[Resolved] Pulling user information into CRED form

[Author]

Posts

[davidM-25]

I have several forms that need to have select boxes to choose a user. I am in no way seeing how to put my users into CRED, filter them, or anything.

Example:

I have a request form that contains many parent/child relationships and in general works great... However I want to add an Owner field.

What I did: Added a user meta field. So each user can checkmark that they are a possible "Request Owner". Also I have created a custom group for these people.

When I use CRED I pull up the user meta field (Request Owner). But that simply gives the checkbox that I have on each person's profile page. I would like that there be a select box that is populated by anyone that has checked that they are a Request Owner...

Do you have any examples of how to set up a dashboard scenario? Sorry if this seems basic but can't find out how to assign this user meta field to a post type.

[davidM-25]

Also to add to this if you have any documentation at all about using the user information in forms I would love to see it. I have other scenarios where I need to for instance have a "co-owner/author" to a post type that allows a multiple select.

[Luo Yang]

You can try create a view list all users who are a possible "Request Owner", and output it with JSON string,
and add a generic select field into your CRED form with the values of above view,

More help:
https://toolset.com/documentation/user-guides/cred-shortcodes/#cred-generic-field

and check the solution in another thread:
https://toolset.com/forums/topic/cred-select-for-post-fields/

[davidM-25]

Can you give me an example of a sites user list in a select box filtered with administrator privileges in JSON?

I am terribly disappointed that this isn't part of the core offering. I was assuming when I saw the User Fields in Types that I could use said fields to dynamically filter content to the end user... well I can but only in the post relationship. Anyways I would ask that your dev team adds this to their roadmap.

(Also this forum needs a rework too. If I open up this window and respond a couple hours later, it tells me that I am not logged in, after I hit submit... and everything I wrote is toast. Maybe don't take user to new page based on log in query before submit is executed? )

[davidM-25]

Ok I created a view that filters what I need and display the output to the JSON format that you gave an example of.

[wpv-layout-start]
	[wpv-items-found]
	<!-- wpv-loop-start -->
<wpv-loop>
      {"value":"[wpv-user field="ID"]","label":"[wpv-user field="display_name"]"},
       
      </wpv-loop>
{"value":"1","label":"No Owner"}


	<!-- wpv-loop-end -->
	[/wpv-items-found]
	[wpv-no-items-found]
		[wpml-string context="wpv-views"]<strong>No items found</strong>[/wpml-string]
	[/wpv-no-items-found]
[wpv-layout-end]

On the view page it displays this:

{"value":"2","label":"Second User"}, {"value":"1","label":"Dan Moore"}, {"value":"1","label":"No Owner"}

In cred I create a field and point to the View shortcode:

[cred_generic_field field="Owner" type="select" class="" urlparam=""]
{
"required":0,
"validate_format":0,
"persist":1,
"default":[],
"options": [ [wpv-view name="Learning Users"] ]
}
[/cred_generic_field]

Then I get nothing at all. I have tried to include the whole options statement with brackets in the view and so forth and it is blank. But if I just copy my view output and put it into the cred field... it works fine.

So the post you gave me before was never "fixed" and now I am in the exact same spot as previous user.

#1 The View shortcode isn't outputting in the CRED field.
#2 I don't see a way to get rid of the trailing comma in a view other than create a dummy value outside the loop.
#3 This should be easier. I don't understand why I can't pull in users and users' meta in CRED.

[davidM-25]

Also if you have any suggestion of a plugin or another product that works better to pull user info over I will use anything. I can't imagine jumping through these hoops 50 more times.

[davidM-25]

OK I have looked through all documentation that I could find regarding the CRED generic fields. All I can find is a half page of here is the picture of the gui. I have tried other examples of using the views shortcode. It seems that the view is pulling inside the form but not in a option output. Whatever is going on between view output and the input needed for options, some character(s) are not valid and it is killing everything.

I have tried the simplest things in the world and don't understand how this function could possibly work. Please please need help with this and documentation.

[Luo Yang]

I assume you can create the view which filter with the all users who are a possible "Request Owner"

Here is a test site for you:
hidden link
user/pass: xgren/111111

1) create a view filter with the all users who are a possible "Request Owner", in section "Layout HTML/CSS/JS ", use below codes:
hidden link

[wpv-layout-start]
	[wpv-items-found]
<wpv-loop> {"value":"[wpv-user field="ID"]","label":"[wpv-user field="display_name"]"}, </wpv-loop> 
	[/wpv-items-found]
	[wpv-no-items-found]
		[wpml-string context="wpv-views"]<strong>No items found</strong>[/wpml-string]
	[/wpv-no-items-found]
[wpv-layout-end]

2) in the CRED form, insert the generic field as below:

[cred_generic_field field="Owner" type="select" class="" urlparam=""]
{
"required":0,
"validate_format":0,
"persist":1,
"default":[],
"options": [[wpv-view name="Pulling user information into CRED form"] {"value":"1","label":"No Owner"}]
}
[/cred_generic_field]

hidden link

Please check if it is what you need:
hidden link

[davidM-25]

I tested this out on my site and I really don't understand what is going on. My View initially had a couple filters (but the View displayed just fine and the exact same way as yours). My CRED had a lot of other fields which you see above and also notifications and uses a custom type not Post. It still doesn't work and the field throws a formatting error.

I did a test just like yours on my site and this works fine. But if I copy the code over so that the formatting is the same into my CRED form it still throws an error for the field. I will add one thing at a time and say what is causing it to break. I have a feeling there might be something messed up with the CRED form I am doing and I am not seeing it in the editor.

Plus is there a way to get rid of the last comma in the loop so that I don't have to have a "No Owner" field. There is no way this will work for everything that I am doing.

[Luo Yang]

Could you duplicate same problem in a test site, and fill below private detail box with the login details, also point out the problem page URL and CRED form URL, I need a live website to debug this problem, thanks

[davidM-25]

I can't give access to my site because it is unreachable behind firewalls. There is something wrong with the original View I created. I duplicated all of the View properties and filters and the duplicates work fine - I just copied and pasted the text boxes so they are exact. I have no clue why I can see the View displayed right above the form but the view data won't go in the form - I will just delete this view and act like it never happened.

However I will note that the "sort by" has issues on the Views. I have our company IDs for our "user login". When I leave a View to be sorted by user login, I get some really flaky results and not the whole user base - tried this multiple times. However when I change the filter to nicename or display name it works fine.

So the only thing left is the No Owner comment. How do I get rid of that? I would rather not have a default choice on every user dropdown that is extra.

thanks

[davidM-25]

OK and I think I figured out what the issue was with the faulty View. I had the same view name as a Group Name for User Fields. It would be nice if we just get an error message telling us not to use the names. I just tried using a View name that was the same as a slug name for a Type and it jacked up the filters I could use/not use... Now that I know this I can keep it in mind when naming but no errors and random issues.

[Luo Yang]

Good to know it is fixed, is the problem resolved? please let me know if you need more assistance, thanks

[davidM-25]

I would like a way to get rid of

{"value":"1","label":"No Owner"}

Since everything should have an Owner and I am allowing them something else.

Also along the same lines when you have select boxes that use parent fields there is a default "No Parent". I know that you can change the wording for this but I would also like to hide this.

thanks

[Luo Yang]

you can try modify your view like this:
hidden link

...
<wpv-loop> [wpv-item index=1]{"value":"[wpv-user field="ID"]","label":"[wpv-user field="display_name"]"} [wpv-item index="other"],{"value":"[wpv-user field="ID"]","label":"[wpv-user field="display_name"]"}</wpv-loop> 
...

More help:
wpv-item

index:
number of the post | other | pad | pad-last
index=1 will target the first record output by the loop. index=other will target all records that do not have a specific index set. index=pad will be executed if there are no records left to output, but the number of records is not a multiple of the loop wrap value. index=pad-last will be executed for the last item in the loop if are no records left to output, but the number of r