Allow User to view their submitted forms (like a dashboard)

By: Abby Buzon | Asked: 10/09/2022
ForumsCategory: General questionsAllow User to view their submitted forms (like a dashboard)
Abby BuzonAbby Buzon asked 2 years ago
Is there a way to create something like a Dashboard for users where they can not only just edit their profile (which I did find that here but also show them what other forms they have submitted? I'd assume this would be created with a View, but has anyone done this? Is there an easy way to show them which forms they have submitted?  EX: they need to complete the Agreement Form, the Medical Form, and the Emergency Contact Form.  Is there an easy way to show them which they have/haven't Submitted yet?   Also, is there a way to show them what their Responses were on the forms they submitted?    
3 Answers
Bobby Clapp answered 2 years ago
You would create a view for each form you have. The "no entries" message would be altered to direct them to the form to fill it out. If the form has entries, then the view data would show. Each view would be filtered to user id = current_user. It's all about however you want it to work. You could insert a bunch of views on a page and if they have data it will show. Maybe throw a header with some useful title above each view shortcode to give them an idea of what the data is related to.
Rob LeVineRob LeVine answered 2 years ago
I think Bobby's solution is clever.  My mind always goes to custom shortcodes.  I've done this exact thing before and used a PHP program to figure out which forms were not submitted, partially submitted, or fully submitted and then passed back "stuff" to the front end.  Let me know if you want more details.
Bobby Clapp replied 2 years ago

Custom shortcodes and PHP can help you eliminate the need to query unnecessary items saving server resources. If you have that skill set, go with it for sure.

Victor Font answered 2 years ago
Bobby's got the right idea. I'm working on a dashboard now for Formidable Masterminds users that's built with a Formidable View and includes information extracted from Easy Digital Downloads, WordPress, and Formidable. Dashboards can include charts and graphs also. Executive dashboards are critical features of DEX Intranets. Formidable is so capable, it can be used as a data engine for the dashboards.

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