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  • Flushing Out Custom Data Tabs
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Author Topic: Flushing Out Custom Data Tabs  (Read 864 times)

cruciblejenn

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Flushing Out Custom Data Tabs
October 05, 2009, 07:11:56 pm
I am really new at Civi and I'm kinda stumbling around here. Any help or direction would be greatly appreciated.

I am trying to build some custom data "tabs" and I would like to have fields that can "add another" like in the Summary Tab under Primary Location. For example I want a tab with Emergency Information and under that have Medical Conditions, Allergies and Emergency Contact. For each of those data fields I would like the user to be able to add multiple entries. This way we can know a student is allergic to peanuts and milk or have emergency contact info for both parents. Can this type of thing be done through the Civi admin side or am I going to need a programmer/developer to tweak code.

Also is there a way to get things layouted in a way similar to the Summary Tab, where things are grouped?( ie. Name and Greeting, Communication Preferences, Primary Location, etc.)

Donald Lobo

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Re: Flushing Out Custom Data Tabs
October 05, 2009, 08:57:15 pm

a few things to help you get on the right track (in case u have not read the book: http://en.flossmanuals.net/CiviCRM/ please do so)

1. Custom groups are either inline (i.e. appear in the summary tab) or in their own tab. If in their own tab, each custom group has its own tab (u cannot combine multiple custom groups in one)

2. Custom groups can have "multiple" values. This is specified when you create the custom group. Note that in 3.0 and prior CiviCRM does not have the ability to import or use these custom fields in a profile (they will not appear in the drop down)

3. You can customize the layout for all pages:

http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in,+Profile,+Contribution+and+Event+Registration+Screens

This gets a bit more difficult when you are dealing with pages which are rendered partially via AJAX (a lot of custom data is)

lobo
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cruciblejenn

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Re: Flushing Out Custom Data Tabs
October 06, 2009, 09:48:41 am
Lobos,

Thanks for the reply. I have read the book and combed through the wiki, but find that it's not as comprehensive as I need. I really need the step by step, explain every little thing, "dummies" guide.  :) I did see the multiple records checkbox in building the group, but I really need that function in the fields area. Maybe I can suggest that for a future revision?

CrucibleJenn

Donald Lobo

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Re: Flushing Out Custom Data Tabs
October 06, 2009, 10:10:23 am

You might want to hire someone from http://civicrm.org/professional/ to help u with the step-by-step, explain every little thing guide. Maybe you can write more detailed documentation after that process

Having multiple value capability for fields is not in our short/medium term plans. It complicates things a bit too much

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Flushing Out Custom Data Tabs

This forum was archived on 2017-11-26.