Order Form Templating

From WHMCS Documentation

Revision as of 18:26, 18 September 2015 by Matt (talk | contribs) (Created page with "WHMCS order form templates are now more powerful and customizable than ever before. WHMCS supports a mix and match order cart configuration process with parent and child order...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

WHMCS order form templates are now more powerful and customizable than ever before. WHMCS supports a mix and match order cart configuration process with parent and child order forms. By designating an optional parent order form template, admin users can now create a modular and scalable ordering process for their customers by utilizing child order form pages.

The first step to utilize parent and child order form support is to ensure that a custom template is in place. This is to guarantee that your template settings are not overridden in future WHMCS updates. Once a custom template is in place, the next step is to create a YAML file in the new template root that specifies the parent - the file needs to be named "theme.yaml" and have the following values:

Order-theme-yaml-file.png

With "standard_cart" being the name of the custom parent template that you have designated. Now that the custom order form template folder is in place, with a parent value present in the new folder's theme.yaml, simply navigate to the admin area and and choose the cart from Setup > General Settings > Ordering. While this is a fully functioning ordering process, every step can be customized even further. For example, it may be decided that the checkout page needs further customization. In this case, the checkout.tpl may be copied from the parent folder to the selected folder and modified as seen fit. The ordering process is automatically updated, reflecting the new checkout page, and future WHMCS template updates don't overwrite the modified file.