Close

Creating Forms

Create forms to fill in member information. They can be displayed on your member’s editor pages in the back-end, on any other post types’ editor pages, as well as on the front end if you like.
The Editor
In the beginning your form is completely blank except the submit button and a grey setting button at the top right of the form. Pressing this settings button toggles the form editor. There is a save button ( floppy disk icon ) at the top right of the editor which you can use to save your progress with the form. This editor has two panels – ‘Add form element’ and ‘Edit form element’.
Add form elements
This panel has several buttons labeled by their associated fields. These buttons can be dragged and dropped onto the form, doing this creates the associated input field on your form. You can decide the position of any element by dragging it around even after it has been placed on the form.
Edit form element
To edit any form element simply click on it and then switch to the ‘Edit form element’ panel in the editor. Here you’ll be provided with various options related to that element. After entering details for the element click on submit to apply your changes. You also have the options of deleting and duplicating elements using this panel. Most importantly do not forget to set an appropriate ‘Meta Key’ for the element. This key is necessary for printing the value on your showcase. For example if you set a field for collecting member’s age. And you give it a meta key of ‘MTS Age’. Then in the showcase template you can enter {{MTS Age}} to have the member’s age printed. It is always best to append a namespace such as ‘MTS’ to the key to ensure these keys do not overwrite any other meta keys set by your theme or other plugins on your posts.
Associate with Categories
When you’re done creating your form you’ll want to make it appear on the editor pages of your members. You can even place the forms on the editor pages of any other post type. In order to do so, you must select the post type and category in the ‘Associated Post Terms’ field below the form. When a form is filled out on an editor page, its values are stored in the respective meta keys on that post.
Front end forms
If you want to make the form appear on the front end for a member then use the shortcode printed above the form and enter the appropriate member id. The format is: You can find the shortcode right above the form.
Password
Passwords are very useful when placing the form on the front end where malicious users can access the form. Hence, it is highly recommended to use them in forms that are being placed on the front end. You can set different requirement levels for passwords just like any other field. Even if you set the requirement for your password field to ‘Public only’ it will still continue to appear on the back-end pages. However the field will be pre-filled. And changing its value and submitting will change the password for that particular member. For added security, it is recommended to have different passwords for different members when having the forms filled out on the front-end.