My client has employees working on assignments for different customers.
After the job is done the responsible employee needs to fill in a kind of evaluation form (different types of forms, depending on the assignment). After filling in this form the result needs to be mailed to my client.
In a second stage my client also wants his customers to be able to see evaluation online (for instance as a downloadable pdf). Off course only for the assignments for which he is the customer.
I suppose this can be seen as a kind of membership site but any guidelines on how to handle this are welcome.
For instance on how to restrict he customer to see only the evaluations relating to him/her
Hi, this sounds like a challenging project. It's a bit too much to try to tackle in a single ticket, but I will try to give you some general advice. Feel free to open targeted tickets for more details about any specific task.
1. It sounds like you need a way to manage different types of Users - Site admins, Clients, Customers, and Employees. One way to handle this is with custom roles created by Toolset Access. You can assign different privileges to different User types and enforce content restrictions based on these roles.
2. It sounds like you need a way to set up different content types - Assignments, Evaluations, and so forth. You can use Types to set up these custom post types, and use custom fields to collect relevant information about each post.
3. It sounds like you want your Employees to be able to submit forms on the front-end of the site, and have automated notifications sent by email. You can use Toolset Forms to accomplish this. The forms can create new "Evaluation" posts and trigger automated notifications.
4. It sounds like you want to be able to organize content relationships. For example, you want Evaluations to be associated with the Employee who submits them, the Assignment they were submitted for, and possibly the Customer to whom the Assignment belongs, etc. There are many different ways to do this. One way is to create custom post relationships that link posts. However, post relationships can only be set up between post types, not posts and Users. One way to link posts and Users is by setting a User to be the Author of the post. However, WordPress only supports a single Author per post so this doesn't help you associate a post with more than one User. A more flexible way to link posts and Users is by storing ID references. For example, you can store a User Id as a custom field "customer-id" in the Evaluation post, to link an evaluation to a customer. However this approach has some automation challenges. So you can see there are many different ways you can go here, depending on your site's requirements.
5. It sounds like you want some Users to be able to download content as a PDF. Toolset isn't designed to generate downloadable files from post content, so this would not be possible with our system. Our system does allow you to upload files to custom fields, so you could upload any pre-generated PDFs and allow your Users to download those files. Or, you can output dynamic tabular data using Views and allow your Users to copy + paste that data into their own text editor or spreadsheet software.
We have some User Guides here that I recommend you check out:
https://toolset.com/documentation/user-guides/
Let me know if you have questions and I'll try to offer guidance.
Thx for your reply Christian.
I'll setup a test site for this. If I need more help I'll come back to you.
