Account forms

Account forms are the forms approved buyers fill in on the Company self-service page of their customer account. Sami B2B Onboarding gives you four of them, each tied to a Shopify object. You can reword, reorder, resize and hide their fields, add fields of your own, and decide which edits wait for your approval.

Form	What it holds	Saved in Shopify on	Changes need approval, by default
Company profile	Legal company name, Tax ID, Website, Industry	The company	On
Company location	Location name, Tax registration ID, the shipping address, Same as shipping address and the billing address	The company location	On
Company contact	The boxes of the Add someone dialog buyers use to invite a colleague: First name, Last name, Email, Job title, Phone, Role	A new company contact (see Company self-service page)	Not available
Contact profile	The buyer’s own First name, Last name and Phone	Their customer record	Off

Note

All four forms are off when you install the app. A form that’s off doesn’t show on the self-service page. Company contact is the exception: while it’s off, the Add someone dialog still works, with its standard wording.

Turn a form on or off

1. Open the account forms

   Go to Forms in the app and scroll to the Account forms card. Each row shows the form’s name and how many fields it has, with “changes need approval” when at least one field waits for you.

   

   Turn a form on to show it to buyers on the Company self-service page.

2. Switch it and save

   Turn the switch on the form’s row on or off, then click Save in the save bar. “Account form saved” confirms it, or “Account forms saved” when you switched several.

Only staff with the admin role can change account forms. Reviewers see each form’s On or Off status.

Edit an account form

This example edits Company location. The other forms work the same way.

1. Open the editor

   In the Account forms card, click Edit on Company location, or click its name. The editor opens full screen: the Elements panel on the left, a preview of the form as buyers see it in the middle. The toolbar shows the form’s On or Off status.

2. Select a field

   Click a field in the preview, for example Department or attention, or click it in the Elements panel. Its settings open beside the preview.

3. Change the field

   Change what you need. The panel offers only what this field can take.

   Section	Setting	What it does
   Content	Label, Placeholder, Help text	The words buyers see on and under the box.
   Validation	Required	Buyers must fill it in. Buyers who left it empty must fill it in before they can save other changes.
   Validation	Error message	Shown when Required is on: what buyers read when they leave the field empty. Leave it blank to use the standard wording, for example “City is required”.
   Validation	Limit characters	Sets Min characters and Max characters for text boxes.
   Layout	Column width	How much of the line the box takes, out of 12. Boxes in the same row share a line when they fit.
   Visibility	Shown to buyers	Turn it off to hide the field.
   Approval	Changes need approval	A buyer’s edit to this field waits in Change requests instead of going to Shopify.

   

   Each field has its own Changes need approval switch, so you can let buyers fix a typo in a name but check a new address.

4. Move fields

   Drag fields in the Elements panel to change their order. A row such as the shipping address moves as a whole. Some orders aren’t offered: a row’s fields stay together, State or province stays after Country, and Same as shipping address stays above the billing address.

5. Change the heading and the button

   Click Header at the top of the Elements panel to change the Heading and Description buyers see on the card. Click Footer at the bottom to change the Submit label, the button buyers press to save. It reads “Save changes” until you change it.

6. Save

   Click Save in the save bar. “Account form saved” confirms it. Buyers see the change the next time they open the page.

   To turn the form on or off from here, open … (More actions) in the toolbar and choose Turn on or Turn off, then save.

What you can’t change

The fixed fields belong to Shopify’s company objects, so a few things are held in place:

• Shopify’s fields can’t be removed. Hide them instead with Shown to buyers. Hidden fields stay in the Elements panel, greyed. To show one again, turn Shown to buyers back on, or pick it under Hidden fields in Add field.
• Fields Shopify needs are always required and can’t be hidden, such as Legal company name, Location name and Address line 1. Their panel says “Shopify needs this, so it’s always required.”
• Same as shipping address can’t be hidden or made required. Buyers see the billing address only while it’s unticked.
• Company contact takes only labels and placeholders, and hiding the optional boxes. Email and Role always show. It has no heading, button label, help text, widths or approval, and its order is fixed. Your wording reaches the Add someone dialog only while the form is on.

Add a field of your own

You can add fields to Company profile, Company location and Contact profile. Each one is saved as a metafield on the company, the company location or the customer.

1. Add the field

   In the editor, click Add field in the Elements panel, or + (Add a field) at the end of the preview. Under Basic fields, pick Short text, Long text, Number, Dropdown, Checkbox or Date. Give it a Label.

2. Choose where it’s stored

   In the field’s Stored in Shopify section, open Metafield:

   • New metafield creates one when you save, named after the label. Rename the field first if you want a different name.
   • Or pick one of your store’s own metafield definitions that fits the field’s type.

   To make a definition with your own settings, click Create a metafield definition. Shopify’s own form for a new metafield definition opens. The note under the button says which type to pick. When you save the definition there and it fits the field, the field uses it.

   

   A field of your own is saved as a metafield, new or one your store already has.

3. Save

   Click Save in the save bar. Once saved, the field’s panel shows where its answers are kept, with a View in Shopify link to your metafield definitions.

To take one of your fields off, select it and click Remove field, then save. Answers buyers already gave stay in Shopify. If someone changes or deletes the metafield definition in Shopify, the editor shows “Metafields changed in Shopify” and points you to the field to fix.

Let buyers add locations

The Company location form has a Settings section in the editor’s rail, under New locations:

• Buyers can add locations shows an Add a location button to company admins on the self-service page. A new location copies your company’s first location’s catalogs, payment terms, checkout and tax settings, and the buyer becomes its admin.
• New locations need approval holds each new location in Change requests until you approve it. You can also change this in Settings › Application rules › New locations. See Application rules.

Both are on by default. Save the form to keep a change.

Translate an account form

Open Settings › Translate, choose a language and pick the form under Account forms. See Translate.

Next steps

• Company self-service page — add the page where buyers fill in these forms.
• Account change requests — decide the edits that need your approval.
• Application rules — choose whether new locations wait for you.