The easiest way to do this is to create a set of buttons or links, one for each chapter. You can even do this as a custom menu. The URL of each chapter goes to the page with the [pdb_list] shortcode on it. Could be the same page if you want.
The URL includes the search term that will show all the record in a chapter…for instance:
http://yoursite.com/participant-list/?operator=like&submit=search&search_field=chapter&value=chicago
That would give you all the folks in the Chicago chapter. All you have to do is make sure the “search_field” parameter matches the name of your chapter field.
Thanks -I will try this. Is there a way I can display info about a chapter (president, time, where they meet) When I import all the members in, is there a way in the import to specify what the chapter is Am I able to set up sorts so that people can search on name and profession Thanks for your help
the best way to import your records is to first put it into a spreadsheet, that way you can add your chapter data. Then export the spreadsheet as a CSV. I’ve written an article that should be helpful:
Importing an Existing Database into Participants Database
Thanks – it is very helpful. I have all my data in a CSV file. Just want to make sure I do this correctly. Do I add the chapter as a field in the CSV file or do I have to add the chapters after I import.
Thanks again
It’s certainly possible to add your new data to the CSV, but it can be error-prone and you better have a pretty solid understanding of how a CSV works.
That’s why I suggest the spreadsheet. Load the CSV into your spreadsheet and you’ll have an easy time modifying and adding. The spreadsheet app can take the burden of forming a valid CSV file.
Ok – in the spreadsheet how would I map the chapter to the members. If I create a field called chapter what would the corresponding field be in the participants database. Thanks
Create the chapter field in the plugin first. define it as a dropdown, then add all the dropdown values: the names of the chapters. Then, in the spreadsheet add a new column, at the top of the column, put the name of your chapters field. Then fill in the values in all your records in the spreadsheet. When you export the CSV from the spreadsheet app, the title row will identify the plugin field that will receive the data.
I’m working on the spreadsheet now. I am adding new fields in the participant backend. I see there is a main group and a personal group. How do these 2 different groups work. Will these fields all display on the same record and can I add these fields to the same spreadsheet or should I make all the fields main.
Thanks
First i want to make sure you understand you’ll only need one field to identify the chapter that each person is in. You said set up fields, as though there were several, I just wanted to make sure you didn’t think you needed a different field for each chapter.
The chapter field should be a dropdown, and all the chapters will be listed in the “values” of that field. Check this article under “Values” for details.
The groups and how they are used is all up to you. They are in the plugin only as examples, you should feel free to move the fields into any groups that make sense for your application. You can delete empty groups or create new ones. Check under the “field groups” tab on the manage database fields page, it should be clear. Some groups are for the backend only, they will have their “display” setting unchecked, but this can be changed for any group.
hope that helps clarify things
Thanks – I am setting it up now. I created a table with the chapter info and I added a link that can be clicked that goes to each chapter listing. I also added the sorting and searching feature. Your plugin is excellent! Is there a way to hide the email so it just says email instead of the actual email. Also is there way to format the member detail page so that it is all not one column. Thanks
If you don’t want to show the email, it’s easiest to just no include it in the list display. To do what you ask would require some custom code in a template.
Formatting the member detail page…the plugin doesn’t have any styling controls, it’s left up to you to make the changes to the CSS need to get the display you’re looking for. If you need to change the HTML, you can use a custom template.
How to Create Custom Templates
OK – thanks. Is there a way to change the field display size on the detail list. I have bio field that i would like to be wider. Is there a way to make the listing screens 2 lines per member
Hi I – put this code in http://bnili.com/mychater/?operator=like&submit=search&search_field=chapter&value=mychapter for each chapter and it works grest. I added a sort. When I try to sort on the that,I get all the members instead of the one in the chapter. Is there a paramaeter I can put in the sort to only return that particluar chapter. Thanks
You can place a filter in the shortcode to determine which records are included…for instance
[pdb_list filter="chapter=seattle"]
would only show those records with a chapter value of “seattle”
if you visit the “other notes” tab, you’ll see a full explanation of how this works.
Thanks – you have been great with your support.
The site went live this morning and had a few requests.I would like to place a total of how many people in a chapter. I see there is a total shortcode. What parameter would I use to the counts of each chapter. The page is http://bnili.com/chapter-listings-2/
Also is there a way to have a filter give back chapters that don’t have a particular industry. For example, find all the chapters without an accountant. This is the page that has all the members. http://bnili.com/chapter-listings-2/
Thanks again
