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Author Topic: Org sub-type in menue bar  (Read 548 times)

mbrown555

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Org sub-type in menue bar
January 27, 2011, 02:00:16 pm
I'm trying to create a menue item in the navigation menue to automatically create a new org sup-type.
I thought it would work by adding a new menue item (in customize navigation menue) then giving a URL which automatically select the org sub-type I would like.  (something like this /civicrm/contact/add&ct=Organization&cst=Charity&reset=1 (but it doesn't work))

How do I manipulate the URL to do this please?

Thanks for you help

Dave Greenberg

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Re: Org sub-type in menue bar
January 29, 2011, 02:33:50 pm
If you have an org sub-type called Charity, it should definitely work - but you need to remove the leading forward slash:

civicrm/contact/add&ct=Organization&cst=Charity&reset=1

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Dwiding

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Re: Org sub-type in menue bar
February 15, 2011, 11:59:59 am
Hi Dave,

You had a post a couple of years back on modifying the default data entry screen or profile I think based on search results. I can't find it now, so I hope you remember.

I just did what mbrown was looking to do and actually went a couple of steps further. I had already created a new Contact Type "Legislative" of sub type "Organization". So when a user wanted to create a new legislative bill, they would click "Contacts", "New Organization", "New Legislative Bill". 

I have now created a new menu item in the Top Level Menu Called "Legislative" with a menu option of "New Legislative Bill"

Now to my question.

I would like to use a custom profile that I already have for front page listings, to use as the default data entry screen for new "Legislative Bill's".

I thought I saw something on this before, but I don't seem to be able to find it quickly. 

Any pointers you could throw me would be appreciated!

Thanks!

Dallas

Dwiding

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Re: Org sub-type in menue bar
February 15, 2011, 06:52:32 pm
OK - so I figured it out myself. The client is going to love this. I never before put all the pieces and dots together on this topic until now.

I now have a custom data entry screen on the back end for Legislative Bill's based on the Custom Profile I used to display on the front end, attached to a Custom Menu Item in the Civi Menu bar at the top.

D

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