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Copying a Participants Database Setup to Another Site

While Participants Database does not have a settings export feature, it is possible and not too hard to export the settings from an existing install and copy them to an install on another site. To do this, you’ll need to access a database management tool, such as phpMyAdmin, which is typically provided in your hosting… (read)

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Responsive Displays in Participants Database

Responsive layouts are increasingly a necessity in current web design. More and more people will access your site using devices with small screens, and really, screens of a wide variety of sizes and aspect ratios. A responsive layout is a layout that can accommodate all the possible devices: it is responsive to the size and… (read)

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Setting Up Custom Access Roles in Participants Database

Participants Database has two basic roles for accessing and interacting with the plugin in the backend: Plugin Admin and Record Edit. By default, these roles correspond to the WordPress roles of Administrator and Editor. Read the WordPress Roles and Capabilities page for in-depth info on this topic. This means that if your WP role is… (read)

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Matching Multiple Fields with CSV Import or Signup Submission

When importing a CSV, it is possible to configure it to match and update existing records. The same process can also be used when a new record is submitted via the signup form. Normally, this is done by matching a single identifying field such as an ID or email address. In some cases, it’s desirable… (read)

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Getting Correct Search Results with Non-English Characters

Participants Database is set up to be compatible with non-English installs using the normal localization setup provided by WordPress: download the language pack, choose your language in the settings, and you’re set. Participants Database will follow along, as long as it has a translation file that matches the chosen language. This is discussed in more… (read)

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Pre-load a “Chosen” Dropdown with Options from the Database

The Chosen Dropdown add-on for Participants Database gives you the ability to use javascript-powered dropdown selectors in your forms. Normally, these dropdowns are populated with a static set of values in the field definition. This tutorial shows how to populate your Chosen dropdown with values from the database. For our tutorial here, we’re going to… (read)

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Allowing Participants Database Editors to Delete Records

Normally, users with the Participants Database “Editor” role cannot delete records, but it is possible to provide this access if your situation needs it. I’m going to explain this in a little detail because how it works is not very intuitive at all. If you just want to put in the code, you can jump… (read)

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Showing a Record Edit Form Based on a Value in the Record

When using Participants Database to represent two or more classes of people or things, you sometimes need to customize the frontend edit form so that is only shows the fields that are relevant to the type of record that is getting edited. We can easily do this with a custom template. If you’re not familiar… (read)