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Author Topic: Custom Template versus Profile  (Read 741 times)

Glenstorm

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Custom Template versus Profile
October 14, 2011, 08:21:31 am
Hello,

I am developing a solution for our organization to track client interactions. I am in the process of setting up intakes forms.  I have one set of custom data in which we are recording Income and Expenses of the client. This is an added section in the New Contact Form. By default custom data fields only display a single column.  My hope to is to get a layout that looks like the following:

Employment Status: (Multiple Choice option List)

Employment Income:   | text field of amount |   (Multiple Choice Option List - Frequency)
SSI:                             | text field of amount |   (Multiple Choice Option List - Frequency)
SSD:                            | text field of amount |   (Multiple Choice Option List - Frequency)

etc

I am asking what is the best tact for accomplishing this? Profiles or a customized template?  I couldn't find any discussion which covered choosing between the two options. 

Thanks

Erik Hommel

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Re: Custom Template versus Profile
October 17, 2011, 05:01:49 am
I would say in general using profiles (most of the times in combination with hooks - buildForm and postProcess mainly) is the more structured approach. I personally use that way unless I hit Ajax stuff (which I am not good enough in) and then I customize templates. But sometimes doing a 5 min template is quicker.....
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Custom Template versus Profile

This forum was archived on 2017-11-26.