• FORM FIELDS AND CONDITIONAL LOGIC • SETUP GUIDE

How to Use the Company (B2B) Block

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use Company (B2B) for grouped business details needed for wholesale review. This guide explains setup, a practical example, and how to check the result on your Shopify storefront.

When to use it

Choose this type when you need grouped business details needed for wholesale review. Choose the type before configuring mappings, visibility conditions, or approval rules that depend on the answer.

Before you begin

Open the intended form in Rivio B2B Registration Forms and confirm its name and storefront slug. Inspect template fields and smart-block sub-fields so you do not ask for the same information twice. Use dummy details for your first test.

Set up Company (B2B)

  1. In the form builder, select Add field and choose Company (B2B).

  2. Expand its settings and enter a clear label or heading, such as Company details.

  3. Inspect the included business sub-fields and remove unnecessary duplicate standalone questions. Explain which details your reviewers need and review company-related mappings that the builder exposes.

  4. Drag the element into the intended position. If the form uses steps, review its assigned step.

  5. Select Save, preview the form, and confirm the actual storefront page loads this saved form’s slug.

Example

Question or content: Company details

Example: Acme Retail Ltd

Adapt this example to the information your team needs. Use help text to explain the expected answer, and require it only when your review process needs it.

Test and expected result

Submit dummy company information and inspect the grouped submission answers. If testing company creation, approve on a store with the needed B2B resources and inspect the linked company, location, and contact.

Expected result: the saved application contains the intended answer. Any configured visibility, rule, or mapping is checked separately; collecting an answer does not itself approve an applicant.

Limitations and important behavior

Adding this block does not enable company creation. That is a separate after-approval setting. Submitted tax ID, phone, and website remain on the submission under the documented persistence limits. Catalogs and terms are configured separately.

Troubleshooting

If no company appears, inspect the application status, company-creation setting, required information, and Shopify resource availability. If a submitted company detail is absent from Shopify, compare the documented mapping limits.

Screenshots to add

  • Screenshot placeholder: Builder with Company (B2B) expanded, showing Company details and the applicable saved settings.
  • Screenshot placeholder: Dummy submission showing the example answer; include the storefront input if it helps explain selection or validation.

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