"With 3rd party form the sales representative manual approval is not triggered!" (#3586034) / KingsPlugins

9 Tickets 1

ayhan started the conversation 3 years ago on February 16, 2024 at 12:07pm

I was able to trigger Sales Representative registration with Fluent Forms. The manual approval phase was not triggered. The agent is registered to the automatic group and skips the manual approval. Do you have a solution or a suggestion for this?

Is it possible to use this setting for "fluent forms" custom meta field that can be selected in b2bking default form field?

name:b2bking_custom_role_settings_metabox_container_element_select
value:manual

or by adding a custom field, can I add "requires manual approval" fields (hidden meta field)?

2,762

KingsPlugins replied 3 years ago on February 17, 2024 at 4:39am

Hi there,

We would be glad to assist,

For customer support, kindly please provide us with your license key for the plugin, as we need to add that to our database.

To get your key:

- If you purchased on KingsPlugins.com - Where is my KingsPlugins license key?

- If you purchased on CodeCanyon (Envato/ThemeForest): Where is my Envato purchase code?

Kind regards,

Stefan

1

9 Tickets 1

ayhan replied 3 years ago on February 17, 2024 at 10:43am

No license at the moment. Before purchasing, I am testing with Free demo. How to trigger manual approval with fluent form, gravity form and wpform using Ajax?

A case with this problem was shared earlier: https://wordpress.org/support/topic/manual-approval-not-triggering/

9 Tickets 1

ayhan replied 3 years ago on February 17, 2024 at 1:06pm

I think I tried triggering manual approval using "Fluent Forms" with this meta key.

meta-name: b2bking_account_approved
meta-value: no

User registration status with Fluent Form:

1. In this case, the "Login Links" mail template sent to the user is triggered. (this template contains a link to create a password, there is a field to set a password when submitting the form, and the template related to password creation should not be sent. Confusing).

2. How to trigger the account created template? Is there a meta key for this too? Or a reference?

3. No warning, no error, no warning if the user wants to log in! Confusing. If the user tries to log in until their account is approved, how can we tell that it is not approved?

User registration cases with B2Bking Form:

1. If the B2bking form is used, the "Your Account is Created!" mail template is triggered to the user. (In this template, there is information about account approval, there is information about account approval status, as it should be.)

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KingsPlugins replied 3 years ago on February 18, 2024 at 3:34am

Hi there,

If you are creating a B2BKing account that needs manual approval, I'd suggest settings these 3 keys to no:

meta-name: b2bking_account_approved meta-value: no

meta-name: b2bking_customergroup meta-value: no

meta-name: b2bking_b2buser meta-value: no

Regarding fluent forms questions:

1) We are not familiar with a "login links" email, this must be part of the Fluent Forms plugin. We are not familiar with how this plugin works, so we recommend you ask their team about it.

2) The "new account" email template is part of WooCommerce (it is the email in WooCommerce -> Settings -> Emails -> New account). I cannot say why Fluent forms does not send it, as we are not familiar with the plugin. B2BKing approval is not what sends this email - the email is sent by WooCommerce.

3) On the my account page, if a non-approved user tries to login, there is normally an error message:

https://b2bkingplugin.com/docs/extended-registration-and-custom-fields/

If you do not see that message, it might be because your page does not support it or you have a custom 'my account' page.

If you have an Elementor my account page, it may be needed to add the 'woocommerce notice' elementor widget to the page, for that message to be displayed.

It would also be important to use the [woocommerce_myaccount] shortcode on the page, rather than another login widget or area.

1

9 Tickets 1

ayhan replied 3 years ago on February 18, 2024 at 9:41am

1. Is it necessary to use these meta-keys for Salesking as well?

Or should it be used for B2Bking?

meta-name: b2bking_account_approved meta-value: no

meta-name: b2bking_customergroup meta-value: no

meta-name: b2bking_b2buser meta-value: no

2. Is it necessary to match the data collected with Fluent Forms with the fields > User Registration Data "Data Collected at Registration" and or keep the data in these fields?

Thank you.

Attached files:

company-registration-details.webp 21 KB

2,762

KingsPlugins replied 3 years ago on February 19, 2024 at 2:06pm

If you use both plugins on the same site, you can use those keys for both B2BKing and SalesKing.

Those keys will generate a user that needs approval.

The site admin can then go to the site backend to the user profile and approve the user, either as an agent, or as a B2B customer.

(2) It's not necessary for B2BKing, the plugin does not need that data. That data is only there to be useful to the admin (so the admin can decide if they want to approve the customer or not).