Author Topic: Put 2 Individual profile on registration page (Read 5547 times)

zmove · May 15, 2007, 05:29:25 am

Hi all,

I have a problem with civicrm profile in drupal.

I created 2 profile :

- First named "personal information", it contain

Lastname (individual)
Firstname (individual)
Email (individual)

- The second one named "professionnal information", it contain

Organization name (Organization)
Home page (Organization)
Country (Organization)

Both profiles have "User registration" and "View/Edit User Account".

The problem is, if I register a new account in drupal, I only see the "Personal information" profile fields. The professionnal profile fields dont appears...

In addition, if I try to add an organization field in my "personal information" profile, it disappear on drupal registration....

So, how can I put the "professionnal information" on drupal registration ?

thanks

zmove

Michał Mach · May 15, 2007, 06:18:02 am

I think the problem comes out from the fact, that you're mixing organisation specific fields with individual specific fields in your profiles. When registering new user in Drupal, you're adding new individual, hence organisation specific fields are not displayed. Same story with disappearing field.

Thx,
m

zmove · May 15, 2007, 06:28:59 am

Hi,

thanks for your response !

And there is no way to put both profile on registration page ?

Because men who will register on my website are employee of organization, So I need to have the employee informations, the organization informations and the relationship between them.

How can I do that ?

Michał Mach · May 15, 2007, 06:58:40 am

If you really want to do it with separate organisation contact records and relationships, the only way I can quickly come up with is the following:

- create custom fields extending individual for organisation name, home page and country and include them in registration profile
- periodically, export the list of individuals to CSV file, rearrange in Calc or Excel and import back the list of organisations
- import back the list of individuals, this time using organisational custom fields to set up relationships

I never done the above, plus it's pretty work intensive if you would like to keep your database up to date most of the time, so I don't like this idea too much - but it's all I can think of. Perhaps someone else on the forum has the better way...

Thx,
m

zmove · May 15, 2007, 07:32:47 am

Hmm, it's not a bad idea but if I develop a new website with a CRM it's to simplify and automated actions. So this method is good because it's easily applicable but I prefer to take time to find a better solution.

thanks for reply, I'm open to all other idea

Michał Mach · May 15, 2007, 07:42:11 am

Also, more as an advice, think if you really need to have organisations stored as separate contact records. Perhaps it's enough to have organisational information stored in individuals contact records and extract it from there only if you need to prepare a report or so. If you don't need to reach for the summary of organisational information too often, I would strongly recommend just leaving them as custom fields attached to individuals.

It's usually easier and more cost effective to reduce requirements at the beginnig than to invest time in setting up and maintaining complex functionality later on. :-)

Thx.
m

zmove · May 15, 2007, 08:13:37 am

Ok, I'm dropping out all hairs on my head... so I think I will do like you advice by waiting the native functionnality in civicrm... (I think a lot of people need, like me, get information on individual and organization in registration)...

thanks for your advices and your help !!!

zmove

robin · May 15, 2007, 09:17:14 am

I'm in the same boat as zmove. I'm creating a site using Drupal and CiviCRM for a nonprofit. This nonprofit is a federation of other nonprofits. The usual process is that a nonprofit organization joins the federation with contact information for a main contact. Then employees of that new member nonprofit will work on committees of the federation. We want to track the employees involvement and know where they are employed.

Having the orgnization join during user registration is not a problem (based on another post I saw http://forum.civicrm.org/index.php/topic,93.0.html).

So what if we have the employees fill out a separate form when they sign up to work on a committee.
Is there a way to get a user to fill out a form that sets the relationship between a contact and an organization? Would require using the API to update the relationship between the nonprofit and the employee?

I've seen several folks mention on these forums to create custom data fields for tracking this relationship. Should we really not use the Relationship structure that is already built into CiviCRM?

Thoughts?

Robin

zmove · May 15, 2007, 10:30:25 am

robin, I didn't see on the post you linked how to put organization and individual form on user registration.

I see the fact to put ?ctype=Individual or ?ctype = Organization but there are 2 problems :

- You cannot put this 2 forms on the same page
- If you put them on 2 different page on registration, you will have the drupal user account form on both.

How did you resolve this problem robin ?

zmove · May 15, 2007, 10:53:30 am

Hi again,

I prefer to create a new post because it's a new problem.

Because of this post, I tried to create 2 profile with individual fields :

- Personal information that contain some native individual fields like firstname, lastname etc...
- Professionnal information that contain custom individual fields I created like company name, TVA number etc...

And..... tadada... Only the personal information appears, so, this is the same behavior that with a mix of individual and organization profile whereas I have 2 individual profile that contain only individual fields.

So, this is a bug or we cannot put 2 profile on the same registration page ?

thanks

zmove

Michał Mach · May 15, 2007, 11:09:03 am

Before replying to your post on previous topic, I actually reproduced your case on my sandbox with 1.7, and it worked ok - I have two separate profiles attached to Drupal registration page, so it rather shouldn't be a bug.

There is quite a few steps to take during setting up what you describe, are you absolutely positive you've made custom fields extend proper contact type, all the settings in profile are right, etc etc? Sorry to ask obvious questions, but I have no idea what might be wrong in your case - seen it working on 1.7 not longer than 2 hours ago.

Thx,
m

zmove · May 15, 2007, 11:36:24 am

Hi and thank four your reply.

I know that most problem are caused by little things (because it happened to me many times) like ";" forgot in php or newbie mistake in SQL etc...

That's why I verify several time the configuration before posting... and I confirm all custom fields I created are for individual and my profiles too...

Maybe I'm crazy so I post several images, you can check my configuration :

Here my custom data, we can see that individual is selected
(http://img406.imageshack.us/img406/1417/civicrmcustomdatame7.png)

Here my profile table
(http://img503.imageshack.us/img503/5737/civicrmprofilebv8.png)

Here my "informations personels" profile details
(http://img406.imageshack.us/img406/9194/civicrmpersoneldf5.png)

Here my 'informations professionnels" profile details
(http://img503.imageshack.us/img503/4579/civicrmprofessionnelif4.png)

Maybe I have made a biiiiig mistake that I don't see, I hope..

thanks

zmove

Edit : I forgot to precise that I see the two tabs ("informations personels" and "informations professionnels") when I want to edit my account, but I only see "informations personels" fieldset on registration.

Edit 2 : The problem seems to come from custom field... I just try to show one individual custom field on my "informations personels" profile, and the field dont appears....

So I cant put custom field on my registration page and that's a huuuuuuge problem for me... :/

Edit 3 : I just tested by creating custom field of any contact type instead of Individual only... and it don't work.. So I think I have tested all things I can, I really need help

geilhufe · May 15, 2007, 12:28:25 pm

This is a really common case that we are trying to work on for a number of clients. My current thinking:

What if you could specify a profile that was composed of a profile of individual fields and a profile composed of organizational fields connected by a pre-defined relationship? That new super-profile could be added to contribution records, etc.

I'm still trying to work out all the various cases... dup matching,etc., but the idea seems to hold some water.

Michał Mach · May 15, 2007, 02:16:03 pm

Quote from: zmove on May 15, 2007, 11:36:24 am

Edit : I forgot to precise that I see the two tabs ("informations personels" and "informations professionnels") when I want to edit my account, but I only see "informations personels" fieldset on registration.

Edit 2 : The problem seems to come from custom field... I just try to show one individual custom field on my "informations personels" profile, and the field dont appears....

Hints above were crucial - it's a bug. Managed to reproduce it in my sandbox as well.

Basic test case (for issue report):
1. Create a profile (used for: user registration, view/edit user account)
2. Add regular fields as well as at least one custom field to this profile
3. Log out - custom field won't show up on user registration page

I filed an issue (http://issues.civicrm.org/jira/browse/CRM-1906), please check its changes periodically.

robin · May 15, 2007, 02:24:46 pm

Quote from: zmove on May 15, 2007, 10:30:25 am

robin, I didn't see on the post you linked how to put organization and individual form on user registration.

I see the fact to put ?ctype=Individual or ?ctype = Organization but there are 2 problems :

- You cannot put this 2 forms on the same page
- If you put them on 2 different page on registration, you will have the drupal user account form on both.

How did you resolve this problem robin ?

To avoid the drupal user account, I would suggest not associating the profile with the user registration.

For my client, I only need the organization to join as a member, i.e. the organization is paying the membership dues and the organization's employees participate in committees. As far as I can tell it's not possible to put two profiles from different record types (individual and organization) on the same page, but what if we could chain two profiles together? First an organization profile, then onto an individual profile. Is that possible?

OR

What if we could expose the relationship form so that an employee could sign up to work in a committee. After specifying basic user info, take the user to a relationship form. The relationship form could be simple: "I'm with organization: ...". Clicking submit, creates the relationship record between the organization and the employee.

In general terms, if we could at least send the user from one profile onto another that would be reasonable for me. I'm just not sure if it is possible. Still new to CiviCRM.

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Author Topic: Put 2 Individual profile on registration page (Read 5547 times)

zmove

Put 2 Individual profile on registration page

Michał Mach

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

Michał Mach

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

Michał Mach

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

robin

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

Michał Mach

Re: Put 2 Individual profile on registration page

zmove

Re: Put 2 Individual profile on registration page

geilhufe

Re: Put 2 Individual profile on registration page

Michał Mach

Re: Put 2 Individual profile on registration page

robin

Re: Put 2 Individual profile on registration page