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Author Topic: Getting Fields from Custom Tab into New Individual Profile  (Read 1626 times)

Hershel

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Getting Fields from Custom Tab into New Individual Profile
July 08, 2010, 05:36:37 am
I have two custom tabs, each of which is a custom data group. I want to add a few fields from one of them into the standard New Individual page. One is set to "All Contact Types" and those fields appear in the dropdown off "New Individual - CiviCRM Profile Fields" (civicrm/admin/uf/group/field?reset=1&action=add&gid=4) if I select Contact.

The other group is set to "Individual" but whether I choose "All Contact Types" or "Individual" in the dropdown on "New Individual - CiviCRM Profile Fields" they don't appear in the second dropdown.

I thus don't see a way to add them to the New Individual page. Is this the expected behavior? Doesn't seem to me that it should be.
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Hershel

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Re: Getting Fields from Custom Tab into New Individual Profile
July 09, 2010, 06:23:50 am
Answer is I think that data groups with the 'Multiple records' feature can't be used in a profile.
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petednz

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Re: Getting Fields from Custom Tab into New Individual Profile
July 09, 2010, 12:50:04 pm
Correct - multiple records still have several downsides, including with importing, profiles.
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Hershel

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Re: Getting Fields from Custom Tab into New Individual Profile
July 11, 2010, 08:32:36 am
The question now is how this can be accomplished? I have a Drupal site that requires this and I was thinking about adding a set of fields to the Create Individual page either using civicrm_buildForm or perhaps by customizing the template. This set of fields would be used to create the first set of values for the custom group. I only need to be able to store one set of values--those are the requirements for this particular site.

I would then store them using civicrm_post.

Sounds reasonable?
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Hershel

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Re: Getting Fields from Custom Tab into New Individual Profile
July 12, 2010, 10:22:01 am
I have successfully implemented this. civicrm_buildForm did not work so I customized the template and used civicrm_post to insert the data into the DB. Appears to work fine.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Getting Fields from Custom Tab into New Individual Profile

This forum was archived on 2017-11-26.