CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Custom Profiles and Membership Types
Pages: [1]

Author Topic: Custom Profiles and Membership Types  (Read 781 times)

NASACT

  • I post frequently
  • ***
  • Posts: 289
  • Karma: 9
    • National Association of State Auditors, Comptrollers and Treasurers
  • CiviCRM version: 4.2.2
  • CMS version: Drupal 7
  • MySQL version: 5.1.58 (ubuntu)
  • PHP version: 5.3.5
Custom Profiles and Membership Types
April 19, 2012, 07:52:50 am
So I was thinking that I could create a custom data set that was of type "membership" and then assign to a profile that only is set for 4 out of 7 membership types and add that profile to a membership contribution page AND it would only display or ask about the custom data set when selecting the corresponding 4 but not the other 3.  Meaning when picking one of the 4 membership types assigned to the profile it would show and accept the custom data set input but when selecting the 3 that are not set in the profile it would hide them.  The results I got were that any membership selected results in the custom data set being exposed.

GOAL:

4 membership types that when selected ask for additional info in the form of custom data set
3 membership types that when selected do not ask for the additional data
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

NASACT

  • I post frequently
  • ***
  • Posts: 289
  • Karma: 9
    • National Association of State Auditors, Comptrollers and Treasurers
  • CiviCRM version: 4.2.2
  • CMS version: Drupal 7
  • MySQL version: 5.1.58 (ubuntu)
  • PHP version: 5.3.5
Re: Custom Profiles and Membership Types
April 19, 2012, 07:58:42 am
I also add that I may have found my answer and my expectations of my approach may be backward so to clarify from the pre-help bubble under custom data fields it says the following:

If your site uses Contact Subtypes, you can assign this set of custom fields to a specific subtype (e.g. 'Student'), OR you can select '- Any -' which makes the fields available to contacts of the parent type (e.g. 'Individual') as well as to any subtypes.

How do we make the fields not available to the parent but only the the sub-type?  Seems as though this is backwards?  I see most use cases where the opposite is the goal, the ability to drill down to sub-types makes adding custom data fields more grainular, else the results are that every new parent creation (i.e. Organization, Individual, Membership) would expose data that was only intended for a specific sub-type of those "parents".
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

NASACT

  • I post frequently
  • ***
  • Posts: 289
  • Karma: 9
    • National Association of State Auditors, Comptrollers and Treasurers
  • CiviCRM version: 4.2.2
  • CMS version: Drupal 7
  • MySQL version: 5.1.58 (ubuntu)
  • PHP version: 5.3.5
Re: Custom Profiles and Membership Types
April 19, 2012, 08:13:42 am
I retract my last comment, after rereading this, it does appear that restricting to a sub-type denies the parent.  So why would the profile be exposing itself even when the sub-type is not selected on a contribution page that includes the profile?
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

NASACT

  • I post frequently
  • ***
  • Posts: 289
  • Karma: 9
    • National Association of State Auditors, Comptrollers and Treasurers
  • CiviCRM version: 4.2.2
  • CMS version: Drupal 7
  • MySQL version: 5.1.58 (ubuntu)
  • PHP version: 5.3.5
Re: Custom Profiles and Membership Types
April 19, 2012, 08:28:05 am
I tried this with an organizational sub-type and when creating a new org on the backend selecting a sub-type hides and exposes the custom fields correctly.  The only problem with that is that I need to expose characteristics of the org during membership sign-up and renewal so adding those fields to on behalf of exposes it for every membership type not just those that it pertains to thus I considered moving the characteristics to be membership custom data fields instead of orgs but now I ran into this issue.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

NASACT

  • I post frequently
  • ***
  • Posts: 289
  • Karma: 9
    • National Association of State Auditors, Comptrollers and Treasurers
  • CiviCRM version: 4.2.2
  • CMS version: Drupal 7
  • MySQL version: 5.1.58 (ubuntu)
  • PHP version: 5.3.5
Re: Custom Profiles and Membership Types
April 19, 2012, 10:40:30 am
Just a heads up to everyone, when you select a profile to use on a membership contribution page, it DOES NOT MATTER if there are restrictions on the membership type the custom data is assigned to as it ignores this policy and applies the profile to the form without regard to this.  Thus it may require you to create separate membership contribution pages for membership types that are not assigned by default to the custom data set, else any input you place in there will be lost upon submission if you do not choose a corresponding membership type that permits the custom data set.  By creating different membership contribution pages (and in my case, different price sets too) you eliminate the mistake of custom data sets being completed by those who cannot store the values.  I would say this to be a bug but can I get that call from an admin.  Seems to me that you should be able to apply any profile to any page and restrictions placed upon the profile are inherent.  Please follow up with me if this doesn't make sense.  On the backend this issue is not seen as the system recognizes the type change and corrects accordingly, this issue is only with the frontend and exposing custom data using profiles.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Custom Profiles and Membership Types

This forum was archived on 2017-11-26.