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Eric Bobrow
ParticipantHi Steven –
Thanks for your quick reply. I can see that it would be $59.99 to renew the Pro Pack license. I’ve been looking around for info on your multi-site licenses but don’t see where this is posted; can you tell me what an upgrade would cost?
In fact, I don’t see Pro Pack listed anywhere…frankly it’s confusing. I can see lots of individual items for sale, but it seems like I have to open up every single menu item to see what they do and whether they would be useful.
Suggestion: create an overview page that briefly describes each of the items you offer, with a screenshot if appropriate, along with costs and links to the menu pages. Perhaps you already have this – but I couldn’t see it anywhere.
One of the reasons I went for the Pro Pack originally was to get access to everything, so I could test things out and see what worked.
Is the Pro Pack still for sale? And does it give a license for all of your templates and add-ons? That’s what I want, so I don’t have to choose!
Eric
Eric Bobrow
ParticipantSteven –
I logged in to my client’s admin account and saw the issue first-hand, then looked again at the filtering options. It turned out that for some reason it was set to Show Organizations rather than Show All entries; since all of the entries are for individuals, no entries were listed. As soon as I changed that popup and clicked the Filter button, the problem went away.
I noticed that the UI for choosing Filter by Letter was a bit odd. At first it showed only an individual letter, then later (after I clicked the Filter button as above) it showed all letters plus a small rectangle that I guessed (correctly) would show all letters.
I don’t know if for some reason I was seeing something unusual or different than what you intended. If in fact this is how it is set up visually, I suggest a small improvement would be to change the rectangle next to the list of letters to a button that says “show all letters” or similar. Otherwise it’s a bit hard to figure out how to turn off filtering by letter…
Thanks again for your help!
Eric
Eric Bobrow
ParticipantHi Steven –
I have added and activated my support license key in the Connection Settings admin page under the Licenses tab. I noticed that it only asked for the one for Form; perhaps because that is the only item from the Pro Pack that I am actually using??
I also activated the site in the Purchase History > License Keys for Pro Pack and Form. I noticed that it said there was an upgrade for Pro Pack available for a fee. I thought I had just purchased an upgrade for the Pro Pack; or am I incorrect?
With regards to renewal reminders, it is possible that the emails got caught in my spam filter. The email address you have on file for me is correct. Can you tell me what address the notifications would be sent out from? I can whitelist your sender address which should allow notices to come through the spam filter more easily.
Thanks again for your excellent products and dedicated and thorough service and support!
Eric
Eric Bobrow
ParticipantThanks Steven for your prompt response.
I bought a renewal for the Pro Pack, downloaded Form, removed the old version, uploaded and activated the new / current one, and now it seems to be working fine.
My only comment/suggestion: I don’t recall seeing an indication that the plugin was out of date, so I didn’t even think to check it. It would be helpful if you make it so that when an updated version is available that it shows up in the dashboard or in the Plugins area.
Also, I don’t recall getting any emails from you announcing updates or simply to stay in touch. Am I on your email list? (Do you have an email list for customers and send out things periodically?)
Thanks again for your help. Much appreciated.
Eric
05/25/2014 at 8:31 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #292074Eric Bobrow
ParticipantSteven –
I successfully created a new plugin and have the basic process working. The Infusionsoft API code works nicely when placed directly into the plugin folder. Thank you SO MUCH for your help!
In addition to getting this particular site working the way I need, you have opened my eyes to the world of WP plugin creation and the basics of filters, actions and hooks.
A few quick remaining questions:
1) The code you created for limiting entry types to individuals (above) – should that go into my plugin PHP file?
2) To limit the prepopulation to new records, should I use some variation of the Switch/Case code that I see in manage.php? Will this “case ‘add'” test work in my plugin, or will it only work from within manage.php? It looks like you’re setting the $action variable based on whether the $id is empty or not. I’m not sure what sort of test I can use from within the plugin.
3) Shall I go ahead and create my instructions for form entry and place them as an echo statement within manage.php for now, then transfer them once you send me the beta for Link?
Eric
05/24/2014 at 4:22 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #291998Eric Bobrow
ParticipantOne other thing that I realized is important – I only want the data to prepopulate when a new directory entry is being added.
If a user comes back to the form to edit their entry, it should leave everything alone, and let them edit whatever they want. It should not pull info from DAP or Infusionsoft in this case.
By the way, in my earlier testing, I noticed that the default for new entries was to make them either Private or Unlisted. I’d like to set the default to be Public, so they only become Private or Unlisted if explicitly chosen. Can you provide a code snippet for setting the value of radio buttons to my preferred choice?
Also, I’d like to set this up for Individuals only, rather than providing the choice of Organization too. This will make it easier to have a consistent format in the Directory. I found that a couple of the users had chosen “Organization” and their directory entry formatted differently than the others.
Thanks again for all your help!
Eric05/24/2014 at 4:05 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #291995Eric Bobrow
ParticipantHi Steven –
Thank you so much for writing up all the code snippets. I am sure we are pretty close now.
As you instructed, I replaced line 37 and removed the rest of my test code from manage.php. I activated the two code snippets based on the most recent versions you posted.
There appears to be a problem in loading the Infusionsoft code, which was working OK when called from inside the manage.php file.
When I use the code snippet as you wrote earlier, the page breaks – it only shows the admin sidebar plus the header “Connections: Add My Directory Entry”, with the form missing and the rest of the browser window blank.
When I leave out the Infusionsoft code, I can prepopulate the data using the info that comes from DAP for the logged in user. Hooray!
Here is the code that works well – it only relies on DAP info:
add_filter( 'cnl_admin_add_entry_object', 'cnl_alter_add_entry_object' ); add_filter( 'cnf_add_entry_object', 'cnl_alter_add_entry_object' ); function cnl_alter_add_entry_object( $entry ) { // Add the filters necessary to save data in the cache. add_filter( 'cn_email_cached', '__return_true' ); add_filter( 'cn_address_cached', '__return_true' ); include_once '/dap/dap-config.php'; if ( Dap_Session::isLoggedIn() ) { $session = Dap_Session::getSession(); $user = $session->getUser(); $emailAddress = $user->getEmail(); $firstName = $user->getFirst_name(); $lastName = $user->getLast_name(); // Setup the name data to prepopulate. $entry->setFirstName( $firstName ); $entry->setLastName( $lastName ); // Setup the email data to prepopulate. $email = array(); $email[1] = array(); $email[1]['type'] = 'personal'; $email[1]['address'] = $emailAddress; // Store the email address in the cache. $entry->setEmailAddresses( $email ); // ACCESS USER INFO FROM INFUSIONSOFT API include_once '/wp-content/plugins/connections-link/submenus/isdk.php'; // The following line causes an error, so it is commented out: // $myApp = new iSDK; // Remaining Infusionsoft code temporarily removed } return $entry; }In my earlier testing, I successfully placed and referenced the Infusionsoft API files (a few individual files plus an xmlrpc.3.0 directory) in the same submenus directory as the manage.php file. This is why the original include_once statement refers to the file locally:
include_once 'isdk.php';The snippet breaks when the following line is called:
$myApp = new iSDK;I tried modifying the line to:
include_once '/wp-content/plugins/connections-link/submenus/isdk.php';but the snippet still breaks when the following line [$myApp = new iSDK;] is called.
Do you have any suggestions for where to place and how to reference the Infusionsoft API files successfully? Is there another directory that they should be placed into so that they function properly?
By the way, the snippet for outputting instructions does not appear to do anything. Is that because it isn’t called in Link 1.0.5 and will only be activated when I’ve got the beta set up?
Eric
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This reply was modified 12 years, 2 months ago by
Eric Bobrow.
05/23/2014 at 7:51 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #291982Eric Bobrow
ParticipantOne other tiny thing – I’m wondering if there is a typo in the second line of your snippet – it refers to:
add_filter( 'cnf_add_entry_object'...while all the other references use “cnl_” rather than “cnf_”.
Should this be “cnf_” as you wrote, or should it be instead “cnl_”?
05/23/2014 at 7:47 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #291981Eric Bobrow
ParticipantHi Steven –
I installed Code Snippets and copied and pasted the snippet you provided above, creating a snippet and activating it. I was hoping that in the Connections: Add My Directory Entry page that it might pre-populate the fields with the dummy data you put into the snippet (i.e. an address of Reading PA), however there did not appear to be any data in the Directory Entry.
If it would be helpful, and you’d be willing to spend the time to set this up, I’ll give you a WP Admin account plus FTP access. I would be happy to pay you for this, as long as the cost was reasonable. Alternatively, please keep responding here in the forum and I’ll do my best to follow your instructions!
Eric
05/23/2014 at 6:06 pm in reply to: How to add text to the Edit My Directory Entry page [second try] #291979Eric Bobrow
ParticipantThanks for responding with such care.
I’ll use Code Snippets, that sounds like a great tool.
Assuming I do this, where would I actually call the function cnl_alter_add_entry_object
and what would I need to set up ahead of time to have the right data available?Although I can sort of hack around PHP code, I don’t understand what filters do. And I’m used to thinking about a function as something one defines in one place, then calls from one or more other places in the interface.
So right now I think I need to add some code to the manage.php file that would successfully call the cnl_alter_add_entry_object function that you just wrote up in the earlier comment. Is that right?
If so, what sort of array of data would I need to set up before the call, and how would the function be called?
Here is the testing code I added to manage.php starting at line 25:
// ——————————————————–
// CODE ADDED BY ERIC BOBROW
// ACCESS USER INFO FROM DIGITAL ACCESS PASS (DAP) DATABASEinclude_once “/dap/dap-config.php”;
$user = null;if( Dap_Session::isLoggedIn() ) {
$session = Dap_Session::getSession();
$user = $session->getUser();
$email = $user->getEmail();
$firstName = $user->getFirst_name();
$lastName = $user->getLast_name();
$userName = $user->getUser_name();
}echo ‘<p id=”test-mod”>’;
echo $firstName;
echo ‘ – Welcome to the ArchiCAD User Directory!</p>’;// ACCESS USER INFO FROM INFUSIONSOFT API
include_once “isdk.php”;
$myApp = new iSDK;# $email = ‘eric@bobrow.com’;
if ($myApp->cfgCon(“demo”)) {
echo ‘<p>Infusionsoft connection successful.</p>’;
$returnFields = array(‘Id’, ‘FirstName’, ‘LastName’, ‘City’, ‘State’, ‘Country’);
$data = $myApp->findByEmail($email, $returnFields);
echo ‘<p>Email address: ‘ , $email , ‘<br />’;
echo ‘First Name: ‘ , $data[“0”][“FirstName”] , ‘<br />’;
echo ‘Last Name: ‘ , $data[“0”][“LastName”] , ‘<br />’;
echo ‘City: ‘ , $data[“0”][“City”] , ‘<br />’;
echo ‘State: ‘ , $data[“0”][“State”] , ‘<br />’;
echo ‘Country: ‘ , $data[“0”][“Country”] , ‘</p>’;} else {
echo ‘<p>Infusionsoft connection error.</p>’;
}// END OF ADDED CODE
// ——————————————————–Right now I haven’t written up the instructions, I’ve just gotten the connections to DAP and Infusionsoft working and know how to echo the returned data at the top of the Connections page.
Yes, the email address on file for my license of your plugin bundle is the one that you can use to send me things. I’m very interested in working with you to get my site optimized, and will be very happy to give you constructive feedback about your interface and features – I have a lot of experience with user interface design.
Eric
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