[Resolved] Create Custom Searches and Relationships for Users

[Author]

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[Slavy]

Tell us what you are trying to do?
My first ticket is closed now, sorry I was a way for a while and couldn't reply timely.
I am trying to Create Custom Searches and Relationships for Users as you have it in the tutorial,but I can't move beyond point > 5. Create a Content Template to display single Contractor pages.
I have "Toolset Presentation" version, but the problem is I can't find (as you stated in your article:
"Instead of setting up a relationship between two post types, we are using the post author field to “connect” WordPress profiles to a post type.")

1. How exactly and where to connect author with Contractor post type? I have created custom fields already.
Do I need to buy "Toolset Interactive" to be able to do that? I tried Relationship feature, but you are suggesting not to use it. Right now my concern is to reproduce your steps and have working "Contractor" capability. I am not worry now about front end users to be able to post items

2. I've created custom field using "user field" type, but it didn't show on my Contractor/Teacher page.
I've created custom field using "post field" type and it showed up on Contractor/Teacher post, also on User profile. Is this the right way for the field? I had some other difficulties and want to clarify this before move further.

3. Content Template, Instead of "Showcase" I created post type "VIDEOS". Also I created other post types related to "Contractor" (I use "TEACHER" instead), MEDITATIONS, PROGRAMS, QUOTES, EVENTS.
How can I display on a single page for a particular Teacher, link to his MEDITATIONS, LINK TO HIS PROGRAMS, LINK TO HIS QUOTES, ...? Should I create a new page for this purpose or I can use Contractor/Teacher post? Do I need to activate corresponding "Archives"?

4. Categories versus Taxonomies.
I am using the default categories to organize my default posts. I designated main category called LIBRARY with approximate 500 sub-categories. All other custom posts MEDITATIONS, PROGRAMS, QUOTES, EVENTS, ... will use same setup of categories but their total number of categories will be between 50 & 100 total.
What is your advise on sharing Categories between post types versus creating a separate set of categories for these posts, but using a taxonomy field "Topic" with all these 500 category names and sharing this taxonomies between all post types.
My main priority is usability and achieving point 3 above, but also when authors submit posts on front end will have to scroll all 500 categories to find the right category.

5. What function control fields in custom posts in back end? It seems that "Content Template" control post field only on the front. I have some "Editor's Score" & "Leave Reply" functions that I can added in front end, but is more like a static fields. On back end I can't find any place where to add such fields.

This a test "teacher" post & my default post with Review box from "ReHub"
mindnetiq "com" /shop/user-teacher/user-teacher-entry-1/
mindnetiq "com" /shop/z-old/house/contemporary-vide-post/

Is there any documentation that you are following?
https://toolset.com/documentation/user-guides/how-to-create-custom-searches-and-relationships-for-users/
Is there a similar example that we can see?

What is the link to your site?

Your help is greatly appreciated.

Slavy

[Luo Yang]

Hello,

Your subscription "Toolset Presentation" should be enough to setup it.

Q1) and Q2) How exactly and where to connect author with Contractor post type?
You can edit the post type "Contractor", and enable option "Author", then when you edit a single "Contractor", you will be able to see the "Author" metabox, there you can setup the post's author.

Then setup a view to list posts created by current logged-in user
https://toolset.com/documentation/user-guides/filtering-views-query-by-author/

Q3) You can setup relationships between those post types
https://toolset.com/documentation/post-relationships/
Then setup views to display the related posts of other post type
https://toolset.com/documentation/post-relationships/how-to-display-related-posts-with-toolset/

Q4) You can setup a Toolset form with taxonomy field, display the form in front-end, user can use it to create new post and setup the terms in taxonomy field:
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/

Q4) You can setup your own custom fields, then you will be able to manage them in the wordpress admin side, see our document:
https://toolset.com/documentation/user-guides/using-custom-fields/

For your reference

[Slavy]

Thank you, I will try and will let you know.

[Minesh]

Luo is on vacation. This is Minesh here and I'll take care of this ticket. Hope this is OK.

Well - Once you follow the steps given with the following link - I think you will be able to achieve what you are looking for.
=> https://toolset.com/documentation/user-guides/how-to-create-custom-searches-and-relationships-for-users/