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[Resolved] info on modify tool

This support ticket is created 6 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 1 reply, has 2 voices.

Last updated by Christian Cox 6 years, 2 months ago.

Assisted by: Christian Cox.

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#1140420

Good morning, I need to make a change on a tool in toolset. when on our site there is a contact request we need to enter the data of the applicant on our db but attachments must be forwarded directly to the email of our customer with whom we work.
you could give us a hand to optimize everything or tell us how we can process the plugin.
Waiting for your feedback
With best regards

#1140723

Hi, here is the general process:
1. Install Toolset Types, Toolset Views, and Toolset Forms plugins.
2. Go to Toolset > Custom Post Types to create a new custom post type called "Applicant". Each time a visitor submits the contact form, a new Applicant post will be created.
3. Go to Toolset > Custom Fields to create new custom fields which will capture all the information about each Applicant. These fields might include: first name, last name, email address, phone number, and so on. Add file input custom fields so applicants can upload attachment files.
4. Go to Toolset > Post Forms to create a new Form that creates new Applicant posts. Click "autogenerate" to generate the Form content.
5. Set up email notifications in the Form editor screen. You can insert the attachment custom fields in the email notification to include attachment file download links. https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/
6. Create a new custom Page on your site. Use the Toolset Forms button to insert your new Applicant Form.

Let me know if you have more questions about this, or if I misunderstood your request.