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Author Topic: Best Practice - Allowing Member to select an Affiliated Organization  (Read 789 times)

shinzan

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Best Practice - Allowing Member to select an Affiliated Organization
December 29, 2012, 09:27:53 pm
We have about a 1000 local clubs (Organizations in CIVICRM Talk I suppose :) ) and when a member signs up we want them to be able to select which club they are affiliated with.  What is the best way to accomplish this task?

Then we want to relate the local club to regional sporting group, I assume that is relationship based and i think I have that accomplished but I am unable to add an orgainzation to an individual, as a profile.

I have a profile with all thier basic info, I just need to allow them to select their club from a dropdown.  The Clubs pay membership fees too and have expiration dates, should they be entered into CIVCRM as individuals instead of clubs?

Thanks for any help for a newbie!

Erik Hommel

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Re: Best Practice - Allowing Member to select an Affiliated Organization
December 30, 2012, 04:36:23 am
Yes, I would set up a relation between an individual and an organization to reflect the affiliated club. You might contemplate setting up Clubs as a contact subtype based on Organization, which gives you the possibility to create custom fields specifically for your clubs. Are you using Drupal as a CMS? If so, I would recommend using the Webform CiviCRM integration rather than profiles as it gives you the option you need.
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

shinzan

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Re: Best Practice - Allowing Member to select an Affiliated Organization
December 31, 2012, 05:55:06 am
Thanks for the reply I am using Joomla 2.5 flavor of CMS.  And yes I have made the club a subtype of Organization so at least thats a good thing :)  Techn

I saw the relationship setup but on the member profile when i add the clubid, its just a text field.  How can I make that a select list of all subtype Organization clubs?

So on the member signup profile I just want a dropdown list of all Club Organization Names for the member to affiliate with, But of course the list is dynamic from CiviCRM.

Thanks!

David

Donald Lobo

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Re: Best Practice - Allowing Member to select an Affiliated Organization
December 31, 2012, 04:58:40 pm

you will need to use a hook to populate the select element displayed in the form

lobo
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shinzan

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Re: Best Practice - Allowing Member to select an Affiliated Organization
January 24, 2013, 12:11:38 pm
I have read some of the api documentation but I'm not seeing an example of what I want to do, perhaps I'm overlooking it.

I have the rowsource for an html dropdown and i get that you have to set it to read only and put a special .php file in the correnct folder but I guess the code to make the hook happen I'm not getting.

Sorry for being a trouble :(

David

Erik Hommel

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Re: Best Practice - Allowing Member to select an Affiliated Organization
January 25, 2013, 04:23:00 am
You need to check this chapter: http://book.civicrm.org/developer/current/techniques/hooks/
and check the documentation on the available hooks. You will probably need to use a buildForm hook to set the data in your select list.
http://wiki.civicrm.org/confluence/display/CRMDOC42/Hook+Reference
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Best Practice - Allowing Member to select an Affiliated Organization

This forum was archived on 2017-11-26.