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Getting to a pdb-single record listing from pdb-list (6 posts)

  1. AlbertJPeters
    Member
    Posted 2 years ago #

    Using your version of the plugin from last month. Would like my back-end volunteers to be able to get to a full client record from a search listing of multiple records (I'd rather they edit without the "deletion power" of the dashboard!). And can multiple search criteria be displayed on a pdb-list page?

    I've read through your documentation, but I've not been able to get this to work. Can you help? Thanks for a wonderful plugin in any case.

    http://wordpress.org/extend/plugins/participants-database/

  2. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    AlbertJPeters,

    It is possible to create a custom user type that would have only the privileges you assign them. The plugin has a setting for the role level where editing records is allowed. This lets you have people log in to edit the database records, and yet have no ability to mess with anything else. I set it up to make this possible.

    Multiple search criteria is not built into the plugin, but it is possible to build custom search functionality into a template if you have some coding skills.

  3. AlbertJPeters
    Member
    Posted 2 years ago #

    I appreciate your answering very much. And I'm sure I can handle the permissions issues with a little more plugin practice. But I'm having either conceptual or procedural troubles with two activities:

    (1) I'm unable to get a single record to display at all using the pdb_record and pdb_single shortcodes. In my test environment, my URL displaying pdb_single is "http://localhost/database1/?page_id=88". How should this line read to display a given record, say a participant with id="1100" and private id="mz4wm"?

    (2) I'm unable to put a link into my pdb_list page that takes the reader to an individual full record. In SETTINGS, my Single Record Link Field is set to be "Link" (a custom field I added) and my Single Record Page to "Record Edit", the name of that page. But the Link field in both listed records and the dashboard remains unpopulated by any link to the individual records.

    My database presently has about 800 records in it. At this point, ALL were copied in by uploading a CSV file.

    Many thanks.

  4. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    AlbertJPeters,

    The singe record shortcodes just require that an identifier be present in the URL...so for your example, it would be something like "http://localhost/database1/?page_id=88&pdb=1100"

    Your "link" field has to be of type "text-line" or "image-upload" I suspect this is the problem.

  5. AlbertJPeters
    Member
    Posted 2 years ago #

    XNAU - You've been great.

    Yes - I worked out the link field, thanks to your advice.

    We have about a dozen "editors" that I'm trying to keep away from the dashboard's ERASE ALL capabilities - so I was hoping that there would be some way to go from a "pdb_list"'s link to a "pdb_record" that could be edited/updated. Is this possible in a user-friendly way?

    And I could use any advice you might have on best methods for easy report-writing from the database, and any advice on mail-merging.

  6. xnau
    Member
    Plugin Author

    Posted 2 years ago #

    AlbertJPeters,

    About your editors...I really suggest you look into setting up custom user roles if you have something like that going. Something like the "Members" plugin, for instance.

    However, since you asked, what you want to do is possible, you'll have to create a custom plugin template for the list so it will display the "private link" (like you can see in the admin list) and the the records can be edited. You'll want to control access to this capability, of course. You'r editors will have to be logged in probably--and that takes us back to the user role plugin.

    Repost Writing? Not sure I know what you mean, but it's easy enough to create a custom template for a single record that lays out the data any way you want. Another trick is to use print stylesheets to create a printable version of the single record.

    Mail merging is probably best done by exporting the list as a CSV into a spreadsheet program where you can perform the sorting and filtering you will need to set it up for running a mail application.

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