I'm having trouble with Contact Form 7 for some of my simpler contact forms. I'm looking at replacement options (WPForms, Gravity Forms) and then I realize I already have Toolset! However, I'm stumped at how best to use this tool for this purpose.
Can you offer some guidance?
The forms I'm building are
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I'd like the forms to do the usual thing -- email the submitted info to someone (or multiple addresses) and also store the form form data
Hello and thank you for contacting the Toolset support.
I'd like the forms to do the usual thing -- email the submitted info to someone (or multiple addresses) and also store the form form data
Short answer: Yes, you can do this.
Long answer:
Let's take the form here hidden link
You will need to create a custom post type(For example Messages, or Contact Forms). Add custom fields to it(Name, Email, Title of the crew, What changes would...), then create a new form and add the desired notifications to it.
- https://toolset.com/course-lesson/creating-a-custom-post-type/
- https://toolset.com/course-lesson/creating-custom-fields/
- https://toolset.com/course-lesson/front-end-forms-for-adding-content/
Now, you want to create two contact forms, which means that you will need to create two Toolset Forms. You can create a custom post type for each of the forms, or you can use only one custom post type with multiple custom fields. And on each form, only use the fields that make sense for it.
Toolset Forms offers a conditional group, you can use this group to hide/show the submit button when all the required fields of the form have values.
Please check this video, it is very old, and the Toolset user interface has changed a lot since that time, but it gives the general idea hidden link
I hope this helps. Let me know if you have any questions.
I forgot to mention an important thing.
By default, Toolset Forms are meant for logged-in users. If you want to allow guest users to submit a Toolset Form, you need to install and activate the Toolset Access plugin and configure the form to allow guest users. Check the screenshot in this previous reply https://toolset.com/forums/topic/guests-cannot-see-cred-form-patch-did-not-fix/#post-608788
https://toolset.com/home/types-access/
Thanks for the answer Jamal -- that's helpful. Question though -- I wasn't aware of the access limitation and I don't believe I have the access plugin installed, yet I am able to access my existing toolset form (hidden link) when logged out of the site? Is it possible that outside users have been unable to use this form?
That seems unexpected for me. I just tried on a clean install and the form does not appear for logged-out users.
Would like to allow me temporary access to check this further? Your next reply will be private to let you share credentials safely. ** Make a database backup before sharing credentials. **
Hello John and my apologies, that was my mistake. I might have tested in my local installation while Toolset Access is activated.
I tested again on a clean install and if Toolset Access is not activated the form will be available for guest users. If Toolset Access is activated, it will not be available anymore unless you configure the Toolset Access rules to display the form for guest users.
You can check it here hidden link The form is not available, right?
Because Toolset Access is activated. If you login with the following URL and deactivate the plugin, the form will become available for guest users.
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My apologies for the confusion.
My issue is resolved now. Thank you!
