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Author Topic: Webform-payments- On Behalf of Organization  (Read 1802 times)

Aahar

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Webform-payments- On Behalf of Organization
September 06, 2013, 02:06:16 am
It appears that the integration did not include "On Behalf of Organizaiton" option of Contributions Page.

I created a contribution page and enabled on behalf of organization. But I could not see the option in webform civicrm contributions...

Further, the 'On behalf of Organization" needs what is called "Permissioned Relationship". All that it means is: for logged in users, it will load the organization (or autocomplete list of organizations) in which user has "Employee of" relationship and has permission to update the organization. This is a little limiting.

Is it possible to use webform payments so the the payments are made on behalf of an organizaiton, where the list of organization is an autocomlete list of all organization in a group?


Coleman Watts

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Re: Webform-payments- On Behalf of Organization
September 06, 2013, 07:40:24 pm
I agree that the "on behalf of" options in Civi are very limiting. Fortunately there are no such limitations in Webforms, and you could in theory set up a webform to allow contributions on behalf of any organization, household, or individual.
Because of that flexibility the webform is going to ignore your "on behalf of" settings from the contribution page and you'll need to set it up yourself. At the moment webform_civicrm is hard-coded to have the contribution be on behalf of contact 1, but I could add a little more flexibility there to allow a selection of contacts.
I'm also noticing that soft credit and honoree fields are missing so that's another thing to add support for.
Try asking your question on the new CiviCRM help site.

Donald Lobo

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Re: Webform-payments- On Behalf of Organization
September 06, 2013, 07:41:50 pm

would be great if your org could help sponsor this feature

lobo
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Coleman Watts

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Re: Webform-payments- On Behalf of Organization
September 09, 2013, 12:38:12 pm
It would be relatively inexpensive/quick to add - contact me if you're interested in sponsoring it.
Try asking your question on the new CiviCRM help site.

Aahar

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Re: Webform-payments- On Behalf of Organization
September 09, 2013, 09:09:42 pm
1) Coleman, I have sent you an email about sponsoring.

2) To keep the forum post updated about a workaround I attempted in 4.3.5"
-------------------------------------------------------------------------------------------------

  • I have added a profile with i)Organization Name ii) Contact Reference and iii) email
    The contact reference field that I used is autocomplete limited to a group.
  • Then I copied the OnBehalfOf.tpl  to a custom template and used a line of javascript to copy the value selected/entered by user to the Organization Name. Field "Organization Name" is what used internally to make the payment on behalf of organiztion.
  • Then I hid the "Organization Name" in the template.


Y​et to do:
  • Hide the label of "Organization Name".
  • Make sure that no new organizations are created.
  • Hide the options "Select Organization name" and "Enter new organization"
  • Hide the email field. Prefill it with some common email id.
  • Use hook hook_civicrm_contactListQuery in the custom contact reference filed to return only organization name- and not "organization name :: email@email.com". Because that creates a new organiztion.
[/list]

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  • Discussion (deprecated) »
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  • Webform-payments- On Behalf of Organization

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