User Guide – General

Upgrading:

Please deactivate and then activate the plugin after upgrading.

General

This documentation will show you exactly how to use our WordPress plugin, and how to take advantage of all the features that it has to offer. It’s very important to understand the proper usage and implementation of this plugin in order to use it to its utmost extent.

As you will see, this documentation is composed of 4 stages, each including specific options and menus which you can access and use for editing data. The plugin is highly customizable, meaning that you will be able to define a wide range of complex variables and options which will help you deliver a better experience to the end users. Regardless whether it’s about building your mailing list or creating special forms, this plugin will allow you to do them all.

Wordpress Data Manager

WordPress Data Manager

Stage 1: Form settings

WordPress Data Manager
Wordpress Data Manager

WordPress Data Manager

At this stage, special table is created to store form data. Here you can define settings like error messages, buttons text and more…

You’ll find explanations of nearly each system definition. These definitions appear when users place the mouse over the “?” sign.

Small menu :

This menu can be expanded for advanced details.

  • Name: This option represents the representation name of the form. All form’s views refer to one table that is stored in the database. This table name is – system name.
  • Receive email: This feature enables you to receive a notification email whenever a new data is inserted via form’s views.
  •  Number of rows: In the default view or search results of this form, users will be able to see the displayed X rows of the form collected data within each page of results.

Expanded menu:

 

  • System name: This is the form’s table system name – name of table which will store all data collected by this form. Additionally, you can use it in your code, if you wish to query form’s collected data
  • Description: This tag represents your own information field. From here you can store important system information about current form.
  • Insert/Search/Update/Select Button text: In here you can configure your own text-based commands to be shown on the form’s views. The text that you set will be shown on the specific action buttons.
  • Success/Fail Insert/Update/Search Message:  These texts will be shown whenever a specific action is successful or not.
  • Email Title: This option enables you to define the email’s title, which will be sent to the form administrator that’s listed in the mailbox below. The same title will also be sent to the specific action maker, if “send mail to adder” configured as “true”
  • Div style: This area can be used to input your own div style. The text that will be inserted during the div’s creation inside style tags.
    Example: <div style=‘Your_Text’>
  • Div class name: If you know which the special class in your theme is, than you can insert it here for the div’s creation.
    Example:
      • Send mail to adder: If you want the adder to receive a notification to his email, and you have created a special field to store his email, then you have to define this variable as true. This option is very useful when it comes to mailing lists, inventory items, contact forms and more. You will also need to choose your default Email field. In case you didn’t define fields yet, come back later or simply access this field later from fields and forms Table -> edit form.
      • Email text: This is the text that will be added at the beginning of the email, which will be sent to the adder plus any other recipient listed below.
      • Validate action: This is an important field, in case your aim is to use this plugin as a ‘mailing list’ platform. In this case, you might want the adder to validate his email, after adding it to the list. If you set the variable to true, then the adder will receive a special link on his email as soon as he registers. In addition, this variable can be used to check and send emails only to those who previously validated their email addresses.
      • Details View Show Type: This variable enables you to choose the place of the row where details will get displayed according to the group results. These results are displayed in relation with the specific search or default view, and they can be place either above the group results or inside the row.
      • Email/Decimal/Number/Must field validation error: These text areas are used to define the information that will be displayed on user’s end, in case javascript will fail on validating the input fields on form’s views.
      • Captcha: Will enable you to add human check whenever you insert new data to the table.

 

Stage 2: Fields and Views Settings

 

Wordpress Data Manager

WordPress Data Manager

From here you can define various settings related to the fields and views of the form. These options allow for a further customization of the displayed data, and also allow you to define what the user will see on his screen and what not.

On the upper part of the screen, there is a fields list. From there you can:

      1. Edit Form settings
      2. View and edit
      3. Add to the view
      4. Delete
      5. Add New

 

Regular menu

 

      • Name: This tag showcases the field name as it will be displayed in forms
      • Input Type: From here you can set the control type that will be created in the form. This control type is used for the manipulation of field data.

 

Expanded Menu

 

      • System name: This is the name of the field as it will be stored on form (this is system name of table field as it will be stored in database. You can use it in your code.)
      • Type: This is the field type as it will be stored in the database.
      • Values: If you would like to enable multiple choices on the user’s end, from within the defined variables, then please fill this text area with possible values, delimiting them with a comma. Example: value 1, value 2, value 3
      • Search Type: This search type will be applied on the fields of the search form or default view, in case you fill in the default search value.
      • Unique: By choosing this option, you will prevent users from inserting two rows with the same value in this field. Its useful for storing unique ids of different kinds, like passport id, unique file name, etc
      • Mandatory: Use this if you want to ensure that the field will be given a certain value. The field will be validated with JavaScript function, on an add/edit action basis.
      • Appear on group: Choose this option if you want the field to be displayed in grouped view results, in search results, or in default View. Group result is organized as a table. Please take into account that if you have more than 10 fields, enabling all fields may harm the esthetic view of your page.
      • Display filter In Group: This option will enable a special search above the group view display. This search form will be used for filtering search results. Use Filter Type setting to define the way this field will be displayed in the limited search form: text area or multiple choice
      • User Help text: Use this text area to define special help text, that will be visible to the user who is applying for your form. This help area will look like your help area near each setting in the form.
      • Style Free text: Use this text area to define the style which will be used between the style tags while input control is created. Example: <input style=‘Your_Style_Text’>, style=‘width:150px;’
      • Style class name: Use this text area when you want to apply a special class style to your theme from the field control. This class name will be inserted between the class tags of the control. Example: input class=‘Your class name’>
      • Order Type: Through this setting you can define the order of fields which are displayed in default view. Rows will be ordered by all fields , which were selected by their Field Order.
      • Field Order: This option defines the columns number of this field, as it will be displayed in group view result.

Stage 2: Build your views

Wordpress Data Manager

WordPress Data Manager

As you can see, by the time this documentation was created, you could define 4 view types:

      • Default : This view type is the one to be used as default, if no other one was defined
      • Insert: Will be used as an insert view of current form
      • Search:Will be used as a search view, help users finding specific data collected by form
      • Edit: will be used as a single details view, for the purpose of editing and viewing data collected by form

 

Please feel free to design your forms as you like. Then put your mouse in desired place on the html code. Add fields by using the “+” sign. Afterwards, save it using the save button.
You can also use the preview button to preview changes when you’re editing table and field settings.

Stage 3 : Testing your forms

5

This special test page allows was made specifically to allow you to test and manipulate your data with ease. From here you can choose the desired table and form type, and see exactly how it’s going to look on the front end when an action will be taken. However, the design will still be initiated from your default theme.

The search form was created to enable you to search for specific rows. In case you would like to get all the results at one, than use the default view or leave the search fields empty. When searching with empty fields, the results displayed may include all the data stored in the database.

After the searching or default view strings, you can see all the data being grouped in the table. This option is useful for seeing the specific queries in the table and take action accordingly. In addition, you can also manipulate this data by using the following options:

      1. Select specific row
      2. Edit Data (in search only)
      3. Output data to excel
      4. Sort data by specific field
      5. Delete row
      6. Change page

 

Stage 4: Adding form to front end:

Page / Post edit form:

 

      1. You can add your forms to pages and posts by using the special admin box. This admin box can be found in post and page editing.
      2. You can send this post or page (only if it was previously saved and given its own id) to your mailing list (define your mailing list by choosing email field in table settings). Remember that you may be required to validate emails before you can use them as a mailing list. Therefore, you need to define Validate action as true. Mails will be sent with a special link, which will enable recipients to remove themselves from your lists.

 

Widgets area

Another option which is available on your side is the one to insert a form as a widget. This form will operate the same way as it does in a page, but it will enable you to use the default widget settings.

The product will be available soon

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