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Attaching certificates to client profiles

By: Martin Ash | Asked: 08/13/2023
Forums › Category: How-to › Attaching certificates to client profiles
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Martin Ash asked 1 year ago
I’m building an app that has a “client profile” view. You currently add a client to the view via the “add client” form. Some clients might have a PDF document called a “certificate” that applies to them, this “certificate” is added via the “certificate” form that produces a PDF on submission with the help of another plugin call e2pdf. Does anyone known - Is it possible to attach these certificates to the “client profile” as and when they are completed?   Many thanks in advance. 
2 Answers
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Victor Font answered 1 year ago
If you have a way to link the user ids of the two forms, you can either display the PDF in a view or provide a link to the PDF that will open it in another tab or window.
Martin Ash replied 1 year ago

Thanks Victor, that sounds like a good idea. I will look up user ids and see what I can find in the documentation. Do you happen to know where there is any instructions for this? Either displaying the pdf in the client view or links is both acceptable.

Martin Ash replied 1 year ago

Thanks Victor, that sounds like a good idea. I will look up user ids and see what I can find in the documentation. Do you happen to know where there is any instructions for this? Either displaying the pdf in the client view or links is both acceptable.

Victor Font replied 1 year ago

To utilize user IDs, the pre-requisite is that the user is registered in WordPress. WordPress controls user id assignment. Formidable's User Registration add-on can be used to facilitate the process.

The user id field stores the user's ID when they fill in a form. See this: https://formidableforms.com/knowledgebase/user-id/

If both forms have the same user id, they can be linked for whatever purpose you design. You should make sure you are allowing 1 entry per user otherwise it gets a little more complicated because you have deal with entry ids as well.

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Michael ClarkMichael Clark answered 1 year ago
When using e2pdf, you can use the standard [id] inside the e2pdf view shortcode within the client profile: 
[e2pdf-view id="1" dataset="[id]"]


Where "1" is the id number of your certificate template and leave the dataset [id] as-is; that's the dynamic ID of the individual client profile. You could use nested views, if need be. With FF's recent PDF enhancements, you might not need E2PDF any longer, and keep it all native to Formidable. One thing I've found where E@PDF excels: placing Formidable fields with pixel-level precision. That's something that currently takes quite a bit of effort using Formidable Views. Hope this helps :)

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