Knowledgebase Archive - RegistrationMagic https://registrationmagic.com/knowledgebase/ WordPress User Registrations Forms Plugin Thu, 25 Jul 2024 11:08:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.2 Password Field Settings https://registrationmagic.com/knowledgebase/password-field-settings/ https://registrationmagic.com/knowledgebase/password-field-settings/#respond Wed, 28 Aug 2019 12:01:01 +0000 https://registrationmagic.com/?post_type=kbe_knowledgebase&p=50897 In addition to the regular field settings that are available to all fields, the Password field also has the following three unique options to configure… Display password confirmation field Check this option if you want users to confirm their passwords by entering the password once again before registration. Password match error This field is revealed […]

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In addition to the regular field settings that are available to all fields, the Password field also has the following three unique options to configure…

Display password confirmation field

Check this option if you want users to confirm their passwords by entering the password once again before registration.

Password match error

This field is revealed if “Display password confirmation field” option is enabled. From this option, you can set the error message that will display to the user when the password added in the password confirmation field does not match the original password.

Display password strength meter

Enabling this option displays a live password strength meter to provide feedback to the user about the strength of the password they are entering. For advance password rules, checkout Global SettingsSecurity.

Enabling this will also reveal the following customization options:

    1. Short – This is the text that will display if the password is too short.
    2. Weak – This is the text that will display if the password is weak in strength.
    3. Medium – This is the text that will display if the password is medium in strength.
    4. Strong – This is the text that will display if the password is strong in strength.

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Username Field Settings https://registrationmagic.com/knowledgebase/username-field-settings/ https://registrationmagic.com/knowledgebase/username-field-settings/#respond Wed, 28 Aug 2019 11:26:36 +0000 https://registrationmagic.com/?post_type=kbe_knowledgebase&p=50896 In addition to the regular field settings that are available to all fields, the Username field also has the following three unique options to configure… Username exists error From this option you can set the error message that appears to a user when trying to register with an existing or blacklisted/ reserved username. You can […]

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In addition to the regular field settings that are available to all fields, the Username field also has the following three unique options to configure…

Username exists error

From this option you can set the error message that appears to a user when trying to register with an existing or blacklisted/ reserved username. You can manage blacklisted/ reserved usernames from Global SettingsSecurity.

Using this message, you can give some suggestions to users on what type of username to use during registration. For example, if a user by the username ‘Peggy’ already exists and another person uses that name too, you can give suggestion that she can pair her last name with the first name. Or pair the name with the location of her residence to make the username unique.

Allowed Characters

Select which type of characters will be accepted in the username during registration. Selecting all will allow maximum possibility of username customization. However, selecting only one or two will allow a good level of uniformity among the usernames on your site.

If none are selected, all characters will be allowed.

Invalid username format error

This is the error message a user will see when trying to use characters which are not allowed from the “Allowed Characters” option. It is best to make this message as informative as possible as that will allow users to create usernames exactly how you want.

Use the code {{allowed_characters}} in the text to insert allowed characters dynamically.

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Custom Actions & Filters https://registrationmagic.com/knowledgebase/custom-actions-filters/ https://registrationmagic.com/knowledgebase/custom-actions-filters/#respond Tue, 25 Jun 2019 06:36:47 +0000 https://registrationmagic.com/?post_type=kbe_knowledgebase&p=49640 Actions Action Name: rm_user_signon Calling: do_action(‘rm_user_signon’,$user) Description: Called after successful sign-on from RegistrationMagic. Sends $user object. Parameters: (object|WP_User) (Required) $user – Object of WP_User type for registering user. Action Name: rm_user_signon_failure Calling: do_action(‘rm_user_signon_failure’,$credentials) Description: Called on login failure. Sends $credentials object. Parameters: (array) (Required) $credentials – Array containing two strings for Username and Password. Action Name: […]

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Actions

Action Name: rm_user_signon
Calling: do_action(‘rm_user_signon’,$user)
Description: Called after successful sign-on from RegistrationMagic. Sends $user object.
Parameters:
(object|WP_User) (Required) $user – Object of WP_User type for registering user.


Action Name: rm_user_signon_failure
Calling: do_action(‘rm_user_signon_failure’,$credentials)
Description: Called on login failure. Sends $credentials object.
Parameters:
(array) (Required) $credentials – Array containing two strings for Username and Password.


Action Name: rm_submission_edited
Calling: do_action(‘rm_submission_edited’,$submission_id)
Description: Called after successfully editing form submission.
Parameters:
(int) (Required) $submission_id – Integer value of Form Submission ID.


Action Name: rm_submission_completed
Calling: do_action(‘rm_submission_completed’,$form_id,$user_id,$submission_data)
Description: Called after successful form submission.
Parameters:
(int) (Required) $form_id – Integer value of Form ID.
(int) (Required) $user_id – Integer value of User ID submitting the form.
(array) (Required) $submission_data – Array of form field data sent for submission.


Action Name: rm_user_deactivated
Calling: do_action(‘rm_user_deactivated’,$user_id);
Description: Called on user deactivation.
Parameters:
(int) (Required) $user_id – Integer value of User ID getting deactivated.


Action Name: rm_ip_unblocked
Calling: do_action(‘rm_ip_unblocked’,array(‘ip’=>$ip))
Description: Called after blocking an IP.
Parameters:
(array) (Required) ‘ip’=>$ip – Array with key as ‘ip’ and value as an IP address.


Action Name: rm_extend_front_registrations_view
Calling: do_action(‘rm_extend_front_registrations_view’)
Description: Allows attaching new HTML in ‘Registrations‘ tab of My Submissions (RM_Front_Submissions) page.
Parameters:
None

Filters

Filter Name: rm_user_activation_msg_to_admin
Calling: apply_filters(‘rm_user_activation_msg_to_admin’,$notification_msg,$params)
Description: Allows to dynamically update the notification content while sending the user activation email to admin.
Parameters:
(string) (Required) $notification_msg – Notification message content to send to the admin.
(object|stdClass) (Required) $params – Object containing notification related details.
Return:
(string) Updated message content.


Filter Name: rm_user_activation_link_to_admin
Calling: apply_filters(‘rm_user_activation_link_to_admin’,true,$params)
Description: Allows to dynamically disable the admin notification for user activation.
Parameters:
(boolean) (Required) True for enabling the notification. False for disabling it.
(object|stdClass) (Required) $params – Object containing notification related details.
Return:
(boolean) True if notification is enabled. False if it is disabled.


Filter Name: rm_login_redirection
Calling: apply_filters(‘rm_login_redirection’,$redirect_to,$user)
Description: Filter to get redirection URL after user login.
Parameters:
(string) (Required) $redirect_to – Redirection URL.
(object) (Required) $user – Object of WP_User type.
Return:
(string) Updated redirection URL.


Filter Name: rm_logout_redirection
Calling: apply_filters(‘rm_logout_redirection’,$redirect_to,$user)
Description: Filter to get redirection URL after user logout.
Parameters:
(string) (Required) $redirect_to – Redirection URL.
(object) (Required) $user – Object of WP_User type.
Return:
(string) Updated redirection URL.


Filter Name: rm_timezone_options
Calling: apply_filters(‘rm_timezone_options’,$timezones)
Description: Filter to dynamically update Timezone options.
Parameters:
(array) (Required) $timezones – Array of default timezones.
Return:
(array) Updated timezone list.


Filter Name: rm_after_front_tabtitle_listing
Calling: apply_filters(‘rm_after_front_tabtitle_listing’, array())
Description: Allows adding new tabs to My Submissions (RM_Front_Submissions) page.
Parameters:
(array) (Required) – Array of tab. Default value is empty array.
Return:
(array) Tabs with Label, Icon, & ID.


Filter Name: rm_after_front_tabcontent_listing
Calling: apply_filters(‘rm_after_front_tabcontent_listing’, ”,$user_id)
Description: Allows adding content for newly added tabs (using the ‘rm_after_front_tabtitle_listing‘ filter).
Parameters:
(string) (Required) – String of HTML code with content.
(integer) (Required) – Current user’s ID.
Return:
(string) HTML for new tabs.

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LinkedIn Integration https://registrationmagic.com/knowledgebase/linkedin-integration/ https://registrationmagic.com/knowledgebase/linkedin-integration/#respond Fri, 10 May 2019 13:23:44 +0000 https://registrationmagic.com/?post_type=kbe_knowledgebase&p=48728 To allow users to login with their LinkedIn accounts on your RegistrationMagic Login Form, please follow these steps: Create an APP on http://developer.linkedin.com. During the APP creation process, add your domain under “Additional Settings“. Then copy Client ID and Secret Key from under “Auth” tab. Paste the details into RegistrationMagic Login Form’s LinkedIn integration options. Make sure […]

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To allow users to login with their LinkedIn accounts on your RegistrationMagic Login Form, please follow these steps:

  1. Create an APP on http://developer.linkedin.com.
  2. During the APP creation process, add your domain under “Additional Settings“.
  3. Then copy Client ID and Secret Key from under “Auth” tab. Paste the details into RegistrationMagic Login Form’s LinkedIn integration options.
  4. Make sure the APP has proper permissions under the “Auth” tab. “r_emailaddress” allows to fetch email from the user’s account.
  5. Under “OAuth 2.0 settings” In “Auth” tab, add a redirection URL. This URL should be identical to your site’s RegistrationMagic Login Form URL. It is recommended to not have any URL parameters.

Once you have successfully followed these steps, you’ll see a “Sign in with LinkedIn” button appear on the RegistrationMagic Login Form.

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Edit Field https://registrationmagic.com/knowledgebase/edit-field/ https://registrationmagic.com/knowledgebase/edit-field/#respond Fri, 26 Apr 2019 15:04:43 +0000 https://registrationmagic.com/?post_type=kbe_knowledgebase&p=48291 When using RegistrationMagic, you have the option to use form templates and default forms that come installed with the plugin. However, editing fields for such forms can be challenging if you aren’t familiar with the basics of field editing. To edit a field’s properties, you need to visit the form’s ‘Fields Manager’ section. You can […]

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When using RegistrationMagic, you have the option to use form templates and default forms that come installed with the plugin. However, editing fields for such forms can be challenging if you aren’t familiar with the basics of field editing.

To edit a field’s properties, you need to visit the form’s ‘Fields Manager’ section. You can access ‘Fields Manager‘ by clicking on the ‘Fields‘ link that appear on the form card when you hover your cursor over it. The ‘Fields Manager‘ section can also be accessed from the Form Dashboard.

Fields Link

Once you are on the ‘Fields Manager‘ page, you should be able to see a list of all the fields the form has.

Fields Manager

From here, you can change order of the fields, text of the submit button, and its alignment.

Clicking on the ‘Edit‘ link on any field from here will open the ‘Edit Field‘ page for that field.

Edit Field

From the ‘Edit Field‘ page, you can all the properties associated with that field. Such as Field Type, Label, Hover Text etc.

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New Custom Status https://registrationmagic.com/knowledgebase/new-custom-status/ https://registrationmagic.com/knowledgebase/new-custom-status/#respond Wed, 14 Feb 2018 10:37:42 +0000 http://registrationmagic.com/?post_type=kbe_knowledgebase&p=35011 Custom Status is the new cool way to quickly apply pre-defined actions to a form submission in RegistrationMagic. The following settings are available when creating or editing a Custom Status… Label This is the label, or name, of the Custom Status which will help you distinguish it from other Custom Statuses on the Form Submission screen. For […]

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Custom Status is the new cool way to quickly apply pre-defined actions to a form submission in RegistrationMagic. The following settings are available when creating or editing a Custom Status

Label

This is the label, or name, of the Custom Status which will help you distinguish it from other Custom Statuses on the Form Submission screen. For best results, we recommend keeping the label of each Custom Status unique.

Description

This is a text that you can use to add details about what this Custom Status is and/or does. This description is only visible on the Custom Status Add/Edit screen, and not on the Submission Entry in Inbox.

Color

Color can be another useful way to uniquely identify the Custom Status, in addition to the Label. You can use same color for specific types of Custom Statuses to make identification much more easier.

Other Statuses

Enable this option to affect other Custom Statuses that have already been applied to the form submission as soon as this Custom Status is applied.

Status Action

Available only if ‘Other Statuses‘ option is enabled

The three status actions available are…

  1. Do Nothing: Does not affect other Custom Statuses when this Custom Status is applied
  2. Clear All Other Statuses: Removes all other Custom Statuses from the form submission once this Custom Status is applied.
  3. Clear Specific Status(es): Removes only the selected Custom Statuses from the form submission once this Custom Status is applied. A list of all Custom Statuses becomes available for selection on enabling this option.

Email To User

Enable this option to send an email to the user as soon as this Custom Status is applied on the form submission. Use the ‘Body‘ textbox to enter the content of the email.

Email To Admin

Enable this option to send an email to site Admin as soon as this Custom Status is applied on the form submission. Use the ‘Body‘ textbox to enter the content of the email.

Enable User Actions

Enable this option to carry out actions on the user account associated with the form submission.

User Actions

Available only if ‘Enable User Actions‘ option is enabled

The three user actions available are…

  1. Create User Account: Create the user’s account on your site as soon as this Custom Status is applied to the form submission.
  2. Deactivate User Account: Deactivate the user’s account from your site as soon as this Custom Status is applied to the form submission.
  3. Delete User Account: Remove the user’s account from your site as soon as this Custom Status is applied to the form submission.

Attach Note

Enable this option to attach a Admin Note as soon as this Custom Status is applied on the form submission. Use the ‘Note Text‘ textbox to enter the content of the Admin Note.

Blacklist

Enable this option to block the user associated with the form submission from accessing the form in future. This is useful if you are receiving undesirable form submissions from specific email addresses and/or IPs.

Block Email

Available only if ‘Blacklist‘ option is enabled

Enable this option to block the user based on email address.

Block IP

Available only if ‘Blacklist‘ option is enabled

Enable this option to block the user based on IP.

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New Field https://registrationmagic.com/knowledgebase/new-field/ https://registrationmagic.com/knowledgebase/new-field/#respond Thu, 05 Oct 2017 13:12:50 +0000 http://registrationmagic.com/?post_type=kbe_knowledgebase&p=30618 This is the section from where you can add fields to your form (or edit them). Available field settings are… Field Type This shows the type of field you selected to add to your form. The type can be one of many fields that RegistrationMagic provides. No matter what your requirements are, you can find the right field from […]

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This is the section from where you can add fields to your form (or edit them). Available field settings are…

Field Type

This shows the type of field you selected to add to your form. The type can be one of many fields that RegistrationMagic provides. No matter what your requirements are, you can find the right field from here.

Label

Set the Label of the field from here. It will appear alongside with the field when you add it to the form. The field label will also be visible inside user accounts if Allow users to edit this field after submission setting is enabled. Label, however, does not apply to the Shortcode field.

Placeholder text

Add a text from here that will appear as the Placeholder text on the new field. Placeholder text only works on fields that are built to take in text input, such as the Text field, or the Textarea field.

Options

Add the Options from here that users will be able to choose from. Multiple options can be added by using the Click to add more button. Drag and drop fields to arrange their order inside the list. Also, you can use the link Allow users to input custom value to add a text field to multiple choice for a user defined input. In case you are creating a Drop Down field, multiple values will have to be added by separating them with commas(,) in the given text area.

Available only if you are creating a field that takes in user input from multiple choices, such as the Checkbox field.

Checkbox Label

Only available on the T&C Checkbox field, this label is displayed on the checkbox with the Terms & Conditions text. Usually, this label has the text “I accept“, but you can change it to your preferred text as well.

Terms & Conditions

Only available on the T&C Checkbox field, this text is displayed on the form as the Terms & Conditions text. This text is displayed with a Checkbox that can be used to accept the Terms & Conditions.

Define allowed file types

Only available on the File Upload field, this settings controls which files extensions can be allowed for upload by users. Multiple file types can be allowed by separating the file extensions with a pipe ( | ) symbol. Like this…

PDF|JPEG|XLS

If you leave it this field blank, file extensions defined in Global Settings >> General settings will be used instead.

Select Product

Only available on the Product field, you can use this setting to add a Product to your form. Products are added from the “Products” menu under the RegistrationMagic Dashboard menu.

Shortcodes

Only available on the Shortcode field, you can use this text box to add shortcodes to your form. This field is helpful when you want to add content to your form from another plugin installed on your site, such as galleries.

Hover text

Add the text here that will display inside a fade-in box to the users when they hover their cursor above the field. The box disappears as soon as the cursor moves away from the field. Ideally, this should be used for quick and handy Tooltips.

Icon Settings

Use the settings below to add an icon to the field.

Icon

Upload an image from here to display an icon before the label of this field. Creating distinction for fields using icons can greatly enhance accessibility of your forms and make them visually appealing too. You can also style the icon using the options below.

Icon color

Choose a color from here that will appear as the foreground color of the icon.

Icon Container

Choose a color from here that will appear as the background color of the icon. For best results, keeping accessibility in mind, the foreground and the background colors should have a high contrast ratio.

Container Opacity

Use this slider to change the opacity of icon’s background.

Container Shape

Use this option to mask the icon with a pre-defined shape. Available masking options are…

  1. Square
  2. Sticker
  3. Round

Advanced Settings

CSS Class Attribute

Apply any custom CSS class from here that you have already defined in the theme’s CSS file, or from the Appearance >> Editor section.

Maximum Length

Set the maximum length of characters that can be allowed from user submitted value for this field. You can leave it blank if no limit is required. This option is available only on fields that are built to take in text input, such as the Text field, or the Textarea field.

Columns

Set the width of the text area defined in terms of columns where each column is equivalent to one character. This option is only available on the Textarea field.

Rows

Set the height of the text area defined in terms of number of text lines. This option is only available on the Textarea field.

Default Value

Set the default value(s) that will be selected on this field by default. For the Checkbox field, multiple default values can be added, unlike Radio Button and Drop Down, for which only one default value can be selected.

Required Field

Enable this option to make this field mandatory to be filled with the form submission. The form will show users an error if they try to submit the form without filling this field.

Accept Only Unique Values

Enable this option to mark this field as unique. With this option enabled, no two users will be able to submit same value for this field. Any subsequent attempt for submission with duplicate value with show an error message.

Add this field to User Account

Enable this option to display this field’s value inside RegistrationMagic’s User Manager area. It can also display the value on the frontend on the User Account area if you use the RegistrationMagic shortcode: [RM_Front_Submissions]

Allow Users to Edit this Field after Submission

Enable this option if you have already set up a front-end for your users and want them to edit their form submission for this field after making the submission.

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New Note https://registrationmagic.com/knowledgebase/new-note/ https://registrationmagic.com/knowledgebase/new-note/#respond Thu, 05 Oct 2017 11:30:10 +0000 http://registrationmagic.com/?post_type=kbe_knowledgebase&p=30614 Add a Note on a user’s form submission from the form inbox to add a specific message to it. Following settings are available for adding note… Note Text Add the text in this text area field that you would like to display as a note on this form submission. Note Color Set a color to […]

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Add a Note on a user’s form submission from the form inbox to add a specific message to it. Following settings are available for adding note…

Note Text

Add the text in this text area field that you would like to display as a note on this form submission.

Note Color

Set a color to the note from here. Add the color code manually in this field, or use the color picker to select a color visually. This color will be added to your note for better identification. You can use same color for specific type of notes to make their identification easier.

Visible to User

Enabling this option will make the note appear under this submission on the user’s end as well. If notification emails are configured for addition of notes, then an email will also be sent to the user stating that a new note has been added to their submission. This functionality can be used for submission specific comments and notes you wish to share with the user.

Please remember that for non-submission specific communication, use Send a New Email from the User Profile page (accessible from User Manager >> View). All outgoing messages are stored in the RegistrationMagic Outbox.

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Add Product https://registrationmagic.com/knowledgebase/add-product/ https://registrationmagic.com/knowledgebase/add-product/#respond Wed, 04 Oct 2017 11:49:58 +0000 http://registrationmagic.com/?post_type=kbe_knowledgebase&p=30544 Create a Product with RegistrationMagic to display it on a form and take payments from users purchasing the product with form submission. Following settings are available for creating a Product… Product Pricing Type Select the pricing type of the new product that you want to create. Pricing type can be chosen between the following four […]

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Create a Product with RegistrationMagic to display it on a form and take payments from users purchasing the product with form submission. Following settings are available for creating a Product…

Product Pricing Type

Select the pricing type of the new product that you want to create. Pricing type can be chosen between the following four formats…

  1. Fixed Price: This will set a fixed price for the product that you create.
  2. Multi-Select: This allows users to pick multiple products with their own individual pricing. Overall product price will be calculated as the cumulative amount of the selection of individual products.
  3. Dropdown: This allows users to pick a single product from a list of multiple products with individual pricing. Unlike Multi-Select, only one product can be selected from the list.
  4. User Defined: This allows users to enter their own price for the product while submitting the form. Ideally, this option is useful for accepting donations, or any other similar activity.

Name

Set the Name of the product from this field. Please note that the product name will not be visible when adding product in a form. If you wish to show the product name on the form, make sure that while adding this product to a form, you enter same field label as the product name.

Price

Set the price of the product from this field. If the Pricing Type is Fixed Price, then this field will be a number field which will accept only positive numbers (decimal points included). Value of this field should always be greater than 0.

If the Pricing Type is Multi-Select, then this field will include Label and Price fields which can be repeated as many time as required. Each Label and Price field can have its own product label and price. If the Pricing Type is Dropdown, then also the field will have repeatable Label and Price fields.

If the Pricing Type is User Defined, then this field will not be available at all.

Display Price

Disable this option if you do not want to display the Fixed Price product field on the form. Users will then be directly taken to checkout on submission of the form, with one single Fixed Price product as part of their form submission. If left enabled, the Fixed Price product and its Quantity (if also enabled) will display on the form.

This option is only available when Pricing Type is selected as Fixed Price.

Allow Users to Specify Quantity

Enabling this option will add a quantity box to the product, allowing users to purchase more than one items.
If the Pricing Type is Multi-Select, then enabling this option will add quantity selection to each of the products added via the Add Product field on the form.

This section is part of Complete Registration Form Payments Guide, available here: Payments Guide: Setup payments on Registration form using Products

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Bulk Email https://registrationmagic.com/knowledgebase/bulk-email/ https://registrationmagic.com/knowledgebase/bulk-email/#respond Wed, 04 Oct 2017 10:45:05 +0000 http://registrationmagic.com/?post_type=kbe_knowledgebase&p=30537 This section of RegistrationMagic allows you to send bulk emails to all users who have submitted a particular form. Available settings are… Subject Set the subject for the bulk email that will be sent to the primary emails associated with all the form submissions. Body (HTML and Mail-merge supported) Set the body content for the bulk email […]

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This section of RegistrationMagic allows you to send bulk emails to all users who have submitted a particular form. Available settings are…

Subject

Set the subject for the bulk email that will be sent to the primary emails associated with all the form submissions.

Body (HTML and Mail-merge supported)

Set the body content for the bulk email that will be sent to the primary emails associated with all the form submissions. You can use values from form fields filled by a user from the Add Fields dropdown for a more personalized message.

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