Quick Start Birthdays

WordPress Plugin Staff List Birthdays – Quick Start

Before proceeding, please get familiar with How it Works section of this documentation.

1. Add birthday template.

Staff List Birthdays > Birthday Templates > Add New
  1. Enter template name.
  2. Select the layout.
  3. Save.
wordpress plugin staff list birthdays add birthday template
wordpress plugin staff list birthdays select birthday template layout

2. Select the source of data.

Template Options > Data Options
  1. Staff Template. Select the Staff Template as a source of records.
  2. Update.
  3. Staff Template Date Field. Select the DOB field (birthday date) to be used as a filter.
  4. Update.
Both options are required.
wordpress plugin staff list birthdays data options

3. Enter number of days to show.

Template Options > Data Options
  1. Range in Days. Enter 14 (you can change it later).
  2. Update.
The number of days into the future (starting from the current date) to include in the list.
wordpress plugin staff list birthdays data options

Upcoming Birthdays – Input Fields.

You’re not creating data entry fields. You’re just mapping (linking) birthday fields to the staff list fields. Birthday fields handle the visual formatting, staff fields provide the data.
Birthdays field types have to match the staff field types.
Birthdays field IDs can differ from staff IDs (F1, F2, F3…).

5. Add a field – staff member name.

Input Fields > F1.
  • (1) Add a field, Name-Multipart or other field type containing person’s name.
  • Update.
  • (2) Select what field to use as a source of data (Staff Template Field ID).
  • (3) For multipart field, choose display order (staff or single page).
  • (4)  Add field label (displayed next to F1).
  • (5) Hide/Delete = No.
  • Update.

6. Add a field – DOB (date of birth).

Input Fields > F2.
  • (1) Add a field, Date + Static label or other field type containing DOB.
  • Update.
  • (2) Select what field to use as a source of data (Staff Template Field ID).
  • (3)  Set date display format. For birthdays MM-DD, DD-MM or similar formats.
  • (4)  Enter the static label. Displayed next to DOB. (optional).
  • (5)  Add field name (displayed next to F2).
  • (6) Hide/Delete = No.
  • Update.
You can add up to 10 fields. Only person name and DOB are required now.

7. Create the upcoming birthdays page

  1. Go to: Birthday Template > Template Options > Shortcode
  2. Copy the shortcode.
  3. Create a new page.
  4. Paste the shortcode into the text editor.
  5. Update.
  6. Open the newly created page.
Gutenberg editor – create a shortcode block and add the shortcode.

Page preview.

Page displays no records.
In most cases there may be no records to show (birthdays) in the specified date range.
  • Go to: Template Options > Data Options > Range in Days.
  • Enter 90.
  • Update.
  • Refresh the page.
Still no data.
  • Increase this number to 180. Maximum value is 365.
  • Update.
  • Refresh the page.
Still no records.
See the Debug and Testing section of this documentation.
More fields needed.
You can have up to 10 fields plus social icons and link to a single page. Only person name and DOB are needed.
Add page title.
See Page Title section of this documentation.
Custom styling and formatting.
Use the template and field options to set up margins, fonts and other visual aspects of your presentation.
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