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Set Up Front-End Editing

— Premium Feature —

With front-end editing, you can allow logged-in users to edit their submissions, allow administrators to edit all entries, or set other form-specific editing permissions based on user role. You may set up editing with a View, create a clickable list of entries with a shortcode, or pull up a user's only entry automatically for editing. Creating a View is recommended for greater flexibility.

How to allow editing

To set up front-end editing or allow users to delete entries from the front-end, you'll need to allow front-end editing first.

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu.
    Front End Edit Permissions - Form Permissions, Allow front-end editing of entries, editing roles and Update
  3. Check the Allow front-end editing of entries box.
  4. Set the user roles in the two role lists. Each list opens as a checklist, so you can check more than one role. Role required to edit one's own entries is already set to Logged-in Users, so every logged-in user can edit their own submissions. Leave it as it is, or uncheck Logged-in Users and check only the roles you want. Role required to edit other users' entries starts on — Select —, so users can only edit their own entries. To let administrators edit every entry, check Administrator there.
  5. Click Update to save your changes.

That's it! Now when you add an edit link or delete link to a View, the user will see the link if they have permission to edit.

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Set up editing with a View

To set up front-end editing, we recommend that you create a View where users can see their submitted entries and edit them via an edit link. There are two main types of edit links: a standard edit link and an in-place edit link. The standard edit link will take the user to the form to edit their entry. The in-place edit link will pull up the form "in-place" for editing so the user doesn't have to leave the page.

Creating a View needs the Visual Views add-on, which is available on the Plus, Business, and Elite licenses. If it isn't active yet, install and activate it from the Formidable → Add-Ons page.

Standard editing

To show users edit links alongside their entries that take them to the published form for entry editing, follow the instructions below.

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu.
    Front End Edit Permissions - Form Permissions, Allow front-end editing of entries, editing roles and Update
  3. Check the Allow front-end editing of entries box.
  4. Set the user roles in the two role lists. Each list opens as a checklist, so you can check more than one role. Role required to edit one's own entries is already set to Logged-in Users, so every logged-in user can edit their own submissions. Leave it as it is, or uncheck Logged-in Users and check only the roles you want. Role required to edit other users' entries starts on — Select —, so users can only edit their own entries. To let administrators edit every entry, check Administrator there.
  5. Click Update to save your changes.
  6. Publish your form on a page. Make note of the Page ID where the form is published.
  7. Create a View with the Classic type, for example one that shows entries as a numbered list or a basic listing. These steps use a Classic View. If you've already created a View you want to use, then skip this step. To use a table View instead, see the note in step 8.
  8. In the View builder, click the listing content box between Add Before Content and Add After Content. This opens the Edit Listing Page Content window. Select the Code tab and insert the field shortcodes you want to show for each entry, followed by the editlink shortcode. Then click Update in the window. Replace 25 and 26 with the IDs of your own fields. Find the IDs in the Fields tab on the right of the window. Replace y with the Page ID where your form is published (from step 6).
    <p>[25] [26] [editlink label="Edit" page_id=y]</p>

    Edit Listing Page Content window, Code tab, with two field shortcodes and the editlink shortcode

    A table View has no single listing content box. It has one cell for each column, and the columns already show your fields. Add a column named Edit with the plus icon, click that column's cell, and insert only the editlink shortcode there. Steps 1 to 3 of Set up edit in-place with a table view show how to add the column.

  9. In the View Builder, click the Filter entries link.
    Create View Layout Filter Entries

    Set up the filter so it says User ID equals current_user, and then click Update in the Filter entries window. You must have the User ID (hidden) field in your form for this to work.
    Create View - Filter entries window with User ID equals current_user
  10. Click Update to save your View.
  11. Publish your View on a page if you have not done so already.

When the page is visited, a logged-in user will only see entries that they submitted. If they have permission to edit the entry, an edit link will appear by that entry.
Classic View on a page: each of the user's entries with its name, email and an Edit link

Edit in-place

To let users edit an entry in-place without leaving the view, follow the instructions below.

  1. Follow steps 1 to 5 and step 7 in Standard editing. In-place editing doesn't use a Page ID, so you can skip publishing the form in step 6.
  2. In the View builder of your Classic View, click the listing content box between Add Before Content and Add After Content to open the Edit Listing Page Content window. Select the Code tab and insert the following shortcode, and then click Update in the window. Replace Content here with any content you want, for example field shortcodes. For a table View, follow Set up edit in-place with a table view instead.
    <div id="frm_container_[id]">
    Content here
    </div>
    [editlink label="Edit" prefix="frm_container_"]

    Front End Edit - Edit in Place

  3. In the View Builder, click the Filter entries link.
    Create View Layout Filter Entries

    Set up the filter so it says User ID equals current_user, and then click Update in the Filter entries window. You must have the User ID (hidden) field in your form for this to work.
    Create View - Filter entries window with User ID equals current_user
  4. Click Update to save your View.
  5. Publish your View on a page if you have not done so already.

When the page is visited, a logged-in user will only see entries that they submitted. If they have permission to edit the entry, an edit link will appear by that entry. When the edit link is clicked, the user will be able to edit the entry with out leaving the view.

Edit only certain fields in place

To limit your editing in place to only certain fields, you can add the fields="100,101,102" parameter to the editlink. Change 100,101,102 to the fields you want to include in editing in place.

To begin the form on a specific page, you can add the start_page="2" parameter to the editlink. Change 2 with the page number.

<div id="frm_container_[id]">
Content here
</div>
[editlink label="Edit" prefix="frm_container_" fields="100,101,102" start_page="2"]

Edit and delete in-place

To edit or delete an entry in-place on the front-end of your site, follow the directions below. Editing and deleting in place uses Ajax so the entry can be edited/deleted without a page refresh.

To ensure that the updated value is immediately displayed when saved, you need to turn off AJAX submission and remove any CAPTCHA that you might have in your form.
  1. Follow steps 1 to 5 and step 7 in Standard editing. In-place editing doesn't use a Page ID, so you can skip publishing the form in step 6.
  2. In the View builder of your Classic View, click the listing content box between Add Before Content and Add After Content to open the Edit Listing Page Content window. Select the Code tab and insert the following shortcode, and then click Update in the window.
    <div id="frm_del_container_[id]"><div id="frm_edit_container_[id]">
    Majority of your content will go here. This is where the form will appear when you click the Edit link.
    </div>
    [editlink label="Edit" prefix="frm_edit_container_"]
    [deletelink label="Delete" prefix="frm_del_container_"]
    Some additional content may go here.
    </div>

    Front End Edit - Edit and Delete in Place
    The outer frm_del_container_[id] div holds all of the content that will be removed when you click the Delete link. The inner frm_edit_container_[id] div holds all of the content that will be replaced with a form when you click the Edit link.

  3. In the View Builder, click the Filter entries link.
    Create View Layout Filter Entries

    Set up the filter so it says User ID equals current_user, and then click Update in the Filter entries window. You must have the User ID (hidden) field in your form for this to work.
    Create View - Filter entries window with User ID equals current_user
  4. Click Update to save your View.
  5. Publish your View on a page if you have not done so already.

When the page is visited, the user has the option of editing or deleting the entry in-place. The user will only see the edit/delete links if they have permission to edit the entry.
Front Edit - edit and delete an entry in place

Create clickable list of entries

In order to make front-end editing easy for your users, you'll need to create a page where the user can see their submitted entries and edit them via an edit link. Follow the instructions below to create a clickable list of the current user's entries. When an entry is clicked, the user will be taken to edit the entry.

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu.
    Front End Edit Permissions - Form Permissions, Allow front-end editing of entries, editing roles and Update
  3. Check the Allow front-end editing of entries box.
  4. Set the user roles in the two role lists. Each list opens as a checklist, so you can check more than one role. Role required to edit one's own entries is already set to Logged-in Users, so every logged-in user can edit their own submissions. Leave it as it is, or uncheck Logged-in Users and check only the roles you want. Role required to edit other users' entries starts on — Select —, so users can only edit their own entries. To let administrators edit every entry, check Administrator there.
  5. Click Update to save your changes.
  6. Publish your form on a page. Make note of the Page ID where the form is published.
  7. Create a new page or go to the page where your form is published. Insert the following shortcode:
    [frm-entry-links id=x page_id=y]

    Replace x with the form ID/Key and replace y with the Page ID where the form is published.

This shortcode will display a list of entries that the current user submitted. The entry's creation date will be shown in the list by default.
Front Edit List Entries

When the user clicks on one of these dates, they will be able to edit that entry. For customization of the entry list, see how to display a List of Entries.

To display all entries in a table format with an edit link, follow the steps below.

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu.
    Front End Edit Permissions - Form Permissions, Allow front-end editing of entries, editing roles and Update
  3. Check the Allow front-end editing of entries box.
  4. Set the user roles in the two role lists. Each list opens as a checklist, so you can check more than one role. Role required to edit one's own entries is already set to Logged-in Users, so every logged-in user can edit their own submissions. Leave it as it is, or uncheck Logged-in Users and check only the roles you want. Role required to edit other users' entries starts on — Select —, so users can only edit their own entries. To let administrators edit every entry, check Administrator there.
  5. Click Update to save your changes.
  6. Publish your form on a page. Make note of the Page ID where the form is published.
  7. Create a new page. Insert this shortcode on the page:
    [formresults id=x edit_link="Edit" page_id=y]

    Replace x with the form ID/key and replace y with the Page ID where the form is published (in step 6). You can insert the shortcode on the same page where the form is published on or create a new page.

Now when the page is visited, all entries display in a table. The Edit link shows only on the entries the visitor has permission to edit. To give administrators an Edit link on every row, select Administrator in Role required to edit other users' entries (step 4).
Front Edit Table Format
For more information on this shortcode, see the Display All Entries in a Table page.

Set up edit in-place with a table view

Start with these instructions to create a table View. Then follow the instructions below to enable front-editing.

  1. In the View builder, add a column by clicking the plus icon on the right side of the table.
    Front-end Edit Table View - add an Edit column
  2. Set the column name to Edit.
  3. Click the new column's cell in the listing content row to open the Edit Listing Page Content window. Select the Code tab and insert the following shortcode, and then click Update in the window.
    <div id="frm_container_[id]">
    </div>
    [editlink label="Edit" prefix="frm_container_"]

    Front End Edit - Edit in Place Table View

  4. In the View Builder, click the Filter entries link.
    Create View Layout Filter Entries

    Set up the filter so it says User ID equals current_user, and then click Update in the Filter entries window. You must have the User ID (hidden) field in your form for this to work.
    Create View - Filter entries window with User ID equals current_user
  5. Click Update to save your View.
  6. Publish your View on a page if you have not done so already.

When the page is visited, the user can click the Edit link to open the front-editing for that specific entry. Note that the user can only see the edit link if they have permission to edit the entry.
Front-end Edit Table View - Edit link for each entry

Edit each cell in a table view

You can let users edit each cell of a table View on its own. In every column, show one field and limit the edit link to that field with the fields parameter. Then give each column its own container prefix so the edit links don't clash.

For example, say a table View has three columns: Color, Number, and Food. The shortcodes below replace steps 1 to 3 of Set up edit in-place with a table view, so there is no separate Edit column. Click each column's cell in the listing content row and put the matching shortcode on the Code tab. Then follow steps 4 to 6 of that section to add the filter, save, and publish the View.

  1. Color column
    <div id="frm_container_color_[id]">
       [951]
    </div>
    [editlink label="Edit" fields="951" prefix="frm_container_color_"]
  2. Number column
    <div id="frm_container_number_[id]">
       [952]
    </div>
    [editlink label="Edit" fields="952" prefix="frm_container_number_"]
  3. Food column
    <div id="frm_container_food_[id]">
       [953]
    </div>
    [editlink label="Edit" fields="953" prefix="frm_container_food_"]

Replace 951, 952, and 953 with the IDs of your own fields. Use the same field ID in the field shortcode and in the fields parameter of that column. The text after frm_container_ (for example, color_) must be unique for each column. It also has to match between the div ID and the prefix parameter.

When the page loads, each cell shows its own Edit link. Clicking it opens a form with only that field, inside that cell.

Pull up single entry for editing

To limit each user to one entry and automatically pull up their entry for editing when they visit the form, follow the steps below:

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu. Check the Limit number of entries per box and select Logged-in User. Leave Maximum Entries at 1 in total.
  3. Check the Allow front-end editing of entries box. Determine which user role can edit their own submissions and which user role can edit responses submitted by other users.
    Front End Edit Permissions - one entry per logged-in user
  4. Click Update to save your changes.
  5. Publish your form on a page.
The entry only opens for editing automatically with a limit of 1 in total. With a higher Maximum Entries or a time period, the form opens blank for each new entry until the limit is reached.

Now when the user visits the form, their entry automatically appears ready to be edited, and the button reads Update. After the user saves, the form shows the edit message (Your submission was successfully saved.) instead of the usual confirmation. The user's existing entry is updated, not duplicated. To change the button text, edit the Update Button Text option of the form's Submit button field. To change the message, see Show Message after editing.
The user's entry opened in the form, with the Update button

Add edit link for specific entry

To add an edit link for a specific entry, follow the directions below.

  1. Go into edit your form and click the Settings tab.
    Front End Edit Form Settings
  2. Click Form Permissions in the left menu.
    Front End Edit Permissions - Form Permissions, Allow front-end editing of entries, editing roles and Update
  3. Check the Allow front-end editing of entries box.
  4. Set the user roles in the two role lists. Each list opens as a checklist, so you can check more than one role. Role required to edit one's own entries is already set to Logged-in Users, so every logged-in user can edit their own submissions. Leave it as it is, or uncheck Logged-in Users and check only the roles you want. Role required to edit other users' entries starts on — Select —, so users can only edit their own entries. To let administrators edit every entry, check Administrator there.
  5. Click Update to save your changes.
  6. Publish your form on a page. Make note of the Page ID where the form is published.
  7. Add this shortcode to a page, post, or widget:
    [frm-entry-edit-link id=x label="Edit" page_id=y]

    Replace x with the entry ID, and replace y with the Page ID the form is published on.

    • The entry ID can be found by going into your form and clicking on 'Entries'. The furthest left column typically contains the entry IDs. If you are inserting this link directly on a post page that was created by Formidable, you can use id="current" to dynamically get the ID of the entry from the post being viewed.
    • You can include form_id=x in this shortcode. This is the ID of the form which holds the entry to edit. Including this parameter will slightly decrease processing time.

Now when the page, post, or widget is visited, an edit link will appear if the user has permission to edit the entry. When the edit link is clicked, it will take the user to the form to edit the specified entry.

Trigger action after editing

You can trigger a Confirmation action after editing an entry where you can find the Entry is updated option in the Trigger this action when dropdown. With this action, you can show a message, redirect to a URL, or show the page content after editing.

Show Message after editing

If you want to show a message after updating an entry, then indicate the confirmation message you want to display in the form settings.

  1. Go to your form Settings → Form Permissions. Select the Allow front-end editing of entries checkbox and configure which role is required to edit one's own entries or other users' entries.
    Front End Edit - Allow front-end editing of entries with editing roles
  2. Go to your form Settings → Actions & Notifications page.
  3. Hover over the Confirmation action and click Add.
    Front End Edit - Add a Confirmation action
  4. In the Action Name box, add a label for easy reference.
    Front End Edit - Confirmation Show Message After Editing
  5. In the Trigger this action when dropdown, select Entry is updated and deselect Entry is created.
  6. Select the Show Message button. Use the editor's Visual or Code tab to customize the success message.
  7. Toggle the Show the form with the confirmation message option if you want to include the form below the confirmation message.
  8. Once done, click the Update button to save your changes.

Redirect after editing

If you want to set a redirect after updating an entry, indicate the redirect URL in the form settings.

  1. Go to your form Settings → Form Permissions. Select the Allow front-end editing of entries checkbox and configure which role is required to edit one's own entries or other users' entries.
    Front End Edit - Allow front-end editing of entries with editing roles
  2. Go to your form Settings → Actions & Notifications page.
  3. Hover over the Confirmation action and click Add.
    Front End Edit - Add a Confirmation action
  4. In the Action Name box, add a label for easy reference.
    Front End Edit - Confirmation Redirect After Editing
  5. In the Trigger this action when dropdown, select Entry is updated and deselect Entry is created.
  6. Select the Redirect to URL button.
  7. In the Redirect URL box, enter the URL where you want users to be redirected after editing.
  8. Once done, click the Update button to save your changes.

If you want to redirect the user to its referring URL after editing, use the frm_setup_edit_fields_vars code example.

Show Page content after editing

If you want to show the content of a published page after updating an entry, indicate the selected page in the form settings.

  1. Go to your form Settings → Form Permissions. Select the Allow front-end editing of entries checkbox and configure which role is required to edit one's own entries or other users' entries.
    Front End Edit - Allow front-end editing of entries with editing roles
  2. Go to your form Settings → Actions & Notifications page.
  3. Hover over the Confirmation action and click Add.
    Front End Edit - Add a Confirmation action
  4. In the Action Name box, add a label for easy reference.
    Front End Edit - Confirmation Show Page Content After Editing
  5. In the Trigger this action when dropdown, select Entry is updated and deselect Entry is created.
  6. Select the Show Page Content button.
  7. In the Select a Page dropdown, choose the page on which you want users to view the content.
  8. Once done, click the Update button to save your changes.

You may insert an edit link in a View in order to allow users to easily update entries from the front-end of your site. Before an edit link will work correctly, you must set up your form to allow editing. Editing permissions can be modified on your form's Settings page.

Usage

Insert the following shortcode in a View:

[editlink label="Edit" page_id="y"]

Replace y with the ID of the page where your form is published.

Please note: The edit link will only appear for those authorized to edit the entry.

Parameters

The following parameters can be used with the editlink shortcode.

Required

  • page_id – The ID of the page where the form is published. You can find the ID of a page by going into edit the page and looking at the number after post= in the address bar, as shown below.
    Allow Edit - page ID in the edit page URL

    Please note: While the page_id parameter in the deletelink shortcode can be used to redirect after deletion of the entry, this is not the intended function for the editlink.

Optional

  • label – Change the text of the edit link which is 'Edit' by default. Use label=0 to show only the edit link URL without any added HTML.
    [editlink label="Edit" page_id=y]
  • class – If you are using the label parameter, you can add an HTML class to the edit link to add styling.
    [editlink label="Edit" class="my_edit_class" page_id=y]
  • title – Set a value on the link title that shows on hover. If this is not specified, the label value will be used. The title is only added to edit in-place links, which use the prefix parameter.
    [editlink label="Edit" title="Edit now" prefix="frm_container_"]
  • fields – When using in-place-edit, include a comma-separated list of the field ids to only show a few fields (or a single field). See more detail on using this option above. Please note: This parameter will only apply when using edit in-place.
    [editlink label="Edit" fields="25,26" prefix="frm_container_"]
  • exclude_fields – To exclude a few fields (or a single field), include a comma-separated list of the field ids to exclude. Do not combine with the 'fields' parameter above. Please note: This parameter will only apply when using edit in-place.
    [editlink label="Edit" exclude_fields="25,26" prefix="frm_container_"]
  • prefix – To edit the entry in-place (as seen in the help desk), use the prefix parameter. In order to use the prefix parameter, you must add a div or other HTML element around your content which has an id like frm_container_[id]. When the edit link is clicked, everything inside of this container element will be replaced with the form and entry for editing. The edit link must go outside of this container element in order for the 'Cancel' link to show when editing. In a View, it may look like this:
    [editlink label="Edit" cancel="Cancel" prefix="frm_container_"]
    <div id="frm_container_[id]">
    Content here
    </div>

    The text in red must match in order for prefix to work properly.

    • cancel – If using the prefix parameter, you can change the label on the cancel link. By default, the link will say Cancel.
      [editlink label="Edit" cancel="Cancel" prefix="frm_container_"]

To get the URL, use something like:

[editlink label=0 page_id=25]&my_param=28

You can then add your own link HTML around it.

<a href="[editlink label=0 page_id=25]&my_param=28">Edit</a>

frm-entry-edit-link shortcode

While the editlink shortcode is only for Views, the frm-entry-edit-link shortcode can be used anywhere WordPress allows shortcodes.

frm-entry-edit-link Parameters

This shortcode accepts all of the parameters listed above for the editlink shortcode. However, the entry id is required since it cannot be set automatically.

Required

  • id – The ID of the entry to edit. Options include the numeric ID or current when the shortcode is included on a post that was created by a Formidable Form.
    [frm-entry-edit-link id=current page_id=200]

PHP Alternative

echo FrmProEntriesController::entry_edit_link( array( 'id' => x, 'label' => 'Edit', 'page_id' => y ) );

Replace x with entry ID to be edited, and replace y with the Page ID where the form is published.

Limitation

If you have a rich text field in your form with front-editing enabled, the links in the field will be stripped. This security measure was implemented to sanitize input from unprivileged users. By default, only site administrators can save HTML tags in your rich text fields.

If you want to allow non-administrators to save additional tags, you can use the frm_allowed_form_input_html filter. However, it's important to be aware that allowing anchor tags from untrusted sources can create security risks. While it's generally not recommended, it may become necessary in exceptional cases, such as ensuring backward compatibility.

Troubleshooting

When the edit links are not showing, there are a few things you can check for.

  1. Have you configured your form settings to allow front-end editing?
  2. Are you logged in with a user who has access to edit that entry?
  3. If it is only allowed for users to edit their own entries, are you logged in with the correct account?
  4. If a role is selected to allow others to edit, do you have the allowed role? If this is a custom role, you will need to be logged in with the exact role selected.

If you continue to have trouble with the edit links not showing, please create a new ticket in the help desk.

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