In this lesson, we will delve into the process of configuring and customizing the Organization Registration screen-set, which is crucial for managing partner onboarding and handling incoming members.
The Organization Registration screen-set in SAP Customer Data Cloud provides a standardized way for third-party organizations to submit their details and become trusted partners. Here are some key features:
- Predefined fields: The form includes fields for company details and contact information; these fields are predefined, and cannot be altered.
- Field mappings: All field to schema mappings are set and non-customizable.
- Success screen: After Organization Registration request form submission, a success screen is shown to the user.
Let's walk through the steps to configure the Organization Registration screen-set using the UI Builder.
Step 1: Accessing the Screen-Set
- Navigate to User Interfacing → UI Builder in the SAP Customer Data Cloud console.
- Under the Web Screen-Sets tab, select Default-OrganizationRegistration.
Step 2: Modifying the Screen-Set
- Although the predefined fields cannot be added or removed, you can customize the appearance and flow.
- Adjust the layout to align with your organization's branding.
- For a consistent look and feel, customize the Localization, CSS, and Javascript used by the page by clicking on the buttons highlighted on the screenshot below.
Step 3: Defining Form Logic
- Incorporate form validation to ensure clean and accurate data submission.
- For example, enforce proper email and phone number formats.
- Configure the Request Received success screen to provide clear instructions on the next steps.
