[Resolved] Is there a way to create a pedigree chart using the field tabs?

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[LisaA1200]

I'm creating a site for online submissions to enter Horses for sale.
We need to enter their pedigree chart for 3 generations. Is it possible to create this?

This is a site I'm redoing and we dis have a pedigree chart for them using an old data plugin script.
I'm hoping to be able to do something like this again where the client just enters the names and they will appear properly.

[Beda]

I am not sure what data the pedigrees will need, but with Toolset Types and Toolset Forms you could already create a system that offers Custom Post Types (where the data is stored) and Custom Fields (additional data, such as dates, links, videos, images, etc).
Then your users can submit this data either in the WordPress backend or in the Front end thru a Toolset Form that will look exactly as you style it (hence, much simpler than the complex WordPress backend)

To get started you would (on a staging site at first) set up a Post Type "horses" with the Plugin Toolset Types.
https://toolset.com/documentation/user-guides/create-a-custom-post-type/
hidden link;;controls=1&showinfo=0

Then you would add Custom Fields to that Post Type that allows entering additional pedigree related data (if not already fittable in the Post Body or Title).
https://toolset.com/documentation/getting-started-with-toolset/structure-your-data-with-custom-post-types-fields-and-taxonomies/
hidden link

In case you need to categorize the horses you might want to use Taxonomies:
hidden link;;controls=1&showinfo=0

Now that you have the post type, the fields and eventual taxonomies, you can start creating content (horses) right away in the WordPress backend, or, go over to create a Form to create and one to edit those horses:
https://toolset.com/home/cred/
https://toolset.com/documentation/user-guides/front-end-forms/
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-creating-content/

Those Forms then are inserted in the front end adequately where needed, so the users (you might control with Toolset Access who can do that) can start adding content.
See Toolset Access addon DOC: https://toolset.com/documentation/user-guides/access-control-for-cred-forms/

Later you probably will want to display the horses in lists or single posts.
That is where you will need to use Toolset Views and create Lists (views) and single post templates (for the single horses and all their custom fields) using Content Templates:
https://toolset.com/documentation/getting-started-with-toolset/create-and-display-custom-lists-of-content/
https://toolset.com/documentation/user-guides/using-a-view-template-in-a-view-layout/
https://toolset.com/documentation/user-guides/view-templates/

Please open single topics in the Toolset Support Forum if any specific step is not clear, so we could separate single topics and it's easier for you and us to help/understand each other.

If you require more generic approach information, please feel free to ask in this ticket.

🙂

[LisaA1200]

Thanks so much for the detailed info. I just sent in a new ticket to show exactly how I want it to be set up. I know there are plugins that can do this, but I hate to add so many new plugins already to my site. So hopefully this can be built using toolset. I want everything done from the front end for my client.
I sent an image of how i want it to appear. Thanks for your help.

[LisaA1200]

image attached

[Nigel]

Hi Lisa

Beda is on vacation, let me jump in here.

I would say that it looks like you need post relationships here, you have horses that have two parents, each of which has two parents etc. so you create horse posts and specify their mother and father, and if those are similarly set up so that their mothers and fathers are specified, you can automatically generate the family tree.

But, and it's a big but, post relationships currently don't let you create self-joins, meaning you can connect posts of different types (e.g. "recipes" and "ingredients"), but not of one type to the same type (so not "horse" to "horse", or "dog" to "dog", or whatever).

WordPress has built-in post-hierarchy, but it only allows for setting one parent, so also cannot help.

I see you have another ticket about the same issue which Christian is helping with, so I'll leave him to deal with this, I just wanted to encourage you to submit a request about supporting self-joins in post relationships (we can only work on features when clients express demand for them, and this is the second time this has come up in the past week). You can submit a request here: https://toolset.com/home/contact-us/suggest-a-new-feature-for-toolset/

[LisaA1200]

Hi,
I actually want the pedigree to be text names only and not links. (I imagine that would be a great idea at some point) but to keep things simple for now, I need just to create this family tree in a table format form with 3 generations.
I can create the html table, but have no idea where to put it and how to get the fields to go to the correct places.
It also would be great to enter the text inside a table that looks like a pedigree on the submission page in front end, verses just entering a vertical line of text entries. Is this possible?

Would categories work? Parents, grandparents, great grandparents, but you need sets for both sides of the horse, the mothers side and fathers side.

[Nigel]

Hi Lisa

I hadn't replied as Christian is handling the same issue, but I see it is not resolved yet, so let me share some thoughts.

There are three parts to this.

1. The data structure.
2. The data entry.
3. The data presentation.

As I mentioned above, Types relationships don't currently let you set up such "self join" relationships, although support for that is planned to be added before too long, which doesn't help you right now.

There is, unfortunately, no alternative to entering the complete family tree as custom fields for each horse.

So if you had already entered details for Zan It, specifying Hollywood Dun It and Sparkles La Zanna as its parents, well, when you enter TT Sliding Gun you are going to have to reproduce that data, you will just be storing this info as simple text fields.

So if you have a horse custom post type, you'll need to create custom fields for "sire", "dam", "sire's sire", "sire's sire's sire" etc., i.e. one for each node on that family tree.

Let's skip 2 for the moment and look at presentation, assuming you have entered all the fields for some horses.

Then in the template to display those horses you will need to use a table, which is somewhat complex because of vertical merging of cells which requires using rowspans.

So this is what you'll need.

<table>
    <tr>
      <td rowspan="4">Sire</td>
      <td rowspan="2">Sire's Sire</td>
      <td>Sire's Sire's Sire</td>
    </tr>
    <tr>
      <td>Sire's Sire's Dam</td>
    </tr>
    <tr>
      <td rowspan="2">Sire's Dam</td>
      <td>Sire's Dam's Sire</td>
    </tr>
    <tr>
      <td>Sire's Dam's Dam</td>
    </tr>
    <tr>
      <td rowspan="4">Dam</td>
      <td rowspan="2">Dam's Sire</td>
      <td>Dam's Sire's Sire</td>
    </tr>
    <tr>
      <td>Dam's Sire's Dam</td>
    </tr>
    <tr>
      <td rowspan="2">Dam's Dam</td>
      <td>Dam's Dam's Sire</td>
    </tr>
    <tr>
      <td>Dam's Dam's Dam</td>
    </tr>
  </table>

You can verify that looks right here: hidden link

You'll need to replace my text labels (e.g. "Dam's Dam's Sire") with the relevant custom fields (you'll insert the shortcodes for them using the Fields and Views button when editing the template), as well as handling styling.

Now, returning to 2., entering the data.

Your form will need to include all of the fields for each node in the family tree.

I would create a form to add a new horse and include all of the required fields. If you then switch to expert mode you will then have complete control over the HTML for the form markup, and so you could edit it in such a way as to use a similar table layout as used above, so that the family tree entries are displayed in the same way.

I haven't tried anything like that, but there's no reason it shouldn't work in principle.

[LisaA1200]

The table you showed me looks like what I want, just lacking the table border to differentiate the names and generations.
So I'd like to add this into the current form I have so when someone fills out all the information on the horse, then they can also fill out his pedigree chart.
I don't know how to implement this or even use or find expert mode. Do you know of anyone that can do this for me? Are you available? Or suggest someone?
Also, I had someone set up my current toolset program, but they are busy with other projects and I need this done right away. I'd like to use what I have so far on my site, but just rename the dog info with the horse info. Is that possible without building it all over?

[Nigel]

Hi Lisa

Sorry, we can't do work for clients, but many Toolset users are available as developers-for-hire, and you can ask for help here: https://toolset.com/contractors/