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Author Topic: Contacts and Profiles help  (Read 1508 times)

EBArtsCreativeIndustries

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Contacts and Profiles help
January 17, 2010, 09:08:52 am
Hi I am a freelance developer who is working on an event registration system for a bible camp.  The front-end of the site is built by someone else using static HTML and the backend is Joomla! + CiviCRM.

The problem I am having is registrants are directed to each event registration page from the front end.  When they get there they will need to create a user and password for Joomla as part of the initial process.  Then I want their CiviCRM contact information to be entered in as household or head of household with address, email, phone, etc. and then for each registrant for that event I want to create individual contacts when their information is entered and processed but add the household address and phone info from the original contact info entered.  Then when they return to register for another event it will automatically enter the household info on login.

Right now I am having issues with getting household profiles to be accessible on the forms and the contact "address name" defaults as an individual contact.  Therefore subsequent registrants on that form do not share addresses.

Please help!

Here is a link: http://maranathacamp.org/registration/index.php?option=com_civicrm&task=civicrm/event/register&id=4&reset=1

Donald Lobo

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Re: Contacts and Profiles help
January 17, 2010, 11:57:08 am

you will need to implement a fair amount of the below using civicrm hooks.

check: http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification

you can use the buildForm hook to set the default address from the household

not sure howyou plan on creating the head of household record

lobo
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EBArtsCreativeIndustries

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Re: Contacts and Profiles help
January 19, 2010, 06:35:07 am
Can anyone give an example of a hook that will fill in all subsequent registrants address with the address from Name and Address profile which starts the form?  If I can get it to fill in the same fields automatically for each registrant that will solve my issue for now.  There is no example in the documentation for a buildForm hook.

One other question.  When someone comes to a form directly but are not logged in there is a section that says, "Please enter a user name to create an account . If you already have an account, please login before completing this form."

The underlined "please login" is a link and I want to remove the link from it...possibly edit that text.  Where can I do that?

Thank you Donald for your help thus far :)

Donald Lobo

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Re: Contacts and Profiles help
January 19, 2010, 07:08:00 am

check civitest.module.sample in your drupal directory for some examples as mentioned here:

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification#CiviCRMhookspecification-GoalsandBackground

for lots of examples using hooks and customized templates in different places, check:

http://svn.civicrm.org/sfschool/trunk/

you will need to customize the template to remove the link, check:

http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens

lobo
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EBArtsCreativeIndustries

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Re: Contacts and Profiles help
January 19, 2010, 02:02:44 pm
Thanks again for the help.

Working on the template customization...I still don't understand why the New Household profile is not available in the online event registration configuration section under include profiles...  (it doesn't show as an option).

What I really need is for that section of the form to be for new household and subsequent fields to be individual contact profiles under that household with the email registered for the new household (option for each individual to enter own email address).  And all the information from the New Household profile needs to accompany all individual contacts registered under it (ie: address, phone, preferred contact method) and be editable if necessary (basically autofill a form with those fields for each new contact).

Not sure if that makes sense or not.  Any assistance from anyone would be wonderful.  Again here is a link to one of the events:

http://maranathacamp.org/registration/index.php?option=com_civicrm&task=civicrm/event/register&id=10&reset=1

Donald Lobo

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Re: Contacts and Profiles help
January 19, 2010, 04:22:50 pm

There is a limitation / feature that basically states that since "individuals" are performing a transaction, expose "individual" profiles only

you will need to work around this. If this is important to you/your org, please consider writing a patch to fix this limitation and/or hiring a developer to do so

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Contacts and Profiles help

This forum was archived on 2017-11-26.