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Allowing users access to form entries

  1. dan.wachtler@gmail.com
    Member

    Is is possible to allow a specified group of users access to the form entries without allowing access to admin controls?

    Posted 13 years ago on Tuesday December 21, 2010 | Permalink
  2. Yes, you can grant users access to just the entries but you have to either write custom code or use a plugin that interacts with the WordPress role management layer. I recommend installing and using the Members plugin. Once activated, go to it's settings page and turn on it's Role Editing capabilities.

    You can then edit the role the users you want to grant access to are part of and check the Gravity Forms capabilities when editing the role that you want to give them access to.

    Gravity Forms has a bunch of capabilities it adds that can be controlled using the Members plugin. It can be downloaded here:

    http://wordpress.org/extend/plugins/members/

    Posted 13 years ago on Tuesday December 21, 2010 | Permalink
  3. dan.wachtler@gmail.com
    Member

    This is great.

    Now is it possible to download data based on conditional logic? For instance, can a user select to only export entries that have a specific trait, such as state="WA". Or would I need to build this form myself.

    Posted 13 years ago on Wednesday December 22, 2010 | Permalink
  4. Currently, no. The Entry Export only allows you to export based on date range, not field values. We plan on enhancing this in the future.

    I must preface that by giving users access to view Entries you are in effect giving them access to the WordPress admin, however you would use the Members plugin to limit their roles so the only thing they see in the admin are the tools you want them to see (ex. View Entries). But they would still do so by logging into the WordPress dashboard.

    Entries aren't displayed on the frontend by Gravity Forms.

    However there is a plugin called the Gravity Forms Directory Add-On in the WordPress.org repository that makes it possible to show Entry data on the frontend.

    Posted 13 years ago on Wednesday December 22, 2010 | Permalink
  5. swbiggart
    Member

    I was checking out the Members plugin, and according to the details at the link provided, it does not currently support Wordpress 3.1 (only up to 2.8.4). Has anyone experienced issues with this plugin or is there an alternative I should use with the most current version of Wordpress?

    Thanks a lot, LOVE gravity forms so far!

    Posted 13 years ago on Tuesday January 4, 2011 | Permalink
  6. I'm not aware of any issues with the Members plugin on WordPress 3.0 even with it reflected as only up to 2.8.4 so i'm sure it works fine with WordPress 3.1 as well.

    It only reflects up to 2.8.4 because Justin Tadlock hasn't added any new features to it and updated the plugin in the repository.

    It should work fine.

    Posted 13 years ago on Tuesday January 4, 2011 | Permalink
  7. I am researching creating a Business directory with GF for a community site http://www.foster.vic.au to replace the currently very buggy "Business Manager" plugin. So.. I really need to give logged in users the ability to edit their listings.

    So have I understand correctly that using the Members plugin, the user can only edit their already submitted form data via the backend? If there is a front end solution for this, could someone please give me a heads up?

    Posted 13 years ago on Wednesday January 5, 2011 | Permalink
  8. Members plugin when activated is somehow causing the GForms menu item in Dashboard to not show! As soon as I deactivate Members then menu item appears again!

    Using clean WP3.1 install, MySQL5, PHP5.2.13 (ie. MAMP PRO setup), GF 1.5RC on my local machine.

    Posted 13 years ago on Wednesday January 5, 2011 | Permalink
  9. And one more...

    Carl, in your reply above I can't make sense of "You can then edit the role the users you want to grant access to are part of and check the Gravity Forms capabilities when editing the role that you want to give them access to." - though I've read it 3 times. Could you please elaborate?

    BTW loving GF very much!!

    Posted 13 years ago on Wednesday January 5, 2011 | Permalink
  10. Gravity Forms menu item disappears when you activate the Members plugin because the Members plugin is hiding it. You have to turn on role editing, edit the Administrator role and then make sure all the Gravity Forms capabilities are active.

    - Activate the Members plugin
    - Go to Members Components under WordPress Settings (http://grab.by/8diJ)
    - Make sure the Edit Roles option is checked and save (http://grab.by/8diM)
    - Go to Roles under Users (http://grab.by/8diO)
    - Edit the Administrator role
    - Make sure all the Gravity Forms related capabilities are checked (http://grab.by/8diR)
    - Save the role

    If you are using Gravity Forms to create editable listings then I highly recommend you use POSTS for those listings. Then you can give the users access to view and edit their posts.

    Form Entries themselves do not have access control that is granular on the user by user level. The way WordPress works role management works using roles. So access to edit Entries would be on a role basis, not a user basis.

    Posted 13 years ago on Wednesday January 5, 2011 | Permalink
  11. Thank you Carl, very useful!

    I'll look into how to setup post editing from the front end (anyone recommend a plugin for this?) and making a custom post type for the Business Listings, and keep categories separated from normal posts.

    I think using 'Post custom field' GF form field might be the way to go for standard info (tel number etc) to keep it separated from body text etc. Not sure how the user will edit this in the front end yet... anyone have some advice?

    Posted 13 years ago on Thursday January 6, 2011 | Permalink
  12. Jaktis
    Member

    I got a lot of help from finding this, but the users I give permission to access the entries from the form isn't able to download the data. The download page displays properly, but when I select the form to download entries from I can't see the selectable fields nor the download button.

    I have latest version of wordpress and gravity form. Anyone have any idea why it behaves this way?

    Posted 13 years ago on Tuesday January 11, 2011 | Permalink
  13. theotherhand
    Member

    Is there a way to restrict a user to only be able to edit their own entries? I would like users to be able to edit their own entries, and unfortunately, this cannot be a post because there are a lot of custom fields that need to be collected.

    How can I display a list of entries created by the currently logged in user, and then allow them to edit those entries?

    Posted 12 years ago on Monday August 29, 2011 | Permalink
  14. jameztcc
    Member

    Hi Carl,

    I can't use Members (got segmentation faults) but I am using User Role Editor and Capabilities Manager plugins. In these 2 plugins I can see consistently the following capabilities:

    gravityforms_mailchimp
    gravityforms_mailchimp_uninstall
    gravityforms_user_registration
    gravityforms_user_registration_uninstall

    The ones I wanted to use as shown in your http://grab.by/8diR e.g. _view_entries is not shown in my plugins. Are they still valid to use and where can I read about the purpose of these capabilities so to properly use them?

    thanks!
    James Tan

    Posted 12 years ago on Friday September 16, 2011 | Permalink
  15. We do not have a detailed explanation of each capability as they are pretty self explanatory and typically the name of the capability is sufficient in explaining what it allows. You can find a full list here:

    http://www.gravityhelp.com/documentation/page/Role_Management

    Posted 12 years ago on Friday September 16, 2011 | Permalink
  16. jameztcc
    Member

    Hi Carl,

    thanks, the list is very useful. Thanks,
    James Tan

    Posted 12 years ago on Saturday September 17, 2011 | Permalink
  17. Carmello
    Member

    Carl, one thing that would be really helpful in future updates for my clients would be that logged in user without the capability to edit forms would not see the edit forms button in the forms menu.

    Posted 12 years ago on Saturday September 17, 2011 | Permalink
  18. Andris,

    DId you find a way to accomplish your goal? I am trying to do the same thing and struggling to find a solution. I am using Cart66 to process PayPal express transactions, and using GF to take the info, make a post, Cart66 takes the payment, returns them to a thank you page were another GF ask them to create a user account. This creates an "Author" account in WordPress.

    I'd like to be able to let user login and see only their posts listed on a front side page. Clicking on a post title would take them to the post's page where they can see other user's comments on their post and make comments themselves. They do not need edit rights.

    Thanks for any help.

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink
  19. RichardBest
    Member

    Hi Brian - I'm just another GF user but have been deploying GF on multiple sites since shortly after it was first released. I'm not entirely clear on what you're trying to do, but it sounds like you:

    - are setting up a pay to post mechanism (doable with the PayPal Add-On); and
    - would like a user (who has presumably paid to post) to be able to logon and see only his/her paid-for posts.

    If that's right, you can achieve that with a combination of Peter's Logon Redirect plugin and creating a dynamic link in the navigation for "My Posts" which only appears when the user is logged in. This is the code I've used in the past to achieve the latter (which in my case I added to the theme's header.php file alongside the existing horizontal nav list):

    <?php global $user_login; if($user_login) { ?><li><a href="http://yoursite.com/?author=<?php echo $user_ID; ?>/" >My Posts</a></li><?php } ?>

    In essence, the redirect plugin can be used to take the user straight back to the homepage (or other designated page) upon logging in and the code above can be used to create a link to the user's posts. I've not tried adding the code above to the entry for the redirect in the backend/admin. Perhaps that would work. Come to think of it, it seems that that's what you're after. Might be worth a try.

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink
  20. RichardBest
    Member

    By the way, for those interested in the ability to edit posts from the front end, the latest release of the third party Gravity Forms Directory Add-On now supports the ability for a user to edit his or her entries from the front end, assuming you're showing the entries on the front end via the directory shortcode.

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink
  21. Richard,

    That is extremely helpful. Your assumptions were correct. However, I've inserted the code you posted into a PHP widget on my sidebar and when I click it (while logged in as an author I use for testing) I get this resulting url: http://www.testmymessage.com/?author=/ with a 404 error.

    Any further help is greatly appreciated!

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink
  22. Don't know if it matters or not, but I'm not using the GF paypal plugin- I needed the ability to have coupon codes so I'm using Cart66 (which integrates nicely with GF) to process payments.

    I found that if I used more than one integration with GF the others would break. I was using User registration and MailChimp as well.

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink
  23. Brian and Richard, this has gotten pretty far off topic for a Pre Purchase thread, so I'm going to close it. Brian, if you need assistance with this, please start a new support topic.

    Thanks.

    Posted 12 years ago on Tuesday September 27, 2011 | Permalink

This topic has been resolved and has been closed to new replies.