I’m trying to walk people through a series of screens (first name, email, etc.) before they are asked to sign up & create a password. This is app is a glorified sign up form but I want it to have an elegant approach.
I used “Create a New Thing” with the click of the button on the 1st page. On the 2nd page, I tried to use “Modify a Thing” but I’m not sure what to search for or how to tie it to the the Thing that was just created. Can someone advise what to do to save the data for the 2nd page?
Also, on the last page where I ask for a sign up, I’d like to move all the data from the Thing to the user creation. What is the best way to accomplish this?
Thank you in advance! - Jen
There are a few different ways to do this. I personally would use set states. But for simplicity, to help it make sense for you, you can also do it this way:
Set each page data type to the same data type you created when creating a thing.
When navigating to the next page it will force you to choose the data you want to send to the next page. In your case it will be the thing you create in the first step.
In the next page you reference the same data thing you created by now just referencing the current page thing.
Just pass it along each page and at the end you can reference it when creating your new user. Hope that makes sense.
Hope that helps!
For All Your No-Code Education Needs:
- One-on-One Tutoring
- eLearning Hub
- Video Tutorials
- No-Code Classes
Really interesting! I did not realize you could send data to a page.
I was creating this as a 1 page app so that it doesn’t have the load lag between each page. I’m showing & hiding groups with each button press. Could I reference the same data thing with each group somehow?
Thanks for responding!
Yes! That’s a lot easier. If you create a set state on the page level you can access the same set state after you create it after the first step.
Otherwise, you could just send it to each group as you go as well. Just make sure the group data type is set to the type of thing you created.
Either way should work. The set state is the better option, but if you aren’t familiar with how to do that, then just do what works for now.
Hope that helps.
@J805 solution will certainly work but when dealing with users you have access to the current user via workflow actions whether they are signed up yet or not.
So in this scenario, you can save all this data to the Current User. When they then actually sign up and create an account all the information they’ve previously entered is already saved to their user record.
This gives you the additional benefit that if they would close out the browser and come back to your site, the data they’ve already entered is still available so doesn’t need to be entered a second time.