Hi, I want to create an application type set up for my client where they can fill in a form, upload files based on Conditional Logic etc and then have certain fields displayed in a unique dashboard that is role specific and is in a table-style layout - is that possible with Toolset?
I hope you can understand my requirements?
I was also hoping to link this with WooCommerce so the client can pay that for service at the end of the process, which I believe is possible with the Woo add-on?
To try and give clarity:
It's a finance website whereby the client submits a report for a financial product, Pension, ISA, Investment etc - each time they select a product (a button, but could be checkboxes), different options appear using conditional logic - is it a new pension or and OnShore bond for example. Once all the relevant fields have been filled in, the system generates relevant upload boxes with the different types of requirements to complete that report. The client uploads the files they are being asked to and at that point the Case gets submitted and they are taken to a payment gateway to make a payment.
Their current system was designed using GravityForms but they would like to take things on a bit further with it - hence me looking towards Toolset as I can better control the entry data from the submitted forms.
It is how these entries get displayed that is crucial as I would like to be able to create a specific role-dependent desktop with the relevant information they require - in other words, clients don't see other clients Cases that they have submitted and once a writer is assigned to the case, they only see the cases they are working on before uploading the completed report Word document, which then becomes part of that case and would need to be tracked as so in the database.
I hope this is a bit clearer now and I really hope this is something you think Toolset is capable of?
Any help or advice would be really appreciated.
I can provide screenshots of the different steps that I need to be able to recreate and improve upon using Toolset.
Thanks,
Mark
Hello Mark and thank you for contacting the Toolset support.
I think that all the requirements that you have can be achieved with Toolset.
You can conditionally display custom fields inputs in Toolset Forms, either using conditional logic on the form or using conditional logic on the fields setup.
Toolset Access can be used to create custom roles and to set permissions on post types based on roles.
If you need to display posts to only their authors, you can create query filters on the authors for the views. Or you can set posts as private, so they will only display to their authors and admin users.
Please check our documentation articles here https://toolset.com/course-lesson/
Use the search form to get the tutorials that will be relevant for each part of your requirements.
Feel free to ask any additional questions.
Hi,
I still have questions and have put together a PDF (hidden link) which shows the current system and questions about how this would work with Toolset.
It would be really helpful to receive any assistance.
I'm currently working my way through the tutorials on your website.
Thanks,
Mark
Unfortunately, there are several features described in your file that are not available as is in Toolset. The majority of the requirements are available by default.
I'll describe the unavailable features and some of the available ones below:
- Multistep forms with progress bars are not available.
- Choices(radio buttons) are not available as Buttons.
- Download feature is not available.
- Some fields will need custom Javascript code to make them required. Because if we set the custom field as required by default, it can break the post submit if not entered(for example a field that should appear if a different choice was taken)
Fortunately, all this can be implemented by adding custom PHP or Javascript code to your form. You can search online for jQuery plugins that can help create all the above features. For example:
- Multistep form: hidden link
- Choices as buttons: hidden link
- Download: hidden link
- Make a field required only in some cases: hidden link
You will also need a custom PHP code to build the report as a zip file.
All the other requirements are available. Notifications emails can be sent based on different rules(status change for example). Fields can be hidden from non-admin users. Each created post has, by default, a date_created field(this is not a custom field, it is a default field), you can create your own custom data fields.
The writer can be managed by another custom post type or can be managed as a user. The limitation of managing with users is that some complex requests can't be performed. Toolset only allows for creating relationships among custom post types.
I hope this answers your question. Let me know if I missed something, or if you have further questions.
