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FluentForms

#General

Permission Issue/Question for Fluent Forms – Post Update + Corporate User Handover

I’m using Fluent Forms with a Post Update form to let logged-in members create and update their Member Directoryentry (CPT).

Current setup

  • Post Update field
  • Filter Posts = Current User Post (for security)
  • Works as long as the same person remains the “head member”

The handover problem

In a corporate membership, the head member can change. When that happens:

  • the subscription is transferred to a new user
  • that user becomes the active subscriber / primary contact
  • the existing directory listing should remain the same
  • but edit access should move to the new head member

Because Current User Post relies on post author, the new head member cannot see or edit the existing entry.

I’ve tried updating the User ID in the form/submission, but that didn’t resolve it.

Has anyone handled corporate account handovers with Post Update forms - either by reassigning ownership or using a supported pattern to allow the new subscriber to edit the existing post?

Thanks!

  • 2 comments

André Daus

I don’t know about corporate account handovers, but I have some experience with memberships. We solved these issues with Wordpress roles regular authors and editors. But that seems not to be your issue. You want to move a post (or all posts) of a particular user to another user?

If that’s the case, I don’t think it works via FluentForms directly. You would need a PHP function that does that for you. But you can hook it into a form again. That shold be straight forward:

Create a form where you select the former head member and the new head member, and upon submit fire a PHP function that selects the post of the former member and changes the post author to the new member. Done.

Myriam Janssen

André Daus Thank you. Not sure if that'll work for my case but I'll look into it!