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[Closed] adding selector for second parent in form

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This topic contains 17 replies, has 2 voices.

Last updated by Jamal 1 month ago.

Assigned support staff: Jamal.

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#1683683

Jamal
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Languages: English (English ) French (Fran├žais )

Timezone: Africa/Casablanca (GMT+01:00)

Hello Peter and my apologies for the late reply, I do not work on Sundays and Mondays, and I could not get to this ticket yesterday.

The content template for Funding Events(26199) displays the relationship form conditionally. Check this screenshot hidden link
But I don't understand why? From what I understood so far, you want to always display the relationship form until the user clicks on the link to go to the homepage.
If that's the case, you'll need to configure the relationship form to reload the same page, check this screenshot hidden link

If it is not the case, here What I understood so far, correct me if I am wrong:
- A company can add a funding event post here hidden link
- The form redirects to the Funding Event single page, which uses the content template 26199.
- The user can then add a Funder that has participated in the funding event, with the relationship form "Add new Funder to Funding Event(62236)".
You would like to let the user add another funder if needed, right?

#1684687

Jamal

Thanks for your response.

In terms of using conditional display yes it is a bit confusing.... looking at it again I have modified it but let me explain what I am trying to achieve.

The set up is a bit complicated.... hopefully not too complicated.. this is a work around as we couldn't add the second parent type post in the form to create the child post.

The reason for the conditional is to test if the user has already added details of funders who are not in the directory. If they have already done that step they are no longer shown the option (see step 4 below).

I had tried setting the relationship form to " reload the same page" but when I do the user is taken instead to the homepage... can't figure that one out. THIS SEEMS TO BE THE CRUX OF THE PROBLEM.

So the flow as I would like to see it:

1. user (owner/author of company profile) submits a new funding event.'

2. user is displayed that funding event (via the content template) and given the option to select 1 funder from funders already in the system by using the relationship form.

3. user is displayed the funding event with the first funder added in step 2 visible and is given the option of adding another funder who is already in the system

Steps 2 + 3 can repeat as many time as necessary.

4. If the user has a funder they want to add who is not on our system I want to give the option of adding the name of the funder.. not by creating a new funder profile (as this is too much to ask of the user) but by populating a field in the Funding event post (via a edit form). Admins will create the profile later.

5. the User is again brought back to the funding event... where they can then say they are finished and be taken to the homepage Or given other options.

There is also the remaining problem of styling the submit button... nothing I have tried sticks.

Thanks again

Peter

#1685301

Jamal
Supporter

Languages: English (English ) French (Fran├žais )

Timezone: Africa/Casablanca (GMT+01:00)

Thank you Peter!

4. If the user has a funder they want to add who is not on our system I want to give the option of adding the name of the funder.. not by creating a new funder profile (as this is too much to ask of the user) but by populating a field in the Funding event post (via a edit form). Admins will create the profile later.
Actually, you can't create a relationship if both posts are not already created. You may want to save this information in a custom field until you create the new funder post, then you can connect both posts.
Or you may create the funder, with a custom code, and connect it. Then admins can manually check the newly created funder, update it, or delete it and then update the relationship if needed.

I had tried setting the relationship form to " reload the same page" but when I do the user is taken instead to the homepage... can't figure that one out. THIS SEEMS TO BE THE CRUX OF THE PROBLEM.
Regarding this, can you record a short video using a tool such as Loom or Scrreencastify, I would like to see the process from start to end, you can also tell more details when recording the video. I would like to run an end-to-end test, it would be much easier for me if I just follow your video, I am afraid I have doubts about my understanding of your workflow, a short video will be helpful.

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