Looking for best practice to facilitate the following requirements:
1. Utilizing Wordpress for a customer portal - installed with the following plugins
- WP Customer Area for aligning users to a group (customer) and limiting their content to their specific group/customer content
- Formidable Forms for admin data entry for all customers
- wpDataTables tied to Formidable Forms for easily viewing/filtering all data entries, showing simple charts, etc.
2. All users are assigned a role (essentially admin or customer)
3. Admins should be able to see all customers / all data
4. Users should only be able to see their user/group (but not limited to their entries only)
5. Currently users are aligned to a group in WP Customer Area which uses post metadata so open to other options of limiting users to customers
6. All data tables (Formidable Forms) have a customer field
7. I need to filter the Formidable Forms WPDataTables by customer - I would prefer to create a single page and dynamically filter the tables based on the user and thus, customer the user is aligned to - If required, I will create customer pages prefiltered for the specific customer and limit that column to only the customer specified (obviously this is not optimal as that would require new pages for every customer created)
I am not sure that I understood your request correctly so I will present you the options that our plugin has and which you could possible use to create desirable tables.
4. Users should only be able to see their user/group (but not limited to their entries only) We have option to prevent users to see and edit their own data and to choose user roles but both of this functionality are related to table editing functionality which is not yet implemented for tables created from Formidable forms. We do have plans to extend that Addon to support table editing but we do not have release date yet. At this moment this will require developing a custom solution.
5. Currently users are aligned to a group in WP Customer Area which uses post metadata so open to other options of limiting users to customers Unfortunately I do not have working experience with this plugin so a I am in no position to help you with this.
7. I need to filter the Formidable Forms WPDataTables by customer - I would prefer to create a single page and dynamically filter the tables based on the user and thus, customer the user is aligned to For prefiltering tables we have option to filter either the whole table or columns through URL - Documentation Second option would be to use predefined values which support placeholders - Documentation. This will allow you to insert %CURRENT_USER_ID% placeholder as default value and it will insert id of the current user in that column filter. Please keep in mind that both of these filters could be removed and all the data from the table will be shown. Possible solution for this problem would be to hide user id column and filtering will still apply.
Thank you Miljko - I am definitely waiting on the Formidable Forms editing permissions. As well, from my understanding, wpDataTables utilizing Formidable forms also does not allow the placeholders. Is that correct?
1. I need a method of filtering these tables so the users only see the data under their customer/group.
a. This can be dynamic by user (but would require some pretty complicated SQL queries to pivot the data to be usable in the wpDataTable). Is there somewhere to capture the SQL that wpDataTables is utilizing to query the Formidable Forms data?
b. If not dynamic, I would like to put a filter in place on the table itself. Is there a way to prefilter the Formidable Forms wpDataTables?
For both of these, the URL filtering, etc. would not work as the ability to remove the filter is not acceptable.
Is there somewhere to capture the SQL that wpDataTables is utilizing to query the Formidable Forms data? We are using Formidable Forms built in methods to fetch the data from their forms. Possible solution for this could be to implement the filter which will allow you to hook on that place in code and manipulate the data before or after they are fetched from server
Is there a way to prefilter the Formidable Forms wpDataTables? Unfortunately at this moment all applied filters could be removed from table in the wpDataTables. We recently developed Addon Powerful filters which could do similar thing by hiding a table and forcing you to choose filter value before showing just the data for that value. You can find more information about it at our - Documentation
Looking for best practice to facilitate the following requirements:
1. Utilizing Wordpress for a customer portal - installed with the following plugins
- WP Customer Area for aligning users to a group (customer) and limiting their content to their specific group/customer content
- Formidable Forms for admin data entry for all customers
- wpDataTables tied to Formidable Forms for easily viewing/filtering all data entries, showing simple charts, etc.
2. All users are assigned a role (essentially admin or customer)
3. Admins should be able to see all customers / all data
4. Users should only be able to see their user/group (but not limited to their entries only)
5. Currently users are aligned to a group in WP Customer Area which uses post metadata so open to other options of limiting users to customers
6. All data tables (Formidable Forms) have a customer field
7. I need to filter the Formidable Forms WPDataTables by customer - I would prefer to create a single page and dynamically filter the tables based on the user and thus, customer the user is aligned to - If required, I will create customer pages prefiltered for the specific customer and limit that column to only the customer specified (obviously this is not optimal as that would require new pages for every customer created)
Hi Cattrack,
Thank you for your inquire.
I am not sure that I understood your request correctly so I will present you the options that our plugin has and which you could possible use to create desirable tables.
We have option to prevent users to see and edit their own data and to choose user roles but both of this functionality are related to table editing functionality which is not yet implemented for tables created from Formidable forms. We do have plans to extend that Addon to support table editing but we do not have release date yet. At this moment this will require developing a custom solution.
Unfortunately I do not have working experience with this plugin so a I am in no position to help you with this.
For prefiltering tables we have option to filter either the whole table or columns through URL - Documentation
Second option would be to use predefined values which support placeholders - Documentation. This will allow you to insert %CURRENT_USER_ID% placeholder as default value and it will insert id of the current user in that column filter.
Please keep in mind that both of these filters could be removed and all the data from the table will be shown. Possible solution for this problem would be to hide user id column and filtering will still apply.
Thank you Miljko - I am definitely waiting on the Formidable Forms editing permissions. As well, from my understanding, wpDataTables utilizing Formidable forms also does not allow the placeholders. Is that correct?
1. I need a method of filtering these tables so the users only see the data under their customer/group.
a. This can be dynamic by user (but would require some pretty complicated SQL queries to pivot the data to be usable in the wpDataTable). Is there somewhere to capture the SQL that wpDataTables is utilizing to query the Formidable Forms data?
b. If not dynamic, I would like to put a filter in place on the table itself. Is there a way to prefilter the Formidable Forms wpDataTables?
For both of these, the URL filtering, etc. would not work as the ability to remove the filter is not acceptable.
Hi Cattrack,
We are using Formidable Forms built in methods to fetch the data from their forms. Possible solution for this could be to implement the filter which will allow you to hook on that place in code and manipulate the data before or after they are fetched from server
Unfortunately at this moment all applied filters could be removed from table in the wpDataTables. We recently developed Addon Powerful filters which could do similar thing by hiding a table and forcing you to choose filter value before showing just the data for that value. You can find more information about it at our - Documentation