Limit fields to certain groups

I’m not sure I understand your question, but I think you’ll need to configure which groups are shown on what you’re calling the full record sheet…the [pdb_record] shortcode will probably need to include the “groups” attribute as well. That will constrain which fields appear on that page.

I think it might be not possible to create four separate sheets as the plugin requires one [pdb_record] page.

The [register] (custom field of basic questions) field is used for basic signup and also for the list display on the Admin List page – set to display in field settings which include;. Name, company and email. The email is used to send out the link to the client, they would then click on it and go to either one of the four groups.

So four separate pages;

Client Group One
Client Group Two
Client Group Three
Client Group Four

Each page has [register] as well as listed the group fields specific to each client group. For example;

[pdb_signup groups="register,supplier_general_organisation_details,supplier_company_address,supplier_headquarters_address,supplier_company_contact_details,supplier_company_details,supplier_expertise,supplier_bim,supplier_company_activities,supplier_company_business_activities,supplier_customers,supplier_suppliers,suppliers_business_support"]

So the client who uses Group One would go to the page relevant to them, complete the initial short form of questions, email is sent to them, they click on it and then are taken to Group One questions only to complete the larger set of questions.

But all questions, even those not listed in the shortcode are displayed.

Does that make more sense?

Hello,

Should the record shortcode look something like this?

[pdb_record groups=”register,supplier_general_organisation_details,supplier_company_address,supplier_headquarters_address,supplier_company_contact_details,supplier_company_details,supplier_expertise,supplier_bim,supplier_company_activities,supplier_company_business_activities,supplier_customers,supplier_suppliers,suppliers_business_support”]

Yes, you’ll need to customize the [prd_record] shortcode with the groups attribute to control what is shown.

It’s true the plugin is set up for one single “participant record page” where the [pdb_record] shortcode is, but given some WP development knowledge, it’s possible to customize your outgoing email so that each customer group gets a link that sends them to the correct page…you’ll need a separate page for each one.

Or, another approach would be to build a custom template for your participant record page, such that there would only be one page, but depending on a variable included in the link you supplied the customer, would show a different set of groups/questions. Still need the PHP knowledge to make that work, of course.

Hi xnau,

Thanks for the direction, I have someone I can tap into who can do all of those things so should be ok to configure.

On a separate note, since setting up the pages using the custom [record] and groups I now get a 404 when I test editing the data. Any idea why this could have happened?

You’re getting a 404 when you submit the form on a record edit page on the frontend? What is the shortcode you’re using?

As above I’ve used the edited version to ensure it just displays the right fields;

[pdb_signup groups="register,supplier_general_organisation_details,supplier_company_address,supplier_headquarters_address,supplier_company_contact_details,supplier_company_details,supplier_expertise,supplier_bim,supplier_company_activities,supplier_company_business_activities,supplier_customers,supplier_suppliers,suppliers_business_support"]

Then in Record its;

[pdb_record groups="register,supplier_general_organisation_details,supplier_company_address,supplier_headquarters_address,supplier_company_contact_details,supplier_company_details,supplier_expertise,supplier_bim,supplier_company_activities,supplier_company_business_activities,supplier_customers,supplier_suppliers,suppliers_business_support"]

and Singlie its;

[pdb_single groups="register,supplier_general_organisation_details,supplier_company_address,supplier_headquarters_address,supplier_company_contact_details,supplier_company_details,supplier_expertise,supplier_bim,supplier_company_activities,supplier_company_business_activities,supplier_customers,supplier_suppliers,suppliers_business_support"]

I’ve stripped everything out, uninstalled the plugin and started from scratch to get the basics working. Following your instructions very carefully I can get as far as clicking the email link and then the page displays the full set of questions, hitting save creates a 404.

All the settings are as per the instructions manual. ??

What is interesting is that the admin account receives an email informing of the update to the record.

I’m using only the basic shortcodes with now alterations to their format.

Right ignore the last message. I’ve tested on a clean SQL and everything works fine. Some darn plugin or the theme to blame.

Thanks for your support. I’ll be adding a super review. ??