CiviCRM Community Forums (archive)

The organization I do some work for at the moment has a volunteer statement of commitment that every volunteer must sign annually at the same time when they need to renew their (insurance) dues.

I've created a mandatory custom data "statement of commitment" checkbox that is connected to the volunteer's specific Membership type. It's not unlike a must agree to terms and conditions statement. This works well for online renewal payments. It also works well for offline entries of New Memberships (as soon as the specific Membership type is selected the custom data fieldset with checkbox shows up below the Membership Payment and Receipt section) and staff must check to see if this volunteer is eligible to acquire the Membership Type - and subsequent Drupal permissions. A New Membership can't be created unless that box is checked.

However, when clicking the Memberships tab -> more -> Renew link the custom data "statement of commitment" checkbox does not show and a Membership could be renewed without a check to see if the volunteer has renewed their statement of commitment.

If anyone has any ideas on how I could go about solving this I'd appreciate it. It's been bugging me for some time now. I can't help but think others may have run into something similar - but I just can't seem to find any threads on it.

G'night,

-- Karin

Sorry about that. I obviously missed some steps. Let me try detail this a bit better.

I created a Custom Data field for Contributions of type Leader Fee (the only type of Fee that requires this statement of commitment). I put this in a Profile so that I could easily "Include Profile" it on the Contribution page for on-line payments: this is working very well.

As expected when Contributions -> New Contribution of type Leader Fee are added off-line the Statement of Commitment checkbox shows up.

Unfortunately the checkbox does not show up when an off-line Record Membership Payment of type Leader Fee is checked in Memberships -> Add Membership

So I decided to create a second Custom Data field for Memberships of type Active Leader Membership (the Membership for which the Leader Fee is the payment). This works well (off-line entry) -> as soon as the Active Leader Membership is selected the (2nd) checkbox for the Statement of Commitment show at the bottom of the Add Membership Form.

But for Membership renewals -> Unfortunately I can't think of a way to get either of the Custom Data checkbox-es to show.

Hopefully that helps clarify things. Thanks, -- Karin

Hi Pete,

That's exactly it. I added a Custom Data field myself on demo (to trace my steps) also for Membership Type Student, went to Renew it and voila there it is (all three of them) and if I go to New Membership -> and select Student -> voila all three of them are there as well.

I'm using 3.3.6 - I've attached two screenshots to show what it looks like for me -> newmember.png showing the New Member screen with the checkbox at the bottom and renew.png showing the Renew screen with no check box (for the same Membership Type).

So it looks like I need to upgrade to 3.4 to make this feature work? Or am I looking to fix something that's broken?

-- Karin

I have a complete copy of the site on my Mac - will upgrade there and see if that makes it work. Will do that tonight and will report back.

Only customization I have is one line of css to change the color of the text in the continue button from white to red so that IE6 users can find the link (IE6 doesn't render the button). This organization puts on educational health seminars across Canada - several Health Regions are still using IE6).

This site just went from 3.2 to 3.3 last week - went very smoothly.

Ok - I've now successfully upgraded my local copy to 3.4.0 - and ... Jippie! The custom data field now does appear under Contact's Memberships tab -> Renew -> etc. If anyone else is struggling with this in 3.2 or 3.3: there is your solution: jump up to 3.4.0! Thanks a bunch Pete for helping me think this through. -- Karin