Household Memberships - how to relate household members at time mem created

[KarinG]

Sorry - didn't/don't mean to be insensitive to the Wordpress users - but truth is running a Drupal/CiviCRM does give you so many more options to add functionality to your site.

I think the way to go would be to basically replicate how Webform CiviCRM is doing it. This module uses a pile of existing CiviCRM functionality/APIs in a very clever order/logic. And that's why it extends CiviCRM the way it does. All bits you need for a true Family Membership in CiviCRM already exist. They are all native to CiviCRM.

Key is that you need to be able to put many profiles (and relationships) on a single Contribution page (like YouthRegistration extension for 4.3.x lets you put many profiles on an Event Registration page).

[Interpolat]

Very interesting discussion with some great insights being shared.  I have been exploring the possibility of using the Houshold function to manage group memberships.  I too am looking for a solution where ACL and Membership status for all members of a "Group" (which in this case is equivalent to household) would be managed as a unit (as opposed to having each individual member's status be handled separately).  So I share this to say, as we think of a solution for this (for the rest of us non-drupal users) we should think of a broader application, with households being replaced by larger groups (schools, clubs, etc).

[Eileen]

Work being done on 4.5 for soft credits opens up the possibility of having a more flexible soft credit form to collect a second person / other entity's data

http://issues.civicrm.org/jira/browse/CRM-13981

There is still a missing hook or other link to make it possible to add the relationships / inherit memberships - that is still currently locked against one contact type - Organizations - but jmdezigns - couldn't you model your groups as organisations to leverage that build-in functionality

[rjm]

I'm keen to see how you did that. Also, as you are drupal, would the new version of webform (with 4.4) have allowed you to acheive the same thing?

I just managed to create a true Family Contacts signup + Relations + Contribution + Membership (filtering down to spouse and children) using:

CiviCRM 4.4.1
Webform CiviCRM 7-x.-4.2
That's it! For real...

Current version of Webform CiviCRM 7-x.4-2 requires one patch:
https://drupal.org/node/2140547

Finally an easy way to do true Family registrations in CiviCRM. Webform CiviCRM rocks!

Any chance you could share more details on your strategy?  I would be very interested and Web Forms is new to me.  Thanks!

[KarinG]

Hi rjm,

At the risk of sounding like a Christmas recipe:

Drupal 7
CiviCRM 4.4.1
Webform CiviCRM 7-x.-4.2
and patch:
https://drupal.org/node/2140547
(if you'd like Membership by relation to filter down automatically)

Webform CiviCRM - https://drupal.org/project/webform_civicrm - requires:
Webform module 4.x from: https://drupal.org/project/webform
+ Libraries
+ Options element

Most of this (documentation for 3.x) still works well:
https://drupal.org/node/1615380

I've attached three screenshots to help you see what things will start to look like:
ex1.png: end result: a webform embedded in site's theme - Membership Type can be selected and this form features 6 sections (5 profiles) on this one page: Main Contact; Contact Information; Spouse; Child 1; Child 2 and Child 3
ex2.png: under the CiviCRM tab: once you Enable CiviCRM Processing and select your number of Contacts - existing fields (default CiviCRM + custom ones!) from your CiviCRM side will become available for you to select.
ex3.png: under the Webform tab. Re-arrange if you please - add Markup with Webform.

I've used a little css for this layout - but I've heard Webform CiviCRM works great with Webform Layout as well - haven't had a chance to try that yet. Webform Conditional Fields - now you can play hide and seek with your fields: only show these if certain others have been selected, etc.

Note: if you'd like to do a payment you need an integrated processor, like e.g. PayPal pro (any integrated one will do - just not one that uses a payment page). 

Hope that helps you to get started! Happy holidays!

[rjm]

I'm keen to see how you did that. Also, as you are drupal, would the new version of webform (with 4.4) have allowed you to acheive the same thing?

I just managed to create a true Family Contacts signup + Relations + Contribution + Membership (filtering down to spouse and children) using:

CiviCRM 4.4.1
Webform CiviCRM 7-x.-4.2
That's it! For real...

Current version of Webform CiviCRM 7-x.4-2 requires one patch:
https://drupal.org/node/2140547

Finally an easy way to do true Family registrations in CiviCRM. Webform CiviCRM rocks!

Does anyone smarter than me know if this will work with the 6.x version of webform civicrm?

[Shai]

@KarenG,

Thanks so much for the Christmas recipe  .

I plan on trying it out soon.

It looks like the patch you mentioned for webform_civicrm-7.x-4.2  has been incorporated for webform_civicrm-7.x-4.3 which is the most recent stable version. So the patch can be removed from the recipe and webform_civicrm-7.x-4.2 swapped for webform_civicrm-7.x-4.3.

It might be a month or two before I get a chance to do this, but I'm really looking forward to it.

Shai

[Interpolat]

We have recently implemented this functionality for a client on Wordpress.  We basically created a custom "On Behalf of a Household" functionality, based on the "On Behalf Of an Organization" built-in Civi functionality.  We then developed a separate script to allow the primary contact to then Add/Edit/Review members of their household from the front-end, after they create their account. 

[Dave Greenberg]

Is this functionality available as an extension? If not, would be very cool if you can put that together and post on the extensions directory.