Design Challenge Involving Multiple Forms

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First some background…

The ‘engagement’ part of the site I’m working on (and using your plugin to power it) focuses on asking members of the public to submit cultural activities to our Oregon Culture Field Guide. It’s a grassroots way to bring awareness to the diverse cultural resources around our state.

For each activity, users will provide a description of the activity (single line text field) and select the nonprofit that presents the activity (generated via a data from entries field).

The structure I’ve set up for testing…

FORM A

I set up this form to house a list of all the cultural nonprofits and associated content info (address, URL, phone, etc). It was imported using data from my client.

FORM B

This gives users the opportunity to add activities as described above and pulls data from Form A to create nonprofit organization drop-down mentioned earlier.

Custom Display(s)

Currently, I have a custom display that populates a series of fields from Form B above: [description of activity], [associated non-profit, [name], [date added]. This works just fine when someone adds one activity.

Challenge

If they select “ORG X” while filing out FORM B I’d like  to populate the additional associated fields in Form B for “ORG X” in my custom display that our housed in FORM A.

For example, if they selected the Oregon Symphony as Org X, the custom display would pull the Symphony’s associated contact info for their form entry in FORM A.

How can I do this?

Thanks in advance for your advice.

 

 

You can add the organization information from Form A in your Custom Display by using a shortcode like this:
[1387 show=1385]
Where 1387 should be the field ID of your "organization" field in Form B (your data from entries field). and 1385 should be replaced with the field ID of one of the information fields from Form A.

This shortcode would then be repeated for all the information fields in form A. You would just switch out the 1385 for the different field ID's from Form A (address, phone, etc. )

Let us know how that goes.

My initial testing suggests that your suggestion works great. Thank you.

I'll close out the topic once I apply this approach successfully to a few other aspects of our site.

Topic closed.