[Closed] Add an inquiry form to portfolio pages

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[katharineG]

I would like site visitors to be able to submit an inquiry about the items I have for sale on portfolio pages like this: hidden link.

It would be a generic form, where the site visitor would put in their name, email, phone# and the form would send this to me as an email with tokens filling in what URL the inquiry came from and their information. Ideally with some sort of captcha. This form would be in the template for this content type and so would be on every portfolio page.

I enabled Toolset Forms but I don't think this is what I want. I do not want the site visitor to make any visible changes to my sirte or for their inquiry to be printed to the page, just sent to me.

[Minesh]

Hello. Thank you for contacting the Toolset support.

To build the inquiry form you should try to follow the following steps.

But first I suggest you should create a post type "Inquires" and also create custom fields you want to display with the form:

More info:
=> https://toolset.com/course/custom-types-in-wordpress/

Then to know what Inquiry coming from what portfolio page then you should create one to many post relationship between post type Portfolio and Inquires. It that is not required then you can skip this step.
=> https://toolset.com/course-lesson/how-to-set-up-post-relationships-in-wordpress/#one-to-many-relationships

Then the first step is to create a post form for the post type "Inquires:
=> https://toolset.com/course-lesson/front-end-forms-for-adding-content/

With the above form you create, you should also add email notification:
=> https://toolset.com/course-lesson/send-notifications-when-someone-submits-the-form/

You can also enable captcha for your form:
=> https://toolset.com/course-lesson/protecting-forms-from-spam/

Once your form is ready, you should add this form to your desired content template. Please let me know if you require further assistance.

[katharineG]

Hi Minesh et al: This is great! I have managed to:
1) create the custom content type Inquiries with a custom field one-to-many relationship
2) Create a post form for inquiries
3) attach the post form to the artist or object content type and display the current artist/object by default in the "Object or Artist in Question" field. See here: hidden link

My problem: I cannot figure out how to include a link and/or title of the Post to the email that gets triggered when someone submits the inquiry . How do I get the field into the email?

[Minesh]

Do you mean that you want to add the post title and link of the post from where user is trying to submit the inquiry. If this is correct:

You will have to add either generic field that holds the parent post title and then later you and display it using custom placeholder.

Please check the following doc about how you can use custom placeholders with form notifications:
- https://toolset.com/documentation/programmer-reference/forms/how-to-use-custom-placeholders-in-cred-notifications/#using-custom-placeholders

I hope that will help you to fix this issue, if you still require further assistance and you do not have idea how you should configure the things, please send me admin access details and problem URL where I can see the form as well as let me know what things you want to display with your email notification body.

*** Please make a FULL BACKUP of your database and website.***
I would also eventually need to request temporary access (WP-Admin and FTP) to your site. Preferably to a test site where the problem has been replicated if possible in order to be of better help and check if some configurations might need to be changed.

I have set the next reply to private which means only you and I have access to it.

[Minesh]

Can you please share details that with email notification what things you want to display with email?