Dynamic URL

Thank you for providing all the details. To further investigate, we need some additional information. First, is the Google Sheet created by Zapier accessible to the user? Also, how did you connect this Google Sheet with our plugin? Was it done through admin tasks after being created by Zapier?

Regarding your request to create a new sheet based on user names, Zapier already created a sheet named after the user’s surname and firstname etc. Can you clarify the purpose of needing to create a new sheet based on their own name? Additionally, could you confirm who will be connecting the sheet to our plugin on your site, automated or admin’s task?

If possible, please provide these details along with some screenshots or a screen-recorded video for better understanding.

Hi,

Sorry for the delayed reply…

First, is the Google Sheet created by Zapier accessible to the user?

Not directly. The WPForm entry is sent to Zapier when the submit button is pressed which then adds the entered details to the Google Sheet as an additional row.

Also, how did you connect this Google Sheet with our plugin? Was it done through admin tasks after being created by Zapier?

Yes, this Google Sheet was connected to the plugin by the Admin tasks

Regarding your request to create a new sheet based on user names, Zapier already created a sheet named after the user’s surname and firstname etc. Can you clarify the purpose of needing to create a new sheet based on their own name? Additionally, could you confirm who will be connecting the sheet to our plugin on your site, automated or admin’s task?

Sorry, I may have made that more complicated than it nedede to be.

Each user needs an individual Google Sheet that only THEY can add information to. These Google Sheets will contain details of the user’s ‘Work Record’ as ‘Contractors’ and they have the following column headers.

Recruitment Agency, Umbrella Company, School Name, Local Authority, Limited Company Y/N, Start Date, End Date, Advertised Pay Rate

They need to be able to revisit this Google Sheet at a later date by revisiting the ‘Work Record’ entry webpage and submitting additional contracts by the form on the page (see screenshot link).

https://c4j.co.uk/img/Screenshot1.jpg

I don’t care if this sheet is initially created by Zapier (which just copies a blank Google Sheet with column headers) or if it’s created by automation, as long as it is individual to each user. and can be reloaded to display the saved contents on below the form and can be added to when the user revisits the page.

If there are variables that the plugin recognises which I can use to allow me to access the spreadsheet by name, I’m happy to set it up using the Admin tasks. I currently have a ‘Hidden Field’ on the data entry form which has ‘UserLastName, UserFirstName – ClientReferenceNumber’ and that’s how Zapier gets the file name for the Google Sheet it ‘creates’.

I have also added First Name, Last Name and Client Reference Number (among others) as Custom fields to each users profile so that I can use the Meta Keys in WPForms

If connecting the users Google Sheet to the plugin can be automated with PHP, I’m more than happy to do that but I’m not a PHP developer so would need some assistance to point me in the right direction for this if you would be so kind please? ?? I can usually manage to modify PHP but I’m not confident enough to write it from scratch.

Another thought I had is to put EVERYONE’s Work Record on the same sheet and adding the ‘UserLastName, UserFirstName – ClientReferenceNumber’ Hidden Field as an extra column but then perhaps use filtering/queries to just display the records which belong to each user (if that’s possible with the plugin) …although I guess that may slow things down somewhat?

• This reply was modified 8 months, 1 week ago by Andy Scoffings.

Thank you for sharing this information. If the Google Sheet is manually connected by the admin and not automated, you can create separate tables using different Google Sheets and display them in different locations using the table’s shortcode. You can try using a different Google Sheet for each user.

Let us know if you face any difficulties.

We currently have almost 1200 clients so that would be a lot of manual connections to make, hence the reason for asking if I can use a dynamic URL. If I could create the connections programmatically, that would be better

Hello,

We can’t create individual Google Sheets for all 1200 clients at the moment. Creating so many tables would be messy, and we are not sure if it’s possible to do this dynamically with your Zapier flow. However, we will still try to find a way if it is really worth it.

Anyways, your needs can still be addressed by utilizing a single Google Sheet and organizing all your data within one sheet tab. Each user can access the row dedicated to them. We’ll retrieve the data using a unique ID, such as their username or email, from the Google Sheet. Unique IDs (let’s say these are login information) must be stored in WordPress (e.g. – username or email). And you can hide these columns in frontend as well if you want!

So, conclusion: If all your data is stored in one Google Sheets file and organized in a single tab, there might be a solution. We’re considering adding a feature to our plugin to accommodate this scenario. In that case, the logged-in users can see the only row dedicated to them (according to the IDs). We will show the row in a table view as you want.

Will this serve your needs? Or are we still missing something that you are asking for?

Hi Ibrahim,

This sounds like it may be the solution – I just couldn’t see a way to filter the table so the user sees their own row(s) (there will be more than one entry for each client as each one will have multiple contracts to record if that will be OK?)

I have various Custom fields created using ACF including ‘First Name’, ‘Last Name’ and ‘Client Reference Number’ already so adding to that to store a unique identifier (if necessary) won’t be an issue.

Thanks
Andy

Hi, I just wondered if this is a feature you’re actively working on now and can be expected in an upcoming release or is it something that’s on a ‘back burner’ and you’ll get to it when you can please?

Is this feature likely to be in the next release?

Hello Andy,

We are very sorry for the late reply. We want to assure you that our team is committed to adding the feature we mentioned before. Right now, our team is working on some mega features.

We plan to release your requested feature within 2-3 months or in this year. We are already tracking it in our development pipeline. Please stay tuned for updates.

Since we are tracking this in our development pipeline, we are marking this thread as resolved. If you have any more issues, you can create a new thread.

Good day!