[Resolved] Create a form to be sent to another user/subscriber

[Author]

Posts

[simonR-7]

I am trying to build a form to send information to another subscribed user (another employee)

The users we keep in this site are all employees (intranet) and I would like to build forms to notify
another user. In the form it must be possible to select the other user.

Finally when the form is sent, I would like to have the possibility to change the status of the result from that form by the original sender, the receiver or a somebody with a specific role.

Will this be possible with Toolset?

So far I have setup the website with registration page and login/my account page with Toolset.

[Diego Pereira]

Hello @simonR-7, welcome to the Toolset support Forum!

It's possible to add a field to select the user, then send a email notification to the selected user using the steps below:
- Go to Views > Add new and create a view to list all users in JSON format
--- On the first popup, select "Display all results"
--- On "Content Selection"", select Users > Any role
--- Paste the following code on the Lopp Editor

[wpv-layout-start]
	[wpv-items-found]
	<!-- wpv-loop-start -->
		<wpv-loop>
        [wpv-item index=1]{"value":"[wpv-user field="ID"]","label":"[wpv-user field="user_nicename"]"}
        [wpv-item index=other],{"value":"[wpv-user field="ID"]","label":"[wpv-user field="user_nicename"]"}
        </wpv-loop>
	<!-- wpv-loop-end -->
	[/wpv-items-found]
	[wpv-no-items-found]
	[/wpv-no-items-found]
[wpv-layout-end]

--- Uncheck the "Disable the wrapping DIV around the View" field
- Go to the edit screen of your form, click on "Add generic field" then choose the "Select" field
- Add a field slug, select " Get options from a shortcode" and put the shortcode of the user list view here (e.g. [wpv-view name="NAME_OF_THE_VIEW_HERE"])
- Make sure to check the "This field value is an user ID, and should be included in the list of available recipients for notifications" option and insert the field
- Scroll down to Email Notifications and click on "Add new notification"
- On "Notification e-mail recipients", select " Send notification to a WordPress user with an ID coming from a generic field in the form:" and set the select field that you created (see screenshot)
- Fill the notification options you want, add the message of the email on the "Notification e-mail body" field and save

For more details, please take a look at this documentation link: https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/

Please let me know if it worked for you.

All the best,
Diego

[simonR-7]

Thank you for the steps, really clear explanation.

The output of the form at the frontend didn't work well, perhaps you'll see what's going wrong:

[cred_generic_field type='select' field='abc_form'] { "required":1, "options":[ {"value":"2","label":"mynamegmail-com"} ,{"value":"1","label":"sitename"} ], "generic_type":"user_id", "persist":1 } [/cred_generic_field]

[Diego Pereira]

Hi there,

These are the steps to create the generic field:
- Go to the edit screen of the form
- Click on "Add generic fields"
- Click on "Select"
- Fill the options like in the example (see screenshot ts6.png) and click on insert
- It should appear like the screenshot (ts8) on the back-end, but it shoud display a select field with the options on the front-end

Please check if these steps works for you.

Kind regards,
Diego

[simonR-7]

Sorry, did the same but still only code for output.

I have exactly reproduced all steps, what could I be missing?

[Diego Pereira]

Hi there,

Please send us access to your WordPress dashboard (website URL, login and password) I'll check and do some tests. - Please use the private field to send the sensitive data - do not post if you do not see it.

IMPORTANT Please backup a working copy of site files and database before.

Please also send us the link of the page with the issue.

Kind regards,
Diego

[Diego Pereira]

Hi there,

I noticed that you are missing the [credform] and [/credform] on your form cell (and also the submit button which is mandatory for forms).

I have fixed this and now the dropdown is available with the user list: hidden link

Kind regards,
Diego

[simonR-7]

My issue is resolved now. Thank you!

[simonR-7]

I would like to continue on this thread, is that possible?

I (You) managed to encluded 'to' another user in the frontend form.

My question now is, how do I add an 'edit' link for each post.