Author Topic: Select a "Group" during Membership Sign Up? (Read 1192 times)

mistresszhivago · October 28, 2010, 05:17:27 pm

I need members to select a "Group" when becoming members. We have "Membership Types" that reflect a "Region" and we then need to identify a "Chapter". I thought to use "Groups"?

Membership Types:
Eastern Region Membership: $10.00
Western Region Membership: $10.00
Northern Region Membership: $10.00
Southern Region Membership: $10.00
Central Region Membership: $10.00

Then, while completing the form, I need them to select a "Group" from a drop down menu. These "groups" will represent cities within a region.

Why? For Reporting & Communications
1. I need to be able to pull Membership reports based on Regions to send to Regional leaders by cron job AND by Chapters, to send to Chapter Leaders. EX: Western Region has chapters for Los Angeles, Las Vegas, etc.

2. Members will already be in a group for mailing list purposes.

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I tried adding a field (in the "Profile"). I chose the field under "Contacts"/"Group(s)". It does not show up on the membership form and there ARE groups created.

Any ideas?

petednz · October 28, 2010, 07:32:13 pm

maybe use a Custom Field and build a Smart Group from it - and/or use some code trickery if you want the field options that show to be dependent on which Membership (region) is chosen perhaps?

mistresszhivago · October 29, 2010, 09:50:02 am

OK - figured out PART of it. When I went back to view my groups and consider a Smart Group, I saw that the existing GROUPS were not Public. I made them public and they now show on the public membership form. BUT - as "checkboxes" I need them to show as a drop down - as a member can only be a part of 1 City Chapter in 1 Region.

How can I edit the default "Group(s)" item to be drop down instead of check box? When I go to "administer" -> "Customize" > "Custom Data" it does not show the EXISTING fields. How can I access the existing/default fields through the console?

Thanks!

Donald Lobo · October 29, 2010, 11:48:23 am

This is not a UI option (as yet)

u'll need to do it via hook_civicrm_buildForm and convert the groups form element from a checkbox to a select

lobo

mistresszhivago · October 29, 2010, 01:04:00 pm

Great! I was just rooting around the database tables and couldn't find it, so I decided to see if someone replied.

I don't see this in the database, is it in a file? I've been looking through the files with no luck so far.

Susanh · November 04, 2010, 01:14:16 pm

I have been trying to find a work around for membership category since we moved over to Civi. We have regional chapters and local groups, based on postal code. So far, we are using custom memebrship fields 'category' and 'subcategory'. Problem is, when someone signs up online as a new member we have to go in manually and assign the categories. I've been told that a hook could potentially resolve the issue but I have not delved in that deeply yet. Can you let me know if your siutation is similar and if you can resolve it using a hook?

Thanks,
Susan

mistresszhivago · November 15, 2010, 11:24:33 am

@Susanh - I don't even know what a "hook" is or how to do one. Everyone answering is so advanced - which is GREAT, but it's like getting clues to a puzzle. I don't know how to get the list choices to show as a drop down instead of a check box list. We have 82 chapters, so that list is going to be LONG. Sounds like our needs are similar. I hesitate to get modifications done as it will cause a problem for upgrades. I wonder if CiviCRM is MODULAR and a module can be created like in Joomla!

WISH: On the application, once a person chooses a "Region", the choices for that region appear. Sort of like dependency options/fields, when you place a printing order online, you choose a "postcard", then based on that, the drop down changes and lists "postcard" sizes, then based on that, it changes again, etc...

But for now, I will settle for how to make the check box into a drop down. We're trying to launch this week.

Eileen · November 15, 2010, 12:24:35 pm

So, just a bit of background 'glossary' - a hook is a way for an external module to interact with your code. CiviCRM allows you to write modules (like Joomla!) that sit outside of CiviCRM and interact with it. They do this using a hook - so CiviCRM 'builds' the form, passes the form to your module by calling the buildForm hook and your module changes it before CiviCRM changes it into HTML & displays it.

Your module sits outside the core so is not affected when CiviCRM is upgraded and although you must test them on upgrade they are usually 'fairly robust' - much more so than using custom php overrides which is not recommended

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Author Topic: Select a "Group" during Membership Sign Up? (Read 1192 times)

mistresszhivago

Select a "Group" during Membership Sign Up?

petednz

Re: Select a "Group" during Membership Sign Up?

mistresszhivago

Re: Select a "Group" during Membership Sign Up?

Donald Lobo

Re: Select a "Group" during Membership Sign Up?

mistresszhivago

Re: Select a "Group" during Membership Sign Up?

Susanh

Re: Select a "Group" during Membership Sign Up?

mistresszhivago

Re: Select a "Group" during Membership Sign Up?

Eileen

Re: Select a "Group" during Membership Sign Up?