Setup: Edit Actions for P2P

In this doc you can find instruction on how to do the initial setup to allow users to edit their action in CS P2P.

 

Create action form

Go to Settings > P2P  on the gravity form that used to create the Actions.

1. Turn on the This is a P2P form toggle
2. In the Select the form type dropdown select Create action form
   
3. The Create action field section should appear. Select a field in the Select the field where the email of the creator is entered. dropdown. This is most likely the email field in the form.

Authenticate form

This is the form that is used to authenticate the user by entering the email that they have used to create the action. This looks up the entry and checks the field selected in the previous step to determine if the user has entered the correct email. Create a new form and add at least one field that matches the field selected in the previous step (probably an "email" field).

If properly setup, this form checks the entered field against the field that is used to create an action. If an email is entered that doesn't match, the entry is marked as spam and all action & notifications are disabled. The confirmation is not changed, so a user can't see if a correct value is entered based on the confirmation.

To set up the form go to Settings > P2P  on the gravity form that used to create the Actions.

1. Turn on the This is a P2P form toggle
2. In the Select the form type dropdown select Authenticate form
   
3. The Authentication fields section should appear. Select a field in the Select the field that is used to verify the creator's email. dropdown. This is most likely the only field in the form.

If a user successfully authenticates the P2P Access URL meta field is filled with the full URL that gives access to the edit form. This meta field can be used in custom (feed) actions to send to the user.

Update action form

Create a form that has a field for all the content you want users to be able to update. Current supported fields that can be added are:

• Content (the main content of the action)
• Target amount (used in the counters)

In most cases the field will be duplicates of these fields that are used in the create acton form.

To setup pre-filling for these fields go to Settings > P2P  on the gravity form that used to create the Actions.

1. Turn on the This is a P2P form toggle
2. In the Select the form type dropdown select Update action form
   
3. The Update fields prefill section should appear. Select for each type what field should be pre-filled with the current value.
   

To let these field update the post type, create a new feed action with the P2P | Update an Action type. If the feed action is saved once, a Settings panel will be shown with options to map these fields to the right content.