CiviCRM Community Forums (archive)

Just jumping back to this thorny issue and noting the comments from 2007 by Dave here http://forum.civicrm.org/index.php/topic,530.msg2106.html#msg2106

CiviCRM does not (yet) offer a built-in approval / moderation workflow per se. However, configuring a Profile that automatically adds contacts to a "Pending Approval" Group is an approach that some folks have used successfully. Then it's easy to go through contacts in that group and take some action - e.g. create a Membership for them and remove them from "pending" group.

If the client wants to accept the money, then when approved, kick the membership process off there are several non-code routes - keen to hear of others, or any code-based solutions.
1/ Online Contribution Form, triggers email to 'approval committee' and adds contact to Pending Approval Group. Once approved Membership is added - but, is there any simple way to link the membership to the contribution - I know we can reclassify the contribution but suspect no easy way to link it to the Membership
2/ Online Membership Form, Drupal account requires approval (unless they already have one), membership gets set to "Administrator Only" status.

Hmm, thinking aloud, I think it is going to have to be option 2 plus some code that causes the Membership to automatically go in to a 'administer only' status of 'pending'?

Can anyone point to the hooks required?