CiviCRM Community Forums (archive)

I was wondering if anyone could give me a quote to do the following, much of which I think isn't at all complex but which I haven't done and which my successor in the role at the club won't be able to do:

1. Get checksum tokens working for us, as per the problem set out in this post: http://forum.civicrm.org/index.php/topic,14922.0.html

2. When they use our "General Enquiry Form" (a profile create exposed via Joomla menu item in the usual way) create an activity record for the contact thereby created which includes the data entered in the form as free text within the activity record (as well as leaving it in the relevant fields). i.e. I think all I'm asking for here is to use the postProcess hook to create (via API) an activity record which bundles up the relevant fields (i.e. some of the custom fields out of the profile) into a string and dumps that into the activity record.

3. Ditto 2, but for the "Learn to Row" form (also a standard profile on Joomla menu item), i.e. pretty much exactly the same code, different case, I think.

4. When someone uses the "Update your details" profile page (a standard profile form exposed on the front end) create an activity record showing what they changed as text - I'm expecting that in the basic case you'd record the fields returned when the profile is generated, and compare that array to the fields returned afterwards and just string together any that don't compare as the same: but I appreciate there may be some complexity around radio button fields or joining groups which perhaps we'd have to ignore for simplicity/cheapness.

All licenced to us on a standard open source licence (either AGPL like Civi or the one Civi's on or GPL, I don't mind).

We're on Joomla 1.5.20 and Civi 3.2.0.

We have, of course, got the usual financial constraints of a small club so if one of these elements looks more expensive or time consuming let me know and we can simplify/shorten as required.

Thanks.

Xavier, thanks for replying.

Hi,

Right now, you can already use profiles and get a civicrm/profile/create?gid=42 that generates the form, and saves it as a contact when you save the form.


This only works for profiles containing contacts (individual/org/household) fields. You'd like to extend it so you can also have profiles for activities. Would it cover both your cases ?

I've not properly explained myself. I have the profiles working to enter/edit a profile (which will always be an individual, as it happens). This works, and the user is created and a custom data field completed. However, the only way for the administrator to know that this has happened is either to do a search on users by date added or to require the profile to join people who complete it to a group and then remove them from that group when they're processed.  That's fine, but really it would be better if submitting the form generated an activity record for that profile, the data put in the custom data field was put as the text of the activity, and the activity was assigned to someone for action. That then creates some logging and an active action. I'm pretty sure this is easy enough and can be accomplished by using the postProcess hook to call the create activity API. I hope that explains it better - I really think that this is 30 minutes work for someone who actually knows what they are doing!

As for your request, are all the users being to be logged it before filling that form ? If open to anonymous, how to match each request with each contact (email only ?), and what to do if you can't find a contact ? if they are several contacts ?

X+

Fair point. I hadn't thought about anonymous users - I only intend to use this in cases where the user was logged in or had arrived using a CiviMail token link that populates their data (i.e. in two known profiles used for those purposes). The point, of course, is so that the Membership secretary has visibility of who is updating their details and can check whether the updates make sense; again we could do this by using the add to group functionality, but the activity records provide some sort of logging which is desirable.

Quote

However, the only way for the administrator to know that this has happened is either to do a search on users by date added or to require the profile to join people who complete it to a group and then remove them from that group when they're processed.

Profiles Adv Settings let you specify an email address to notify when a profile is filled in - may be a temp measure that helps - unless you already have that configured and I skim read too quickly or you didnt' mention it

Peter
Thanks. I do use this feature but, separately, I find it unreliable. Some days it works, some days it doesn't and I don't really know why. I was going to settle that problem separately.
Ed