Is it possible to apply a default filter to a data table using custom user meta fields? We have two distinct user groups - Districts and School Sites. We want to limit table and chart data based on a user's District or School Site. We do not want a School Site user to see all of the data in a given district (ie other school's data) and we want a District user to see only the data related to their own District (ie the schools within their district).
I was able to filter a Formidable View using "District is equal to [user_meta key=user_district]" where user_district is a custom user meta field created using Pods. It works great but there is no way to pass that filter to a chart. The functionality discussed in this video is exactly what we need, but we need the table itself to be filtered using custom user meta fields.
Firstly, I would like to sincerely apologize for the delayed response as we have been experiencing an unusually high number of tickets. I am sorry that it has taken longer than usual to respond to your concern and your patience is highly appreciated.
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I have been looking for a workaround to achieve what you described here for some time, but despite best efforts, i am not able to confirm with 100% certainty if there is a way to achieve it.
Generally speaking, we have placeholders that can be used, for example in case if we would prefilter the data for currently logged in user ID, or username, email, and so on... but we don't have a built-in placeholder for custom user meta fields; so i am not sure if this is possible.
If this was a different type of table, not linked to Formidable Form, but rather an SQL Query based;
then we have an example how we can prefilter by WP user role; which can also be applied for custom user roles from metadata.
But for tables linked to forms, it seems to me it is not possible at this time.
I will have to escalate this to my senior colleagues at the 2nd level, and they will check if we have a workaround to achieve this.
Once again apologies for all the waiting time, i will check in with them as often as possible, and as soon as they confirm i will report back to you.
-
And, just wanted to point out that we have a Demo Sandbox site, where you can try out the plugin functionalities, on this link
and there is a 15-day money-back guarantee period, So if you purchase the plugin, you can safely fully test it out, and if it doesn't fit your needs you can request and receive a refund in that period. ( same goes for all plugins and add-ons)
I appreciate you taking the time to review and respond to my question. I am willing to consider using a different form builder if you think this might be the best way to achieve the objective (filtering data views AND charts using roles or custom user meta data).
Formidable Forms appealed to me because it purported to enable the building of relational databases using forms. I have been able to achieve most of what we need but it does not appear to be a truly relational database. I am new to WordPress and Formidable Forms so the limitations I've encountered are probably due to my own lack of understanding.
Thank you for your patience, i took some time to check with our senior Team about all the details.
The workaround i was mentioning would not be possible through Formidable, they definitely confirmed-
because these kinds of tables linked to Forms are being made through integration with an add-on;
and not directly through a database SQL Query, so, that was my mistake there.
-
Unfortunately, something like what you need here can not be created unless you create a custom SQL Query to pull the data you need from the database of the form builder, and our support does not cover building custom Queries.
So, I am sorry to disappoint you, but at this time, this is not achievable with any of the built in functionalities in our plugin.
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like ( it is also available in the plugin dashboard), where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
-
Maybe it can be done with custom work. Our developers are very busy at the moment, working on some priority tasks and fixing bugs and issues with our plugins, so they won't be having the time for custom work in the near future.
If you need assistance to create a solution at this time, we can recommend reaching out to someone who does custom solutions, such as WP Kraken, but we can't advise on their pricing.
This is a really good question, to be honest with you, i am not 100% sure.
I believe the best "first stop" would be WP Kraken, since they know our plugin very well,
to ask them if they can do something like this for you - or if they can advise a different approach,
but on the other hand, i am not sure if the Formidable Team can help on a query like this - or do they even do custom work...
So that is why i would say, probably the best bet will be to ask a Team who does customizations, such as WP Kraken first, and then to figure out the next move.
Milos is on a vacation, so I'll take over this ticket.
I hope Kraken will have the time to take a look at your request this time around, but if not - would you please consider adding this as a feature suggestion on this page, so our developers can look into doing something similar in the future?
It most likely won't be coming along any time soon, but having it there, in the ideas list, can surely benefit all users.
Is it possible to apply a default filter to a data table using custom user meta fields? We have two distinct user groups - Districts and School Sites. We want to limit table and chart data based on a user's District or School Site. We do not want a School Site user to see all of the data in a given district (ie other school's data) and we want a District user to see only the data related to their own District (ie the schools within their district).
I was able to filter a Formidable View using "District is equal to [user_meta key=user_district]" where user_district is a custom user meta field created using Pods. It works great but there is no way to pass that filter to a chart. The functionality discussed in this video is exactly what we need, but we need the table itself to be filtered using custom user meta fields.
https://wpdatatables.com/documentation/wpdatacharts/follow-table-filtering-in-charts/
Hi, Dan
Firstly, I would like to sincerely apologize for the delayed response as we have been experiencing an unusually high number of tickets. I am sorry that it has taken longer than usual to respond to your concern and your patience is highly appreciated.
-
I have been looking for a workaround to achieve what you described here for some time, but despite best efforts, i am not able to confirm with 100% certainty if there is a way to achieve it.
Generally speaking, we have placeholders that can be used, for example in case if we would prefilter the data for currently logged in user ID, or username, email, and so on... but we don't have a built-in placeholder for custom user meta fields; so i am not sure if this is possible.
If this was a different type of table, not linked to Formidable Form, but rather an SQL Query based;
then we have an example how we can prefilter by WP user role; which can also be applied for custom user roles from metadata.
But for tables linked to forms, it seems to me it is not possible at this time.
I will have to escalate this to my senior colleagues at the 2nd level, and they will check if we have a workaround to achieve this.
Once again apologies for all the waiting time, i will check in with them as often as possible, and as soon as they confirm i will report back to you.
-
And, just wanted to point out that we have a Demo Sandbox site, where you can try out the plugin functionalities, on this link
and there is a 15-day money-back guarantee period, So if you purchase the plugin, you can safely fully test it out, and if it doesn't fit your needs you can request and receive a refund in that period. ( same goes for all plugins and add-ons)
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Thank you, Miloš.
I appreciate you taking the time to review and respond to my question. I am willing to consider using a different form builder if you think this might be the best way to achieve the objective (filtering data views AND charts using roles or custom user meta data).
Formidable Forms appealed to me because it purported to enable the building of relational databases using forms. I have been able to achieve most of what we need but it does not appear to be a truly relational database. I am new to WordPress and Formidable Forms so the limitations I've encountered are probably due to my own lack of understanding.
Thanks again for your efforts...Dan
Hi, Dan
Thank you for your patience, i took some time to check with our senior Team about all the details.
The workaround i was mentioning would not be possible through Formidable, they definitely confirmed-
because these kinds of tables linked to Forms are being made through integration with an add-on;
and not directly through a database SQL Query, so, that was my mistake there.
-
Unfortunately, something like what you need here can not be created unless you create a custom SQL Query to pull the data you need from the database of the form builder, and our support does not cover building custom Queries.
So, I am sorry to disappoint you, but at this time, this is not achievable with any of the built in functionalities in our plugin.
Please feel free to search on our suggestions page,
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like ( it is also available in the plugin dashboard), where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
-
Maybe it can be done with custom work.
Our developers are very busy at the moment, working on some priority tasks and fixing bugs and issues with our plugins, so they won't be having the time for custom work in the near future.
If you need assistance to create a solution at this time, we can recommend reaching out to someone who does custom solutions, such as WP Kraken,
but we can't advise on their pricing.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello again, Miloš. Thank you for your continued efforts.
Do you know if WPKraken can customize the wpDataTables - Formidable Forms integration or should I be approaching Formidable Forms for this?
Hi, Dan
Sorry for another delayed response.
This is a really good question, to be honest with you, i am not 100% sure.
I believe the best "first stop" would be WP Kraken, since they know our plugin very well,
to ask them if they can do something like this for you - or if they can advise a different approach,
but on the other hand, i am not sure if the Formidable Team can help on a query like this - or do they even do custom work...
So that is why i would say, probably the best bet will be to ask a Team who does customizations, such as WP Kraken first, and then to figure out the next move.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Thanks again, Miloš. I have reached out to WPKraken.
Hey, Dan
No problem at all, i am happy to be of any assistance or to advise.
Let us know if you have any further questions for us. Thank you
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello Dan
Milos is on a vacation, so I'll take over this ticket.
I hope Kraken will have the time to take a look at your request this time around, but if not - would you please consider adding this as a feature suggestion on this page, so our developers can look into doing something similar in the future?
It most likely won't be coming along any time soon, but having it there, in the ideas list, can surely benefit all users.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables