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[Resolved] Database of Resources (create, display and edit)

This thread is resolved. Here is a description of the problem and solution.

Problem: I would like some advice for creating a site where site Users can create content and search for content using a custom search form.

Solution:
You need at least these elements:
1. A custom post type that represents "Summer Programs"
2. Custom fields and/or custom taxonomies that store the different criteria you want to save for each Summer Program
3. A custom search View that gives your site Users the ability to search for Summer Programs using those various criteria, and displays the results in a table.
4. A Template Layout for Summer Program posts that will be used to display the information about each Summer Program when you click an item in the table.
5. A Form that your site Users can submit to create a Summer Program post.

Relevant Documentation:
https://toolset.com/documentation/user-guides/front-page-filters/
https://toolset.com/documentation/user-guides/views-pagination/
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-creating-content/

This support ticket is created 6 years, 5 months ago. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

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Author
Posts
#1087641

My Goals:
(1) Have a front-end form for authenticated users to complete with summer program info and submit. The submission should create (or update) a post.
(2) Have a page that displays a grid of programs (just title and location), according to which search parameters were selected.
(3) When you click on an item in the grid, you're taken to a page with ALL the program details listed there.

I would appreciate a walkthrough of just how to accomplish this. Thanks!

#1087698

Hi, it sounds like you need these elements:
1. A custom post type that represents "Summer Programs"
2. Custom fields and/or custom taxonomies that store the different criteria you want to save for each Summer Program
3. A custom search View that gives your site Users the ability to search for Summer Programs using those various criteria, and displays the results in a table.
4. A Template Layout for Summer Program posts that will be used to display the information about each Summer Program when you click an item in the table.
5. A Form that your site Users can submit to create a Summer Program post.

Each of these tasks is complex enough to warrant its own ticket, so I may split this ticket up into several different ones. Let's start with task #1. Have you created a custom post type yet? If not, please create one. Choose a post type name and slug that will be meaningful for your site. Create a few posts in this custom post type and visit them on the front-end of your site. You can see how the URLs are created using the post type slug and the post title slug.

Let me know if you are able to accomplish this or if you get stuck somewhere.

#1087800

Christian, thank you VERY much for your detailed and compassionate reply. I truly appreciate it. Yes, I will go ahead and complete Step #1 and let you know how it goes! I hope you stay with me for the long haul ?

#1088486

You're welcome, I will stand by for your update.

#1088695

Hi Christian, do you do video chat?

#1089440

Yes, you can request a video support call here: https://toolset.com/toolset-support-policy/ask-support-video-call/

It's best if you have a few specific questions you would like to have answered. Please tell me what you would like to accomplish in the video support call.

#1089442
ScreenShot A.png
ScreenShot B.png
ScreenShot C.png
ScreenShot D.png
ScreenShot E.png
ScreenShot F.png

Hello Christian,

So I completed Task #1 the best I could. Before we spoke, I created what I thought was needed (Screenshot B). After we spoke, I then created ScreenShot A. For both of these, I don't know how to resolve the error msgs under "Template" and "Archive".

Screenshot C is the Custom Post Type

Screenshot D are the fields for the data on each Summer Program.

Screenshot E is me creating a post for a particular Summer Program. I hardcoded the field titles in the Content space, appended the corresponding shortcodes, then further down, entered the values for each field.

Screenshot F is the post on the front end.

Like I said earlier, I would like a system where the data on a summer program can be entered via a form on the front end, and then the post for this entry is automatically created and formatted such that it can be displayed instantly on the front end.

Thank you in advance for all your help ??

#1089518

This is looking great so far, you have #1 and #2 basically done. I see your site is using Toolset Layouts, so I will amend my item #4 above to use a Template Layout instead of a Content Template.

For both of these, I don't know how to resolve the error msgs under "Template" and "Archive".
You can disregard these warning messages.

Screenshot E is me creating a post for a particular Summer Program. I hardcoded the field titles in the Content space, appended the corresponding shortcodes, then further down, entered the values for each field.
Adding the custom field shortcodes directly to the post content is fine for one post, but you should create a Template Layout that contains this content, and apply that Template Layout to all Summer Program posts.
- Go to Toolset > Layouts > Add New to create a new Template Layout.
- Insert a Visual Editor cell in the Layout, then cut the content from the post in Screenshot E and paste it into the Visual Editor cell.
- Click "Change Usage" and assign this Layout to Summer Program single posts under the "Template for multiple pages" heading. Now this Template Layout will be applied to all new Summer Program posts, including those created by your site visitors.

If you want to work on the Form next, go to Toolset > Post Forms and create a new post Form for Summer Programs. You can change settings for post status and what to do after the Form is submitted if you'd like. Then use the "Autogenerate" button to automatically generate the Form content. Save the Form. Create a new custom Page that will contain the Form and insert the Form using the Toolset Forms button above the content editor.

Test out the Form on the front-end of the site while logged in and logged out to see how it will work for your site Guests.

#1091997

Thanks so much Christian. I was wondering: I have a csv of the data for the Summer Programs. Is there a way to "feed" this data in to Toolset? Or do we have to manually complete the form for each one?

#1092345

I have a csv of the data for the Summer Programs. Is there a way to "feed" this data in to Toolset?
Yes, you can see some documentation for CSV post import processes here: https://toolset.com/documentation/user-guides/how-to-import-content-into-wordpress-using-csv/

Feel free to open a separate ticket to discuss that process in more detail.

#1096925

Christian was awesome!