How to Use JetEngine Plugin in WordPress: A Step-by-Step Guide

how-to-use-jetengine-plugin-in-wordpress

JetEngine is a WordPress plugin that eases creating and managing dynamic content. You can use it to create complete dynamic websites in WordPress. JetEngine is provided for Elementor and Gutenberg.  You can use any of these to build a complex website. This article discusses how to use the JetEngine plugin in WordPress with step-by-step instructions.

Why do you need the JetEngine plugin?

JetEngine provides all the features to create a dynamic and complex website. But there are other best dynamic content plugins in the market like Toolset, ACF, and Meta Box. Here in this JetEngine comparison with other dynamic content plugins, you will know how JetEngine stands out from the other plugins. JetEngine is the only plugin that offers custom field types like ‘Icopicker’. It is the only solution to create a personal data repo for every user to store their post collections.

JetEngine offers unique tools like Front-end Forms, Membership, Profile Builder, and Rest API to develop more complicated websites. Check out their comparison guide for more information.

Custom Fields in JetEngine

The Custom Fields are used to display additional information to the Post/Page/Custom Post. If you create a new post, you may want to add additional data that’s not available by default. To satisfy your need, you can use Custom Fields in JetEngine to add Custom Fields to your Post, Page, Custom Post, etc.,

By default, WordPress has fields like Post Title, Author, Post Date, Featured Image, and on. Sometimes your needs may differ and you might need to create custom fields like gallery, and CheckBox to display the additional information.

Let us consider if you are owning a car rental website. Your Post/Custom Post may require additional fields. The additional fields like the type of car, number of seats available, pick-up and drop location, etc., To create those custom fields in WordPress, you can use the Meta Box feature in the JetEngine plugin.

Before getting started please make sure you have installed the JetEngine plugin on your WordPress and activated it. You can buy the JetEngine package from their  Official Website. Let us see how to create and assign the custom fields inside JetEngine.

  • Step 1:
    Go to JetEngine -> MetaBox on your WordPress dashboard once you have done the setup.
Jetengine-metabox-3
  • Step 2:
    Then click on the Add New button to create the Meta Boxes List.
Add New Plugin
  • Step 3:
    Once you click on Add New, the following widget will be displayed.
Add Meta Box

In the General Setting, give your field group a title on the Meta Box Title field. Now we have created the Title, next we need to assign the Field group to a content type. By default, JetEngine allows assigning the field group to Post, Taxonomy, or User. Click on the Meta Box For the dropdown list to set the Content Type.

Furthermore, you can set the Visibility Condition for the created Custom Fields. The condition can be set based on the ‘Meta Box For’ field selection. According to your needs, you can assign the custom fields to Post/Page/Products/etc., if you have selected Post from the ‘Meta Box For’ field.

Visibility Options

Then click on the New Meta field to create custom meta fields.

Add New Meta Field

You can set label value in the Label field, and field types value can be set on the Field type option. Fill out other fields such as field width, character limit, and object type.

We will look at the Custom Meta field types supported by JetEngine.

Below are the Custom Meta Fields, you can create with JetEngine plugin.

Text Icon & Color picker
Posts Time
Datetime Textarea
WYSIWYG Switcher
Date Checkbox
Media Gallery
Radio Repeater
Select Number
Field Type
  • Step 4:
    To add more custom fields repeat the above steps and once you are done with it click on the Add Meta Box button.
Add Post Type

Custom Post

WordPress has different content types and they are called Post Types. The Default WordPress Post Types are,

  • Post
  • Page
  • Attachments
  • Revision
  • Navigation Menu

Custom post types are extra post types that have been added to WordPress by using custom code or plugins. If you want to add additional functionality to your site, but don’t want to make every post a standard post, this is the right option for you. JetEngine allows you to create Custom Posts based on our requirements. The Custom Post Types can be created quickly and easily using JetEngine. Custom Post Types allow you to present certain content types with a customized template. Create a Custom Post Type with JetEngine by following the below steps.

  • Step 1:
    Move to the JetEngine menu in your WordPress dashboard, then click Post Types.
Jetengine-metabox-2
  • Step 2:
    Click on the Add New button at the top to add a new Custom Post Type. On the next screen, enter the Post Type Name and Post Type slug values inside the General settings section. Enabling the Edit post type/meta box link will display a miniature gear-shaped icon appearing in the right top corner of the meta fields block on the post editing page. If you click it, it will land on the Custom Post Type editing page. Also, it acts like a shortcut key.
Add New Post Type

Labels:  The Labels block allows you to customize how the CPT name will be displayed. 

Generally, it will be like “Add New Item,” but you can modify it to suit your needs. For example, I change it to  “Add New Car Rental Shop ”. So you can adjust the labels and change them for your needs. If you don’t make any changes it will automatically fetch the default values.

Once you’ve completed the Label section, move on to the Advanced Settings block.

Is Public Enabling the toggle will display the CPT in WordPress dashboard
Exclude From Search This will disable the CPT from the front-end search results.
Show Admin UI If disabled, this toggle will suppress the tab to edit custom posts on the dashboard
Show in Admin Menu You can set the visibility of the CPT using this option more specifically
Show in Nav Menu It will display the CPT in Navigational Menu
Show in Rest API It will hide the CPT from Rest API
Register Query Var Used to Register Query Var for the CPT
Capability Type This field defines the string that WordPress will use when building capabilities for this CPT
Has Archive You can archive posts on the CPT using the toggle.
Hierarchical Lets you add CPT in a hierarchy of the website
Menu Position It will define the position where the CPT will be displayed in WordPress dashboard
Menu Icon You can set your unique Icon for the CPT
Supports Lets you add an additional supporting block that will display in the CPT editor page.

If you have completed the Advanced Settings, you can start to create Custom Fields for the CPT to add more content to the CPT. Please refer to the ‘Custom Fields in JetEngine’ section in this blog to learn how to create the Custom Fields.

Meta Boxes
Text Icon & Color picker
Posts Time
Datetime Textarea
WYSIWYG Switcher
Date Checkbox
Media Gallery
Radio Repeater
Select Number

After completing adding the custom fields, simply click on the Add Post Type button to create the new Custom Post.

Actiions

The new Custom Post will be created, you can view it on the left sidebar of your WordPress dashboard. 

sidebar

In case you have missed adding any custom fields or any settings, you can use the Edit option and edit the created Custom Post.

add new

Jet Engine - Repeater Field

Using the JetEngine Repeater Fields you can create content multiple times for any post or custom post. Let us see an example for adding the repeater field.

If you are running a tour website, you might have a post ’Country’ that has several tourist sights within it. In this case, we cannot manage with default custom fields, so JetEngine helped us by providing the Repeater field. We are going to create a repeater field with a set of fields like location, image, and accommodation nearby. So by just clicking the Add button, we can add as many tourist sights as we want with the details.

How to create Repeater field in JetEngine plugin

  • Step 1:
    In your WordPress dashboard, navigate to JetEngine -> Meta Box. Then click on Add New on the top screen. Follow the steps aforementioned in the Custom Fields section to configure Meta Box settings.
  • Step 2:
    Move on to New Meta Fields. Then set your Label Name. Select the Repeater option from the dropdown list of Field Type. Make sure that it is assigned to Post/Page/Product or Custom Post.
Repeater Field

Once you have chosen the Repeater field type, a new block with the New Repeater Field button will appear. Click on the button. Start adding fields like Text, Number, Checkbox, Radio button, and other fields you want. The fields you are adding inside the repeater field are considered as sub-custom fields.

Click on the Add Meta Box to save the created meta fields with the repeater.

Add meta box

This is how it will finally look.

Add items

How to create JetEngine CCT?

  • Step 1:
    Before starting we need to enable the CCT in the JetEngine dashboard. For doing that navigate to JetEngine, in the Modules block enable the Custom Content Types and click the Save button to see the changes.
Custom Content Type
  • Step 2:
    After completing the above step, you will see the Custom Content Types listed inside the JetEngine submenu on your WordPress dashboard. Move to the Custom Content Type -> Add New.
Custom post types
  • Step 3:
    In the General Settings, you can set the Title for your Custom Content Type. The slug is generated automatically. You can use it as an ID. You can set the Menu Icon and the position here. If you enable the single page option, you can connect the created Custom Content type to the Custom Post Type.
Settings
  • Step 4:
    Click on the New Field to create custom meta fields for your Custom Content Type. It is the same as meta field creation.
New Fields
  • Step 5:
    Here you can choose what meta fields will appear as admin columns. Just toggle on the Show in admin columns option. You will be able to add Prefix and Suffix and choose if the column Is sortable or not.
Admin Column

lick ‘Add Content Type’ once you have done creating the CCT inside JetEngine.

Now the Custom Content Type is created. You can edit or delete it by just clicking on the Edit/Delete button. Also, you can add a new Content Type by clicking ‘Add New’.

CPT

How to create Custom Taxonomy?

There may be a dozen posts about one topic on the WordPress site, so to categorize them you can create a taxonomy to group them together. Simply, you can create a taxonomy to unite posts if they pertain to the same topic.

  • Step 1:
    On your WordPress dashboard, visit the JetEngine -> Taxonomies -> Add New.
Taxonomies
  • Step 2:
    Once the Add New button is clicked, a new page will appear. In the General Setting block, you can add the Title of the Taxonomy. If the title is added the Slug will be auto-generated. Using the Post Type field, you can assign the custom taxonomy to either post/page/custom post. Make sure the Post Type is chosen. If it is not selected, Custom Taxonomy won't appear.
Add New Taxonomy
  • Step 3:
    Next we have to configure the Label Block. Here you can customize the label name like below, for example,

Edit Items-> Edit Category for easy navigation.

Labels
  • Step 4:
    The next is an Advanced Setting Block. Here you can set the display mode of Taxonomy and also set a hierarchical view of Custom Taxonomy. As long as the hierarchical toggle is enabled, it will act as a Category or else it will be created as a Tag. You can configure this depending on the needs.
Jetengine
  • Step 5:
    You can add meta fields to the custom taxonomy by clicking on the New Meta Field button. Using this will help you add the extra information for the custom taxonomy. You can insert Text/Checkbox/Repeater and so on here.
Add Meta Field

Once you have done the above steps, your custom taxonomy will be displayed in the assigned post type submenu. A custom taxonomy has been assigned to the custom post.

CPT Name

Below is a screenshot for how custom fields will appear inside the custom taxonomy.

Description

After it is created, you can use the Edit button to make modifications at any time. To delete the custom taxonomy from the lists, just click the Delete button.

custom taxonomy list

How to create Relationships using JetEngine?

A JetEngine Relationship is used to interrelate the different CPT, CCT, Users, and Taxonomies.

For creating Relationships, go to WordPress dashboard -> JetEngine -> Relations.A new page will appear with an Add New button at the top. Click on it.

Relation list

In the General Settings, provide the name for the Relation. Also, choose the Parent Post and Child Post from the dropdown. From the dropdown of Relation type, choose the Relation One to One, One to Many, or Many to Many.

Add Relation

In the next section, you can enable and disable the toggle based on your need. For example, you can add controls of the related children to the parent object or related parent to child, and so on.

The label section can be customized to fit your needs, and will not appear on the front and will only be used for reference. The default value will be used if the values are left as empty.

For example: Add New Item -> Add New Relation.

Lables

The next step is adding meta fields. You can add Meta Fields to the created relation. By clicking on the New Fields button. Set the title of the field in Label and select the type of the field in Field Type. By enabling the toggle for Is Required Field, you can make the field mandatory.

meta fields

Plugins to Import and Export JetEngine data

Many plugins are available on wordpress.org if you search to Import and Export WordPress data. But if we narrow down the feature to import and export JetEngine plugin data, CSV Importer is the only solution. It offers import export support for JetEngine Meta Box, Custom Post Types, Custom Content Types, Custom Taxonomies, Repeater field, and Relations field.

Ultimate CSV Importer plugin has many powerful options to import and export data such as different file types support, scheduling options, mapping fields, advanced settings, rollback option, etc., Check more features on the CSV Importer page.

Import JetEngine Meta Box Fields in WordPress

JetEngine Meta Box Custom Fields can be assigned to Post, Taxonomy, and User. The post includes Posts, Pages, Custom Posts, etc., Taxonomy includes Categories, Tags, Custom Taxonomies, and on. User includes Edit User and Edit User & Profile. You can import JetEngine custom field data along with any post types. Watch the below video to learn JetEngine Meta Fields Import and Export.

Play Video

WP Ultimate CSV Importer imports data prepared in CSV or XML format files. Use any text editor and include all the content you want to import. The file should have one header row. Other rows are considered to be values. To ensure proper importing, the row headers are important to map the fields with WordPress fields. Check the sample CSV here in our CSV Importer sample CSVs blog to find how the values are specified. After you prepare the CSV file, please validate it in CSV lint to keep your CSV error-free. If you are using an XML file, validate it here.

CSV Importer Free now comes with the compatibility of importing and exporting JetEngine Custom Fields data.

How to Import JetEngine Meta Box Fields with CSV Importer

Install the CSV Importer plugin in your WordPress. Upload the prepared CSV or XML in the plugin. You can either drag the file from your computer and drop it inside the plugin or you can browse and upload the file from the computer. You can also upload your file from the server, FTP/SFTP, or provide any external URL file link to process the data import. The external URLs are like google sheet URLs, dropbox URLs. The URL should be publicly accessible.

You have to choose the Post type next. According to your selection, the mapping will be loaded. This part is crucial where you map CSV headers with the WordPress headers. Depending on the mapping the importer will do the import process. The CSV headers data will be imported to the matched WordPress headers.

If you are using images from external sources inside your CSV/XML file, you will need the media handling section. So make it enabled to import those images into the WordPress media library.

Select Import and import all JetEngine Meta Box fields data to WordPress.

Import JetEngine Repeater fields

To import JetEngine Repeater fields, you have to add repeater field values in CSV/XML. For example, consider you have text and number fields as sub-fields inside the repeater field. The name of the text field is ‘student_name’ and the number field name is ‘student_age’. You have to provide the values in the pipeline separator to differentiate multiple row values like below:

student_name field values: alina|harry|martin

student_age field values: 27|26|29

Prepare a CSV/XML file including repeater field values and import them with the CSV Importer plugin. The importing steps are common. Here is a short overview of the steps:

  • 1. Uploading CSV/XML file
  • 2. Choosing post type
  • 3. Mapping fields and save the mapping with a name
  • 4. Configuring media handling
  • 5. Instant file records import in a single click

Importing JetEngine Relations Data

JetEngine Relations Data import requires adding ‘jet_related_post’ and other meta fields created for the Relations inside your CSV/XML. The ‘jet_related_post’ field has a child post id. If you’re relating to multiple child posts then separate the multiple id values with pipelines. To know the format of adding values to Relation Meta Fields, check our documentation for JetEngine Relations import. Then go through the above-mentioned importing steps and do the import.

Schedule your Import function

Run the import at any time. While you configure import steps, you can configure the schedule import option. In the ‘Import Configuration section’(which comes after the featured media handling page), enable the last option ‘Do you want to schedule this import?’ option, and provide all required details like schedule date, time, frequency, etc.,

How to Export JetEngine plugin Data

You can backup or export JetEngine plugin data. The CSV Importer plugin has the option to export your Meta Box fields, Repeater fields, Relations, Custom Post Types, Custom Content Types, and Custom Taxonomies. Let’s see how you can export JetEngine data with CSV Importer.

Visit the Export page inside the plugin and select the module you want to export like Posts, Pages, Custom Posts, or Custom Taxonomies. When you choose the Custom Posts, or Custom Taxonomies option, you will see the dropdown beside it which lists all the Custom post types(and CCT), and Custom Taxonomies created on your website. Provide a file name and choose the file type (CSV, XML, XSL, or JSON) to export from the options. 

WP Ultimate CSV Importer provides exporting options to export chosen data from WordPress. It lets you export data of a certain period, data of a particular author, data of specific fields, etc.,

Apply the filters you want, and choose Export. Download and save the file in your local. You can also use the scheduling option to back up your data at any specified time right from the page where you click the ‘Export’ button. Provide the schedule details and get your data downloaded automatically at the configured time.

Summing up

Using the JetEngine plugin will help you in building advanced WordPress websites. With the WP Ultimate CSV Importer plugin, you can import and export CSV or XML data to JetEngine plugin fields and quickly build your website with powerful content.

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