PLEASE NOTE: These forums are no longer utilized and are provided as an archive for informational purposes only. All support issues will be handled via email using our support ticket system. For more detailed information on this change, please see this blog post.

role-based access to form entries?

  1. gmw
    Member

    We partner with local sports organizations and host sporting events around the country. We use GF to register teams that wish to participate. Is it possible that these local organizations could login to the WP back-end and view/edit/download to csv the entries for the form used for their event? They should only be able to see their event form and not the forms for other events/organizations.

    BTW, GF rocks! Thanks!

    Posted 9 years ago on Wednesday March 28, 2012 | Permalink
  2. gmw
    Member

    The following post by Kevin Flahaut indicates that this can NOT be done at this time.

    http://www.gravityhelp.com/forums/topic/backend-show-certain-form-entries-to-specific-role

    Posted 9 years ago on Friday March 30, 2012 | Permalink
  3. gmw
    Member

    Following Tom Tongs approach in the link in my previous post, I installed Justin Tadlock's Members plugin. I too was unable to implement the granularity of permissions that I was hoping for: assigning a role to a user and restricting that user to only view, edit download the form(s) and entries assigned to their role.

    While I understand that the current version of GF does not support this granularity out of the box, I was wondering if a little bit of custom code and few small hacks might be able to do the trick.

    In a nutshell, here is what I would like to do:

    1) Assign form ids to a user role. A role will only be able to see the forms/entries assigned to that role.

    2) On the Forms | Entries submenu item, only forms/entries assigned to that role will be visible.

    3) On the Forms | Import/Export submenu page, I would like to restrict the user to only be able to see the download entries assigned to that role.

    4) On the Forms | Import/Export submenu page, I would like to disable/remove the ability to Export Forms and Import Forms.

    I realize the downside of using hacks but this functionality would be extremely beneficial for my site. I also realize that this inquiry is outside of normal GF support obligations. I was just hoping that someone may be able to offer some ideas on the possibility of implementing something like this.

    Any suggestions, anyone? Thanks!

    Posted 9 years ago on Friday March 30, 2012 | Permalink
  4. Gravity Forms role management capabilities mimic basic WordPress role management capabilities in that the capabilities are tied to primary capabilities such as the ability to edit forms, the ability to view entries, etc.

    The WordPress role management capabilities that Gravity Forms provides are not granular like you have described to where they can be controlled on a form by form basis. So this isn't going to be possible with the existing role management capabilities that Gravity Forms provides as you appear to be aware.

    From reviewing the available admin focused hooks, it doesn't look like this can be done using existing hooks which means it's not going to be possible without editing core plugin code, which is never a recommended course of action. But unfortunately that appears like it would be the only way to implement the customizations necessary to do what you describe.

    Posted 9 years ago on Tuesday April 3, 2012 | Permalink
  5. I am also looking for this capability. Is there another way to accomplish the same end without using roles based permissions... perhaps making .csv downloads of the select forms availible as hyperlinks on private/password protected pages? Just a thought/brainstorm. I'm curious if there is a way to get around the non-granularity that would be suffecient in the interim.

    Posted 9 years ago on Monday May 21, 2012 | Permalink
  6. I was going to submit a feature request for this but then stumbled across this conversation. I am also looking to assign permissions on a form by form basis. I would like to be able to give access to certain form entries to certain people.

    Posted 9 years ago on Wednesday June 27, 2012 | Permalink
  7. I'm also looking for this capability. Is this possible when using the Gravity Forms Directory plugin http://wordpress.org/extend/plugins/gravity-forms-addons/.

    Basically I have 10 different users capturing data and I want them to be able to view/edit only data that they have submitted.

    Thanks for a great plugin.

    Posted 9 years ago on Thursday July 5, 2012 | Permalink
  8. Mike, please contact the developer of that add-on to learn more about its capabilities. The directory add-on was not created by Gravityforms (Rocketgenius.)

    Posted 9 years ago on Thursday July 5, 2012 | Permalink