Hierarchical Select Addon

How to Configure Hierarchical Select

Navigate to JetFormBuilder > Addons and discover the “Hierarchical Select” addon in the All Available Addons section to install the addon. Press the “Install Addon” button and, once installed, it will appear on Your Installed Addons. Next, click “Activate Addon” to get it ready for further work.

As you can see, all PRO version addons can be easily installed and activated via JetFormBuilder Dashboard.

After installing and activating the plugin, a WordPress block called “Hierarchical Select” will appear in the JetFormBuilder blocks.

Proceed to JetFormBuilder > Forms and open the existing form or create a new one. Click on the “Add block” button and choose the Hierarchical Select block.

Let’s go over the Hierarchical Select add-on’s settings:

• Taxonomy type. In this drop-down select, you can pick the needed taxonomy. Since this add-on has been created for hierarchical taxonomies (categories), you cannot select tags;
• Term value from. Pick the data that will be used as values:
  • Term ID;
  • Term Name;
  • Term Slug;
  • Term Meta: If you choose the “Term Meta” option, you should specify the meta field name in the Term’s meta field key/ID field.
• Get calculated value from term meta. This option allows getting values for the Calculated Field. Be aware that if you turn on this option, the Enable manual input feature won’t work;
  • If you enable the previous toggle, you should specify the meta field key/ID in the Term’s meta field key/ID for calculated value field.

After finishing the settings, hit the “Edit Levels” button. In the new pop-up window, we have such settings:

• Safe deleting. When you click on the “Delete” button, you can receive a notification message that asks you one last time if you are sure about that. This measure can help if you have hit the deletion button by accident. That notification can be disabled by turning off the Safe deleting toggle;
• Name. If you click on this field, a level will be named by default, but you can change the name. Just be aware that all level names in the whole form must not be repeated;
• Label. It is the title of the field that will be shown to users in the form;
• Placeholder. It is a text displayed in the Select field before you choose any option;
• Description. It is a piece of additional information to notify about the selector level purpose;
• Add new level. With this button, you can create as many levels as you need;
• Enable manual input. You can add a new term via the form with this option. Read more about it a little further.

Then, set the Post Submit Action, push the “Publish” or “Update” buttons, add the form to the page if you haven’t done it yet, and check out how it looks on the front end.

You need to set the Preset Settings to edit posts via the form. Proceed to the Preset Settings section and select the “Post Term” option and the taxonomy name for your first level of a hierarchical taxonomy.

When a preset is set up and the preset term has child terms, the entire hierarchy of terms is displayed in the form fields on the front end. Otherwise, if the Enable manual input option is enabled, the Text field will be rendered instead of the Select field with the child terms. Only one branch will be displayed if a post has multiple branches.

You can do this with the Enable manual input option. This option is available for the second and upper levels. If the previous term doesn’t have any child terms, you or users can create a new term manually while, e.g., creating or editing a post. After that, the Text field in the form will be changed to the Select field, and a new term will appear in the taxonomy.

Be aware that you should select the “Insert/Update Post” Post Submit Action and choose the “Post Term” option and the taxonomy name to add new terms to the Fields Map.

For that, you should select the “Term ID” option in the Term value from field and choose the levels from which you want to save terms for the post in the “Insert/Update Post” Post Submit Action.

For the Hierarchical Select field, you need to enter the %FIELD::quantity% macro in the Calculated Field. Replace the “quantity” with the name of the level. You need to enter separate macros for every level with the value into the formula.

As you can see on the screenshot below, the “Coupons” term has a “10” value, and the “40%” term has a “40” value. With the addition of the formula in the Calculated Field, we have gotten a “50%” discount as a sum.