Configure self-registration for external users.
Before you begin
Note: You must do this task after installing the Supplier Collaboration Portal.
Role required: admin
About this task
Ensure that you have activated the com.snc.external_user_self_registration plugin. For more information, see Activate External User Self-Registration.
Procedure
-
Navigate to and select New.
-
On the User Registration Configuration form, fill in the fields.
-
From the form context menu, select Save.
-
Select the Registration tab, and do the following:
- In the Mandatory column for the First name and Last name fields, double-click and select true to make these fields mandatory.
- Select the green check mark icon (
) to save your changes.
-
Configure the Verification tab to verify the identity of the registered users.
When the user verification flow triggers, an activation link is sent to the user's registered email address.
-
Select the Transformation tab, select and open the u_reg_xmap_[number] transformation map that maps the registered users from the User Acti Req [number] source table to the User
[sys_user] target table.
-
In the Target table field, search and select Vendor Contact [vm_vdr_contact].
-
From the form header, right-click the header bar and select Save.
-
Scroll down and select the Field Maps tab, and then select New.
-
Select the Use source script check box.
The Source script box is displayed.
-
In the return string, enter supplier_registration in lowercase letters exactly as shown.
answer = (function transformEntry(source) {
// Add your code here
return "supplier_registration"; // return the value to be put into the target field
})(source);
-
From the Target field list, select Source.
-
Select Submit.
-
Select the Onboarding tab and in the User onboarding flow field, search for and select Supplier Contact Onboarding.
-
Select the Advanced tab.
-
In Registration form field configuration section, in the Account signup form, add the form fields Supplier name (u_supplier_name) and
Relationship contact email (u_relationship_contact_email).
Then select the preview this record icon to open the record.
-
In the Variables related list, select and open the First name, Last name, Email, and Supplier name records individually.
-
In the First name variable record, select the Mandatory check box and select Save.
Repeat this step for the Last name, Email, and Supplier name variable records.
Note: The Supplier name field has been added in the Xanadu December 2024 upgrade. This field is available only after M2M mapping between supplier contact and suppliers is enabled.
-
Select Save.
-
For sending personalized emails to contacts who want to self-register, select the Catalog Client Scripts tab.
-
Select New.
-
In the Name field, enter a name.
-
From the Type list, select onLoad.
-
In the Script box, copy and paste the code.
function onLoad() {
function getParameterValue(name) {
var url = top.location.href;
var value = new URLSearchParams(url).get(name);
if (value) {
return value;
}
return false;
}
if (this && this.location && this.location.pathname) {
if (getParameterValue("email")) {
g_form.setValue("email", getParameterValue("email"));
g_form.setReadOnly("email", true);
}
if (getParameterValue("supplier_name") && (getParameterValue("supplier_name") != "null")) {
g_form.setValue("u_supplier_name", getParameterValue("supplier_name"));
g_form.setReadOnly("u_supplier_name", true);
g_form.setValue("supplier_name", getParameterValue("supplier_name"));
g_form.setReadOnly("supplier_name", true);
}
if (getParameterValue("relationship_contact_email") && (getParameterValue("relationship_contact_email") != "null")) {
g_form.setValue("u_relationship_contact_email", getParameterValue("relationship_contact_email"));
g_form.setReadOnly("u_relationship_contact_email", true);
g_form.setValue("relationship_contact_email", getParameterValue("relationship_contact_email"));
g_form.setReadOnly("relationship_contact_email", true);
}
}
}
-
Select Save.
What to do next
Do the following: