[Resolved] I need to understand the logic of Toolset… I am new to this&Its not easy 4 me.

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[Eso]

I need to understand the logic of Toolset... I am new to this and I have some difficulties.
Hi dear friends, It’s been more than 48 hours I am reading all the Toolset documents. More I read, more I get confused 😀
I would like to ask you some help in order to understand in which order I must proceed. So please when you answer to my ticket, let’s go step by step and slowly. I am already very confused.
I have succeeded on some levels, but couldnt find out how to achieve next steps. (Because I didnt understand the logic of Toolset. ) So I will need your help on the ones I couldnt find out myself.
Now, here’s the simple thing I would like to achieve. The scenario is very simple:
1. I would like my website users, having the “employer” role, to be able to submit their content to my website and make their payments via Wcommerce. I have already setup a form for that. There are some questions on the form that my users willing to pay and submit have to answer. I the admin, will only publish the ones who have paid and of course check them before publishing. So they will be all set to “waiting for approval” initially.
2. Then, when I approve a post, I would like the post to appear in “private” status. So that only me (admin) and the user (author of this post) are going to be able to see it. No one else must see.
3. I also want the user (post’s author) to be able to edit his own post. But when it is edited, post must again have status “waiting for admin approval”. So it must be published directly, even if it was published previously, before being edited.
4. I would like my users to be able to see a list of all their own posts and click on the ones they want to edit or preview from this list. But of course, I want them to be able to see only their own posts. Not the other users posts.

In order to achieve all that, here’s how I proceeded.
1. I have created a post fields group and put in it all the fields I needed.
2. Then I have created a new page and inserted the field group shortcode in it.
3. I have also made some html & styling via the “Edit Post Form” so now my form looks better.
4. I have installed the cred commerce plugin and linked my form to a WC virtual product.
5. Then I have tested if it is working fine...
6. Here are the results:
- Form page looks great. After submit I am successfully redirected to the checkout page and payments work fine too.
- Then I have been to admin dash to check if the user submissions were successfully saved. Here the problem begins... And I dont know what I am missing. Neither how to proceed after that point. I am totally confused and almost lost.
- Check image 1: You’ll see that all my fields are saved in backend. But :
1. It is showing all the fields, even the ones that should be hidden because of conditional logic... they were not filled. I would like to see only the fields that are filled from the user. Not the ones that are bypassed because of conditional logic.
2. When I click on preview page, it doesnt show up anything on the page... Just the form submission title. Check image 2. Which toolset plugin I must use, and what must I do (step by step) in order to be able to see ALL the content that my users have filled in the form ?
3. How can I setup a page from which my user is gonna be able to edit his content ? And link it to the specified form ? So that only he and I (the admin) are gonna be able to see this. ?
4. And finally how make my users to be able to see a list of all their own posts ? Which toolset plugin I must use, and what must I do (step by step) in order to be able to achieve this?
5. I have also created some templates, taxonomies, etc while trying to make all this work but no success. You can check image 3.
Now, I am totally confused. I dont know which toolset plugins I must use, or in which order I must proceed.
I am totally lost... Stuck...
Please help me and tell me step by step what must I do from this point in order to achieve the scenario I have described above.
Really I feel miserable right now. :/ Thanks in advance to whom that will be able to help me. And also, sorry for my english if I made some mistakes.
Hope to hear from you as soon as you can. Thanks a lot.

[Eso]

And I forgot to mention :

here the link to my form.

hidden link

[Beda]

It is showing all the fields, even the ones that should be hidden because of conditional logic... they were not filled. I would like to see only the fields that are filled from the user. Not the ones that are bypassed because of conditional logic.

This is not possible in the backend, you can make this only in the front end.
There, the field simply won't display if there isn't any value in it, or you use HTML Conditional to display other info, in case its empty
https://toolset.com/documentation/user-guides/conditional-html-output-in-views/

In the backend of the post you will always see all fields, unless you set conditions in Toolset > Custom Fields > your_group > Edit > your_field Conditional display.

When I click on preview page, it doesnt show up anything on the page... Just the form submission title. Check image 2. Which toolset plugin I must use, and what must I do (step by step) in order to be able to see ALL the content that my users have filled in the form ?

Put all the ShortCodes of all fields you want to display inside the Post Body Editor.
They will then display on the front end.
Or create a Content Template, and put them in there, and apply the Content Template to the posts:
https://toolset.com/documentation/user-guides/view-templates/

How can I setup a page from which my user is gonna be able to edit his content ? And link it to the specified form ? So that only he and I (the admin) are gonna be able to see this. ?

You can create a Toolset Form to edit that Post Type.
Then insert this Toolset Form in a Content Template.
After, go to your Content Template for posts, and insert the Toolset Edit Form Link.
This will then create a link to the Edit Form applying to each post:
https://toolset.com/documentation/user-guides/displaying-cred-editing-forms/

Hiding the link and form can be done by Toolset Access Form Controls:
https://toolset.com/documentation/user-guides/access-control-for-cred-forms/

Or, with above-linked HTML conditional, or, with Toolset Access ShortCodes:
https://toolset.com/documentation/user-guides/access-control-texts-inside-page-content/

And finally how make my users to be able to see a list of all their own posts ? Which toolset plugin I must use, and what must I do (step by step) in order to be able to achieve this?

With Toolset Views you create a Post View.
Add a query filter that says:

Select posts with the author the same as the current logged in user.

Complete the Toolset Views Loop with the data you want to show of those posts.

This will show a list of posts created by the user who is currently logged in.
If you want a list of posts of always the same user, you can as well set that in the Query Filter, for example by passing a ShortCode attribute (User ID) or a URL attribute (custom search in the front end)
https://toolset.com/documentation/user-guides/filtering-views-query-by-author/

Please open up a single ticket for each of the above single detailed doubts, in case any of them requires more elaboration!

Thanks 🙂

[Eso]

Hi dear Beda,

I have tried everything you mentioned in your 2 messages.
Still the form fields and user answers are not shown properly in the front view.
I don't know and cant figure out if I must setup a template for all these ? Or put the fields on a view ? Or on a page ? Or both ?
I have tried them all. I think my knowledge is not sufficient to handle the Toolset components all together.
I am really sick & tired of trying. Me gonna cry if I try more. Seriously its been more than 48 hours I have done nothing but trying and still with no results.

Can you please suggest me a trustworthy developer from your team OR from the contractors.

Someone who works easily with forms ? What I am gonna ask is not gonna take long for someone who knows what he/she's doing.
But for me its really a painful situation and a big waste of time as I do not control Toolset at all. Also I do not have much time anymore and this is stressing me a lot.

A contractor or maybe you if you are available, why not... I would like to get a quote for the task that I will describe below.

Here's what I am gonna do:

- I am going to set up 4 forms which each their own custom fields groups. Display them all in specific WP pages.
- Each of them are going to be connected to 4 different custom Post types that I have already created in my Dashboard.
(So that each time a user fills the form, the content will be saved in the connected Post type category.)
- Each of them are going to be connected to 4 different Woo Products that I have already created too.

Here's what I expect a developer/contractor to do for me:

- Design a: Per user visible 'Submitted posts listing page" (table type - with rows and columns) where each user can see a full list of their own posts with each post's : Post ID + Post Title + Post Date + Post Status + Post Type + Paid Price + Edit Button + View Button.
- Design a page with a template, connected to the "Edit Button", so that users can edit their own form answers content and re-submit to admin approval if needed.
- Design a page with template , connected to "View Button", so that users can preview their own form answers content after their submission.

That's all I need.

I hope its gonna be a fair price and I am gonna be able to afford it.

PS: Check images attached. I have already tried many times. But the Fields that I show in my form are not displaying as I want them to . Neither the post submissions list...
- Posted contents that are published must look as a page post.
Only me (admin) and the post author must have access to this page. --> I couldnt manage to achieve this properly. But I have an ugly version attached as image below :/
- Edit an already sended Form must look like the initial form, but with all the previously filled contents in it. --> I couldnt manage this at all.
- Posts Listing must be functional and simple. Containing all the columns I've mentioned above. And look like the table I 've attached below, as an example.
- My forms are looking ok. So I wont need any help creating them... I've attached an image too. But you can check the live version @ hidden link

To cut the long story short: I would like to have a professional looking and fully functional form submitting system where as admin I can manage these forms with ease. And also my users can view and edit their contents with ease too...

Hope I can count on you for that... Any advice, suggestion or even quotation is more than welcome 🙂

Eso.

[Luo Yang]

Hello,

For the request you mentioned above:

- Design a: Per user visible 'Submitted posts listing page" (table type - with rows and columns) where each user can see a full list of their own posts with each post's : Post ID + Post Title + Post Date + Post Status + Post Type + Paid Price + Edit Button + View Button.
- Design a page with a template, connected to the "Edit Button", so that users can edit their own form answers content and re-submit to admin approval if needed.
- Design a page with template , connected to "View Button", so that users can preview their own form answers content after their submission.

Please provide a test site(without other plugins + WordPress default theme 2017) with the same problem, fill below "private detail box" with login details, I can setup a demo for you.

If you still a contractor, please check here:
https://toolset.com/contractors/