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Untapped Potential:
Using WordPress as an
Information Management Tool
Daru Sharp @daylily_daru
About Me
Gardener Daylilies Hybridizer Crazy!!
Scientist Desktop App Dev
Data Collection
/Review
Data
Architect/Access
Today’s Talk
Content vs Info management
What I needed to model
Frustrations driving Requirements
WordPress to the rescue!
Content vs Information
Content:
Title
Content
Photos
A little bit of other data
(metadata)
Information
Title
Content (opti...
Data Model Needed!
Some Data Management
Frustrations
State of the art was a desktop (Windows based)
application
Data was entered and viewed 1...
My Requirements
See my data anywhere
Manage information for a collection
Customize the data variables
Allow for many photo...
The Project
Create an application to manage my Daylily data
Build it in WordPress
Utilize Custom Post Types
Create Fields ...
The Toolbox
WordPress
3 Plugins
Custom Post Type UI
Advanced Custom Fields Pro
Admin Columns Pro
Custom Post Type UI
• Used to create new Post Types
and Custom Taxonomy Terms
• Nice interface for setting Post
Type Attri...
 Define
Use
The Relationship Field
Used to associate one post to another
Associations can go across post types
Returns a Post ID or Po...
Admin Columns
Admin Columns
Create Multiple Lists per Post Type
Customize Columns Displayed
Include Thumbnails
Filter/Sort by any Column...
ACF Data Entry
ACF Data Entry
My Requirements
See my data anywhere
Manage information for a collection
Customize the data variables
Allow for many photo...
The Front End Views
WP Core Templates
Single Post View
Post Archive View
Taxonomy Views
Customized Pages
Custom Page Templ...
WP Template Hierarchy
https://developer.wordpress.org/files/2014/10/Screenshot-2019-01-23-00.20.04.png
Single Post View with ACF Data
Relationships
get_field()
Advanced Custom Fields Function
Lots of documentation and example code
This function is a Chameleon
What is re...
get_field Examples
Why Use WP for Data?
There’s a need for better info management tools
Can be customized for different types of information
...
Resources
gardentracker.com  Demo Site
LinkedIn Learning
You Tube
WP Developers Documentation
ACF Documentation
@daylily_...
Untapped potential: Using WordPress as an Info Management tool
Untapped potential: Using WordPress as an Info Management tool
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Presentation at WordCamp Lancaster - April 27, 2019

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Untapped potential: Using WordPress as an Info Management tool

  1. 1. Untapped Potential: Using WordPress as an Information Management Tool Daru Sharp @daylily_daru
  2. 2. About Me Gardener Daylilies Hybridizer Crazy!! Scientist Desktop App Dev Data Collection /Review Data Architect/Access
  3. 3. Today’s Talk Content vs Info management What I needed to model Frustrations driving Requirements WordPress to the rescue!
  4. 4. Content vs Information Content: Title Content Photos A little bit of other data (metadata) Information Title Content (optional) Photos More of the other data, defined in a specific way
  5. 5. Data Model Needed!
  6. 6. Some Data Management Frustrations State of the art was a desktop (Windows based) application Data was entered and viewed 1 record at a time I had to be at my computer to see my data Limited associations between data entities I could only export some of what was entered
  7. 7. My Requirements See my data anywhere Manage information for a collection Customize the data variables Allow for many photos Track multiple Entity Types (with various data variables for each) Create and view associations between my data View the entire collection in one output with photos View the Heritage of any Daylily or Cross
  8. 8. The Project Create an application to manage my Daylily data Build it in WordPress Utilize Custom Post Types Create Fields to capture Post Type specific data Customize the data entry screens Create a very visual output
  9. 9. The Toolbox WordPress 3 Plugins Custom Post Type UI Advanced Custom Fields Pro Admin Columns Pro
  10. 10. Custom Post Type UI • Used to create new Post Types and Custom Taxonomy Terms • Nice interface for setting Post Type Attributes and Properties • Sets up Toolbar Menu, Admin List, Data Entry interface
  11. 11.  Define Use
  12. 12. The Relationship Field Used to associate one post to another Associations can go across post types Returns a Post ID or Post Object Bidirectional Store data in serialized element a:2:{i:0;s:”23”;i:1;s:”56”;}
  13. 13. Admin Columns
  14. 14. Admin Columns Create Multiple Lists per Post Type Customize Columns Displayed Include Thumbnails Filter/Sort by any Column Inline Edit Export List to Excel
  15. 15. ACF Data Entry
  16. 16. ACF Data Entry
  17. 17. My Requirements See my data anywhere Manage information for a collection Customize the data variables Allow for many photos Track multiple Entity Types (with various data variables for each) Create and View associations in my data View the entire collection in one output with photos View the Heritage of any Daylily or Cross
  18. 18. The Front End Views WP Core Templates Single Post View Post Archive View Taxonomy Views Customized Pages Custom Page Templates (php)
  19. 19. WP Template Hierarchy https://developer.wordpress.org/files/2014/10/Screenshot-2019-01-23-00.20.04.png
  20. 20. Single Post View with ACF Data
  21. 21. Relationships
  22. 22. get_field() Advanced Custom Fields Function Lots of documentation and example code This function is a Chameleon What is returned depends on context Value or Array or Post Object Arguments needed depends on context Acf field name, post id, post type, etc (read the documentation carefully!)
  23. 23. get_field Examples
  24. 24. Why Use WP for Data? There’s a need for better info management tools Can be customized for different types of information Great way to share data Great documentation and support Many developers with expertise on this platform Fabulous community!! WordCamps and Meetups
  25. 25. Resources gardentracker.com  Demo Site LinkedIn Learning You Tube WP Developers Documentation ACF Documentation @daylily_daru daru@gardentracker.com

Presentation at WordCamp Lancaster - April 27, 2019

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