Step by Step Instructions

WordPress Plugin Staff List – Step by Step Instructions

1. Create staff template.

2. Add input fields.

Fields are created on Staff Template screen, Input Fields section. How to add a field.
  • Staff template doesn’t have default data fields.
  • To create custom data entry form, add only the fields required by your application.
  • You don’t have to select all the fields at once. You can add them later, as needed.
  • Adding a field requires selecting the field type: field types.
  • Selecting the field type is the most important part of the design process!
  • Once created the field type can’t be changed! (there are some exceptions).
  • Visual effects like fonts, margins, field order or layout can be modified anytime.
  • When not sure what field type is best suited for your type of data – please contact us.

3. Set Field Display Options

Field data can be shown on Staff Page, Single Page or both. Field display options.

4. Add Staff Member

  • Go to: Staff List > Staff Members
  • Click: Add New
  • Enter a title (usually first and last name).
  • Select the Staff Template (the template you’ve created in step 1.)
  • Click Publish or Update
Template selector is usually located in the right column of the data entry screen.
There is also an option to select a default template: Admin > Default Template.
WordPress lugin staff list, staff member-template selector

5. Add Staff Member Content

The fields you’ve defined in the template (step 2) are displayed on the Staff Members form.

  • Fill out the form.
  • Click Update

6. Create and publish a Staff Page

7. Create and publish a Single Page

This step is optional. It can be done later.
See: How to create and publish a Single Page.

8. Customize the Template

You can modify the look and feel of your presentation by adding custom styles or adjusting built-in layout options.

  • Template Options > Custom Styles . Change display properties of Staff List sections.
  • Input Fields. Customize the individual fields.
  • Template Options > Field Order – Staff. Change fields order on staff pages.
  • Template Options > Field Order – Single. Change order of fields on single pages.
  • Template Options > Staff Order. Change order of the individual records.
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