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  • How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
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Author Topic: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?  (Read 1971 times)

GingerFeet

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How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 23, 2010, 12:52:38 pm
On the CiviCRM Profile pg I cannot create a new profile that will be 'used for' CiviContribute. When I copy the profiles 'Name and Address' or 'Supporter Profile' the copies are no longer 'used for' CiviContribute.

How do I create a new profile that is 'used for' CiviContribute?

Thanks

JJ

petednz

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 23, 2010, 01:21:30 pm
Have you tried adding the profile to your contribution page? I think that the 'civicontribute' shows on a profile once it has been used in a contribution page, rather than the other way round - hope i am not way off track with that.
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GingerFeet

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 23, 2010, 01:33:14 pm
You are absolutely correct. For some reason it wasn't showing up in the pull-down menu on the select profile page. Probably operator blindness.

But, aghhh! I have another problem I'm trying to set up a Contribution page that has custom organization info.

A Contribution page can be set up as an individual who is contributing on behalf of an organization. When that option is selected then the organization's fields show up in a default manner on the actual form. (Is it possible to edit them? Where?).

And the pull-down menus to select the included profiles don't include profiles for organizations. So I can't make a profile for an organization that is 'used for' CiviContribute.

What am I missing here?
« Last Edit: March 23, 2010, 02:10:28 pm by JakeJakaroo »

Dave Greenberg

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 23, 2010, 03:38:53 pm
Currently the only 'out of the box' solution for contributions or membership signup 'on behalf of' an Organization is the 'hard-coded' default organization form that's injected when you select 'on behalf of ...'. There's an item on the roadmap to convert this hard-coded set of fields into a profile - but it's not currently scheduled. Would be great if you /your organization would step up and work on it or sponsor the work.

Other than that, you cannot use an organization profile in a contribution page as you've noted - since those profiles are to collect additional info 'about' the person filling out the form and / or about the contribution itself.
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GingerFeet

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 24, 2010, 03:25:05 pm
I'd like to give it a shot. Could you speed me along by pointing me in the right direction?

  • Where is the 'default form' code?
  • Where is a the code for a good 'profile' to copy?
  • When I get something written, where are the instructions for the next step?

Thanks
JJ

Dave Greenberg

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
March 25, 2010, 06:16:44 pm
Jake - You can start tracing the current code path from CRM/Contribute/Form/Contribution/Main.php ... In that file:

- buildOnBehalfOrganization() calls the BAO which handles that piece
- buildCustom in ContributionBase.php injects the pre and post Profiles into the online contribution form

I think one of the 'tricky' parts is differentiating the On Behalf profile fields from the existing profile fields so that postProcess knows which data is for the Individual contact "making the contribution" (a person) vs. for the Organization (on behalf of ).

Best to get help on IRC as you dig in to this.

You should be developing the code against trunk checkout from svn, and then once you have something that works you can create an issue in the issue tracker and attach a patch file.
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jimmyjam

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
June 29, 2010, 12:23:37 pm
Dave and JJ,

I would like to collect additional information on the "Organization Details" form. Did JJ make any progress made on this issue?

If not, is it possible to customize this form manually?


Thanks,
James

Dave Greenberg

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
July 01, 2010, 04:38:28 pm
Haven't heard of any progress on this. If you have decent PHP skills you might be able to use hooks to customize the form w/o hacking core code. Check out the Extending CiviCRM section in the online book: http://en.flossmanuals.net/civicrm
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davej

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Re: How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?
November 01, 2010, 03:45:15 am
This feature is up for sponsorship in Civi Make it Happen: http://civicrm.org/contribute

Dave J

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  • How to createa a 'CiviCRM Profile' that is 'Used for' CiviContribute?

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