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  • Custom contact reference fields in contribution bulk entry?
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Author Topic: Custom contact reference fields in contribution bulk entry?  (Read 1038 times)

CiviTeacher.com

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Custom contact reference fields in contribution bulk entry?
September 25, 2013, 11:58:26 am
I realize that resources are tight.

1. However, I'm wondering if I could please have an update what the plans (if any) are to allow custom contact reference (autocomplete) fields to work within the "bulk contribution entry" profile.

Currently "Soft Credit" is available in bulk entry, but any custom contact reference field is omitted from bulk entry, even if it's included in the profile.  If this can be changed, I might be able to arrange sponsorship.

http://drupal.demo.civicrm.org/civicrm/batch/entry?id=1&reset=1

2. In a perhaps related issue "Soft Credit" (the standard field) is NOT available in any other Contribution profile except the reserved Bulk Contribution Entry profile.  I tried to add Soft Credit and it's simply not in the list: http://drupal.demo.civicrm.org/civicrm/admin/uf/group/field?reset=1&action=browse&gid=13  Is this intentional or a bug?

« Last Edit: September 25, 2013, 12:05:31 pm by CiviTeacher.com »
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Eileen

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Re: Custom contact reference fields in contribution bulk entry?
September 25, 2013, 12:57:43 pm
Only partly related - but if I ever finish it I have an alternate batch data entry extension based on the jquery plugin slickgrid. Unlike the built in ones it is intended to work against any profile & will support custom contact reference. However, I'm sure that there will also be a number of gaps as it is an extension & I'm not attempting to solve everything
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Dave Greenberg

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Re: Custom contact reference fields in contribution bulk entry?
September 25, 2013, 01:21:25 pm
We have some funding for 'Soft Credit Phase 2' for the 4.5 release cycle - thanks to the great work and generosity of the folks who organized DC Camp 2013  (especially Andrew and Jane from AGH Strategies) :D

http://wiki.civicrm.org/confluence/display/CRM/Soft+Credit+Enhancements+-+Phase+2

We can potentially look at including your items 1 and 2 in that project if you can drum up some funding. We'll start serious scoping on this at the Manchester sprint so I can get you an estimate then if there's a decent chance of sponsorship.
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CiviTeacher.com

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Re: Custom contact reference fields in contribution bulk entry?
September 26, 2013, 08:50:01 am
Thanks guys.  I have asked the client for funding.
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Dave Greenberg

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Re: Custom contact reference fields in contribution bulk entry?
September 26, 2013, 11:17:49 am
Great! Keep us posted.
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CiviTeacher.com

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Re: Custom contact reference fields in contribution bulk entry?
October 24, 2013, 12:35:07 pm
Client is interested.  How much money are we talking needed to complete funding for the 2 additions I list above?
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Eileen

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Re: Custom contact reference fields in contribution bulk entry?
October 24, 2013, 12:44:38 pm
Stoob - this is a pretty naff screen cast but I put it together to show what an alternative batch entry could look like with jquery plugin

http://www.youtube.com/watch?v=PWd_Vw_Znmo

I'm not sure the future of it (I've become sold on slickgrid & think it would be a really good data entry option in CiviCRM but am not sure if/ when I am going to complete the extension @ this stage)

But it does give you an idea of a possible non-quickform future for data-entry. Slickgrid is being actively developed & has an underlying data model that separates data from display making it powerful & extensible. On the con side it has a learning curve.

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xavier

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Re: Custom contact reference fields in contribution bulk entry?
October 24, 2013, 03:06:35 pm
what you have done with slickgrid is awesome.

How far are we to a shareable extension? I'd love to use it.

X+

P.S. I think my use case would work with an hardcoded list of fields vs. a profile. Not sure how much it would make it simplier
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Eileen

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Re: Custom contact reference fields in contribution bulk entry?
October 24, 2013, 03:17:55 pm
It's on my github although from feedback from JoAnne I have introduced a bug.

It's sharable in that it's generic - but not in that it's complete
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