- Tell us what you are trying to do?
I have three posts types: Customers, Appointments, Checklists.
Customers relates one to many with Appointments and Appointments relates one to one with Checklists.
I am trying to create an interface that allows to find the customer, see past appointments and checklists and create a new appointment (checklists are created later but could be created immediately
- Is there any documentation that you are following?
To begin, I know this does what I need it to do, unfortunately, your dispersed form of documentation has me frustrated tonight. Without a wiki or indexed type of documentation, I'm finding bits and pieces of what I need to do from different videos and lessons with slightly varying results. I've not been able to complete one lesson yet based solely on the material due to assumptions made in the lessons about steps never previously taught... but I digress, I just wanted you to know I've been trying 🙂
- Is there a similar example that we can see?
See above, using the search feature in documentation search "show related posts" presents 6-results non of which are very relevant.
- What is the link to your site?
This is a live dev site but since there is no data there is nothing to see but other tests with Woo etc. hidden link
More...
This is a pretty amazing system and I'm very excited to learn more, but your documentation... beautiful but flawed (I can't play the videos at any speed by normal) and without an index etc. Also, I had no idea there was a forum until I sought support, you may want to show the link to it in the account area or somewhere 🙂 (Ps. Frustrated and need to sleep so feeling judgy)
Hello,
To setup the custom search form with Toolset Blocks plugin, please check our document:
https://toolset.com/course-lesson/creating-a-custom-search
Creating a Custom Search in WordPress
To setup the relationship filters in custom search form, please check section "Add filters based on post relationships":
https://toolset.com/course-lesson/creating-a-custom-search/#add-filters-based-on-post-relationships
We do have a plan to rebuild the website search/index system, but there isn't any ETA for it.
Currently, you can use Google to search in our website, for example:
hidden link
I'm not quite sure how this relates to my question, or, you're making assumptions about what I know [like the documentation ;)]
Are you saying that in order to show a customer and their related service calls alongside the checklists I need to create a search form? I'm going to try this now but on my search form will I have the ability to add a button to create a new appointment post?
I am continuing to try and complete the lesson plans but again, keep hitting the "assumed knowledge" roadblock and then need to hunt for a document or video that teaches me whatever the lessons assumed I knew. Passive-aggressive, but I'm excited because I am pretty sure this will work for what I'm trying to build.
Lets handle the questions one by one:
1) can't play the videos at any speed by normal
Which video are we talking about?
Please point out the problem page URL, I need to check it in my Chrome browser, thanks
Let's not worry about my comment on video playback speed and work on the question I had:
<I>I have three posts types: Customers, Appointments, Checklists.
Customers relates one to many with Appointments and Appointments relates one to one with Checklists.
I am trying to create an interface that allows to find the Customer, see past Appointments and Checklists and create a new Appointment (Checklists are created later but could be created immediately).
Thanks for the details.
1) create an interface that allows to find the Customer
You can follow the document I mentioned above to setup a view block with custom search form:
- Query "Customer" posts
- Filter by fields of "Customer" post type
- In view's loop, display "Customer" post information + "Customer" post link
https://toolset.com/course-lesson/creating-a-custom-search
So user can search and find the related "Customer" post, and click the "Customer" post link, enter into the single "Customer" post
2) see past Appointments and Checklists
In the single "Customer" post, you can follow below document to display related Appointments and Checklists post information:
https://toolset.com/course-lesson/displaying-related-posts/#displaying-many-related-items
3) create a new Appointment and Checklists
With Toolset Forms plugin, one post form can handle one post, so it needs two post forms:
- One post form for creating child "Appointment" post
- Another post form for creating child "Checklists" post
So in the the single "Customer" post, you can display two child post form links for creating child "Appointment" post and "Checklists" posts:
See our document:
https://toolset.com/course-lesson/selecting-parent-posts-when-using-forms-to-create-child-items/
For your reference.
[So in the the single "Customer" post, you can display two child post form links for creating child "Appointment" post and "Checklists" posts: https://toolset.com/course-lesson/selecting-parent-posts-when-using-forms-to-create-child-items]
In this case, if I were to create an "Appointment" on this page, how would I create a "Checklist" that would be linked to the "Appointment?" Do I keep nesting or? (But please read on)...
Perhaps I'm not doing this correctly so some advice would be helpful. Of particular note, the entire system is NOT public, I will use the front end because I believe I can make a very nice interface. So when you are thinking, I can use pages to display everything.
The "Customer" may have many "Appointments" but a "Checklist" will only be used on one "Appointment" for any "Customer." It is also possible that a "Checklist" may not be used or might be used with additional forms (based on new post types) during an "Appointment."
The purpose of the "Appointment" post type is to appear on a drag and drop calendar I am hoping to "hack" so the new "Appointment" Toolset post type I've created can be moved around and scheduled. Then, clicking the post type on the calendar will open what I hope is a page with the appointment info including the customer information and whatever forms (or link to) necessary for the work.
You are right, so the workflow should like below:
1) In the single "Customer" post, you can display one child post form link for creating child "Appointment" post,
2) after user submit the post form, redirect him to single "Appointment" post,
3) Same as above, in the single "Appointment" post, display another child post form link for creating grand-child "Checklist" post
My issue is resolved now. Thank you for your patience and for not becoming frustrated with my newness to Toolset.
