Seting Website Client Fields Matrix

This frame allow you to define which fields will be available on each web page when Web-App operate as Web Portal, and which fields will be available to the API "Register" function.
Start your setting by adding the necessary fields as explained hereby.

Registration Page #1 In this page you set the fields that are relevant for a "New Client" or "New Lead" registration process in the portal and API "Register" function.
The fields on this page will be:
  • Copied in to the created Client / Lead & sales opportunity records.
  • Display in the first registration Web HTML Page (if exists).
  • The only fields available for "Register_Client_Json" API call.
Registration Page #2 In this page you set the fields for an extended online registration process of a New Client.
This page isn't mandatory but if defined, it will follow the previous page in the portal (HTML) registration process only.
Demo Account Registration In this page to set the fields that will be displayed on the registration page of a "New Client" or "New Lead" to a demo account/service portal.
Just like "Registration Page #1", these fields will be copied into a new client + sales opportunity records.
Update Personal Details In this page you set the fields that will be available in the "Personal Details" page in the client's Service Portal.
Service Ticket In this page to set the fields that will be available to the end user on the "Contact US" page in the client's Service Portal.

The next image shows an implementation example:
Website Client Fields Matrix Settings
For each field you set on the relevant page, you have to select one of the following option:
  • Standard Field: The selected field will be displayed in this page.
  • Mandatory Field: The selected field will be displayed in this page, as mandatory field.
  • Group #: All fields with the same Group Number will be displayed in this page, and one of them must be field.
  • Read Only: The selected field will displayed but cannot be changed (even if included in update post).
  • Hidden from HTML: The selected field will NOT be displayed. This is useful for setting a default value in a registration process.

The order of the fields here, will be the order in the Html / json.   Use right-click pop-up menu to change rows order.

Action Buttons

Publish Triggers the Web-API system to reload saved settings / changes.
Reload Settings Reloads the Contact Persons Divisions table settings from Hyper DB.
Save Settings Saves the Contact Persons Divisions table settings to Hyper DB.
Save Page Saves all the settings done to the fields in the pages described above.

Special function fields

Only for HTML pages, beside the
"hyp_Clients"
table, you can select some function fields:
Field Name Description
Confirm Email This field is used for verifying the Email Address field on the Html form.
Password
Confirm password 		Allow the user to set his own password (at least 8 characters long and contain 2 digits and 3 letters).
Accept Commercial Info Checkbox Use this function to setup both
[Accept Commercial Info to Cell phone]
and
[Accept Commercial Info to Email]
values at once.
Agree to Terms Checkbox This function setup a time stamp in table
"hyp_Clients Website Ext. Record"
field
[Last Contract Signing at UTC]
.

Acceptable Input Languages

Each of the fields above will pass a characters filter, according to Hyper's Global Definition.