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Author Topic: Add fields for Employer and Occupation  (Read 1123 times)

creativegeek

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Add fields for Employer and Occupation
May 03, 2011, 02:29:48 pm
I need to know how to customize the CiviContribute form to add fields for the person's Employer and Occupation.

How would I go about setting that up?
« Last Edit: May 03, 2011, 04:11:56 pm by creativegeek »

petednz

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Re: Add fields for Employer and Occupation
May 03, 2011, 03:03:00 pm
Hi - it may be worth running through the chapter in the book on using profiles

in essence

create a new profile or modify the one you already are using for the form, add the 'current employer' field and the job title' field - or if Occupation is to be a different field, then create a new field for that.

This might help give you an idea - http://drupal.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=12 - I added Current Employer and Job Title in case it makes things clearer.

Then in your Conribution page set that Profile to be used.
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creativegeek

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Re: Add fields for Employer and Occupation
May 03, 2011, 03:37:36 pm
Okay this helps.

Here's what I've done so far though...before reading your message...

I went to Administer > Customize > Custom Data

And created a custom data set called Employment, with the two required fields Employer and Occupation...and then in used for, I selected the area under Contributions that applied.

I went over to CiviCRM profile, and I see the Employer and Occupation... but whereas in Custom Data I could see the preview, I can't here.

And thus when I went to add the custom profile to the contribution form, it's not showing up as a custom profile.  :S 

I'm going to look at the link you posted above now.  lol

creativegeek

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Re: Add fields for Employer and Occupation
May 03, 2011, 03:42:35 pm
Quote from: petednz on May 03, 2011, 03:03:00 pm
Hi - it may be worth running through the chapter in the book on using profiles

in essence

create a new profile or modify the one you already are using for the form, add the 'current employer' field and the job title' field - or if Occupation is to be a different field, then create a new field for that.

This might help give you an idea - http://drupal.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=12 - I added Current Employer and Job Title in case it makes things clearer.

Then in your Conribution page set that Profile to be used.
A few things...

First... the link above is giving me an access denied error.

Second...

I thought by creating custom fields I could use those fields in the new profile I was creating (Employment).

But when I open "Field Name"...it gives me a preset group of options and does not include the new custom fields I created.

Also... if I try to modify whichever profile is used for Contributions (Not sure which is the primary), my understanding is it wouldn't add the fields as a set right?  It would just add the fields on the page?
« Last Edit: May 03, 2011, 04:14:27 pm by creativegeek »

creativegeek

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Re: Add fields for Employer and Occupation
May 03, 2011, 04:12:55 pm
BTW... this is now urgent.

They're about to do a media thing to launch the site...and they can't take donations without this information being included.

creativegeek

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Re: Add fields for Employer and Occupation
May 03, 2011, 04:41:59 pm
Okay I think I've figured it out.

I was on the right path initially.  I created the Custom Data...and that was correct.

The next step was adding the custom profile.

What I did wrong was I created a blank profile...which is why it wasn't coming up right.

So...I deleted that and started again.

This time, for Field name, I selected "Contribution" ...

Then a custom selection shows up to the right of that, and I was able to select Employment: Employer as the field to use.  I did the same thing for Employment: Occupation.

Now I have a saved profile.

I went back to Manage Contribution Pages... and then to Configure > Include Profiles for the correct contribution page... and then selected to add the new Profile that I just created for Employer and Occupation at the bottom.

//

Now...Question...

How will that data be stored and can it be exported as a part of the contributor profile?

Coleman Watts

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Re: Add fields for Employer and Occupation
May 03, 2011, 05:29:56 pm
I really don't think custom data is the way to go here. Current employer and job title are both core fields. I recommend just adding them to your profile, and deleting the custom ones.
Try asking your question on the new CiviCRM help site.

petednz

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Re: Add fields for Employer and Occupation
May 03, 2011, 06:47:01 pm
Quote from: creativegeek on May 03, 2011, 03:42:35 pm
First... the link above is giving me an access denied error.
Did you log in to the Demo site?

And confirm what coleman is saying, and which i was trying to demo for you via the demo - use the existing fields
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Add fields for Employer and Occupation

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