Hello. Thank you for contacting the Toolset support.
You have too many questions raised with your initial post but as per our support policy, we entertain only one question per ticket.
This will help other users searching on the forum as well as help us to write correct problem resolution summery. May I ask you to create a new ticket with every new question you may have in future.
I created a post form based on Toolset Custom Fields. There are a few items that are not coming over and these include:
1) Repeatable Group which contains 3 fields
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Repeatable groups are maintain as one-to-many post relationship and you can not add it to your existing form. Here is the doc that shows how you can create form for repeating field group:
- https://toolset.com/course-lesson/front-end-forms-for-repeatable-field-groups/
2) Field Descriptions that accompany the Toolset Custom fields which can help my client, or guest users fill out the form and understand better what to include in that field.
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You may edit the form with "Expert" mode and add the field description you want.
3)Post Relationships? This is for a large medical site where individuals make up a directory and can be associated with one or more locations. It would be nice to allow this from the outset when going to 'create' a new post from this form on the front end.
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It depends on what post relationship you have and what post types are involved. We can address this with separate ticket after reviewing your existing content structure.
4) The post type does have a custom taxonomy, is there an easy way to disallow individuals from 'adding new' taxonomy items and force them to choose from existing?
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Yes, you can edit the form in expert mode and remove the "Add new" shortcode.
Three additional related questions:
1)Is there a way to dynamically create the post title from the collected fields .vs inputting it directly?
i.e. the post title will be as simple as first name, last name + some other field, instead of needing to type this into the post title field, it would be best to dynamically create. Can you help?
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You can use the Toolset form hook "cred_save_data" in order to achieve this.
- https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
Please check following related tickets:
- https://toolset.com/forums/topic/auto-populate-submitted-form-post-title-with-submitted-form-post-id/#post-567438
- https://toolset.com/forums/topic/post-title-from-different-type-fields-not-working-with-cred/#post-900292
2) I marked fields as required in the form, but Toolset doesn't do any special formatting. Do I need to add html blocks to the form to help users?
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What you mean by that? I do not get this. Please share screenshot and create new ticket.
3) Ideally individuals who don't have access to the website, but are new to the organization would fill out this form so they could be listed in the directory, and then subsequently published by an administrator. How do I accomplish this?
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Do you mean that when user create a new item using Toolset form you want to set as "pending review" and later admin and review and publish it. If yes, you can set your form to use "Pending Review" status for new items.
- https://toolset.com/course-lesson/front-end-forms-for-adding-content/
