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Pods Setup Workflow

Pods Setup Workflow

Planning Your Pods

Before you start making pods, you're going to want to figure out what you're going to make - what your custom post types will be called, what taxonomies it will need, whether the taxonomies will need to be hierarchical or not, etc.

Planning

  1. What custom post types you will be creating on your website (e.g. Books, Doctors, Products, etc)
  2. What taxonomies it will need (e.g. Categories, Tags, etc)
  3. Whether the taxonomies will need to be hierarchical (items grouped together and displayed as a checklist)
  4. What meta fields you will need (e.g. Description, Price, Variations etc)

For more detailed information about Planning Your Pods check out the style guide: https://styleguide.wdsgallery.com/how-to-use-pods/#plan

 

WP Dashboard

Getting Started

  1. Install and Activate: From plugins in WordPress Dashboard install Pods – Custom Content Types and Fields and Pods Beaver Themer Add-On
  2. Activate from plugins page
  3. For more detailed information about Getting Started check out the style guide: https://styleguide.wdsgallery.com/how-to-use-pods/

Create Custom Post Type (Pod)

  1. From Dashboard > Pods admin > Add New
  2. Select a Content type (post types in this instance)
  3. Add a Label (the name of the post type, e.g. Books)
  4. Manage Fields (add meta data fields to your post type)
    1. For more detailed information about managing Pods Fields check out the style guide:  https://styleguide.wdsgallery.com/how-to-use-pods/#mngfld 
  5. Admin UI Tab (manage how your post type appears in the dashboard)
    1. Add a dashboard menu icon (You can select a dashicon here and use the dashicon name, or you can create a custom icon (18px or smaller, png) and use the following magic tag: {@template-url}/path/to/image.png “replace path and filename to match location and filename of your image”)
  6. Advanced Options Tab
    1. Select Supports (These are field options that are built into WordPress posts such as Post Title, Featured Image, Comments, etc. You would not need to add a field to your Pod when using these options.)
    2. Associate taxonomies with your custom post type (these can be custom created or built-in)
    3. Enable archive page
  7. Save your Pod

For more detailed information about Creating a Custom Post Type check out the style guide: https://styleguide.wdsgallery.com/how-to-use-pods/#cpos

Create Custom Taxonomy

  1. From Dashboard > Pods admin > Add New
  2. Select a Content type (taxonomy in this instance)
  3. Add a Label (the name of the taxonomy e.g. Categories)
  4. Manage Fields (add meta data fields to your post type)
  5. Admin UI Tab (customize the admin menu appearance of your custom taxonomy)
  6. Advanced Options Tab
    1. Select if your taxonomy will be hierarchical
    2. Assign the taxonomy to an Associated Post Type (or double check it is assigned to the proper post type)

For more detailed information about Creating a Custom Taxonomy check out the style guide:  https://styleguide.wdsgallery.com/how-to-use-pods/#taxo

Extend a Post Type (add to an existing post type)

  1. Add new Pod From Dashboard > Pods admin > Add New
  2. Select a Content Type (Post Types, Taxonomies, Media, Users, Comments)
  3. Select a Post Type (e.g. Posts, Pages, Books, Products)

For more detailed information about Extending a Post Type check out the style guide: https://styleguide.wdsgallery.com/how-to-use-pods/#exte

Add New post to Your Custom Post Type

  1. From Dashboard hover or your new custom post type > Add New
  2. Fill out the fields and taxonomies you created
    1. Make sure they are set up and perform as you intended
  3. Publish your custom post

For more detailed information about Creating a New Post for you Custom Post Type check out the style guide: https://styleguide.wdsgallery.com/how-to-use-pods/#newcpt

Themer Layouts

Create Post Type - Singular Layout

  1. From Dashboard hover over > Beaver Builder > Add New
  2. Add Title > Select Type (Themer Layout) > Select Layout (Singular)
  3. Set Location click Add Location Rule
    1. Click "Choose" dropdown and scroll to bottom of list to find the Pod you created and select base Pod created (not the category option)
  4. Publish themer layout

For more detailed information about Creating a Singular Themer layout for Pods check out the style guide: https://styleguide.wdsgallery.com/pods-themer/#sing

Create Taxonomy - Archive Layout

  1. From Dashboard hover over > Beaver Builder > Add New
  2. Add Title > Select Type (Themer Layout) > Select Layout (Archive)
  3. Set Location click Add Location Rule
    1. Click "Choose" dropdown and scroll to bottom of list to find the Pod you created and select Category Archive for the Pod created and keep on All Categories
  4. Publish themer layout

For more detailed information about Creating an Archive Themer layout for Pods Taxonomy check out the style guide: https://styleguide.wdsgallery.com/pods-themer/#arch

Beaver Builder

Build Themer Archive Layout

  1. Launch Beaver Builder for the Archive layout
  2. Remove the default themer post template - it's easier to start with a blank slate
  3. Add a hero row or columns to the page to make it consistent with the layout on the rest of the site
  4. Add Standard Posts module or PowerPack Content Grid module
    1. Query Tab > Choose Main Query
    2. General Tab > Layout select custom
  5. Style layout to match site

For more detailed information about Creating a Custom Module layout and using Field Connections & Shortcodes  check out the style guide: https://styleguide.wdsgallery.com/pods-themer/ and https://styleguide.wdsgallery.com/pods-themer/#sing

Build Themer Singular Layout

  1. Launch Beaver Builder for the Singular layout
  2. Remove the default themer post template - it's easier to start with a blank slate
  3. Add a hero row or columns to the page to make it consistent with the layout on the rest of the site
  4. Style the rest of the page to match provided instructions
    1. You will use Field Connections & Shortcodes to build out most content on the page

For more detailed information about Creating a Custom Module layout and using Field Connections & Shortcodes  check out the style guide: https://styleguide.wdsgallery.com/pods-themer/ and https://styleguide.wdsgallery.com/pods-themer/#arch

Important!

Be sure to save the completed layout as template.

  1. Click Beaver Builder menu (top left)
  2. Select Save Template
  3. Name Template and click Save
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