It’s great that the standard registration form captures standard information. It’s doing its job. But what if it could do more?  

Our new Custom Account fields feature lets you ask three unique questions, enabling you to capture information beyond the basic name + email requirements. You can use this new tool to collect the information you need and store it safely in your Learnforce platform.

Here’s a summary of what’s new:

• Configuration Access & Security – new page
  An Accounts page is now available in Configuration’s Access & Security folder. From here, you can create and manage up to three Custom Account fields. Pick between four field types: Date, Number, Yes/No, or Text.
   
• Configuration Self-Registration – new options
  Use the Self-Registration page in Configuration to add any enabled Custom Account field to your Portal’s Self-Registration page.
   
• LMS Accounts – new fields
  We've created a new Additional Details section in the LMS that contains all enabled Custom Account fields. Admins can provide answers in those fields when creating or updating an account. This section is visible when at least one Custom Account field is enabled.

• Portal self-registration – new fields
  When your Custom Account fields are enabled and added to your Portal’s Self-Registration page, your new users can answer your custom questions when they sign up.
   
• User Training Report – new values
  You can generate a User Training Report that includes data for your enabled Custom Account fields.
   

New in Configuration

New Access & Security page

We’ve created a new page in Configuration where you can create and manage your site’s Custom Account fields. It’s called Accounts, and it lives in the Access & Security folder.

Click the Add a Custom Field button on the Accounts page to begin creating your field.

Each Custom Account field contains the following settings:

• Label name
  Create a unique label for your Custom Account field. Use this free-text setting to explain or represent your field. You can input up to 50 characters. The label can be changed if the Custom Account field is not in use, meaning that there are no accounts that have a value saved against this field.

• Field type
  There are four field types to choose from: Date, Number, On/Off, and Text. You can change the field type if no accounts have a value saved against that field.
   
• Enabled
  A Yes/No toggle that determines whether the field appears:
  • In Configuration on the Self-Registration page as an option that you can add to your Portal’s Self-Registration page.
  • In the LMS when creating or updating an account.
  • As an option you can select before generating a User Training Report.

Your Custom Account fields are listed in a table on the Accounts page. The table shows each field’s label and type, whether it’s enabled, and the number of accounts it’s used in. Each listing has a Context menu that lets you edit or disable its field.

New toggles in Configuration’s Self-Registration page

Configuration’s Access & Security folder contains two pages that determine whether your Custom Account field displays on your Portal’s Self-Registration page; they are:

1. the new Accounts page, and
2. the Self-Registration page.

Enabling a Custom Account field in the Accounts page creates a toggle in the Self-Registration page (at the bottom of the page at the end of the Field Selection section). The label for the toggle matches the Custom Account field’s label. This toggle is set to No by default. Setting the toggle to Yes adds the field to your Portal’s Self-Registration page under a new section called Additional Details. This section only appears on the Self-Registration page when at least one Custom Account field has been added to that page.

New in the LMS

Your enabled Custom Account fields

In the LMS, we’ve added an Additional Details section to the New Account form and in the Edit tab of an existing account. It displays directly below the Personal Details section when the LMS admin is:

1. creating or editing an account, and
2. when your site has at least one enabled Custom Account field.

Admins can view and update these values at any time.

Each Custom Account field has a field type. Here is how the four available field types behave in the LMS:

1. Text: provides a free text field that accepts up to 250 characters.
2. Number: accepts up to 16 characters. Is designed for numerical values. It also supports negative values and decimals.
3. On/Off toggle: set to Off by default. The admin can set it to On during account creation or when updating the account.
4. Date: A date selector with a DD/MM/YYYY format. Standard date validation applies.

New on the Portal

Custom fields added to the Self-Registration page

A Custom Account field appears on your Portal’s Self-Registration page when the setup requirements are met in Configuration. This involves two pages within Configuration’s Access & Security folder:

1. in the Accounts page, create and enable the Custom Account field, and
2. in the Self-Registration page, set the Custom Account field to Yes.

When the above conditions are met for at least one Custom Account field, a new section called Additional Details is included at the bottom of you Portal’s Self-Registration page. It contains all Custom Account fields that have been added to the page.

To ensure account creation is not reliant on answering customised questions, providing a response to a Custom Account field is not a mandatory registration requirement. The benefit of adding this feature to your Portal’s Self-Registration page is that it gives your new users the opportunity to provide the extra information you may need.

New in Reporting

Custom field values in the User Training Report

Enabled Custom Account fields are available for selection in the User Training Report.

To include a Custom Account field in your report, select it in Step 3 under the User Columns.