Add lookup to Account in registration form

[hagru]

Hello!

I was wondering if it is possible to edit the registration form to my Power Pages application?

I would like to add a fifth field to the standard login form, which is a lookup to the Account table. That way, the user is required to connect to an existing Account when registering their user in the Power Pages app.

[Lucas001]

Hi @hagru,

unfortunately not really no. You can use some other techniques but unfortunately it's not possible to submit a fifth field with that form.

I guess your page is internal only? Couldn't you use Azure to login?

From GDPR perspective it would still be bad practice as everybody could just connect with another contact and do things not intended for.

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Hope that helps.

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[OliverRodrigues]

Microsoft recommends using Azure AD B2C as your authentication method.

But you would face the same issue, a few alternatives I can think of:

• Use custom policies in B2C to show the accounts (very complex)
• Leave a text field in B2C so user add the Account that they represent, and a logic in the back-end to match the Account automatically or manually
• Create a Registration form using Multistep Form that will trigger the invitation process for the user

[hagru]

Hello @OliverRodrigues and @Lucas001 

The reason why I am asking is because I am making a PowerPages app to handle a meeting conference, where a bunch of people from different companies register, sends their wishes of which other companies they want to meet, then meetings are generated ahead of the event.

Each company can have multiple contacts registering for the event, therefore, I want each contact to be tied to one company, then they can see the wishes and meetings related to the company (account) they are connected with.

I can very easily let the contact select an account in their profile page by editing the Profile Web Form under the contact table, which is the one displayed in the profile page in Power Pages. This is the solution I am going with as of now, which in all fairness works, but I would prefer if when the user registers, that their account is set during the registration process, and removing the ability to change it in the profile page. Otherwise, the user would be able to send wishes for other companies just by changing the account in their profile page.

Yes, they would be able to do that with both options, but the best would be if it was a set and forget kind of option. The audience is also business people, who are interested in doing business with each other, and I have some faith that there will not be any abuse either way.

In terms of GDPR, there is not much they will be able to get out of the portal, other than a list of the participating companies.

[OliverRodrigues]

I think that the Registration Process + Approval Process would be ideal for you here.

You should restrict access until there has been a verified process in the back-end and the user belongs to that organisation.

[hagru]

Hi @OliverRodrigues!

Not sure how to really set up something like that. I don't have an overview of the people attending, but I do have a list of the companies attending. This is why I want the user to be able to select which of the attending companies they are participating for when registering their account, so that they can see the relevant information right away.

A selection in the registration form would therefor be ideal in my case.

[OliverRodrigues]

I will put as bullet points how the solution would be in my view, each heading will be a technical product/deliverable on its own:

• Portal Roles
  • I would create a Portal role for "validated users" and associate the permissions with this
• Registration Form
  • A Multistep Form (or Baisc Form if simple) that will let user add their details, including company details
  • Users shou
• Approval Process
  
  • in the back-end, you should probably have a Model-Driven App that back-end users will have access to the data
  • users should have a view that would approve/validate that users are associated with that company
  • a workflow/cloud flow should trigger at this point that will assign the user the "validated role"
  • this could also e-mail the user confirming that their access has been elevated
  • users should now have access to their data on the portal

I appreciate that this solution is a bit more complex than your original, but I think it would be a more solid process

[Fubar · Accepted solution]

As per the other posts not possible on that registration page.

One other alternative, and it may now depend on what template you started with (as at least one of the new ones is now using step form in the middle of the profile rather than the profile itself), would be to add the Lookup for the persons Account to the Profile page (the profile uses - if using the older Dynamics 365 templates or newer ones Portal Contact form or Portal Contact Enhanced form on the Contact table).  There is also a Site Setting which you can set that will not allow the user to progress until they have completed the Profile, by default it is set to false (Profile/ForceSignUp https://learn.microsoft.com/en-us/power-pages/configure/configure-site-settings#site-settings).

[hagru]

Hi @Fubar 

That setting is very useful, and will definitely help assuring the user selects an account in the profile settings.

I am fairly certain I used the Starter Layout 4 as a starting template:

Adding an account lookup to the profile page is the solution I have gone for as of right now:

It will do the job, but there is a potential issues where users can change to another company and send wishes or see their meetings. In all fairness, there's not much harm that can be done, but the most secure way would be to have the user select a company when creating their account, in the registration form:

[hagru]

Hey @OliverRodrigues 

I appreciate the time and suggestion!

As the pages and lists display data related to the account the contact is connected to, which is standard functionality, I feel like this is sufficient enough. There's no way for the users to view anything on the page without registering an account and select a company in their profile page, because they get assigned a role which is necessary to view the data.

Preferably the user should not be able to change the company they are related to after registering, which is why I would like it to be a part of the registration form. There is no way for me or the system to know who is related to which company before they register, and there is no way for me to control this after registration either, so a flow connecting the user to a company on creation seems impossible.