Tell us what you are trying to do?
Create a search filter using a child taxonomy (category) to display parent results.
For example:
We have a parent post type of Person
We have a child post type of Review
Reviews belong to one of four categories.
I would like to build a search page where you can search by Person name
As well as filter the results based on one of the four child categories of the Review
The idea being, you can search for Person by name or filter to find Person based on a selected associated Review Category
Is there any documentation that you are following?
No
Is there a similar example that we can see?
Not that I could find.
What is the link to your site?
This is a private site.
Hello and thank you for contacting the Toolset support.
Currently, it is not possible to filter a post view using taxonomies or custom fields from a related post(parent, child, or intermediary). You will need to have the taxonomy assigned to the Person post too to be able to filter with it.
However, I can imagine a couple of scenarios where this can be implemented. It will require some custom code:
1. Changing the view's query filter to search within certain posts using the post__in wp_query argument. You will need to get the reviews posts that are assigned to the selected category. Use their IDs to get the parent posts using the Toolset Relationships API, especially the toolset_get_related_posts. And pass them to the post__in parameter of the view's query arguments.
- https://toolset.com/documentation/programmer-reference/views-filters/#wpv_filter_query
- https://toolset.com/documentation/customizing-sites-using-php/post-relationships-api/#toolset_get_related_posts
- https://developer.wordpress.org/reference/functions/get_posts/
- https://developer.wordpress.org/reference/classes/wp_query/#post-page-parameters
2. Instead of hooking to the view's query, synchronize the category term to the parent post(Person) when a child post(Review) is assigned. Assuming the reviews are created using a Toolset form, you can hook into the cred_save_data hook and assign the same category term to the parent Person post
- https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
- https://toolset.com/documentation/customizing-sites-using-php/post-relationships-api/#toolset_get_related_posts
We do have plans to offer more sophisticated search options, such as searching with taxonomies and custom fields of related posts, or searching with more than one relationship, but I am afraid this may wait for the next year.
I hope this helps. Let me know if you have any questions.
Thank you for the quick response Jamal.
I like the second option as it appears simple enough to implement. I am not a developer though, would you happen to have any code examples of how to implement? We are using a Toolset form to create the evaluations.
There are examples of usage of each of our filters and actions below their documentation toggled by the button "More Usage examples". Check this screenshot hidden link
You can also perform a scoped Google search on the API that you will be using cred_save_data and toolset_get_related_post like this hidden link
This is an example of code that is trying to do the inverse, copy the taxonomy terms from the parent post to the child post https://toolset.com/forums/topic/set-value-of-child-post-taxonomy-form-field-by-the-current-page-post-taxonomy/#post-1438247
You just need to change lines 13-15.
Get the taxonomy terms(category) from the child post instead of the parent, and assign them to the parent post instead of the child
// get the categories from the child post(Review)
$child_terms = get_the_terms( $child_id, $tax );
// get the IDs of the terms
$child_term_ids = wp_list_pluck( $child_terms, 'term_id' );
// set the terms for the parent post(Person)
wp_set_post_terms( $parent_id, $child_term_ids, $tax, true );
Notice how I added "true" in the last line(calling wp_set_post_terms), this will add the term of review, to the person's terms without deleting the existing terms. https://developer.wordpress.org/reference/functions/wp_set_post_terms/
I hope this helps. Let me know if you have any questions.
Thanks for the direction, this really help out.
Here is the final code snippet that worked for us... We had to change the action though to 'cred_submit_complete' as 'cred_save_data' fired too early for the snippet to work.
add_action( 'cred_submit_complete', 'nf_copy_taxonomy', 10, 2 );
function nf_copy_taxonomy( $child_id, $form_data ){
/** Settings */
$forms = array( ID ); // ID(s) of forms
$tax = 'tax-slug'; // taxonomy slug
$relationship = 'relationship-slug'; // slug of relationship
if ( in_array( $form_data['id'], $forms ) ){
$parent_id = toolset_get_related_post( $child_id, $relationship );
$child_terms = get_the_terms( $child_id, $tax );
$child_term_ids = wp_list_pluck( $child_terms, 'term_id' );
wp_set_post_terms( $parent_id, $child_term_ids, $tax, true );
}
}
Reposting as I am not sure previous was successful.
Thanks for your direction. Here is the final code snippet that got it working for us. We had to use the action 'cred_submit_complete' instead of 'cred_save_data' because this fired too early in the process to get the parent_id. However changing to 'cred_submit_complete' fired late enough to retrieve parent_id.
Overview, Assigning child taxonomy to parent taxonomy on form submission.
add_action( 'cred_submit_complete', 'nf_copy_taxonomy', 10, 2 );
function nf_copy_taxonomy( $child_id, $form_data ){
/** Settings **/
$forms = array( ID ); // ID(s) of forms
$tax = 'tax-slug'; // taxonomy slug
$relationship = 'relationship-slug'; // slug of relationship
if ( in_array( $form_data['id'], $forms ) ){
$parent_id = toolset_get_related_post( $child_id, $relationship );
$child_terms = get_the_terms( $child_id, $tax );
$child_term_ids = wp_list_pluck( $child_terms, 'term_id' );
wp_set_post_terms( $parent_id, $child_term_ids, $tax, true );
}
}
Thank you for sharing your code. I am glad I could be of any help.
If you don't need any further assistance, kindly mark this ticket as resolved.
My issue is resolved now. Thank you!
