CiviCRM Community Forums (archive)

Has anyone tried to create a profile that can be used for batch update that includes both participant info and contact info (such as a phone number)?   Are there drupal hooks or other solutions that could get us there?

Here's the scenario -
A grassroots community organizing base-building group signs up (register) their members for an upcoming meeting - in this case, their constituencies, in most cases, would not use online registrations for events.

The staff calls through the participant list at least 2 times prior to the event and need to info from the participant about: childcare needed, rides needed, and even more importantly the history of contact with the participant based on the date and their responses of during the call when they do the invite, and the call for the reminder.   Currently - the participant status field only tracks the "latest" status - so the history of the responses cannot be currently recorded, 

The staff would like a batch data entry screen where they can view the contact's name, phone number, and the following fields which they can update:  participant status, childcare needed (number), # of rides needed to the event, # of rides needed back from the event, invitation date, invitation response, reminder date, reminder response.

As we know - profiles cannot be created with BOTH the participant info and the contact info fields.

Has anyone tried this, or have a potential idea for a solution?  Are there hooks that would work? We had also thought of using activities to track the contact - but there's no ideal way to connect the activity of phoning someone (and tracking their response) with the event itself.   I also had the idea of possibly "connecting" the event with the activity using a custom "source code" field where activities and events can share the same option list.  but again - the issue of batch updating would be a problem.

Our current workaround - which is not satisfactory - is to have the user look at 2 tabs in their browser, one with the list of participants that shows phone numbers (from a search) - a list they can also just print out, and the other tab displaying the batch update profile with only the participant info.

Any ideas for a potential solution would be welcomed!
-alice

I think you can add in each contact's phone number using the buildForm hook. Currently each participant's contact name and the event name are passed in to the form in the $details array - see CRM/Event/Form/Task/Batch.php. You'd need to modify that array (which is a smarty variable) to add the phone numbers (with the hook). Lobo mentioned that there's some examples of modifying smarty variables with a hook in the school module (http://svn.civicrm.org/sfschool/trunk/). Then you would modify the corresponding tpl (templates/CRM/Event/Form/Task/Batch.tpl) to add a column to display the phone #.