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Manage projects

Data Projects is a tool that allows WordPress users to build simple data apps that run in the WordPress dashboard.

  • Create your own WordPress data app
  • Add static pages to your WordPress data app
  • Add pages to your WordPress data app that allow standard CRUD opperations on a table
  • Add pages to your WordPress data app that support parent-child relationships

 

Follow these steps to create your own WordPress data app.

Step 1 – Create a new WordPress data app

  • Navigate to: WP Data Access > Data Projects > Manage Projects
  • Click Add New
  • Enter the items as described below

 

Project ID

A unique project ID is generated automatically when you save your data (you cannot change this value)

Project Name

Enter a project name that makes sense to you

Project Description

You can enter a project description here for your own administration or leave it empty

Add To Menu

Select Yes if you want your project to appear in the WordPress dashboard menu

Menu Name

Name of your WordPress menu (only needed if Add To Menu = Yes)

Seq#

Sequence number: order in which your menus will be shown in the WordPress dashboard

 

NOTES

  • As long as your project contains no pages, the project will not be added to the WordPress dashboard menu
  • When saving changes you’ll need to refresh the WordPress dashboard menu
  • You can take specific pages or the whole project offline by setting Add To Menu to No

Step 2 – Add pages to your WordPress data app

There are three types of pages you can add to your WordPress data app:

  • Static pages
  • CRUD pages
  • Parent-child pages

2a – Add a static page to your WordPress data app

Use static pages to inform your data app users. Technically spoken a static page is a WordPress post shown in the WordPress dashboard. If the post should be visible to your WordPress data app users only, make sure you take the necessary actions to prevent it being shown on your blog.

Follow these steps to add a static page to your WordPress data app:

  • Navigate to: WP Data Access > Data Projects > Manage Projects
  • Edit your project
  • Click Add New below the Pages tab
  • Select “static” from the Type list
  • Select the post you want to be displayed on the page
  • If you want the page to be in the menu make sure Add To Menu is set to Yes and Menu Name has an appropriate value
  • Use Seq# to put your pages in your preferred order

2b – Add a CRUD page to your WordPress data app

A CRUD page is a page that allows you to perform Create, Read, Update and Delete operations on a database table. Use the Data Designer (or another tool) to create tables. Use Data Projects to add a CRUD page to your WordPress data app.

Follow these steps to add a CRUD page to your WordPress data app:

  • Navigate to: WP Data Access > Data Projects > Manage Projects
  • Edit your Projects
  • Click Add New below the Pages tab
  • Select “table” from the Type list
  • Enter the Table Name for which you like to create a CRUD page
  • Enter the Mode (edit to allow users to perform all CRUD operations; view for read only access)
  • Decide whether users should be able to insert and/or delete
  • If you want the page to be in the menu make sure Add To Menu is set to Yes and Menu Name has an appropriate value
  • Use Seq# to put your pages in your preferred order

2c – Add a parent-child page to your WordPress data app

A parent-child page allows you to build simple parent-child pages. These are more complex and arbitrary than static pages and table pages.

Follow these steps to add a parent-child page to your WordPress data app:

  • Navigate to: WP Data Access > Data Projects > Manage Projects
  • Edit your Projects
  • Click Add New below the Pages tab
  • Select “parent/child” from the Type list
  • Enter the (parent) Table Name for which you like to create a parent-child page
  • Enter the Mode (edit to allow users to perform all CRUD operations; view for read only access)
  • Decide whether users should be able to insert and/or delete
  • If you want the page to be in the menu make sure Add To Menu is set to Yes and Menu Name has an appropriate value
  • Use Seq# to put your pages in your preferred order

Although your parent-child page is now available, you need to do some more work to establish the relationship(s) between parent and child(ren). Follow these steps to add a child relationships to the parent:

  • Navigate to: WP Data Access > Data Projects > Manage Table Options
  • Click Add Table To Repository
  • Select the parent table and click Add Selected Table To Repository
  • Add the child relationships to your parent table (a tab is generated for every child)
  • Additionally you can modify item labels, item ordering and hide specific items for list table and data entry forms
  • Add child tables to the repository to modify child tabs, child item labels, child item ordering and hide specific child items for list table and data entry forms

NOTES

  • Your parent and child tables MUST HAVE A PRIMARY OR UNIQUE KEY to support all functionality available (at this time a unique is index is not sufficient)
  • You can add multiple child relationships to one parent, a tab will be generated for each child
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