When creating forms and views for your client, there comes a point (especially when creating more than one form/view for them) that it becomes quite helpful to create a "Landing Page" for the client to access all their content.
This is especially helpful when you have created more than one form for the client and also have created a view for each form.
This post explains the process of creating a landing page.
- A current form w/ possible accompanying view for viewing data / downloading entries.
Landing Page Creation Procedure:
- Create a new page. <for help, see page creation KB article>
- Give page appropriate title (e.g. "_Your_Department_" Landing Page)
- Create a direct link to form (this is helpful so they always know the URL to link to that form)
- If an accompanying view exists, create a link to view directly below the previously created form link.
- When creating a link for a view, wrap the URL to the view in the following SSO login link to ensure the user is prompted to log into WordPress if they aren't already (i.e. https://sites.ewu.edu/secureforms/wp-login.php?redirect_to=http://sites.ewu.edu/secureforms/view/your_view_url_here)
- Repeat steps 3 and 4 for any additional forms/views you wish to create links for.
- Publish this page and send the URL to your client for them to bookmark.
A few important points to note:
- There should be no security roles set for this page so that your client can access the page freely.
- Ensure that the view is secured appropriately with the proper role so that no unauthorized access can be made to view and/or download entries.