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Author Topic: Prepopulating custom fields on an activity  (Read 456 times)

toddR

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Prepopulating custom fields on an activity
November 08, 2012, 02:32:45 pm
I'm using Civi to record Referral calls made to our company via Activities, and then schedule Follow up calls 30 days later. Households are entered with a parent and up to 6 children, and the activity "Follow Up" is made for the following month. There is a list of specific survey questions employees ask during the follow up call, which I have made custom fields for and attached them to the activity.

My question is, can Civi take the contact info from the Household's children and pre-fill fields in the activity's custom data? I have attached a screenshot of what the fields look like. Specifically I'm looking to pre-populate the fields "Child Name", "Child DOB", and "Child Age". I'm guessing this might not be possible without some backend wizardry, but thought I'd ask. Thanks! Please let me know if you need any clarification...

Donald Lobo

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Re: Prepopulating custom fields on an activity
November 08, 2012, 05:22:34 pm

you can definitely do the below via hooks and setting the default values (u'll need php and civi api / mysql skills for this)

coleman and/or peted might have better ideas on how u can accomplish the below via webform_civicrm

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petednz

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Re: Prepopulating custom fields on an activity
November 08, 2012, 10:13:25 pm
you might also be able to get closer with  Webform-CiviCRM though am not clear if 'child' is a COntact or just a field
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Prepopulating custom fields on an activity

This forum was archived on 2017-11-26.