Tell us what you are trying to do?
I'm creating a simple online proposal generator and need help with 2 items.
1. I need a way for the client to receive my proposals via email, and then approve them - without allowing them to edit any of the custom fields - thats where the proposal details are entered.
2. I need help setting things up so that once I create a new proposal on the backend, I can send the email to the client via email.
Is there any documentation that you are following?
standard Toolset KB
Is there a similar example that we can see?
While this isn't exactly what I'm going for, here is an example provided by Gravity Flow and Gravity forms - Vacation Request hidden link - check the video RE Vacation Request.
What is the link to your site?
Here is my proposal - hidden link
Another possible solution would be to simply add text fields for the user to enter their name - but how can we make only some form fields editable and not all of them?
thanks in advance for your help!
1. You could solve that with a Toolset Form Email Notification.
https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/
You can bind emails that are sent on certain events to certain forms.
These emails as well apply to events happening not only in Forms, but to the post itself if edited in the backend.
This allows you for example to send a email notification to anyone you want, when the form is submitted, or the post is reaching published state, or any other possible moment or even value of field.
2. The email to the receiver could hold a Link to a page with the Edit Form, or the post itself, with the Edit Form.
That could be of course a slimmed versions of the AutoGenerated Toolset Form, so the user can edit just what you like him (or even just press the submit button with custom label "approve".
In details:
- Create a Toolset Form to Create posts of your choice
- Set a notification to be sent when the form is submitted, and add a link to the post within the email body with the provided ShortCodes in the GUI
- Insert the Form to a page
- Create an Edit form for those posts, and remove the remove fields you do not want present in the form
- Create a Content Template, apply it to your Post type the Form is for.
- In that Content Template insert what you want to display to the user, in this case the form to edit the post (approve)
- Submit the Form to create a post
This will now send an email to the receiver of your choice with a link to the post.
That will then show a edit form with just the fields you chose to display in step #4 above.
==> You may want to use Toolset Access to allow/deny access to the Forms:
https://toolset.com/documentation/user-guides/access-control-for-cred-forms/
==> You can as well insert the Edit Post Form in a Page, and pass the Edited Post ID in an URL parameter, for example (as a hint for later, more advanced approaches)
Thanks for the update. I'll follow these steps and then let you know how things turn out. One quick follow up question....
I'm using custom fields to collect data for my form - and in 3 places, I am using a default value so I don't have to re-input this info on each new proposal.
I can't seem to figure out how to add a field that allows me to use basic HTML - I thought the WYSIWYG editor field would do that, but none of that info is visible when viewing the form in a webpage.
So - is there anyway I can use HTML in the default value part of any field type? This is needed to present list items and bold some titles please.
In the Toolset form shortcode [cred_field], there is a attribute "value", use it you can preset the field value, for example:
[cred_field field="mobile" post="agent" value="555-1234"].
More help:
https://toolset.com/documentation/user-guides/cred-shortcodes/#cred_field
