Bit of a complicated questions, and I'm not sure where to start so thought I'd ask the community...
Basically, we've been using Ninja Forms on our WordPress website for a while. It works great in the fact that our enquiries are sent straight to SalesForce.
Now, I'd like users to be able to fill in a form on our WordPress site which will then push more complicated information through to Salesforce e.g. they could fill in details such as their medical history which would then be pushed through to Salesforce and held in their customer profile.
I'm not sure if Ninja Forms will be able to handle this though... how will it know where to put the information? Currently, our form submissions setup a new record. But instead of setting up a new record/customer, it would need to edit a currently setup customer, and fill their profile with information which they've submitted through the form.
Has anyone ever done anything like this before?
You should read this for start https://ninjaforms.com/integrate-salesforce-and-ninja-forms/ , and prior to use your custom objects your must read this https://ninjaforms.com/docs/salesforce-crm/ , this guide gives you the heads up on how to map the fields and how to use custom objects, of course this is mainly a salesforce work.
Related
I am trying to make a WordPress plugin, for my own personal use and learning. It is a form creation plugin, like many others that already exist, gravity forms, caldera forms and others. I have some things already done, like listing the created forms.
My next step is to create a page called 'new form', or something like that. This page must allow the creation of a form with the fields that the user selects. Create fields of text type, checkbox, textarea and others. With configurable names and options.
Something similar to this type of pages:
Gravity Forms
Caldera Forms:
My problem is, I don't even know how to start. I'm not looking for someone to give me the job done or a step-by-step guide or anything like that. I'm looking for is orientation. I want to know how to start, or where to look for information. Learn, and know if these types of pages are made with the WordPress API and classes, if it is a completely new development, if there are libraries that I can use, etc.
Any advice is welcome. Thank you so much for everything!.
I have a form that allows users to search my website. The site has different sections, each one corresponding to a custom post type (it's based on Wordpress), so I've added a filter where the user can check in which of the sections they want to search.
How can I detect which checkboxes have been ticked so that when the results page is loaded they are correctly filtered? Can I do it with $_POST or do I need a cookie?
I'm sure this is pretty simple but I have little experience with forms and posting values, so I need a little direction. Thank you for your help!
The correct option is use GET. This way, filter options will be on url, being able to share, refresh and bookmark.
Also, WordPress already provide some GET filters (taxonomies).
WordPress recommends you to register your GET variables for security.
I'm currently in the process of writing my first Wordpress Plugin, which is extending WPmembers. Essentially, the logic flows as follows.
User logs in
Database is referenced to see if this is their first login, if true..
The user is presented with an information verification screen... once verified
Information goes to Salesforce via POST.
My issue is with step three, while I understand displaying fields from the database, I'm unsure of how to make those fields editable by the user.
Any tips? I'm sure this has been done before but after several days of googling I've been unable to find a use case that's similar enough to mine to be put to use.
This should help:
Adding and using custom user profile fields
Published by Justin Tadlock on September 10, 2009
just a quick one, are you aware of any wordpress form plugins that allow me to create a form and depending on which options they select, it will display a certain bit of information that submits to a selected email.
Im trying to achieve a web request form for clients and would like them to be able to fill out information as well as select a check box for a certain amount of questions. For example,"would you like to update your own content?"
if they check this box, i would like the form to render all the information in the form and then depending on which checkbox is selected it will give me a bit of content that is different. im trying to automate a proposal template so it writes all this content in an email so i can quickly do proposals for websites etc.
Yes, gravity forms does this. And it's very easy too.
http://www.gravityforms.com/
It is called 'conditional logic'. You enable this on a field, which will display conditional drop downs which you can choose previous 'multiple choice' questions to base your conditions on.
Think you have to pay for this plugin but you could probably find version 4 as a download somewhere to demo before you buy.
You won't be disappointed.
I have a requirement form my client.
He needs a registration form which should be integrated to his site where the user will come and register for that particular event.
Can any one help me what plugin can i use to do this ?? i used http://wordpress.org/extend/plugins/event-registration/ plugin but it dint work,
i need something like this
http://startupsaturday.headstart.in/event.php?eid=213, you can see from this link the people can come and register, and there name will be displayed left hand side. similar way i need to ingrate to my site someone please help me.
Thanks in advance
Harsha.
All you need to do is set up a form which posts to the database and then have a table populated from the table.
If you're unsure of how to do this & want to use plugins then I would suggest using the popular contact form type plugins like Fast Secure Contact Form or Contact Form 7.
Take a look at those to figure out which you prefer & then couple it with this plugin to save the form data to the database. That plugin then has short codes that you can put in to display the data.