Add Core Fields

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Viewing 10 posts - 1 through 10 (of 11 total)
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  • Author
    Posts
  • 04/04/2018 at 10:50 am #457764
    Robert Granlund
    Participant

    Is there a way to add core fields via functions.php or a custom plugin. There are fields that we need that are not included in the core fields and we need to map to them when we do a CSV import.

    Thanks with all of the support so far.

    04/04/2018 at 11:22 am #457770
    Steven Zahm
    Keymaster

    @ Robert

    What exactly are you trying to add that cannot be accomplished by using custom fields? What you are asking for is akin to wanting to add new “core” fields to a WordPress post… you can not unless you edit the core WordPress files which means you would not be able to update WordPress. This is why WordPress allows one to add custom fields.

    This is the same with Connections… you can add custom fields and they can be imported/exported via CSV file if they are registered to do so.

    04/04/2018 at 12:18 pm #457781
    Robert Granlund
    Participant

    Thanks Steven. I understand now. I appreciate your help! We are using the plugin to help track sales data in addition to just the contact.

    04/04/2018 at 12:34 pm #457783
    Steven Zahm
    Keymaster

    @ Robert

    That sound like you could you could use the custom fields with no issue. Depending on what you are tracking the data could be better served by storing it in a separate table. You would have to tackle that bit on your own … you would still be able to integrate with with Connections but that definitely would be more coding than using custom fields.

    04/04/2018 at 1:02 pm #457806
    Robert Granlund
    Participant

    Thanks this really helps. The article I read answered all questions.

    04/04/2018 at 2:05 pm #457807
    Robert Granlund
    Participant

    On Forms, Add New Contact, is there a way to auto-populate the category? Also, is there a hook to change the name/title of Category to some unique to our operation?

    04/05/2018 at 9:28 am #457975
    Steven Zahm
    Keymaster

    @ Robert

    RE: On Forms, Add New Contact, is there a way to auto-populate the category?

    Only if you edit the PHP file for it. Locate these lines (1846–1860) in the connections_form.php file.

    $out = cnTemplatePart::category(
    array(
        'name'       => 'entry_category',
        'style'      => array( 'width' => '100%' ),
        'type'       => 'multiselect',
        'return'     => TRUE,
        'select_all' => '',
        'exclude'    => $metabox['atts']['exclude'],
        'include'    => $metabox['atts']['include'],
        'group'      => $metabox['atts']['group'],
        'child_of'   => $metabox['atts']['child_of'],
        'hide_empty' => $metabox['atts']['hide_empty'],
        'show_count' => $metabox['atts']['show_count'],
    )
);

    Change them to:

    $out = cnTemplatePart::category(
    array(
        'name'       => 'entry_category',
        'style'      => array( 'width' => '100%' ),
        'type'       => 'multiselect',
        'return'     => TRUE,
        'select_all' => '',
        'exclude'    => $metabox['atts']['exclude'],
        'include'    => $metabox['atts']['include'],
        'group'      => $metabox['atts']['group'],
        'child_of'   => $metabox['atts']['child_of'],
        'hide_empty' => $metabox['atts']['hide_empty'],
        'show_count' => $metabox['atts']['show_count'],
    ),
    'X,Y,Z'
);

    Where X,Y,Z is change it to the category IDs (their number) that you want preselected.

    RE: is there a hook to change the name/title of Category to some unique to our operation?

    You can hook into the cn_pre_insert_term filter. It provides the term name that will be added. YOu will need to return your altered string after your operation.

    Hope this helps!

    04/05/2018 at 10:44 am #457979
    Robert Granlund
    Participant

    Steven, thank you for answering all of my questions. I appreciate it. IS there a hook for the function in connections_form.php? I can probably figure it out. I tried to do using jQuery to edit the code on load with
    $('li:contains("Robert Granlund")').removeClass('active-result');
    $('li:contains("Robert Granlund")').addClass('result-selected');
    But to no avail.

    04/05/2018 at 11:02 am #457982
    Steven Zahm
    Keymaster

    @ Robert

    RE: IS there a hook for the function in connections_form.php?

    Sorry, no hook. If there was, I would have let you know vs having to edit the PHP file ;)

    04/05/2018 at 2:45 pm #458009
    Robert Granlund
    Participant

    “You can hook into the cn_pre_insert_term filter.”

    I want to change Category to ‘Sales Manager” is this the correct example I should follow?
    https://developer.wordpress.org/reference/functions/wp_insert_term/
    I am using the Form Plugin so a contact can be added on the front end. I have attached an image

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