Design page for profiles (YOUR_SITE/profile/form_designer), when I first saw the option to switch between profile/create and profile/update, I thought this referred to Admin creating a profile form, and then updating the design of that form later.

Now I think that the terms 'create' and 'update' refer to their function for users -- from the user point of view.

When users first create a profile, they will see the 'create' form. Later, when they want to update information they will see the 'update' form. If information entered into in the profile creating form should never be changed, then Admin can decide to make that information inaccessible in the Update form.

If this interpretation is correct, when new members are signing up, they can be asked to fill in a minimum number of fields. This way we can avoid annoying them with too many fields and questions.

Later, if they are asked to update their information, they may see a more detailed or complete set of fields.

Correct - Form Designer is only for the FORMS - it has nothing to do with the display of data.

Quote:
In general terms, what is the process for getting new members to update their profile details, or giving them the opportunity at least?

I'm not sure there IS a process. How does any site get you to add more information about yourself to the site?

Quote:
Is an opportunity to update profile details presented to the user automatically each time they login? Or do they have to look for the way to do this deep in their account settings?

They need to look into their settings. If you set a form field to REQUIRED, then they will not be able to save any changes without filling in a field. I would highly recommend NOT pestering or forcing your users to give you additional information unless it is something you require for the functionality of your site. You will drive away users if you do so.

Quote:
Can administrators send users automatically to their account profile update page after login?

There is no setting for this at this time.


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Brian Johnson
Founder and Lead Developer - Jamroom
https://www.jamroom.net
researchcooperative
@researchcooperative
10 years ago
694 posts
Thanks.. that's all good for now. I just need to understand how to get data (or all the data) in profile forms to display. Or perhaps it is displayed but is buried in a sub-tab somewhere and has to be hunted down? In any case, I've asked Douglas to help me with this when he has time.


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)