Registration detail

Here are additional details for registration, related registrations, and customer information.

Registration data

Registration data is associated with the registration and can be updated as needed.

Statuses

The registration can have various statuses to indicate its current state. Here are the possible statuses:

• Requested: The registration has been submitted but has not yet been reviewed.

• Processing: The registration is currently under review.

• Confirmed: The registration process has been successfully completed.

• Unqualified: The registration has been cancelled by either the user or the admin.

Each status helps in tracking the progress and current state of the registration process.

Customer data

View and Update Customer Data

You can view and update the customer data associated with the registration. This includes linking the registration to a Shopify customer ID or modifying the existing association as needed.

Shopify Customer ID

If the customer is logged in to Shopify on the frontend and submits the form, the app will automatically associate the registration with that customer. This allows the admin to view the customer's entries in the app under Customer admin > More actions.

Clicking the above will display all the entries for that customer in the app. Here, you can enter a Shopify customer ID to associate it with the registration or change the association as needed by the admin.

How to Find the Shopify Customer ID

You can find the Shopify customer ID by navigating to the customer's profile in the Shopify admin panel. Once there, the customer ID will be displayed in the URL of the profile page. For example, if the URL is https://yourstore.myshopify.com/admin/customers/1234567890, the customer ID is 1234567890.

Note: It is not possible to have a popup box to search and select customers directly because Shopify does not provide this feature. Additionally, it would require handling more customer privacy information. Therefore, manually obtaining the customer ID is necessary.

Related registrations/entries

There are different types of related registrations/entries. These can be found under the Related Registrations section by selecting Show related registrations.

Same serial number

The relationship is based on the serial number. For example, if two entries from different forms share the same serial number, those entries are considered related.

Submitted from the same form

For forms that allow the registration of multiple products (each registered product counts as one registration), entries are considered related if they are submitted from the same instance.

Linked claim by user

Another way to relate two entries is through user action. On the frontend, when a customer is logged in, their registered entries will be displayed. If the customer clicks on "Make a claim" for a specific registration, it will open the claim form and mark the new claim with the specific registration.