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Author Topic: Custom fields in events  (Read 8428 times)

Donald Lobo

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Re: Custom fields in events
September 11, 2007, 02:07:51 pm

I suspect we are testing two different issues. The missing feature can be summarized as: "custom data is not saved for participant with paypal standard, and exposed via profile, IF the user enters it during online registration"

I just reverified this on demo. You can view the participant record and edit/save on demo and that will work fine. Its the "online reg" part that does not work

lobo
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mcsmom

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Re: Custom fields in events
September 13, 2007, 05:15:59 am
Exactly, that is what is confusing. You can create the custom fields, you can have someone fill them out, but if you aren't using paypal pro or authorize.net they will not actually do anything.

I think the most important issue here is that the instructions in the backend need to be more clear. They need to say very clearly that you should NOT DO THIS if you are not using the specific payment processors.  Maybe what you could do is have a linkback to a list of payment processors for which custom fields will work. That way if someone does write something for a new payment processor the list can be updated easily.

scedwar

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Re: Custom fields in events
September 30, 2007, 05:57:53 pm
Arrrrgh. I've just come across this thread and this is a major spanner in the works for a site I'm planning to launch - to the extent that we'll have to get a Paypal Pro account to make things work.

However, I've got another related problem, and I'm seeking some clarification on this.

My events will have two profiles to be completed with the online registration.
1) General Name/Address details. (Top)
2) Custom fields particular to the event. (Bottom)

The custom fields are for participants

Problem 1
If I'm Admin the Custom fields profile appears, but for other users the only get the first profile to complete. Any ideas? I've tried the sandbox, and it seems to work fine - but that is also an Admin account!

Problem 2
Having read this thread, my understanding is:
1) If the custom fields appear, the data entered by the user will be lost if the payment system is not paypal pro or authorize?
2) If the event is free - no payment information, does the custom data still get discarded?
3) With these problems, is there an easier way to capture this data later? For example, user pays through the event registration system and then later adds their additional details. Can I implement a workaround on this? 

Thanks, Stephen

Donald Lobo

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Re: Custom fields in events
September 30, 2007, 06:17:03 pm


Note that PayPal pro does not work with PHP 5.2.1 and greater (please complain on the paypal developer forums. this is an issue with the paypal sdk). If this is super important to the project, you might want to consider hiring someone to get the working in 1.9. We are planning to fix it in 2.0 or 2.1

Quote from: scedwar on September 30, 2007, 05:57:53 pm
Problem 1
If I'm Admin the Custom fields profile appears, but for other users the only get the first profile to complete. Any ideas? I've tried the sandbox, and it seems to work fine - but that is also an Admin account!

Ensure that the anon/auth role has the drupal permission "Access all custom data"

Quote from: scedwar on September 30, 2007, 05:57:53 pm
Problem 2
Having read this thread, my understanding is:
1) If the custom fields appear, the data entered by the user will be lost if the payment system is not paypal pro or authorize?
2) If the event is free - no payment information, does the custom data still get discarded?
3) With these problems, is there an easier way to capture this data later? For example, user pays through the event registration system and then later adds their additional details. Can I implement a workaround on this? 

1. the participant custom data will be lost.

2. you will need to test this. I'm pretty sure it will be saved

3. Unfortunately we dont expose participant fields to be viewed/edited at a later stage (primarily due to the 1 -> n relationship between contact and participant). So i dont think a workaround is trivial

lobo
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scedwar

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Re: Custom fields in events
October 01, 2007, 05:19:43 pm
Hmmm, this has rather put a spanner in the works.   :'(

I'm a little confused as to why the custom data should be lost - is all of the data from the form passed to the payment system and hence it doesn't get passed back? If so, this surprises me that it isn't just saved (temporarily) before the checkout stage.

Would a standalone form be of any help?

> 3. Unfortunately we dont expose participant fields to be viewed/edited at a later stage (primarily due to
> the 1 -> n relationship between contact and participant). So i dont think a workaround is trivial.

I'm not sure why 1 -> n makes it so hard. I don't know the inside of CiviCRM, but as a basic principle: query for all events with the user, produce list of events, 'edit' option for each event brings up the profile form used when originally signing up to the event?

Donald Lobo

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Re: Custom fields in events
October 01, 2007, 06:37:12 pm

You might want to consider getting your toolbox out to help fix some of the below issues :) As an open source project, we do welcome and appreciate patches. We'd be glad to help you get started on the IRC channel. A few comments:

1. As previously mentioned the custom data issue with PayPal/Google is a bug and will be addressed in a 2.x release. You can help make this happen in 1.9 :)

2. With participant fields, i just wanted to clarify that we do not allow those fields to be viewed/edited via CiviCRM profile. You can view/edit them via the admin/backend screens in a similar manner to what you have described. Extending 'CiviCRM Profile' to be more powerful and handle 1-->n constraints would be a great contribution and much appreciated

lobo
 

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Dave Greenberg

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Re: Custom fields in events
October 02, 2007, 10:02:04 am
Quote from: mcsmom on September 13, 2007, 05:15:59 am
I think the most important issue here is that the instructions in the backend need to be more clear. They need to say very clearly that you should NOT DO THIS if you are not using the specific payment processors.  Maybe what you could do is have a linkback to a list of payment processors for which custom fields will work. That way if someone does write something for a new payment processor the list can be updated easily.

I've added a warning to the custom fields doc. Please feel free to add/modify if you think you can make it clearer. I've just listed to the 2 processors that DON'T work as they are the exception (they don't provide a direct API for post payment/get results).

http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=9307
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scedwar

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Re: Custom fields in events
October 02, 2007, 04:34:37 pm
Quote from: Donald Lobo on October 01, 2007, 06:37:12 pm
You might want to consider getting your toolbox out to help fix some of the below issues :) As an open source project, we do welcome and appreciate patches. We'd be glad to help you get started on the IRC channel. A few comments:

1. As previously mentioned the custom data issue with PayPal/Google is a bug and will be addressed in a 2.x release. You can help make this happen in 1.9 :)

Cripes. I'm almost tempted as it would solve my main CiviCRM problem... it is either this, or put together a Drupal/ecommerce/event system. My remaing concern is how many custom fields I can add to CiviEvent participant types - I need this to be very scaleable and that is worrying, but equally I need a relatively quick short term solution.

I'm very rusty with coding, I was never an amazing php developer (or mysql) but I'm prepared to have a bash if you can point me at the right sections and let me know what to do. I'll either have it working by Monday or not at all...

Stephen

Donald Lobo

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Re: Custom fields in events
October 02, 2007, 05:11:22 pm

The below questions are better answered on IRC. You might want to read http://civicrm.org/architecture/ to get a better idea of the layout of the application and structure. Having a good knowledge of PHP and OOP constructs help a lot

Using paypal pro or authorize.net as your payment processor might be a cheaper / faster solution in the short term

lobo
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Thinkling

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Re: Custom fields in events
March 30, 2008, 11:08:57 pm
I just tried inserting a profile with custom fields into an event registration form on the demo site, and it does not show up when I test-drive the form. Just wanted to follow up and clarify--this isn't expected to work in 2.0 yet with Paypal Standard?

(The reg form I created is:
 http://drupal.demo.civicrm.org/civicrm/event/info?reset=1&action=preview&id=10)

Thanks!

Maarten.
« Last Edit: March 30, 2008, 11:10:40 pm by Thinkling »

Donald Lobo

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Re: Custom fields in events
March 30, 2008, 11:21:54 pm
The profile: http://drupal.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=8

is empty. So not sure what you expect to "show up" in the form for an empty profile. It does work in 2.0 (i think we fixed this for 1.9)

Note that a profile is different from a custom data group. You will need to add the elements from ypur custom group here:

http://drupal.demo.civicrm.org/civicrm/admin/custom/group/field?reset=1&action=browse&gid=6

to the profile in the first link. Please check and read the docs to get a better idea of the differences (http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=9295)

lobo



lobo
« Last Edit: March 30, 2008, 11:26:15 pm by Donald Lobo »
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Thinkling

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Re: Custom fields in events
March 30, 2008, 11:38:28 pm
Whooops, indeed. Thanks--and apologies.

Thinkling

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Re: Custom fields in events
March 31, 2008, 09:37:53 am
I think this means that the warning in the doc is now out of date:

Quote
Custom Contribution and Participant Fields NOT Supported for Some Payment Processors

found in:

http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=9307

Donald Lobo

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Re: Custom fields in events
March 31, 2008, 11:08:50 am

deleted. In future, you can also do the same (the wiki is community editable). The wiki is also revision controlled and we monitor the changes made

thanx

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Using CiviCRM »
  • Using CiviEvent (Moderator: Yashodha Chaku) »
  • Custom fields in events

This forum was archived on 2017-11-26.