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Chain Forms Together?

  1. I am looking to implement a semi-unique set of forms on a new website I'm developing, and I'm not sure if anyone else has done this before or not. This website is being set up for a conference, and I'd like to use Gravity Forms for the proposal submission process.

    Basically, I'm looking to do the following:

    1) Allow someone to submit a proposal (session name, session abstract, etc.) and have that turned into a draft post as a "Session" (I installed the third-party add-on that lets me select custom post types for submitted forms).
    2) Allow the person to submit their biographical information as a "Speaker" (could be tied to a user account or a custom post type)

    That portion of it should be somewhat straight-forward. I can simply set up a new form that takes all of the appropriate information about the session and the bio information about the presenter and creates a new user based on the bio and a new custom post based on the rest of the info.

    However, the next steps make things a little more complicated. I also need to allow people to take the following actions:
    a) Add another speaker/presenter to the original session that was submitted in step 1
    b) Add another proposal using the same bio information that was submitted in step 2

    Does anyone have any suggestions on the best way to implement this? I've thought about using the user registration add-on, but I'm not sure how I would go about associating more than one user with a single post that's submitted. On top of that, someone (let's call this person "Jim Smith") may submit a proposal saying they'll be speaking with "John Doe", then need to submit a separate proposal where they'll be speaking with "Jane Smith" (who may or may not have already submitted a separate proposal of her own). Ideally, it would be nice if there was a way for them to start typing someone's name, and, if that person has already registered, let their information be filled in automatically (without necessarily exposing the entire user list to the public).

    Any thoughts to make this process as painless as possible for the submitters and for the content managers would be greatly appreciated. I know I'm asking for a lot, and it may not be easily implemented, but any thoughts on getting at least part of the way there would be great. Thanks.

    Posted 7 years ago on Monday January 7, 2013 | Permalink
  2. So, the proposal (which is the same as a session, or becomes a session after it's approved?) will have at least one speaker, the original person who submitted it? And how is their information associated or shown with the post? Are they the author, and you would have an author bio page in your theme?

    Once a second person adds themselves to a session, how is their information displayed to a visitor to the website?

    If a presenter wants to submit another proposal/session, I think it would be best to use the User Registration add-on, and capture all their information. If they are logged in when they go to create another proposal, you can pre-populate all their user information. Then they can create another session. One the author profile page, you can lists all posts of this custom post type (Session.)

    I would make the form which allows submission of a session available to logged in members only, and as the alternate content give them a link to the registration form.

    I have not addressed this at all:

    On top of that, someone (let's call this person "Jim Smith") may submit a proposal saying they'll be speaking with "John Doe", then need to submit a separate proposal where they'll be speaking with "Jane Smith" (who may or may not have already submitted a separate proposal of her own).

    You might be able to use a related posts plugin, or you might have to do some manual hyperlinking or adding or tags to make that part work seamlessly.

    Posted 7 years ago on Tuesday January 8, 2013 | Permalink