Madhu Anbalagan's Blog

Custom Hidden Field in Sitecore Forms

Custom Hidden Field in Sitecore Forms

I came across a scenario in Sitecore Forms where I needed to build a hidden field. The form is intended for employees, and when they access it, it should automatically recognize them and capture their name and email address upon submission.

Let’s get started.

Create the Hidden Field in Core DB

  • Navigate to /sitecore/client/Applications/FormsBuilder/Components/Layouts/PropertyGridForm/PageSettings/Settings

 

  • Create the HiddenField based on /sitecore/client/Business Component Library/version 2/Layouts/Renderings/Forms/Form/Form Parameters

 

  • Fill out the following fields – 
    • Details 

Sitecore-Forms-hidden-field.png 

    • Validation

Sitecore-Forms-hidden-field-2.png

 

    • Conditions

Sitecore-Forms-hidden-field-3.png

 

    • Advanced

Sitecore-Forms-hidden-field-4.png

 

Create a Custom Field Type

  • Inherit from the StringInputViewModel class to create a new view model for your hidden field.

 

Create the View for the Field

  • Define the HTML and JavaScript needed to render the hidden field and set its value.

 

Custom Submit Action

Let’s create a custom submit action and read the properties from formSubmitContext.

Let’s bind it to the Form’s Submit Action.

Sitecore-Forms-hidden-field-7.png

Now I’m able to drag and drop the hidden field into the Form. 

Make sure to publish the Form and its related items.

Sitecore-Forms-hidden-field-6-1.png

Hope this helps.

Happy Sitecoring!

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Coveo Computed Field for Retrieving Page Content and Renderings in Sitecore

I needed to index all text from the page content and its associated renderings, including single-line, multi-line, and rich text, into a single Coveo-computed field.

Let’s get started.

Text Extraction:

  • Created a TextExtraction class that inherits BaseComputedField.
  • GetComputedFieldValue: Computes the concatenated text from the item and its renderings.

  • GetRenderingSource: Retrieves the source item for a given rendering reference.

  • GetDatasourceItem: Resolves and retrieves the data source item using the pipeline manager.

  • GetAllReferencedText: Extracts text from fields and adds them to a result list.

  • GetReferenceFieldData: Handles reference fields and extracts text from referenced items.

 

 

Configuration:

Let’s add the TextExtraction computed field into the config file.

 

I published all the files, and it’s time to check.

I selected the page that has many renderings and hit Rebuild Tree (I set the indexing strategy as SyncMaster. If you have intervalAsyncMaster or onPublishEndSyncSingleInstance, publish the item to see the record in Index.)

If any issues, you can put a breakpoint in Visual Studio, and Rebuild Tree will hit the breakpoint to debug.

 

Let’s check the Coveo index – Yay! Its page content and its associated rendering content were extracted successfully.

Hope this helps.

Happy Sitecoring!

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2025 – Contributions

The year 2025 has been great, featuring presentations at various Sitecore User Groups around the world and meaningful interactions with numerous members of the Sitecore community.

Blog Posts : 

Presentations : 

Feedbacks: 

  • August 16, 2025  –  Alpha Reviewers: Content Hub Developer Exam

 Co-organized SUG-Pittsburgh Meetups: 

Co-organized SUG-Philadelphia Meetups: 

 Conferences I attended: 

  • MVP Lunches   
  • MVP Webinars 
  • All SUG Pittsburgh and Philadelphia meetups  
  • Many SUG Boston/ Columbus/ Atlantic meetups 

Plans for 2026: 

Learn and contribute: 

  • Sitecore AI
  • Sitecore Saas Offerings 
  • Containerization 

Co-organize : 

  • Monthly SUG-Pittsburgh meetup 
  • Quarterly SUG-Philadelphia meetup 

Present: 

  • SUGCON EU/Symposium 
  • SUG Meetups 

Happy Sitecoring!

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Sitecore Personalize Demo using TamperMonkey

 

Sitecore Personalize Demo using TamperMonkey.png

I started exploring Sitecore Personalize, which allows to craft tailored web experiences based on customer behavior and preferences.

In this blog, I’ll walk through how to integrate Sitecore Personalization for the Sitecore XP/XM/XMCloud website without installing EngageSDK – using TamperMonkey, a browser extension for running custom JavaScript.

Create a Point Of Sale (PoS)

In Sitecore CDP or Personalize create a PoS for the website.

Sitecore-CDP-Personalize-Popup-TamperMonkey.png

 

Create a Web Experience

In Sitecore Personalize, let’s navigate to the Experiences section and click Create New Experience.

Select from experience types such as:

  • Web Experience (e.g., personalized banners or pop-ups)
  • Interactive Experience (e.g., Chatbots, real-time API integrations)
  • Triggered Experience (e.g., email, push notifications)

Sitecore-CDP-Personalize-Popup-TamperMonkey-21.png

Sitecore-CDP-Personalize-Popup-TamperMonkey-3-1.png

OOTB Templates

Sitecore Personalize offers 14 out-of-the-box (OOTB) templates for creating web experiences. These templates are designed to help you quickly set up and customize your web experiments and experiences without needing to write code. Here are some of the templates available:

  1. Alert Bar (Boxever Library)

  2. Corner Popup (Boxever Library)

  3. Email Capture Bar (Boxever Library)

  4. Email Capture Corner (Boxever Library)

  5. Notification Widget (Boxever Library)

  6. Popup takeover (Boxever Library)

  7. Sidebar (Boxever Library)

  8. Alert Bar (Sitecore Library)

  9. Corner Popup (Sitecore Library)

  10. Email Capture Bar (Sitecore Library)

  11. Email Capture Corner (Sitecore Library)

  12. Notification Widget (Sitecore Library)

  13. Popup takeover (Sitecore Library)

  14. Sidebar (Sitecore Library)

Select any of the out-of-the-box templates or custom web templates, if they have been created.

Sitecore-CDP-Personalize-Popup-TamperMonkey-4.png

Let’s start to customize it. You have the option to use Advanced Edit for HTML, CSS, and JavaScript to enhance web templates.

Sitecore-CDP-Personalize-Popup-TamperMonkey-4.png

The final Popup looks like this – changed the following 

  • Background color
  • Title
  • Description
  • Button Text

Sitecore-CDP-Personalize-Popup-TamperMonkey-6.png

 

Page Targeting

I chose all the pages for simplicity.

Sitecore-CDP-Personalize-Popup-TamperMonkey-7.png

 

If you like specific pages – add the condition for the page URL.

Sitecore-CDP-Personalize-Popup-TamperMonkey-17.png

Goals

I chose not to track performance for testing purposes. Feel free to add any goal according to website needs.

Sitecore-CDP-Personalize-Popup-TamperMonkey-8.png

Filter, Decisioning, and Notifications

They are optional, going to leave them as it is. The Decision Model is so powerful that, will be exploring it in upcoming blogs.

Preview

Let’s Preview what it looks like – 

https://madhuanbalagan.com/?bxQATool=true&bxFlowRef=f536d1f2-646d-406e-8bb4-7e434912ce6b&bxVariantRef=77069aa5-dd50-44d2-ac5b-243ff8c246f6

The preview isn’t working because the EngageSDK needs to be installed on the website. If you have EngageSDK installed on the website, feel free to skip the TamperMonkey part.

Now this is where the TamperMonkey plugin comes to the rescue to pre-load the Engage SDK on any website using Sitecore Personalize script.

Download TamperMonkey Chrome extension –http://chromewebstore.google.com/detail/tampermonkey/dhdgffkkebhmkfjojejmpbldmpobfkfo?hl=en

Note: Make sure it is enabled and the Developer mode is turned on.

Sitecore-CDP-Personalize-Popup-TamperMonkey-11-1.png

 

Let’s make a new script. By default, TamperMonkey uses the website domain where you clicked ‘New Script’ as a match. 

Sitecore-CDP-Personalize-Popup-TamperMonkey-12.png

Replace the following placeholders – 

The clientkey is found in CDP->Settings->API Access

Sitecore-CDP-Personalize-Popup-TamperMonkey-2-1.png

 

Let’s add the script to TamperMonkey and save it. The @name value determines how the script is named.

Now it should detect the script when you visit the website.

Sitecore-CDP-Personalize-Popup-TamperMonkey-13.png

 

Live

Let’s publish the Experience to make it live – If you have a notification set, it will email when it’s live, paused, etc.

Sitecore-CDP-Personalize-Popup-TamperMonkey-2-1.png

The email notification is pretty helpful especially for Marketers to track their Experiences.

Sitecore-CDP-Personalize-Popup-TamperMonkey-20.png

 

 

Preview

Let’s try the Preview – make sure to add a new script for the preview URL in TamperMonkey. 

Let’s load the Preview with the page URL.

Sitecore-CDP-Personalize-Popup-TamperMonkey-16.png

The Popup showed up and the QA Tool shows at the left side of the page.

QA Tool

The QA Tool shows the validation of everything. Feel free to change the variant to test different scenarios. It’s super helpful for troubleshooting any issues.

Sitecore-CDP-Personalize-Popup-TamperMonkey-14.png

Testing

Let’s reload the page, Yay! Popup showed up!!

Sitecore-CDP-Personalize-Popup-TamperMonkey-15-2.png

Hope this helps.

Happy Sitecoring!

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Optimizely Opal: Unlocking AI-Powered Marketing with Opal Chat & Agents

I’ve just released a new YouTube video highlighting Optimizely Opal and how it’s transforming modern marketing with AI-powered chat and intelligent agents.

In this video, you’ll get a quick overview of:

  • Opal Chat and how it simplifies everyday marketing tasks
  • AI agents that help generate content, insights, and reports
  • How Opal enables faster, smarter marketing workflows

Check out the video here –

Happy Optimizing!

 

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Sitecore Forms : Custom Validation to Exclude the Default Value for Dropdown

Blog-Sitecore-Favorite-Tools (2).png   

I came across a scenario where I needed to exclude the default value for dropdowns in Sitecore Forms. By default, dropdown fields in Sitecore Forms often preselect the first option, which might be a placeholder like “Select an option.”

If users submit the form without changing this value, it can lead to unreliable data. Custom validation helps enforce user interaction, ensuring the selection is meaningful.

 

Steps to Implement Custom Validation in Sitecore Forms

 

Step 1: Create a Custom Validator

  • Navigate to your Sitecore solution and open the project where Sitecore Forms is configured.
  • Create a new class that extends FormConditionalValidator and override the validation logic.

 

 

Step 2: Register the Validator in Sitecore

  1. Open Sitecore Content Editor and navigate to:
    /sitecore/system/Settings/Forms/Validation
  2. Create a new validation item:
    • Name: Department Validator (Change it according to Project needs)
    • Type: Reference the class you created, e.g., Custom.Validators.DropdownDefaultValueValidator, CustomAssembly
    • Message: "{0} is required"
    • Parameters: "{"fieldToCompare":{Guid-of-the-dropdown}", "valueToCompare": "Select"}
  3. Save and publish the changes.

Sitecore_Forms_Validation-1.png

 

Step 3: Apply the Validator to Your Dropdown Field

  1. Open your form in Sitecore Forms Designer.
  2. Select the Dropdown field where validation is needed.
  3. Under the Validation section, add the newly created validator.
  4. Save and publish the form.

Sitecore_Forms_Validation-2.png

Let’s test – It’s working! Yay!!

Hope this helps.

Happy Sitecoring!

 

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Optimizely: Our Journey in the Opal Innovation Challenge

When we signed up for Optimizely’s Opal Innovation Challenge, we knew it wasn’t just about building a solution—it was about solving a real marketing pain point. As marketing professionals and technologists, we’ve seen countless campaigns fail despite being well-written. Why? Because they didn’t resonate with the audience. This challenge gave us the perfect opportunity to tackle that problem head-on.

https://www.optimizely.com/operation-opal/#challenge

The Spark Behind the Idea

Marketing teams often struggle with persona alignment. A campaign might sound great internally, but fall flat with the target audience. For example:

  • Campaign 1: “Save more with Smart meters” – casual tone, generic message.
  • Campaign 2: “Embracing Green Living” – empathetic, informative, and resonates better.

This gap between content creation and audience expectation inspired our solution.

Our Team & Approach

We formed Infosys Transformers, a two-member team:

Our goal was simple yet ambitious: Make every piece of content count.

Challenges We Faced

  • Time Constraints: Building a multi-agent workflow in a hackathon timeframe was intense.
  • Balancing Creativity & Tech: Ensuring the solution was both innovative and practical.
  • Persona Complexity: Defining measurable persona attributes for scoring was tricky.

Timelines

Key Lessons Learned

  1. Persona Alignment is Non-Negotiable: Content without persona context is just noise.
  2. AI Can Bridge the Gap: Multi-agent systems can automate what manual reviews can’t.
  3. Collaboration is Everything: Combining tech and marketing expertise was our biggest strength.
  4. Start Simple, Scale Later: A modular approach helped us deliver a working prototype fast.

The Hackathon Experience

The Opal Innovation Challenge wasn’t just a competition—it was a learning marathon. We explored Opal’s agent ecosystem, experimented with orchestration, and realized how AI can transform marketing workflows.

Check out our video presented at the Hackathon – 

 

Closing Thoughts

Innovation happens when you combine empathy with technology. For us, this challenge was proof that marketing and AI are not separate worlds—they’re partners in creating meaningful experiences.

Top teams can win prizes like $5,000 in MDF, gift cards, and thought leadership opportunities.

Hope this helps.

Happy Optimizing!

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Optimizely : Show Personalized Content Blocks

I have been exploring Personalization on Optimizely CMS 12 – Simple to set up, and can be utilized throughout the website.

I came across this use case where we want to show the Priority Call button on a page only during business hours.

The page currently has no call-to-action button.

Let’s get started to personalize the page to add a Priority Call button.

Step 1: Create Audience

  • Create an audience with the rules you would like to define.

Optimizely-CMS-Personalization-Content-Block.png

  • I created an Audience called Priority Call specifically for customers who can call the priority phone number during business hours.

Optimizely-CMS-Personalization-Content-Block-1.png

  • Add Criteria based on the project needs – multiple criteria can target specific customers.

  • Added Time of Day criteria – Monday to Friday from 8 am to 5 pm.

Optimizely-CMS-Personalization-Content-Block-3.png

 

Step 2: Create a Personalized Block

  • Now that we have created the target Audience. Let’s make a personalized block for a page.
  • I chose the ‘Find a Reseller’ page and, in Blocks, I am going to create a New Block for this page – you can also create one for the All Sites.

  •  Selected Button as the New Block and gave it a name – Priority Call Button.

  • Filled out the Button Text and Link.

  • Please make sure to Publish the Block – If not, it will not be visible on the page. 
  • I have made this mistake and wondered why the block isn’t appearing 🙂

 

3. Add the Personalized Block to a Page

  • Let’s drag and drop the Priority Call Button block into the Large Content Area or any Content Area.

  • Let’s personalize the button.

  • Everyone is by default – let’s change it to our new audience Priority Call.

  • Let’s publish the page and view it during business hours (our Audience criteria)
  • Yay! We could see the Priority Call Button!

If you prefer watching a video, my quick recording –

Hope this helps.

Happy Optimizing!

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Sitecore – Favorite Free Add-On Modules

Over the years, I’ve worked with numerous Sitecore modules that simplify our tasks and boost efficiency.

Sharing my favorite free modules – 

  1. Sitecore Powershell Extensions
  2. SiteCron
  3. Azure Tools
  4. Sidekick
  5. Content Export Tool
  6. Sitecore Log Analyzer

Sitecore PowerShell Extensions

Sitecore PowerShell Extensions (SPE) (Huge thanks to Michael West, Adam Najmanowicz, and contributors) is a robust module that adds the power of PowerShell scripting to the Sitecore platform.

It empowers Sitecore developers and administrators to automate repetitive tasks and extend Sitecore’s functionality with custom scripts.

https://github.com/SitecorePowerShell/Console

Check out my PowerShell script blogs – 

https://madhuanbalagan.com/efficiently-bulk-edit-sitecore-content-using-sitecore-powershell-extensions-spe

https://madhuanbalagan.com/bulk-update-fields-using-spe

https://madhuanbalagan.com/migrate-sitecore-media-library-assets-to-dam

SiteCron

The SiteCron Module (a huge thanks to Akshay Sura) is a valuable tool for managing and scheduling tasks within Sitecore.

It provides a flexible way to automate and run various Sitecore jobs, such as publishing, indexing, or custom tasks, on a scheduled basis. 

Check out the installation and recent blogs – 

https://akshaysura.com/2017/09/07/sitecore-scheduling-with-sitecron-2-1-6/

https://akshaysura.com/2018/04/19/sitecore-precision-scheduling-with-sitecron-3-0-4-released-in-powerful-ways/

Azure Tools

Downloading Sitecore Logs from Azure Web Apps wasn’t easy. To troubleshoot any issues, I used to spend decent time trying to find recent logs. 

AzureTools (Thank you Sitecore Community – You are simply awesome!) comes to the rescue. It’s a simple .aspx page that can be dropped into CM environments and download logs in just seconds. 

Check out my detailed blog –  https://madhuanbalagan.com/instantly-download-sitecore-logs-from-azure-web-apps

Sidekick

To pull content locally, we relied on packaging content from upper environments or restoring the database – which was quite time-consuming.

The Sitecore Sidekick module (a big thanks to Jeff Darchuk) was a lifesaver for quickly pulling content into local or lower environments.

Sitecore-sidekick-install-download-content-migration-4.png

Sitecore-sidekick-install-download-content-migration-6.png

Take a look at my in-depth blog on installation and setup –  https://madhuanbalagan.com/sitecore-sidekick-installation-and-setup

Content Export Tool

The Sitecore Content Export Tool (many thanks to Erica Stockwell-Alpert) is a powerful utility designed to streamline the process of exporting content from your Sitecore instance.

It enables developers, content authors, and administrators to easily extract content in bulk, simplifying tasks like data migration, content backups, or sharing content across environments.

Explore the usage guide and documentation –https://ericastockwellalpert.wordpress.com/2017/08/24/content-export-tool-for-sitecore/

 

Sitecore Log Analyzer

The Sitecore Log Analyzer (SCLA) (Sitecore Community Rocks!) is a powerful tool designed to help Sitecore developers analyze and interpret log files with ease.

It simplifies the process of identifying issues, tracking errors, and monitoring system performance by providing a user-friendly interface to view and filter Sitecore logs.

This ClickOnce installer sets up the application and enables automatic updates. After installation, the app can be launched from the Start menu or pinned to the taskbar for easy access.

https://support.sitecore.com/kb?id=kb_article_view&sysparm_article=KB0870095

Hope this helps.

Happy Sitecoring!

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Optimizely PaaS Administrator Certification : Free for Everyone

Optimizely has recently launched a free PaaS Administrator Certification.

https://academy.optimizely.com/student/activity/2958208-paas-cms-administrator-certification?sid=a5b1a937-c694-4e99-b753-821bac3d9173&sid_i=0

 

Exam Details:

  • Questions: 50
  • Duration: 60 minutes
  • Passing Score: 80%

In case of failure, you can retake the exam after 24 hours.

  • After passing the exam, Credly will send an email with badge details.
  • Good Luck!

Hope this helps.

Happy Optimizing!

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