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Author Topic: Basic Question regarding "new contact" vs profile  (Read 510 times)

zoemax

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Basic Question regarding "new contact" vs profile
June 14, 2012, 08:22:23 am
newbie asks the following question.

I've been searching documentation for an answer and I can't seem to find one. I'm working on creating a database for a therapeutic equine assistance site. I've created custom fields for 2 main profiles ( Volunteer and Rider ).  The BASIC question I have is this:
 
 When you add a Volunteer ( or Rider) via a Profile, "everything" works as it should.
 If you add a Volunteer ( or Rider ) via "Contacts -> New Individual -> new Volunteer, all the "tabs" show up , however, if you try to add "just a volunteer", I get "required fields missing" for the Rider Tab.

 My question is "Is this Correct functionality?" - If you use "Contacts->New xxx" any field ( under any tab ) that is required, will show an error if missing, but adding via profile will not error out?

 thanks in advance

Dave Greenberg

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Re: Basic Question regarding "new contact" vs profile
June 14, 2012, 08:58:01 am
That is expected behavior. You can "fix" the New Individual form problem in 2 ways:

1. Easiest way: Remove the "Required?" checkbox for each of the Rider and Volunteer custom fields. You can still have those fields be required on the profiles to make sure end-users complete them in that context.

2. I think you may have set Used For: Individual in your Rider and Volunteer custom field sets ("Settings"). If you want these fields to required in ALL input forms you need to:
- create Ride and Volunteer contact subtypes
- assign Used For: Individual > Rider and Used For: Individual > Volunteer in the settings for the two sets of custom fields
With this approach, only Rider fields show up in contact edit form when adding a Rider .. etc.
CAVEAT: You'll need to remove and recreate custom data sets, custom fields and rebuild your profiles to use this approach because you can't change "Used For" in an existing custom data set's Settings.

(you may have done some of above already ?)
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zoemax

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Re: Basic Question regarding "new contact" vs profile
June 14, 2012, 09:00:47 am
Thanks for the reply & advice

dan

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  • Basic Question regarding "new contact" vs profile

This forum was archived on 2017-11-26.