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[Resolved] We want to use Toolset with existing content t ypes we've already created

This support ticket is created 4 years, 6 months ago. There's a good chance that you are reading advice that it now obsolete.

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This topic contains 11 replies, has 2 voices.

Last updated by saraH-3 4 years, 6 months ago.

Assisted by: Jamal.

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#1968597

We are looking to create a custom search and sort for a custom content types that we already created (those were created using CPT UI, but that shouldn't matter, Toolset should see those - but it's not)

We are looking to add dynamic search to the following page: hidden link

We have a sort/search here in the sidebar, but the client wants to be able to select more than one author, topic, etc. and show that in the results. So we bought Toolset to do this.

#1968833

Hello and thank you for contacting the Toolset support.

A Toolset view should be able to query all registered post types, even if these post types were registered by other means. However, searching using a custom field may not be possible if the fields are not saved in the same format Toolset use. Does it make sense?

This being said, can you elaborate more on your request? Can you explain in small clear steps like:
1. I go to xxx
2. I do xxx
3. I expect to have xxx
4. Instead, I get xxx

#1971229
Screen Shot 2021-03-01 at 2.58.08 PM.png
Screen Shot 2021-03-01 at 2.59.10 PM.png
Screen Shot 2021-03-01 at 3.02.42 PM.png

Sure!

We were able to get Toolset search to work, after a time (don't know the issue but we got a ton of those "debugging" errors.)

I was able to get Toolset to see our publications and to get to (finally show content types (our name, not WP's name), Authors and Topics, as shown below in our screenshot. However we want to include multiple select checkboxes here, so for instance I want to be able to see a list of and select with a checkbox four or five authors or two or three topics. Is this possible with toolset?

#1972029

From the screenshot (Screen Shot 2021-03-01 at 3.02.42 PM.png) I assume that authors and topics are custom taxonomies. If that's the case, you can have the checkboxes to filter with them. Check this article on how to create custom searches https://toolset.com/course-lesson/creating-a-custom-search/

#1974905
Screen Shot 2021-03-04 at 1.09.56 PM.png
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Screen Shot 2021-03-04 at 1.16.58 PM.png

Perfect! We now have (on the backend) the checkboxes set up - but on the front end, they do not show up. I've enclosed some screen shots of what we see on both sides, and also of the taxonomies.

The page (view loop results) does show the results but the search functionality with checkboxes is not visible to the user.

I don't think we'll keep this for author (there are just too many of them) but for the other taxonomies we would want to use this.

#1975455

I understand that you have added the taxonomy filters to the view and you can see them in the backend, but they are visible on the frontend, right?
To better assist you with this, I'll need to take a closer look at your setup. Your next reply will be private to let you share credentials safely. ** Make a database backup before sharing credentials. **

#1976549

It seems that the provided user does not have permissions to see Toolset menu or other menus like pages, etc. Check this screenshot hidden link
I would need:
- An administrator privileges on the site.
- On what page have you created the view? A direct URL would be helpful.

#1979919

Hi there! So, we made the credentials for administrator privileges. Those are all set. The direct uRL to our page we're testing is here:

hidden link

I have several types of views on this page (just experimenting) but at the top is where the list / checkboxes should be. They are visible on the edit / backend but not on the public view page.

#1979965

You can't really work on a view if there are no posts to preview with. Currently, the first view of the page queries the "Publications" post type and there are no posts created on it yet. Check here hidden link

I created a view to query "article" post type, which has posts on it, on a private page and it worked as expected.
hidden link

Create some posts on the publications custom post and publish them, and try again.

#1980277

Ah I think we're back to our original question! We do, in fact have Publications. If you look at our live page here, you can see this page is using our custom post types here, and it's definitely working. But I think that the Toolset is using an OLD version of the Publications we had set up which was really just a category in a standard WordPress blog.

This is our publications page using our custom post types using CPT UI: hidden link

We wanted to replace the side bar sort with more features, hence the need for Toolset. But I'm still pretty sure Toolset does not see our custom content types - it sees categories from our existing blog (I know, unhelpfully these are the same names, but it's how we started this project!)

#1983507

I am a bit confused, what do you mean by publications? The custom post type that has the slug "article"?
That's what this page displays. Check this screenshot hidden link you can see that the link has the slug article. These posts are from the custom post type with slug "article" this one hidden link defined in CPT UI

And that's the one I have created a view for it here hidden link

#1987973

My issue is resolved now. Thank you!