[Resolved] Recommend the best way to go about things

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[Gerard]

Hi,

Thank you, that seems very useful..

Let me share some more details, and maybe you can recommend the best way to go about things.

What I'm building is a site to manage the data on people who have received grants..
- There will be a profile for each grantee
- They will have logins to regularly come in and put in a status report
- The profile and accounts will be created by the website managers
- These status reports will display on their profile in a section, using Views probably.

I'm trying to figure out the best way to keep these all linked together properly.

I hope this makes more sense?

[Luo Yang]

Hello,

I think it is possible within Toolset plugins, for example you can try these:
1) Setup some user fields:
https://toolset.com/documentation/user-guides/user-fields/

2) Create a post types: status report

3) After user log into your website, redirect them to a page "Profile", in this page display user fields + below post view:
- Query "status report" posts,
- Filter by post's author is current logged in user:
https://toolset.com/documentation/user-guides/filtering-views-query-by-author/

4) In above "Profile" page, you can display a Toolset form for creating new "status report" post:
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-creating-content/

[Gerard]

Hi,

That seemed promising, but I think I'm missing something..

I've created User fields for all address, email, phone date needed..
Then, I have a profile CPT
Then, using Layouts to try and create a layout for Profiles, I don't get how to have it display the proper user's profile..

I've never used the USER fields before, so I may be missing something simple. But when I try to insert the First name from User fields, for example, I get this: hidden link ??

[Luo Yang]

Are you using the latest version of Toolset plugins?
I have tried it in my localhost with a fresh wordpress installation + the latest version of Toolset plugins, with below steps:
1) Create a custom user field
2) Create a wordpress page, insert above user field into page content, I can see there is an option "The current logged in user"
See screenshot insert-user-field.JPG

This option will add attribute user_current="true" into Types shortcode, for example:
[types usermeta='test-s1' current_user='true'][/types]

You can download the latest version of Toolset plugins here:
https://toolset.com/account/downloads/

[Luo Yang]

If you are going to insert the [wpv-user] shortcode, please use the first option "The current user or the one being displayed in a View loop", it will insert below shortcode without other attributes:
[wpv-user field="user_firstname"]

and can output current logged in user information.

See our document:
https://toolset.com/documentation/user-guides/views-shortcodes/#wpv-user
If the shortcode is inside a Views user query, it will display information for the user found in loop. Otherwise it will display information for the current logged-in user or the user with the specific id, when id attribute is set.

[Gerard]

Ahhh

The profile is meant to be brought up by the user, but also the site managers..

How would they then pick the right profile?

[Gerard]

Ohhh A filtered search? On the Username? So that means the profile would need to be a view?

[Luo Yang]

Yes, you are right, for site managers, you can setup a user view.

But user view does not support custom search form yet, however we have a plan to apply this feature, but I am not sure when will it be released.

[Gerard]

So, I'm back to my original request from my previous ticket then. How do I link a profile CPT to a user account? Right?

[Luo Yang]

Which one is the your previous ticket?

For the question: How do I link a profile CPT to a user account?
You can link the profile CPT with WordPress users by this:
Setup the "profile" post's author as different WordPress users, each WordPress user can have only one "profile" post.

For example:
Dashboard-> Toolset-> Post types, find and edit "profile" post type, in section "Sections to display when editing", enable option "Author".

When you edit a single "profile" post, you will be able to setup the post's author as different users, see document:
https://codex.wordpress.org/Function_Reference/register_post_type#supports

[Gerard]

Ok, I'm now trying to implement what we've discussed here.. So far so good.

So I've created a "Create New User" user form.

When this form is submitted, it redirects to a page with the "Create New Profile" form.

So I'm stuck on 2 things..

1) I'd like to pass on the Firstname, Lastname and Email from the newly created WP User profile, to pre-fill equivalent fields on the profile.

2) I'd like the "Create New Profile" firm to have a dropdown to pick the user for whom it's creating a profile.

Thanks

New threads created by Luo Yang and linked to this one are listed below:

https://toolset.com/forums/topic/im-stuck-on-2-things/

[Luo Yang]

For the new questions, please check the new thread here:
https://toolset.com/forums/topic/im-stuck-on-2-things/