HI All, First of all Kudos on the platform it looks very impressive so far. We are a small 2 person team that have a need for the following. - Ability for users to register on our site and land at their user home page which will show their personal information as well as any plugins we choose to provide. - Plugins, Ideally all i want users to do is to fill in a form with custom fields , have that data enter into the database and generate a PDF document to my own template using the information they entered into the form. At the same time, each new form entry should be show to the user in a list view say - Policy 1 - Policy 2 - Policy 3 The user can click each policy (data entry) and view read only that information previously submitted. and reprint it as a pdf using the template i mentioned earlier. Users should only see their own entered policies (data) and not other users data. Also, we want our users upon signup to be presented with a set of terms and conditions which they must agree to before being accepted and taken to their user page. Is this possible and currently built into the platform? Finally i would like to have the user data and policies (data) created sent to our CRM system for us to intigrate with existing workflow. Is it possible to generate a webhook with parameters off the back of a submitted item? Is it possible to generate unique numbers for entered data... say a custom field that is an auto number unique to the last? USER45678XX  THanks for reading im looking at this platform as away to replace aproximately 9 cloud services that achieve the same objective but its very messy and not to mention costly. THanks in advance, Dearg

Hi Dearg, That sounds mostly straightforward. And thanks for the feedback! You need to have an Extranet Registration plugin (remember to start all of the Extranet Base module first). As you start that module in the Modules panel, it will create the content item on which it should appear, so there is no need to add a content item for the module's plugin explicitly. About agreeing to T&Cs, that is a standard part of the Registration plugin. (Alternatively, it is possible to have users sign up without this, and then get them to agree to T&Cs when they log in). (See image) Then create your other pages with forms. Use the User Forms system as that is quite flexible (easy to add fields). If you use "linked" fields they will directly update data on the User's data record, whereas "unlinked" fields will just store data in the log/email/etc. each time the form is filled in. From what you've said, those forms should be on password-protected pages. You can probably just make a hyperlink from a public page (e.g. home page) to the private page containing the form. If the user is not logged in (e.g. a new visitor) then he will be "interrupted" but the login or register page. For auto-generating the PDF, you will need to write your own module, or use some off-the-shelf library. (We do that ourselves on several sites, e.g. https://imimediation.org has mediator profile PDFs for members). As for generating a unique number, that is again a custom thing. A unique numeric ID is created for each form submission anyway (integer starting from 1) but in the format you suggest you would need to make a module which creates that. (Possibly you need to create a module which "extends" an existing Zenario module; then put a plugin from your module on the web page instead of the Zenario one. Then you will get the Zenario plugin's functionality plus your custom functionality). (I hope I am on the right track here! Your description is necessarily a bit generic so I'm taking a few guesses as to how to approach the problem!). About CRM integration, this should be easy, we already integrate our User Forms with Salesforce (and some other CRMs like Keeper). You will need to enable it in Settings->Forms, and then edit the Form again, give it connection parameters, set up each field and so on. (Sorry if that is too simple a description... feel free to ask again, but basically it should be possible). If you have some other CRM that is not so compatible, then you can ask the Form to "send a signal" when a successful submission is made. Then you would make your own custom module to "listen" for such a signal, receive the data, and process it to the CRM accordingly. I hope that helps get you started! Feel free to ask again if we can help more. best regards, Tony

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