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Author Topic: Couple questions.  (Read 655 times)

Jordan123

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Couple questions.
June 22, 2012, 08:40:20 am
Hi. I just set up CiviCRM and everything is going good so far.

I just can't seem to figure a few things out and want to make sure there are ways to do this.

1) I want to create a contact that does not inherit from any of the other contacts. I want the contact to only have the fields I want (which are all new) when signed up.

2) Is there a way to make events or activities not have a set date? For example say I plan to hold a meeting but only want it to be scheduled when 100 people sign up. Id like a way to do something like that.

Thanks!

JonGold

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Re: Couple questions.
June 22, 2012, 08:47:29 am
Hi there,

I don't have a good answer to the second question - maybe someone else has a clever way to approach that.  As far as your first question, could you give a little bit more info about what you're trying to do?

You should be able to create a totally new contact by using "New Individual" (or Organization etc.).  However, it sounds like maybe you only want certain fields to be visible.  There are a number of ways to approach that depending on your need.
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Jordan123

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Re: Couple questions.
June 22, 2012, 09:12:47 am
Yes so I have created the new individual and called it 'equipment' for example. Now when creating a new equipment I dont want all the fields shown when a new one is made like address etc. Id like to be able to change those to a form I create.

Dave Greenberg

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Re: Couple questions.
June 22, 2012, 01:51:30 pm
1. CiviCRM does not YET have a mechanism for defining an entirely new type of record - which seems to be what you want. You can probably get close using the contact subtype mechanism (e.g 'Equipment'  as a subtype of Organization or Household since those types only require the Name field). Then create a Profile for create / list / update these records - including only the field you need (which would be 'xxx name' plus all custom fields.

Administer > Customize > Word Replacement might also help here in terms of modifying other parts of the UI.

That said, you'll have to  experiment to see if you can get close enough to your req's this way.

2. I think you can implement the validate hook to change form field requirements. Check the Hooks section (and also intro sections):
http://book.civicrm.org/developer/
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Couple questions.

This forum was archived on 2017-11-26.