Selecting the right team members for a project can be difficult and time-consuming. With BuddyClients, it happens automatically through team roles and filter fields.
Filter fields use native BuddyPress profile fields to create a system of filtering team members based on their preferences and an individual project’s specifications.
Creating Filter Fields #
First, you will create filter fields in BuddyClients. For each filter field, you will choose or create a corresponding profile field. For example, you might create a profile field called “Genres.” When completing their profile, team members would select the genres they want to work with.
Then, you will choose the field type (dropdown or checkboxes) and match type for the filter field.
Match Type Options #
- Exact: Only team members whose response matches exactly will be available.
- Exclude: Only team members whose profile response does not include the client’s response will be available.
- Include Any: Only team members whose response includes any of the selected options will be available.
- Include All: Only team members whose response includes all of the selected options will be available.
Filtering Team Members #
When a client creates a new project, they will be prompted to select from the available options, and only team members whose response meets the criteria will be available.
In our genres example, we would select a match type of “include any.” Then, only team members whose genre preferences include the project genre would be available to the client.
You can create multiple filter fields to fine-tune your team members’ availability and make sure that only team members who are suited to the project are available to the client.