CiviCRM Community Forums (archive)

I have a situation where we want an user to:

1. Login (now authenticated)
2. Be presented with a link to "fill out a form"
3. The form is a profile, containing many activity-based custom data fields
4. Upon submission of the form
    a. A new activity is created
    b. This new activity is associated with the logged-in user who filled out the form
    c. This activity is filled with the custom data from the profile form

Because of the way our system works, it can be assumed that most users will already have a Contact record in CiviCRM that is uf_match associated with their Drupal user....but it is possible that some may not. In this case, a new contact would need to be created.

Is there anything in CiviCRM that accomplishes something like this?  Not done something like this before, looking for guidance or ideas.  Thanks guys.

This is very similar to the ARMS workflow. So might be helpful if you tweak your process to match it exactly

This means, creating the contact and the activity prior to sending an email, and then use the "Schedule Reminder" stuff to send an email to the relevant contacts for that specific activity (tracking via checksum, so no login needed)

If you ping us on IRC, we can walk you thru it and then maybe you can document it?

lobo

Hi Stoob

Did you ever get this working? I'm investigating a similar thing.
cheers

For Joomla?

No.