We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

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  Public Ticket #2713435
Client Portal Site
Closed

Comments

  • Willem Nelson started the conversation

    Hi,

    I want to create a client portal site and have clients login to front end and edit information about their businesses. Each client will have about 25 table forms that they have to maintain during the year. Only administrators and the clients will see and edit the data and each clients forms and data is unique. Will wpdatatables be perfect for this. Currently we send excel sheets to clients they have to update and then mail them back during the year, but it is an admin nightmare. It almost like a CRM but the forms are complex the have to maintain.

  • [deleted] replied

    Hi Willem

    Thank you for reaching out to us.

    You can link data to specific users with our plugin. To do this the table needs to be editable (so you would need to import the file, to create a manual table), and also you need to have the User ID field in the table. Meaning, if John has user ID = 5, when he logs into your WordPress site, and looks at the table, he'd only see his data if you selected the User ID column as the "User ID column" in the Editing tab above the table. If there's no user ID column, and they aren't logging into WordPress, this will not work.  

      You can also add the placeholder %CURRENT_USER_ID% as the predefined filtering value in column settings of "User ID" column, and the table will automatically be filtered per the ID of the currently logged in user.   You can enable the Show all rows in back-end option from the Editing tab of the table to see all entries in the back-end. You can also edit the table but if you edit the table as an administrator your User ID will be saved when you make the change so make sure to turn off the Users see and edit only own data option before editing. 

     

    Please see the video below  

    How to create editable tables in WordPress where users edit only own rows - wpDataTables 2.0