Hello,
I am Toolset user since some months and I'm satisfied on this very nice plugin suites. I've follow some of your tutoriels for differents projects, and I'm happy with what I've accomplished so far. However until today I have never contacted your support.
I am a little stuck today, following the launch of a project that I wish to achieve. I know that Toolset would do it from A to Z, but I do not have a good idea and vision of how to do it, what modules to use, etc ...
Can you indicate to me the main directions that you think possible in the use of Toolset with the project that I will describe briefly?
My company will offer a document timestamp service online. Basically, customers will fill out a form with their information, make a payment based on the options chosen, and an account will be created. They will then have access to a personal space in which they will be able to see a list of all their past orders, and in the first place the one they just made. By clicking on this command, it accesses an individual page where it can load their document (which alerts the administrator to treat it). On this same page, there will be a space "My documents" where the admin will load back-end, the documents timestamped (what the customer has bought).
I do not know how to proceed, if I have to use woocommerce coupled with Toolset, how to create the workflow of the questionnaires until the order ... I hope you can help me!
Thanks for your support,
Florian
Hi, I have some general information here but in order to provide the best support, this ticket should be split up into multiple tickets by topic. If you need more detailed information about any of my replies, please feel free to create additional tickets for any section below:
Basically, customers will fill out a form with their information, make a payment based on the options chosen, and an account will be created.
Forms, Forms Commerce, and WooCommerce can be used to charge site visitors for registration. We have documentation about charging fees for registration at the link below. Take a close look at the section "Charging fees for membership". https://toolset.com/documentation-category/cred-commerce/
They will then have access to a personal space in which they will be able to see a list of all their past orders, and in the first place the one they just made.
You can create a View of Orders, filtered by post author, to show the list of a User's Orders. That View can be sorted by post date, descending. Each item in the list can be set up to link to a custom page (see below).
By clicking on this command, it accesses an individual page where it can load their document (which alerts the administrator to treat it).
To associate multiple documents with one Order, there are several different approaches. One way is to use a post relationship, where Orders are the parent and some other custom post type is the child, for example OrderDocs. Each OrderDocs post will contain a custom field to upload one original document and a field to store one timestamped document (for admin use).
By clicking on this command, it accesses an individual page where it can load their document (which alerts the administrator to treat it).
We have documentation about automatic email notifications here:
https://toolset.com/documentation/user-guides/cred-user-forms-email-notifications/
https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/
On this same page, there will be a space "My documents" where the admin will load back-end, the documents timestamped (what the customer has bought).
In the OrderDoc post, the admin will add a link to download the timestamped file. Then you can create a View of OrderDocs filtered by the timestamped URL field and post relationship. This will allow you to create a View of timestamped files attached to each Order.
