1. Clients get access to the website to submit their design briefing (no problem)
2. We setup a custom post type called 'design worksheet' for clients to complete on the front end (no problem)
3. These posts once submitted should only be readable by site admins and the user who submitted the 'design worksheet' post, as it includes information confidential to that client.
Unfortunately I don't think that's true (although I am happy to be proven wrong).
There is the ability to edit own, yes. But there is not the ability to only read own - just the ability to read all or none of the posts of that post type.
Can you clarify this, please? I need some way of having submitted posts only readable by admins and the person submitting them, as they are for job briefs.
Hi, Shane is out on holiday this week so I'm checking in on his tickets. If I understand correctly, it might be practical to use the "private" post status in the Design Worksheet Form settings. This creates private posts that are only visible on the front-end to the author of that post (and site admins). There are some limitations you should be aware of. By default, private posts will not appear in a View unless you add a post status filter. But then, all private posts appear for everyone in that View (not just the current logged-in User's private posts). You can work around that by using post author ID filters and shortcode attributes. You should familiarize yourself with passing arguments to Views: https://toolset.com/documentation/user-guides/passing-arguments-to-views/
When you suggest the following, can you explain a little more on what would happen:
all private posts appear for everyone in that View (not just the current logged-in User's private posts). You can work around that by using post author ID filters and shortcode attributes.
If we did this successfully, would users only be able to see their own posts, or would they only have their own listed? By that I mean, even though a user is only seeing their own posts listed, would they still be able to view other users' posts if they managed to guess a url, for example? That would not be acceptable as these must be entirely private between the user and admins.
If we did this successfully, would users only be able to see their own posts, or would they only have their own listed?
Both, if done successfully with author ID and shortcode attributes. Even if they guessed another User's private post URL, they would see a 404 error at that URL. There would be no indication that this post exists, either in the View or in the site URL structure. Hope this helps!
Hi there. I really hope you can help me to pick back up on this.
I have filtered by author, and all posts are set to publish as Private posts. But still authors from the front end cannot see their post in Views.
I know that I need to follow this advice you have above: "By default, private posts will not appear in a View unless you add a post status filter. But then, all private posts appear for everyone in that View (not just the current logged-in User's private posts). You can work around that by using post author ID filters and shortcode attributes."
I have tried this again and again, using the advice on the linked page, and I just can't figure it out.
Please can you help me by telling me what settings I need to use in the dialogue shown in the attached screenshot to achieve my aim. As things stand, Admins see their private posts in the View, but members (front end subscribers) do not see theirs.