[Resolved] Workflow – the best order using Toolset

[Author]

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[lesleyA]

Tell us what you are trying to do?

This is just a general query.
I plan to on-board members to my site.
I have created a post form whereby they can add their details about their business. I have set the post that is created to "pending approval". Once approved I was planning to use the email that's captured in the post form to send a user form to the member so that they can log in and manage their post.

Does my plan sound right? I feel anxious that there is a gap in my plan and there won't be a link between the user and the post they originally created.

Advice would be much appreciated.

Is there any documentation that you are following?
https://toolset.com/course-chapter/forms-for-front-end-submission-and-editing-of-directory-items/

Is there a similar example that we can see?

What is the link to your site?
hidden link

[Luo Yang]

Hello,

I think your plan sound right.

You just need to add a author filter to the post view, so user can only see their own "business" posts.
https://toolset.com/documentation/user-guides/views/filtering-views-query-by-author/
Post author is the same as the logged in user

And it is possible to send the email notifications when the post status changed, see our document:
https://toolset.com/course-lesson/send-notifications-when-someone-submits-the-form/
section "Setting up notifications"
screenshot:
https://toolset.com/wp-content/uploads/2020/05/forms-when-to-send-notifications.png
There is an option "When post status changes to"

[lesleyA]

Hello Luo!

I knew I was missing something…

But where do I find "Query filter"?

Thank you!

[Luo Yang]

I assume you are using Blocks editor to setup the view block.

You can find and select the view block, in block setting, you will find the "Content Selection" panel, there is section "QUERY FILTERS", see my screenshot QUERY-FILTERS2.JPG

[lesleyA]

Thank you Luo,

Do I make a view of the supplier template? An then put it on a page?

[Luo Yang]

You can follow our document to create the "my account" page, and display above view block:
https://toolset.com/course-lesson/creating-a-my-account-page/
After user login into your website, redirect him to the my account page.

[lesleyA]

Thank you Luo, I am making progress with your help!

I have now created an account page for the Suppliers. I have added two views. The first shows some of the suppliers details.
The second one is to add new content called "Packages by this supplier" to the supplier's post. Would you be so kind to look at the image to see if I have the query set correctly? I'm just a little bit confused by all the options available to me!

[Luo Yang]

Please follow the document I mentioned above to setup the author filter:
https://toolset.com/documentation/user-guides/views/filtering-views-query-by-author/
See screenshot:
https://toolset.com/wp-content/uploads/2013/01/views-filter-by-post-author.jpg