[Resolved] I’m trying to insert a toolset custom field into gravity forms dynamic insertion

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[joshN]

I am trying to: I'm trying to insert a toolset custom field into gravity forms dynamic insertion and I don't know what shortcode to generate. It is custom field 'HOA Partner Email' in field group 'HOA Partner Information'

Link to a page where the issue can be seen: hidden link the filed is a hidden field I want to have the partner email auto filled upon submission so I an route the notifcations there.

I expected to see: The email I entered in the custom field 'HOA Partner Email' for Blind and Shutter Spot which was jnorris@thehomeownersalliance.com

Instead, I got: {!{types field='hoa-partner-email' output='raw' separator=', '}!}{!{/types}!} which I thought would work. Is there a shortcode output of that?

[Nigel]

Hi Josh

Let me give you a couple of quick pointers here, and if they don't help I'll investigate further.

Regarding the shortcode, that format—with {!{ shortcode }!}—is used by Toolset with some page builders to overcome certain compatibility issues regarding embedding Toolset shortcodes in page builder modules.

It is a proprietary format that would not otherwise be recognised outside of this context.

You can try using the standard shortcode format with square brackets, i.e. [shortcode].

But, it has been some months since I used it, but I thought with Gravity Forms dynamic field sources you could simply provide the custom field meta_key.

Note that Types fields add a 'wpcf-' prefix, so that a Types field with slug of 'appointment' would be stored with a meta_key of 'wpcf-appointment'.

That may be all you need.

If I've mis-remembered how GF dynamic sources work then let me know and I'll create a test site to check on what is required.

[joshN]

I'm sure I'm missing something simple. Here is what I am putting in:

[gravityform id="2" title="true" description="true" field_values='hoa-partner-email={wpcf-hoa-partner-email}']

it is outputting {wpcf-hoa-partner-email} rather than the email I have in the custom field which is jnorris@thehomeowneralliance.com.

Any ideas on what needs to be changed?

[Nigel]

You output a types field using a types shortcode, so according to the GF documentation (hidden link) you can try using a types shortcode to provide the value for the field_values attribute of the gravityform shortcode.

Here's the kind of thing:

[gravityform id="2" title="true" description="true" field_values="hoa-partner-email=[types field='hoa-partner-email' output='raw'][/types]"]

Now, WordPress does not natively support using shortcodes for attributes of other shortcodes, but Toolset does. I'm not 100% sure if it will work in a gravityform shortcode, and the easiest way to know is for you to try.

If it doesn't, let me know and I can propose another solution.

[joshN]

My issue is resolved now. Thank you!