Create new profile form, but only some fields visible – none editable

Can you confirm that your default form is the new form on Ultimate Member => Settings => User Page?

Thanks Borisv. Ultimate Member => Settings => User Page is set to “User” – as it was on default setup. Perhaps I should change it to something else?

Yes, you should change it to your new default user page.

Borisv, you are kind to answer, thank you.

My goal is to present several custom forms for the end user member to edit a subset of his or her profile fields.

To test this, using your answers, I’ve set every field on the form to “user editable” and changed the User Page to the new user page, and then to the account page and several others to see if any of these would open up edit capabilities on the form.

It seems that the Ultimate Member default use of a “Profile Form” is to display information rather than allow the user to use a form to edit it.

If that is true, then we may be trying to get the plugin to do something it is not designed to do. If the intent for the “Profile Form” if to allow the end-user (member) to use a form to edit some fields from his profile, then I wonder what remains to use this functionality.

Thank you for your help, and let me know when we might hire you for this help rather than ask here.

-Michael

It seems that the Ultimate Member default use of a “Profile Form” is to display information rather than allow the user to use a form to edit it.

It seems to me that you are not seeing the gear (cog) icon (to the right of the profile page, opposite to the avatar), because I don’t understand otherwise why you’d think so. When you pull that menu down, users can edit their pages and so can you (admin).

So, as you see you don’t need to hire me ??

I hope this helps,

• This reply was modified 8 years, 4 months ago by borisv.

Hi Borisv – Good observation, that cog. When choosing “Edit Profile” the cog submenu, the system seems to default to only one edit form. The same one for editing, no matter how many custom profile forms I create.

So there still seems some work for me to do to present several different custom forms for the end user member to edit a subset of his or her profile fields.

To create a use case:

IF a user clicks on a link… “Manage My Beer Tasting Certification Requirements” he should see four fields: Name, Email, and “Beer tasting experience years” and “upload Beer Tasting Certificate”.

If a user needs to “Manage my Scotch Tasting Certification Requirements” she should see four fields, two of which are different than the Beer taster: Name, Email and “Number of years living in Islay Scotland” and “Upload Distiller’s Certificate”

Presenting Scotch fields to Beer tasters… well we all know those don’t mix well.

So in the end, we want to present more than one custom form for the end user member to edit a special and unique subset of his or her profile fields–ostensibly defined by a customer profile form.

Do you think we’re going about it the wrong way?

-Michael

• This reply was modified 8 years, 4 months ago by mkstebbins.
• This reply was modified 8 years, 4 months ago by mkstebbins.

Do you think we’re going about it the wrong way?

Frankly, I think you haven’t grasped the power of this plugin yet. That, however, seems to be a problem with anyone trying to create sophisticated profile pages for their UM sites. Mainly due to the absence of comprehensive documentation.

I am creating the ultimate ultimate member tutorial, but because I also have to do web development work, it’s taking me some time to finish.

The fact is, and I told you before, you could create a set of fields only the beer people could see and another, only the Scotch people could. That is accomplished via the flexible UM conditional logic which can be programmed to every field.

Thanks Borisv, There does seem to be a lot to discover in this plugin. The conditional logic is one of the primary reasons it appeals for what we need.

We could definitely ask at the top of every form, “Are you a Beer person or a Scotch person?” and then use branching and logic from there, but the dichotomy was for example only. There are eight+ different types of members on our site, each requiring different sets of fields.

It looks as if Ultimate Member doesn’t support multiple custom profile forms that allow editing.The “Edit” option under the gear always funnels to one instance of profile edit.

Unless we learn otherwise, we’ll go the conditional branching route.

-Michael

P.S. It’s really good of you to document the plugin. Thank you in advance.

It looks as if Ultimate Member doesn’t support multiple custom profile forms that allow editing.The “Edit” option under the gear always funnels to one instance of profile edit.

This is not correct, and you don’t need to wait for my documentation to do that:
https://docs.ultimatemember.com/article/100-unique-profiles-for-different-user-roles

In your situation you’ll need to have 8 shortcodes in the user page.

Borisv, That is the key. Thank you. So what is now clear is this:

1. There can only be one page where users can edit profile.
2. That page can have multiple short codes related to custom profile forms, where each custom profile form is restricted (only view/edit) by a specific user type
3. More than one form can be displayed in sequence and using custom templates is a great way to control the look and flow.

WIth a few tweaks it looks like we can use Ultimate Member and get the results we are looking for.

Thanks again for your help.

-Michael