Members App - Is this possible?
Hi,
I would like to use the Members App do do the following but I need to know if it is possible?
- Client registers via a form
- Administrator approves client and client is notified via email
- Administrator uploads documents specific to that client to download and client is notified via email
- Client downloads files and signs
- Client uploads signed files and administrator is notified via email
- Administrator downloads signed files
There will be multiple clients that will need to be created by the Administrator for which the above process would apply.
Thanks in advance,
Andy
Yes
Yes
Yes, but not automatically. You'd need to write some code.
Yes.
You could do that with the Forms app
And this.
Great, thanks Drew....
Hi Drew,
I have now mostly implemented a similar version of this but can see a way for individual logged in members to see a list of their 'own' files.
How would I go about setting up the ability for an administrator to upload documents specific to a member? Or can I in some way only display assets to a specific member for example?
Thanks, Andy
You'd need to do it by tag. Give each unique set a tag and also apply that same tag to the member. When displaying the list, check that the two tags match.
Hi Drew,
Thanks. How would I check that the tags match?
Andy
Either by filtering the region based on the tag (only returning matches) or using a
<perch:if>
in the template, depending on your needs.Hi Drew,
Sorry, this just isn't clicking in my head...
This is what I have on my page:
How can I filter the downloads based on who is logged in? I can add tags to members via the admin area but how do I add tags to the downloads?
Here is the code for the downloads template:
Thanks Drew.
You just need to add a field in the template for them:
Hi Drew,
I have updated the template to match the above but the downloads seem to display regardless of the members tag.
i.e. I have two members each with different tags but both can see any file I upload to the region even with different tags in place.
Any ideas?
Thanks again, Andy
Can you show me the debug output?
Sure:
Is that from your page?
Its from the region, the following is from the page:
So I added
to the config file and then logged in to admin, navigated to Pages > Members to get this output.
I need it from the page on your website - not within Perch.
Sorry Drew,
and here is a member with a tag
Ok, thanks.
Do the links always show, or never show?
Hi Drew,
Happy New Year!
In answer to your question, the links always show.
Thanks.
If you view source on the page, do you get any template tags left in the output?
Hi Drew, seems like I do. See below:
Any idea why there are </perch:member> in the output?
No, but that's a clear indication that something's gone wrong. I'm looking into it.