I have setup a custom user role and would like to restrict access to only be able to select certain Categories for the CPT. As an example I have a user role called "Human Resources".
This specific user role "Human Resources" should only be able to post posts to the category called "Jobs and Bursaries" setup by admin. Other CPT Categories should not be accessible and or be able to add new categories.
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I am using the Toolset Access plugin to do this.
Hello and thank you for contacting the Toolset support.
I am afraid that's not possible through Toolset Access. Toolset Access can control who creates the taxonomy terms, by it cannot restrict the terms to assign per user or user role.
If you need to achieve this, you must use a workaround. For example, you can come up with a custom code that is hooked to the save_post action and based on the user role, you can unassign the restricted taxonomy terms.
https://developer.wordpress.org/reference/hooks/save_post/
You may also restrict this user role from accessing the backend, and manage the post creation process using forms. In this case, you can use a generate field(with only the allowed term, manually entered by you), then use some custom code to assign the selected term to the post.
I hope my suggestions make sense to you. Let me know if you have any questions.
Would it be possible to:
1. create a post form
2. Displaye pre-defined CPT categories which user is allowed to use.
3. Have the form posted to CPT wich would be assigned only to chosen category?
Reason there would be more than one CPT category options is due to the CPT having different custom fields dependant on category chosen.
I am afraid the 2nd step is not possible. Inside a form, the taxonomy field will display all the taxonomy terms. We can't display just a set of them.
However, you can use a custom field(vs taxonomy), and using custom code display only the allowed terms. Then, you will need custom code to perform the assignement based on what the user has chosen for the custom field. This is, somehow, similar to my suggestion of using generic field. Generic fields are not stored on the database at all. They are meant to be handled using custom code.
The hook that can allow you to generate the values for the custom field is wpt_field_options https://toolset.com/documentation/programmer-reference/types-api-filters/#wpt_field_options
The hook that can allow you to assign the terms to the post after the form submit is cred_save_data https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
Is there no way to setup a post form to only post to a specific category term. My problem is that users who work in specific departments (category term) will post in the wrong category term.
Unfortunately, that's not possible out of the box. But you can achieve it using some custom CSS and Javascript. The CSS code to hide the field, and the Javascript code to select the term for the field.
Another way, is to pass a post to the form as placeholder, this way the values for the post, will be prefilled in the form, but that will be for all the fields, not only the taxonomy field:
[cred_field form="name of the form" post="123"]
123 being the ID of the post that you want to use as a placeholder.
Finally, I think that the best solution would be some custom code that will assign the taxonomy term to the post based on the user role. That will use the cred_save_data
