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  • Placing "Contribution Status" field in profile for batch update
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Author Topic: Placing "Contribution Status" field in profile for batch update  (Read 1968 times)

greenyoga

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Placing "Contribution Status" field in profile for batch update
December 03, 2010, 09:17:13 am
Hi -

We would like to batch update the Contribution Status via a profile.  On the "Add Field" form (/civicrm/admin/uf/group/field?reset=1&action=add&gid=12), the Contribution Status field is not in the drop-down as an option.

We are thinking of either...

1) adding it to the form via a hook or by editing the template;

or

2) simply adding it to the civicrm_uf_field table in the database manually

Are there reasons that it was not included in the list of possible fields on the Add Field form?  Are there risks to manually adding in to the the database?


Yashodha Chaku

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Re: Placing "Contribution Status" field in profile for batch update
December 05, 2010, 08:36:20 pm
greenyoga :

Quote
Are there reasons that it was not included in the list of possible fields on the Add Field form?

Updating contribution status could get tricky when you have a related membership/or an event registration associated to it since the changed status should also be reflected appropriately in the related contribution/participant record. To avoid those complications we don't allow the updating the contribution status in Batch Update. However what we do allow is Update Pending Contribution Status on the searched Contribution records.

HTH
-Yashodha
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greenyoga

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Re: Placing "Contribution Status" field in profile for batch update
December 10, 2010, 09:27:55 am
Thanks for that info...

Here is the Warning that I see when trying to use "Update Pending Contribution Status"...

Update Pending Contribution Status can only be used for pending online contributions (made using the 'Pay Later' option). The Source for these contributions starts with 'Online ...'. Please de-select any offline contributions and try again.

We are trying to use the Contribution Status to force a workflow where
1) a volunteer does data entry (contribution status = pending),
2) a staff member reviews the data, sends a thank-you letter,  and approves the contribution (contribution status = completed)

Seems like a pretty standard workflow where there is some QA done before a contribution is committed to the system.



gastrit

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Re: Placing "Contribution Status" field in profile for batch update
November 25, 2011, 04:25:03 am
Hi!

I have installed the patch for http://issues.civicrm.org/jira/browse/CRM-8996 and now our back-end contributions for memberships is marked as pay later if we choose the Pending status.

But I still can't batch update the pending status. I get the same error message as mentioned. Shouldn't we be able to batch update the status on back-end contributions aswell?

And another thing, It should be safe to batch update status on regular contributions that aren't tied to any event nor membership. Is it possible to add and use the status field directly in the database?

// Jonas

Dave Greenberg

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Re: Placing "Contribution Status" field in profile for batch update
November 29, 2011, 12:03:04 pm
Jonas - we discussed this among the team and there doesn't seem to be a good reason any longer for this restriction. I've filed an issue for 4.1:

http://issues.civicrm.org/jira/browse/CRM-9246

Caveat - it's possible that some complication might surface when we dig into the changes needed. If so, this will be pushed to 4.2.
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gastrit

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Re: Placing "Contribution Status" field in profile for batch update
November 30, 2011, 12:15:03 am
Oh, great! That's good news to me!

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Placing "Contribution Status" field in profile for batch update

This forum was archived on 2017-11-26.