Introduction
It gets limiting when registration forms cannot give you the ability to create custom fields. Imagine catering to businesses (for eg., you’re a training provider with companies as customers) and you’re unable to capture the name of the company, contact info, address, designation, etc. of the employees registering in Groups. Frustrating right?
Well WISDM Group Reg. for LearnDash solves this problem for you. Collect additional information for the users in your LearnDash Groups right at the time of Registration by adding your own Custom Fields to Registration forms available in the WISDM Group Reg. for LearnDash.
The plugin has the Group Code Enrollment form (shortcode) and the “Enroll New User” Form on the Groups Dashboard to register users for a LearnDash Groups. With the v4.3.4 release of the plugin, you can add Custom Fields to both the above-mentioned forms
Via these Custom Fields you can store additional information in a user’s meta data and can use it in other places of your site.
Understanding custom field
Information can be collected in many different ways. For eg., if you need to the size of the company a user is registering from, you will typically need to have radio buttons that are labelled “50-100, 100-150, 150+” and so on. Whereas if you need the user to enter their address, you would simply need a “text” field.
WISDM Group Reg. has different types of custom fields that you can add to the registration forms.
Supported field types
- Numbers
- Text / Textarea data
- Checkbox data
Screenshots
Settings page
Group Code Reg. form
The Custom Fields that you add, will be shown to the user enrolling in the Group on the Group Code Reg. form (via shortcode) as seen below:
Enroll new user form
The Group Leader will also be able to see the Custom Fields added by you on the “Enroll New User” form on the Groups Dashboard as shown below:
You can also add custom fields while registering users through the “Upload via CSV” option. An example of one such file can be found below:
Upload via CSV
Let’s take an example of one such CSV import and have a look at the image below:
CSV input for Text type Custom Field: We have added “Company Name” as a new text field which has “company_name” as a meta name and marked this as a required field
So, the CSV file shall look something like this.
First Name,Last Name,Email,Company NameRuss,Trojan,[email protected],Infosys Alphonso,Cantor,[email protected],TCS Gopal,Sharma,[email protected],Persistant
Similarly, you can add multiple fields to the CSV file as per the sequence of the configuration page.
CSV input for Checkbox type Custom Field – if you enter “on” for a user in the CSV, the checkbox will denote the field is checked and a blank field will denote the checkbox as “off”.
CSV input for Number type Custom Field – currently we support whole numbers for this field.
Required field input
You can also configure if the Custom Field will be a required field or not via the “Required” Switch as shown below
Required fields are form fields that must be filled out with valid data in order for the user to register
Freeze first input feature
Once switched on, this custom field will not be replaced if re-entered via any of the registration forms.
So let’s say you provide courses for Schools and different schools register in Groups to take courses on your site. Let’s assume you created a “School Name” Custom Field to be added to your Registration forms (via the plugin) to collect this information from your Group Enrollees.
Now, what happens when a Group Leader (either by mistake or due to some reason) removes the user from the Group and needs to re-enroll them to the Group? Or the user is registering in another group via a Group Code on the Group Code Registration form? Do you want them to re-enter the School Name? Or do you wish for this value to be frozen (made non-editable) at the time this value was filled out for the first time?
You can do both using the Freeze First Input Setting which is turned off by default. The “off” state means that the Custom Field is currently editable and will be updated for a user whenever the value for the custom field is re-entered (for that user) from any of the Registration Forms. The “On” state will freeze the input of the Custom Field for that user at the value that was entered the first time the user was being registered. Screenshot shown below:
