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GF and Members Integration

  1. Problem: Limiting access to forms by user roles with Members and GF.

    I'm have searched through the forums and have come to understand, if not be sympathetic, to the lack of documentation.

    I'm a Joomla programmer as CMS base, and just opened myself to WP recently. Still learning it's intricacies.

    What I need assistance on is a bit more definition on what the GF capabilities do/offer.

    (http://www.gravityhelp.com/documentation/embedding-a-form/) doesn't help with explaining.

    You could just as easily sum it up for me in regards to what I need click without explanation..though details would be nice.

    ie: can edit a form (with conditional user login) gravityforms_edit_forms
    or
    can access form with gravityforms_create_form

    My Needs?

    User A can View/submit Form-A, but not Form-B. Is this not the right approach to take? I'm thinking I should be just creating a form and using [short code] of Members to allow/deny access.

    I'd still love to know what, exactly, each Gravity_Forms_capability does.

    **By the way, the GF website uses Profiles/Edit Profile. I saw a lot of posts regarding this kind of implementation using GF. Perhaps you could write a brief and simplified version of how the forms were integrated and combined to offer the functionality. Assuming a clear, layman documentation is made you would clarify a lot of the questions being asked (auto filling form fields - to - relating one form to another and more)**

    Posted 14 years ago on Saturday November 20, 2010 | Permalink
  2. You won't find documentation limiting access to forms because that isn't a feature of Gravity Forms. Gravity Forms doesn't do role management or access control. The Members plugin or other role management plugin is what does access control.

    If you want to limit a form from being accessed by certain users that you need to create a post or page, embed the form on that post or page, and then protect that post or page using the Members plugin.

    The post or page is what you protect, not the form. The form isn't usable unless it is embedded on a post or page... so it's the post or page you protect.

    If you need help using the Members plugin on how to protect a page or post then you need to use the available support resources (documentation, forum, etc.) for the Members plugin itself.

    The GF web site uses Profiles/Edit Profiles because it uses bbPress to power our support forum. The Profiles/Edit Profiles is functionality of the forum software, it has nothing to do with Gravity Forms.

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  3. Yep, as mentioned in my post - I can use short code from members, or inline code from Members for that page/form access.

    The real question is what are the definitions of the GF permissions/capabilities?

    gravityforms_create_form
    gravityforms_delete_entries
    gravityforms_delete_forms
    gravityforms_edit_entries
    gravityforms_edit_entry_notes
    gravityforms_edit_forms
    gravityforms_edit_settings
    gravityforms_export_entries
    gravityforms_feed
    gravityforms_uninstall
    gravityforms_view_entries
    gravityforms_view_entry_notes
    gravityforms_view_settings

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  4. I'm not sure what you are asking. Are you asking for details on each one of the Gravity Forms capabilities? Details aren't in documentation because they are self-explanatory.

    gravityforms_create_form allows a user to create forms.
    gravityforms_delete_entries allows a user to delete entries.
    gravityforms_edit_entries allows a user to edit entries.
    gravityforms_edit_forms allows a user to edit forms.

    Here is the complete list:

    Gravity Forms Related Capabilities

    gravityforms_create_form
    gravityforms_delete_entries
    gravityforms_delete_forms
    gravityforms_edit_entries
    gravityforms_edit_entry_notes
    gravityforms_edit_forms
    gravityforms_edit_settings
    gravityforms_export_entries
    gravityforms_uninstall
    gravityforms_view_entries
    gravityforms_view_entry_notes
    gravityforms_view_settings

    Add-On Related Capabilities

    gravityforms_campaignmonitor
    gravityforms_campaignmonitor_uninstall

    gravityforms_freshbooks
    gravityforms_freshbooks_uninstall

    gravityforms_mailchimp
    gravityforms_mailchimp_uninstall

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  5. Ah. I've set up my users not to have access to the back-end at all.

    I guess the question is by example:
    **********************************
    User A (say..Editor) can:

    gravityforms_edit_entries
    gravityforms_view_entry_notes

    ***********************************

    I'm simply uncertain how such features are implemented. With Members plugin the user access is already defined and done. As I originally come from Joomla programming backend access is bad. Thus, does User A only have access to the GF features/capabilities via backend (so I won't need worry about them at all)?

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  6. Features and Capabilities are added to a Role and the user is assigned to a Role. I'm not sure if it's possible to add capabilities to a specific user. They are designed to be added to a role and then a user is assigned to a role.

    So you would use the Members plugin, turn on it's Role Management capabilities and then edit a role and add/remove Gravity Forms capabilities to it and then assign the user to that role.

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  7. We are definately not communicating on the same page.

    You know the members plugin, obviously, so lets start there-
    ****************************************
    Roles -> Capabilities -> GF_Capabilities

    Check Boxes for GF

    *****************************************

    With me so far?

    Lets check 2 random GF capabilities to allow it for the USER_Role.

    Are those checked capabilities only accessable to the role via the wp-backend? Is it front end access (ie a user clicks on a link to a form created with GF...features/capabilities appear based on role)

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  8. All of the GF capabilities are back-end admin only related. They don't have anything to do with frontend form display. They are only admin related capabilities to limit what users can and can't do in the admin.

    If you want to limit form display on the frontend you need to use the Members plugin to do so.

    Posted 14 years ago on Monday November 22, 2010 | Permalink
  9. Perfect. That's all I needed to know, thank you. Sorry if my original question didn't clarify this.

    Posted 14 years ago on Monday November 22, 2010 | Permalink