CiviCRM Community Forums (archive)

can you point to the specific joomla/drupal pages that you are referring to

in general most / all of those instructions should apply to WordPress also

lobo

Hey there,

There is also http://book.civicrm.org/user/current/website-integration/integrating-with-wordpress/ and http://book.civicrm.org/user/current/the-user-interface/profiles/ but I suspect they are missing some important info.

If / when you do work it out, would be good if you could update the docs so that it is clearer for the next person

I did a little work through on this and come up with the following notes, let me know if this works or makes sense. I think it needs some improvement on how it integrates with WP, but it's a start for now.

With profiles, you can also create listings and search form to view profile data that has been submitted and is within CiviCRM overall or from a specific group. The following defines the steps to setup for WP.

Create a Profile

• Create a new Profile for a Listing, do this by checking Standalone Form or Directory in the Used for section under the Profile name.
• In Advanced Settings, the only part needed here is Limit listings to a specific Group?, if you want to limit it to a specific group.

Adding Fields

When adding fields within the Profile the following needs to be taken into account:

Visibility needs to be set to Public Pages & Listings and two new options appear

• Searchable, which means that it will provide a way for folks to search and sort
• Results Column, which  means it will appear in the table results column of that listing

Listing and Search

The listing results would look something like this: yourdomain.org/civibasepage/?page=CiviCRM&q=civicrm/profile&force=1&gid=16. Once shortcode is added, it can be added to the page. For now, view in dashboard with something like this: wp-admin/admin.php?page=CiviCRM&q=civicrm/profile&force=1&gid=16 and replace with the civi basepage url to view on the frontend.

Note: It's important to the profile listing be added in profile listing view not create mode. I couldn't see how to make it work with the HTML snippet as of now, just direct links and removing the wp-admin & create parts of the URLs.

Permission to View Profiles

It's important to take into account is the Access Levels needed to view the listing in CiviCRM 4.3+ with WP. To view this, the roles will need access to CiviCRM: profile listings and forms. If only listings is chosen, then donate or membership forms won't be viewable. If it gets put into a shortcode on a later time and access to the WP page could be controlled from within WP permissions access to that specific page with something like Members plugin.

Hope this helps.

Glad to hear, I asked for a little help too 

I also got details about listing/search Help documentation (the question mark) in the Profiles list page on the dashboard in the green box that describes what Profiles are. From what I know the preview and create modes are input view, the help documentation has the rest. I have to look at clearing text, don't know off the top of my head. And I think the search option is CiviCRM core, not CMS dependent.