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 Drupal Modules (Moderator: Donald Lobo) »
  • Webform - check for matching contacts
Pages: [1]

Author Topic: Webform - check for matching contacts  (Read 1043 times)

vin247

  • I’m new here
  • *
  • Posts: 24
  • Karma: 0
  • CiviCRM version: 3.4
  • CMS version: Drupal.6-22
  • MySQL version: 5
  • PHP version: 5
Webform - check for matching contacts
July 02, 2012, 07:29:42 am
Is there a way to check for matching contacts when adding new contacts via a webform? I know there's the ability that if the record is found to be a duplicate then it updates rather than adds a new one.

What I ultimately want to happen is if there's a matching record then there's the option to go into that user's profile.

Any ideas?

Thanks

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Webform - check for matching contacts
July 02, 2012, 10:17:12 pm
Have you looked at the new contact matching features in Webform CiviCRM 3?
http://drupal.org/node/1615380
Try asking your question on the new CiviCRM help site.

vin247

  • I’m new here
  • *
  • Posts: 24
  • Karma: 0
  • CiviCRM version: 3.4
  • CMS version: Drupal.6-22
  • MySQL version: 5
  • PHP version: 5
Re: Webform - check for matching contacts
July 03, 2012, 01:57:53 am
Looks good but unfortunately I'd have to upgrade my installation, which is not really an option at this stage (due to other modules which are not available for d7 yet).

Any other way to accomplish something like this?

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Webform - check for matching contacts
July 03, 2012, 08:39:53 am
You haven't given much detail about what you're trying to accomplish, but I might guess that it's similar to this:
http://forum.civicrm.org/index.php/topic,24500.0.html
(which was done without WebformCiviCRM 3)
Try asking your question on the new CiviCRM help site.

vin247

  • I’m new here
  • *
  • Posts: 24
  • Karma: 0
  • CiviCRM version: 3.4
  • CMS version: Drupal.6-22
  • MySQL version: 5
  • PHP version: 5
Re: Webform - check for matching contacts
July 04, 2012, 04:54:53 am
The original civicrm add contact form has an option to check for duplicate records based on the current input data, I want to the same for the webform version. However the example you've shown looks good but how can I get it to work on d6 on webform civicrm (version 6.x-2.4)

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Webform - check for matching contacts
July 04, 2012, 08:26:16 am
My best answer would be "by upgrading to D7"
I have no plans to back-port webform_civicrm 3 to d6, and Michael's form is probably custom-coded and specific to that task.
Try asking your question on the new CiviCRM help site.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Drupal Modules (Moderator: Donald Lobo) »
  • Webform - check for matching contacts

This forum was archived on 2017-11-26.