Topic Tag: Forms with post relationships

Problem:

The issue here is that the user wanted to know if its a good idea to use CRED to do a quote system.

Solution:

If CRED was to be used to do this it would be a bit tricky because if you're requesting a quote the user must reference the product that they are requesting the quote for.

However are you using a custom woocommerce page template ? Because what you can do is to set the Product CPT as the parent of your quotes/inquiry cpt.

This way you can add the request quote form or link to the page in a fashion like this
https://toolset.com/documentation/post-relationships/selecting-parent-posts-using-forms-create-child-items/#creating-forms-when-a-parent-post-is-preselected

So when the user clicks on it, the Product is automatically set so that the Site Owner can know which product the user is creating the quote for.

Problem: I have a Form that allows Users to select a parent post, and I would like to filter the list of parent post options. Then I would like to associate the two posts using custom code.

Solution: You can do this with a generic field, the cred_save_data API, and the toolset_connect_posts API. You must be sure to set the generic field to use the option "persist":1, like this:

[cred_generic_field field='custom-parent-field' type='select' class='' urlparam='']
{
"required":0,
"validate_format":0,
"default":[],
"persist":1,
"options":[ ...your explicit options here... ]
}
[/cred_generic_field]

You can access a generic field value in the $_POST superglobal during the cred_save_data callback. You won't have access to the new post's ID in the cred_before_save_data callback. The new post hasn't been created yet, so no id yet. You'll need both post IDs to connect them in a relationship, so you will use cred_save_data instead. If your field has the name "custom-parent-field" then your callback would look like this:

add_action('cred_save_data', 'cred_custom_callback_fn',10,2);
function cred_custom_callback_fn($post_id, $form_data)
{
    $forms = array( 1234 );
    // if a specific form
    if (in_array($form_data['id'], $forms))
    {
        if (isset($_POST['custom-parent-field']))
        {
            $parent_id = $_POST['custom-parent-field'];
            $parent = toolset_connect_posts( 'relationship_slug', $parent_id, $post_id );
            // your other callback code continues here
        }
    }
}

Replace custom-parent-field with the name of your generic field. Replace 1234 with the ID of the Form, or a comma-separated list of Form IDs if you want to apply this same logic to more than one Form. Replace relationship_slug with the actual slug of this relationship.

Relevant Documentation:
https://toolset.com/documentation/user-guides/inserting-generic-fields-into-forms/
https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
https://toolset.com/documentation/customizing-sites-using-php/post-relationships-api/#toolset_connect_posts

Problem:
How to limit the parent posts in Form parent select field to user's own posts.

Solution:
You can now manually add the attribute author="$current" to the cred_field shortcode for the parent selector.

Problem:
How to change value of the Submit button in Relationship Forms

Solution:
you should use label attribute to customize the submit button text/label on post relationship forms.

For example:

[cred-form-submit label="your custom label"]

You can find proposed solution, in this case, with the following reply:
https://toolset.com/forums/topic/how-to-change-value-of-the-submit-button-in-relationship-forms/#post-913972

Relevant Documentation: