Ultimate Member Meta Data

17 November, 2019 13:01:42
Topics: 1
Messages: 6
We have Ultimate Member to manage user data. The data is stored as Extra Profile information. We are testing with your 1 page version and uploaded a PDF Form that looks great. However, we can't figure how to map the Ultimate Member data to the form. Also, we we only want users to view/print a PDF, not change the data. We tried the short code of [meta key="job_title"] as an example... but that short code shows, not any actual meta data. I looked for an article / documentation, but no luck.
18 November, 2019 00:56:05
Oleksandr
Support
Topics: 3
Messages: 923
Hi,

Sorry, it was not added to our documentation page, we updated docs: https://e2pdf.com/support/docs#shortcode-e2pdf-user

You can try to use [e2pdf-user key="job_title"] - it must output user meta value for "job_title" key, for current authorized user which downloads PDF.

P.S. [meta key="job_title"] - works to get meta data from WordPress Page/Post where shortcode located, if you are using WordPress extension.

We remain at your service.
If you appreciate our support , we would really appreciate your feedback at WordPress.org!
18 November, 2019 03:22:28
Topics: 1
Messages: 6
I appreciate the quick response. I updated our form, but it just shows the short code, not the data of the profile. . I even tried the meta="true". I attached a PDF with images so you can see the meta data and how the form looked when I "View Saved".

Thank you!
18 November, 2019 03:29:12
Oleksandr
Support
Topics: 3
Messages: 923
"View Saved" will not convert any shortcodes. To test if it's working on backend you need to export data via "E2Pdf" -> "Export". Depending to which Extension is connected E2Pdf Template you will need also to choose "Dataset". User ID also can be selected at backend upon export.

We remain at your service.
If you appreciate our support , we would really appreciate your feedback at WordPress.org!
18 November, 2019 09:59:31
Topics: 1
Messages: 6
How do I let users do that? Is that a page shortcode?
18 November, 2019 10:11:47
Oleksandr
Support
Topics: 3
Messages: 923
If your E2Pdf Template connected to "WordPress" extension, and item is set to "Pages" (screenshot attached), you can just place shortcode on needed WordPress Page:

[e2pdf-download id="1"]

* where 1 is the ID of your E2Pdf Template.

Depending on Logged In user - E2Pdf will generate different links, in-spite you are using same shortcode as E2Pdf Template for WordPress extension can be connected only to WordPress Pages/Posts, Custom Post types, but not "Users".

We remain at your service.
If you appreciate our support , we would really appreciate your feedback at WordPress.org!
18 November, 2019 17:42:04
Topics: 1
Messages: 6
Ok... you have been fantastic! I was able to do the export and create the link for a download. I will ask the accounting folks to purchase the license this week.

Thank you!
21 November, 2019 03:10:54
Topics: 1
Messages: 6
We purchased and installed the 10 template license... but now something new. On the test, I imported a PDF. Now when i try to do an import, it says it only accepts XML. I reviewed all the settings a couple of times, and don't see what i'm missing. I do not have the document we want to use as XML, nor did we for the trial.
21 November, 2019 03:33:57
Oleksandr
Support
Topics: 3
Messages: 923
Hi,

Do you need to create new E2Pdf Template with pre-made PDF? Is it correct? If so, you are in incorrect place. This is menu to import "backups" and not PDFs.

To create new E2Pdf Template with pre-made PDF just go to "E2Pdf" -> "Templates" -> "Add New", from the popup choose needed "Extension" and "Item" and click "Upload PDF".

We remain at your service.



If you appreciate our support , we would really appreciate your feedback at WordPress.org!
21 November, 2019 04:41:01
Topics: 1
Messages: 6
Oh... ok. Thank you!