Creating and using front-end forms for editing content and users involves the following three steps:

  1. Create the form for editing
  2. Create a Content Template for displaying the editing form
  3. Insert link to the Content Template that displays the form

Let’s go over each of these steps one by one. On this page, we use an example of a form for editing content but the workflow is the same for forms that edit users.

1. Create the form for editing

Creating the form for editing is exactly the same as for the forms for adding content (or registering users).

Go to the Toolset -> Post Forms page and click the Add New button at the top. Follow the wizard to create your form.

In the third step, make sure to select that this form will Edit existing content.

Creating a form for editing content
Creating a form for editing content

2. Create a Content Template for displaying the editing form

Go to the Toolset -> Content Templates page and click the Add New button at the top.

In a dialog that appears, give a name to your template. Don’t assign it to any content and click the Create Content Template button.

On the Content Template editing page, insert the Toolset Form block and select the editing form you created in the previous step.

Inserting the editing form into the Content Template
Inserting the editing form into the Content Template

Besides the form itself, you can optionally add any text and other content to this Content Template. For example, you might add some editing guidelines.

In the last step, you need to insert links to the Content Template that displays the editing form. This is the Content Template you created in the previous step.

There are two places you can insert this link into:

  1. Content Templates for displaying single posts
  2. Views that list items, like posts or users

When designing templates for displaying single posts, you might want to display a link to edit the post that is being viewed.

Link to edit a single post that is being viewed
Link to edit a single post that is being viewed

Edit the Content Template for displaying single posts and insert the Toolset Fields and Text block.

 

Insert Fields and Text block
Insert Fields and Text block

The Fields and Text block editor will appear. Click the Forms button inside this editor.

Forms button
Forms button

In the dialog that appears, look under the Other Toolset Forms actions section and click the Edit post link button.

Inserting the edit-post link into the Content Template that displays single posts
Inserting the edit-post link into the Content Template that displays single posts

In the dialog that appears, select the Content Template that displays your editing form. Click the Insert shortcode button.

Selecting the Content Template that displays an editing form
Selecting the Content Template that displays an editing form

That’s it, a link to edit the current post will now display on your single posts.

When you have Views that list items, like posts, for example, you might want to allow users with the right permission to edit each of the items in the list.

The following image shows an example of a list of posts with an edit link next to each listed item.

List of custom posts with an editing link for each
List of custom posts with an editing link for each

To insert the link to edit listed posts, start by editing that View.

Insert the Fields and Text block in the place where you want to add the edit link.

The Fields and Text block editor will appear. Click the Forms button inside this editor.

Forms button
Forms button

In the dialog that appears, look under the Other Toolset Forms actions section and click the Edit post link button.

 

Inserting the edit-post link into View
Inserting the edit-post link into View

In the dialog that appears, select the Content Template that displays your editing form. Click the Insert shortcode button.

Selecting the Content Template that displays an editing form
Selecting the Content Template that displays an editing form

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If you run into any problems or need our advice, create a new support ticket and our team will be happy to assist you.

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