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  • Using Profiles (Moderator: Dave Greenberg) »
  • I need an example of how to use a profile
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Author Topic: I need an example of how to use a profile  (Read 1181 times)

biologyben

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I need an example of how to use a profile
March 20, 2013, 06:16:06 am
So apparently I'm not finding the use of profiles intuitive.

Say I need to create a participant sign up form for an event - perhaps a 5K.  I gather this is the roll 'profiles' is to take. 

On my form, I need:

Name
Address
Phone
(aka. the usual contact info needed)

of course I'll also need

Gender
Participant type - run or walk
Time Class
Birthdate
Age
Age group
etc.

And to ensure clean data, I want drop downs or format checking on all of those fields. 

This is easy to do with WP Form tools (cforms, etc) - but I'm having difficulty wrapping my head around how to do so in Civicrm.  Can someone explain the basic workflow - apparently it's not by starting at the event management page...

Other questions that the above may answer - Does every event need it's own custom profile due each needing custom fields?  On the event management page, do you use multiple profiles each with the areas you need (add the name profile, the address profile, phone profile, the birthday/age profile, etc)  or do you create 1 large custom profile with all the needed info.  How do you ensure correct formatting on text fields (for b-day's and phone numbers for example)

Sorry if this is all very basic - just am not wrapping my head around the process civicrm is expecting for form creation.

« Last Edit: March 20, 2013, 06:45:00 am by biologyben »

Donald Lobo

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Re: I need an example of how to use a profile
March 20, 2013, 07:48:30 am

Check:

http://civicrm.org/civicrm/event/register?reset=1&id=280

for an example of an event reg form using multiple profiles
 
To answer your questions:

1. Yes to collect data, every event needs profiles. If you are collecting the same data, you can reuse the same profile across events

2. We typically make profiles self contained which makes reuse a lot easier: name and demographivcs in one profile, event related info in another etc

3. Profiles are a very poor cousin of Form buiilder tools (like gravity forms in WP). So i would not bother trying to compare the two feature

lobo
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petednz

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Re: I need an example of how to use a profile
March 20, 2013, 02:21:54 pm
in case it isn't obvious from the above - for fields like 'age class'
you need to
- create a Custom Field 'group of fields' and specify if they are to be used for eg Contacts (all types), or only Individuals, or for Participants (this would mean you could ask someone's flight arrival details and they could give a different answer for each conference without overriding their previous info)
- create the Custom Fields you need
- make or find an existing profile, and the select the fields you created above via the selector to 'expose' them in the profile so they will show if you use that profile for event registration etc
hth
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biologyben

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Re: I need an example of how to use a profile
March 20, 2013, 07:53:56 pm
ok - so the work flow was rather confusing to me.  I started with the creation of an event and assumed a form-builder type functionality would be available from there and thus was a tad confused.

To beat the dead horse - my flow for Civi should be backwards from what I expected - more like:

  • Develop list of various custom fields and create those in Administer > Customize Data & Screens > Custom Fields
  • Develop a custom profile in include those fields in Administer > Customize Data & Screens> Custom Profile
  • Then create the event and insert the custom profile to the event (up to 2)
  • Then publish the registration form

Sound about right?  Thanks!

petednz

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Re: I need an example of how to use a profile
March 20, 2013, 08:38:13 pm
you have it - yes sometimes the order seems counter intuitive - but indeed the fields need creating in the database first
then you can expose/push/pull/search data from them via profiles
and then you can display those profiles on pages via event or contribution pages
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The Next Wave

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Re: I need an example of how to use a profile
March 25, 2013, 06:58:16 am
Also- "Age class" could be computed automatically- from using birthdate- and solving all issues of self reporting and data screw ups.
It also would allow you to do more detailed analysis of performance- what did all 35yr olds do- etc.

Donald Lobo

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Re: I need an example of how to use a profile
March 25, 2013, 07:48:12 am

CiviCRM custom fields definitely need the concept of "computed" fields. So things like (for a contact)

Age, Total contributions, Last/First Contribution Amount and Date, This years contribition etc

Ideally the code for the computed fields could either be in a: trigger, stored procedure or PHP and Civi manages it

Would be great if we can find either developers or sponsors who can help make this happen. Do think it will take custom fields to the next level and be super powerful indeed :)

lobo

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • I need an example of how to use a profile

This forum was archived on 2017-11-26.