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.
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.
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.
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