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À la carte Order Forms

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A good example is the Ubersmith Pro order form.

In this post I’m going to go over how to update an order form in Ubersmith to allow the client to select which service plan they would like to sign up for. This is something that has been requested before and just this week it occurred to our developer, Dan how it can be done in the system right now.

The Catch: The catch, in this case, is that this method will only work if you are NOT using upgrade options in your service plans. If the service plans you’re offering represent a single recurring fee this trick will work for you.

How To: It’s pretty simple. Once you have created a basic form using the wizard, there’s really only two steps.

1) Go to ‘Manage Order Queues’ under ‘Setup & Admin.’ Find the order form you are going to be updating and click on the ‘advanced’ link that allows you to edit the specific elements of the form. Then click on ‘hidden fields’ at the top left of the page.

This will show you the fields that get set in the order but are non interactive to the client. Near the top of the list will be an entry labeled ‘Service plan id.’ First click the ‘edit’ link next to this element.

You want to make sure that the ‘Field Name’ is listed as ‘pack1[plan_id]’ If it’s not, you’ve got the wrong element and you should leave it alone. If it matches, what you want to do is delete this element. This will help avoid conflicts later on when clients begin signing up.

2) The next step is to create your pull down list element. Under the advanced setup for the order form, click ‘add element’ at the bottom of the page. This will load a popup window where you can enter the details of the menu.

The first setting you’ll run into is ‘Element Type’ which you will want to set to ‘Select Box.’ Second and most important is ‘Field Name.’ You will need to set this to ‘pack1[plan_id]’(without the ‘). The ‘Label’ field is how the pull down menu will be referred to on the page. Next is the ‘Options’ text area. This is where you are going to enter the service plans that the client will select from. Each row of text entered will be an item in the menu and each row should follow the format:

Plan id number:Text

The : between the two items is important. The individual plan id numbers can be referenced on the ‘Manage Service Plans’ page in ‘Setup & Admin.’

You will want to leave the ‘Constant’ option set to ‘No’ and select which ever page of the form you would like the menu to appear on from the final pull down on the page.

When you’re done, click Save and you’re all set. From then on, whichever plan the client selects from that pull down will be added as their main service in their order. Try it out yourselves and let us know if you have any questions by posting on our forums. We're anxious to hear from our blog audience ('blaudience?') about these posts. So let us know what you think. Thanks.

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