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Portals

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Introduction Reports Advanced  Public Search File Uploads Summary

Advanced Features and Portals

Advanced Configuration for Tables

First we will cover the table configuration on a portal site. This can be more elaborate than on a regular site with no membership. Mouse over the purple text to see the definition of "Portal Site".

PORTAL SITE*

Because we are talking about a portal site with memberships, many different elements are added in addition to the regular ones. We now have to deal with user names and passwords. We have previously covered passwords earlier in this tutorial, but we didn't extrapolate on how this fits into the configuration of the tables. Please note that you will need to contact us if you are planning a portal site as some of the configuration still needs to be coded into the application. In the future we may automate this.

Here is a picture of what table configuration might look like on a portal site: Configure Table As you can see there are many more options than what would usually appear in "Config" under "Data Tables". As you can see next to "Submit Button" it is blank. This means that the form appearing on the web page will display the default text on the button which is "Submit".
Below that is the online confirmation message which appears as a popup when the user clicks submit. Notice that in the message it gives the confirmation of the user's name and password. This is customized to the individual user by placing the field numbers of the "User Name" and "Password" fields in the message encased between curly epithets. { }

Below that is the "Double Opt-In" which will send a message to the user asking for a confirmation of their email address. This is a common practice of many business and membership websites.
The email field above must have been selected for this functionality.
The confirmation can be sent in plain text or HTML to give the email a nice look. Notice that the fields "User Name" and "Password" are repeated along with the "ID" that is assigned by the database. This makes records easier to find.

Directly below are choices to mail copies to yourself when an email is sent and the format. You can choose multiple email addresses to send to and what appears in the sent from. This can make it easier to identify what kind of email was sent as you can have different tables that use different email addresses and you may want to send copies to different departments.
This concludes the tutorial on Table Configuration. Next we cover a Public searchable table which is used by members to search certain kinds of information on the website.

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