(1) How do I display all nodes of a particular content type (e.g. Task) that are related to a specific node of another content type (e.g. Project) using Views?
(2) Using the example content types above, what is the best way to automatically populate the appropriate field in a new node of type Task so that the user does not and cannot mess up the reference?
This seems very basic to the core functionality of a CMS to me, but after days of reading books and forums and associated sites, I am asking for help. Using the same example, the site contains several nodes of type Project that, well, include the unique characteristics of a project, say, to "build a birdhouse." Each project includes many tasks. Tasks and their related characteristics are nodes of type Task. Examples of task nodes are "Obtain birdhouse plans" and "Buy birdhouse materials."
After some amount of reading and playing with a test site, I think the answer lies in the proper use of the Contextual Filters and Relationships settings of the Views module used in conjunction with the proper configuration of an Entity Reference field in the Task content type (being allowed from the Entity Reference module). My biggest problem is that all of the Views tutorials that I find appear to either be written for an older version of Views and the menu selections are all different or they only use the Contextual Filter for fields that appear to be built into core - and - I have found next to nothing to help with the configuration of Entity Reference fields.
Here is how far I have gotten: Using the Contextual Filter, I created a Views block that, when placed on a Project node page, will list the tasks for that project.
Specific questions: The verbiage in the dialog boxes for the Contextual Filter and Relationship configuration don't seem to make any sense. For example, when I initially select the filter on the Add Contextual Filters page, am I selecting the field being filtered or the field of the data that I am using to filter something else? And on the next page, why am I selecting a configuration for an instance when the filter value is not available? I got it to work with the Nid from the URL, but it did not make any sense to me based on the verbiage in the dialog boxes.
Also, how can I get a page view to replace the default node page, i.e. have selection of project link take the user to a Views page display rather than the default node page?
Third, what are the differences between the Select List and Autocomplete widget types for the Entity Reference field?
Fourth, what are the differences between the two Mode options in the Entity Selection dialog box for configuration of the Entity Reference field? I had assumed that I needed to select the Views option, but I don't know what is required for an "eligible" view to be created. I created a Views block with that field identified in a Relationship and it does not seem to recognize the View as "eligible."
Finally, and admittedly getting a little ahead of myself, when a user is viewing a project page and creating new tasks, how do I have those new tasks automatically linked to the project that the user is working on without the user having to populate the field manually? Is this a Rules solution or is there a simpler solution?
I am new to Drupal and started with 7.16, so references to D6 or changes in D7 are lost on me. I am not a mySQL or PHP or jQuery developer. I am hoping that the answer is something that I can configure in the admin pages or drush, but if it has to be a block of code, I need baby steps of what to do with it, what it does, and what it means.
I realize that this is a long post, but I wanted to be as specific as possible to prevent a lot of time-consuming replies to the wrong question. I have a lot of respect for the volunteers that have devoted so much to this community and am amazed at the product created. I hope that I will have the knowledge set one day to contribute to the effort. For now, I will continue to beat my head against the display and muscle my way to some answers, but any help you could provide would be greatly appreciated. Thanks in advance.