Author Topic: Custom Profile in Membership Sign-Up Renewal Cannot Select (Read 2139 times)

NASACT · May 04, 2011, 09:35:27 am

When I try to create a custom profile to use with a contribution page for membership renewal or sign-up the only ones that populate within the drop-down lists for top and bottom are those that have nothing but Individual data fieds. Meaning any custom profile I create cannot contain any other data type except Individual. I am using Joomla 1.6.2 and CiviCRM 4.0.0 Not sure if this is a glitch or not. Can anyone help? Thanks.

Donald Lobo · May 04, 2011, 10:22:04 am

you can use individual + member profiles for use in membership forms

lobo

NASACT · May 04, 2011, 11:39:04 am

But what if you have organizational custom data set that must be updated during membership renewal? Am I going to have to break this process into two piece? Why does the organization that is attached to the individual not populate the fields when renewing membership in belhaf of? The ability to register on behalf of is great but usueless if you cannot prepopulate the organizations fields and update them then the membership is really only good for individuals, unless I am missing the connection here.

NASACT · May 04, 2011, 11:47:25 am

And the documentation on this section is clearly poor if you can only use individual and membership datasets because it clearly leads you to believe that you can use any profile with any dataset. Seems kind of odd considering that you can use any dataset type on a non contribution page, why would there be this limitation?

NASACT · May 04, 2011, 02:29:56 pm

Okay, I finally spent about an hour trying to understand how to overcome this hurdle.

NOTE: ANY AND ALL DATA SETS THAT ARE MEMBERSHIP RELATED MUST BE CREATED AS SUCH EVEN IF THEY BETTER FIT AT THE ORG LEVEL.

Thus I created a new custome dataset and then custom profile for that dataset then added that profile to the contribution page.

Now to figure out how to get the profile to stop showing itself when not selecting a membership type that is associated to the custom dataset, any ideas?

For instance we collect data on those that are main members, then we have other types such as Individual membership in which that dataset does not apply to, any ideas?

NASACT · May 04, 2011, 02:31:12 pm

Also, any ideas on how to get that custom profile to populate the existing data in the renewal form?

petednz · May 04, 2011, 02:52:12 pm

Hi - if the contact is logged in, or has used a checksum in civimail to access the page, then existing data should be showing. HTH

Dave Greenberg · May 04, 2011, 03:36:32 pm

There are several aspects of the "on-behalf membership" flow that are sub-optimal and need improvements. There's currently a Make it Happen campaign which would fund changing the On Behalf form from a hard-coded form to using a profile. The "fix" to auto-load existing organization field values into that profile on a renewal would be part of that re-work, so it would be helpful if your organization could step up and help get this campaign over the finish line.

http://civicrm.org/mih#behalf

I re-visited the current behavior for this, and if the person who did the original "on behalf" signup does the renewal and clicks "Select existing organization" AND types in / selects "their organization" (pheww) ... then the hard-coded organization details are loaded into the form and changes to those fields (address, phone .... ) are saved to the organization record.

If you want to look at contributing a patch that smooths this workflow out a bit, I think you should look at setting the following defaults on that form IF we have a logged in user with an existing "inherited" on behalf membership:

* check the "I am contributing on behalf ... " checkbox
* hide the "New organization" / "Select existing organization" radio button field and display the associated organization' name instead
* load in the existing field values for that organization (address, phone, etc.)

BTW - While revisiting this flow, I found what I think are some related bugs which I have filed an issue for at:
http://issues.civicrm.org/jira/browse/CRM-8029

NASACT · May 05, 2011, 08:12:28 am

Thanks for the info. This helps to understand things a bit better. One thing I see that I'm not sure a profile would handle would be new membership. Also, since so many orgs do membership "on behlf of" could we work the concept of being able to search for a orgnization that already exists as a member so that renewal could be done by someone other than the original signee. Seems as though staff would change and the person responsible for renewing the organizational level membership would change. Also, the ACL could be set so that those with say a certain "tag" set to yes could make changes to the organizational information while renewing the membership? Just trying to see if contributing $1100 would solve the problems facing the need to control datasets as an individual at the organizational level.

Example:

Individual A creates membership, is assigned tag based on the fact that they started the membership and then become "key contact" for said membership - "key contact" could be any user level at which the "employer of" information is editable.

turnover results in Individual A being replaced with Individual B

Individual B should then be able to have admin/or Individual A be able to set "key contact" to Individual B thus inheriting permissions and renewal rights that Individual A had. This should be doable as the membership and contribution are recorded at the Organizational level and not the Individual.

Let me know what you think as we would VERY seriously consider sponsoring the development.

When does something like this typically go into development after campaign goal has been reached? Time to completion?

Thanks for everything.

Dave Greenberg · May 05, 2011, 03:58:32 pm

Quite a bit of support for your use case of different individuals signing up / renewing membership / updating organization info is already in place.

Employee / employer relationships (and in fact all relationships) have an option for uni or bi-directional permissioning.

If you go edit or create a relationship, you'll see the checkboxes for "Bob Employee can view and update information for ABC Company".

The option to "Select Existing Organization" during on-behalf membership signup or renewal is only displayed when a logged in individual has one or more "permissioned employee relationships" with an organization. AND that autocomplete search only returns organizations that the person has a permissioned relationships with.

When an individual signs up for a new membership on behalf of an organization, they are automatically given a permissioned employee relationship. So an admin can set the " ... can view and update info .." for another employee if there's turnover, which would allow that person to renew and update company info while renewing. Permissioned employees can also access the hard-coded organization info form from their Contact Dashboard - in the Related Contacts section. This form would also become profile driven if the MIH is successful (it's actually the same form as used in Membership signup / renewal).

MIH's are targeted at the next major release (generally) - so this functionality would be part of 4.1 - currently scheduled for Fall 2011.

NASACT · May 06, 2011, 08:00:20 am

Let me be the first to say, support here is stellar. The manual needs work as there is not any formal understanding of this concept in it. Trust me a have read it, highlighted it and reread it as I try to develop out a proof of concept to replace my current AMS. Thanks so much on this. Really helped. I got all of that up and running. Now I am able to search and find existing company but the fields are not populating. This new feature now gives me a dilemma as well. Should it prepopulate the datafields including the custom dataset fields from a membership record when you pick an existing company? I am not able to get any of the data fields besides the name to prepopulate.

Thanks again to all the experts who respond to my questions. Much appreciated!!!

Dave Greenberg · May 06, 2011, 03:08:11 pm

First, the manual is a community supported document - so please take some time to jump in there and make updates or corrections to help fill in the gaps.

Regarding pre-filling fields (setting defaults) - it should definitely do that for the organization block fields (address, phone number, email, etc.). If it's not, it may be a bug in J1.6 implementation or a configuration issue on your site. You can probably track this down a bit using Firebug's console (and looking for jscript errors). You might also want to try it on the public Drupal and Joomla demos. (This definitely worked for me in a recent test with Drupal 6.x and CiviCRM 3.4.1.

Not sure about custom membership fields - but I suspect that's a missing feature and could potentially be addressed along with the "on behalf profile" project since at that point we'd have to have support for cleanly pulling data fields for the 4 different records involved in this form:

1. Person filling out the form - contact record / contact custom data.
2. That person's membership (probably inherited, but not always) + membership custom fields.
3. The organization's contact record / org contact custom data.
4. The organization's membership record + membership custom fields.

CiviCRM Community Forums (archive)

News:

Author Topic: Custom Profile in Membership Sign-Up Renewal Cannot Select (Read 2139 times)

NASACT

Custom Profile in Membership Sign-Up Renewal Cannot Select

Donald Lobo

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

petednz

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

Dave Greenberg

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

Dave Greenberg

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

NASACT

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select

Dave Greenberg

Re: Custom Profile in Membership Sign-Up Renewal Cannot Select