• Resolved amirdorna

    (@amirdorna)


    I am using this system as a Estimation form for our Sales Reps.

    Every SR will have a user/pass to login to access the form.

    Now other than showing the name of Client, how Can I have the name and Email address of the SR who filled the form too ?

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author codepeople

    (@codepeople)

    Hello @amirdorna,

    If you are using the Developer or Platinum versions of the plugin, you simply should use the DS fields (the set of fields whose values are read from external data-sources, like a database or a CSV file), for example, for reading the name of client:

    – Insert a “Hidden DS” field in the form.

    In the field’s properties:

    – Select the “User data” option for the “Define Datasource” attribute.
    – Select the “user_nicename” or “user_login” option for the “Attribute for values” attribute.
    – And finally, tick the checkbox: “Display data for logged user”

    and that’s all.

    For the user’s email, follow the same steps but selecting the “user_email” option for the “Attribute for values” attribute.

    Best regards.

    Thread Starter amirdorna

    (@amirdorna)

    Wonderful, Thanks a lot

Viewing 2 replies - 1 through 2 (of 2 total)
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