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[Resolved] Edit Form

This support ticket is created 7 years, 2 months ago. There's a good chance that you are reading advice that it now obsolete.

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This topic contains 8 replies, has 2 voices.

Last updated by Luo Yang 7 years, 2 months ago.

Assisted by: Luo Yang.

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#564428

J S

I cloned the submission form at this link: hidden link and then modified it into an Edit form. The edit form is not styled the same as the form I cloned from. I'd like the edit form to be identical to the original submission form, but load the content that is being edited. It seems to load the content but it loads in the wrong part of the page and has none of the styling that the original form had. The original form has no custom CSS or JS, in other words both the original and edit forms seem to have no styling yet they appear differently.

Also, I'd like the edit button on policy pages like this one, hidden link, to load the edit form described above in a full page. I've tried to change the parent or self tag on the form shortcode and also tried embedding the shortcode on its own page, but nothing seems to be working right. hidden link

How can I accomplish this and what am I missing?

#564537

Dear J S,

You are asking some custom CSS questions,
For the problem: they appear differently.

I need to compare those two CRED forms, the URL you mentioned above:
hidden link

Is it the cloned from?
Where can I see the original form? can you provide a live URL for it? thanks

#564728

J S
Screen Shot 2017-08-29 at 9.02.45 AM.png
Screen Shot 2017-08-29 at 9.01.35 AM.png

Ok, the original live form is at this link: hidden link

When submitted, it creates a policy that is automatically published to this page of policies:
hidden link

An example policy submitted with the original form is here: hidden link

On the individual policy page, I'd like a public link to be able to edit the policy. When clicked, a clone of the original form would load, but with the current policy populating the fields for editing. Then, when this edit form is submitted, the edits will be held as a revision or version until approved by an admin.

As I said, I cloned the original form and have it set for public editing, but there are two issues: 1) it seems to only load if a user is logged in (not the public as desired) and 2) it wants to load in the right gridspace and is not styled at all like the original submission form as desired.

Thanks for looking into this...

#564941

Q1) it seems to only load if a user is logged in
Yes, it is expected result, it is not recommended to let a guest to edit the post of your website, but you setup the permissions within Access plugin, see our document:
Access Control for CRED Forms:
https://toolset.com/documentation/user-guides/access-control-for-cred-forms/
Screenshot:
hidden link

Q2) it wants to load in the right gridspace and is not styled at all like the original submission form as desired.
In the URL you mentioned above:
hidden link
It is a individual policy page, but I can not see any CRED form in it, it might be the result of Q1),
I suggest you follow our document to display the CRED form for editing post:
Displaying CRED editing forms
https://toolset.com/documentation/user-guides/displaying-cred-editing-forms/
See step 2) Create a layout or a Content Template that displays the editing form
Now that you have a form, you will need to display it. You need to create a layout or a Content Template that will be used to display the page with the editing form. Besides the form itself, this page can contain other relevant things that you want to show while editing.

#564944

J S

I may be mistaken, but I don't think I have a layout for either form. Can I send you access to my site in a private message?

#564953

J S
Screen Shot 2017-08-29 at 10.48.00 PM.png
Screen Shot 2017-08-29 at 10.48.07 PM.png
Screen Shot 2017-08-29 at 10.49.41 PM.png
Screen Shot 2017-08-29 at 10.50.03 PM.png

Ok, so this helped me find the issue for the missing styling. I had cloned the wrong form. Now that that has been fixed the other issue remains.

The edit form link is contained in a column on the right side of the policy pages, which are created in a layout. Regardless of whether I set the edit form link to load the form in the target Current, Parent or New Window, the form is loading in the same right column space. See screenshots.

I'd like the edit link, if clicked, to load the edit form in the left side columns or even a full width page like the original form does. How do I specify this?

#564966

You will need to create another full width page layout, put in the CRED form for editing the post, see the document I mentioned above:
https://toolset.com/documentation/user-guides/displaying-cred-editing-forms/
2. Create a layout or a Content Template that displays the editing form

Then insert the CRED edit form link according to above document:
Inserting links to “editing mode", see screenshot:
hidden link

#565203

J S

Thanks! This was helpful

#565405

You are welcome