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Author Topic: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8  (Read 1177 times)

poorhaus

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Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 20, 2014, 12:44:29 pm
I've been doing a bunch of reading on the forums about this issue, particularly this thread and this one, but neither has led to a resolution for me. My checksum links appear to be composed correctly, and indeed the correct membership expiry date is displayed, but none of the organization contact fields are pre-populated for logged-out users. No php errors appear to be associated with this behaviour, either, in DBlog or the server's PHP log. I have verified that the user in question has a permissioned relationship to the Org in question.

I have tried the following:
- cloning the On Behalf Of profile into a new one that does not require Drupal User Account creation, and selecting the cloned profile as the On Behalf Of profile for the contribution page in question
- adding the membership ID (mid) into the renewal link along with the cid and cs
- allowing anonymous users access to "access AJAX API", "access contact reference fields", "view all contacts", and "view all custom data" through Drupal permissions

Have I missed something? The OP in the first thread I mentioned did not encounter his issue until he upgraded to 4.4.x, so I'm not sure it's the same issue. Here's a test checksum link if anyone wants to see the behaviour: http://musicnovascotia.ca/civicrm/contribute/transact?reset=1&id=1&cid=12&cs=908aca2081106db57e13c1978cc79da2_1395293739_168

The Org contact in question is a test user and not a real one, so I don't much care if someone tries to alter its profile field values or what have you. 

petednz

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Re: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 20, 2014, 12:54:44 pm
There are a few bits in the above the don't sound quite right. These are the things I would be checking

Are you trying to have an Individual renew a Membership on behalf of an Organisation?
Are you sending the email to the Individual?
Does the email contain a checksum for the Contribution page in question (not the mid)
Is the individual a permissioned Current Employer?
Can you paste an example of the link that is arriving in the mailbox?
If the user is logged in, do they see their Org prefill in the On Behalf of form?
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poorhaus

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Re: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 21, 2014, 07:49:03 am
Quote from: petednz on March 20, 2014, 12:54:44 pm
There are a few bits in the above the don't sound quite right. These are the things I would be checking

Are you trying to have an Individual renew a Membership on behalf of an Organisation?

Yes! No! Maybe? The email is sent to the org's Main email; since we are not dealing with a logged-in user, I'm not sure how to answer this question.

Quote
Are you sending the email to the Individual?

No! The email is sent to the main email contact for the org as far as I can tell. Only orgs have memberships in our use-case; individuals inherit membership from the orgs they belong to.

Quote
Does the email contain a checksum for the Contribution page in question (not the mid)

Yes? I used the "Checksum" token, which looks like {contact.checksum} once inserted in the template and which does correctly render a valid-looking checksum in the resultant reminder email. It's the only checksum in the token list; are there other types of checksum I can specify manually?

Quote
Is the individual a permissioned Current Employer?

There arguably isn't an individual in play here; the email is sent to the Main email for the Org itself. All individual relationships to these orgs are permissioned such that the individual has write access to the org, but not the other way around as no one can log in as an Org in our use-case.

Quote
Can you paste an example of the link that is arriving in the mailbox?

http://musicnovascotia.ca/civicrm/contribute/transact?reset=1&id=1&cid=12&cs=908aca2081106db57e13c1978cc79da2_1395293739_168
The CID here is the ID of the Org that holds the membership.

Quote
If the user is logged in, do they see their Org prefill in the On Behalf of form?

No, although whether or not the user is logged in, the correct membership expiry date is shown in a drupal_set_message-looking green notification box just under the page title, as shown in the previous screencap.

petednz

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Re: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 21, 2014, 12:37:07 pm
hi poorhaus - i would try using my questions above as the recipe ;-)

if you want a checksum to preload a membership form to allow some individual to renew on behalf of an Org then I think this is the recipe or v close - would be great if you could help improve the documentation on this since it comes up too often

1 find the people who are your Primary Contacts (maybe add to a Smart Group - we usually use an extra relationship of Primary Contact to ensure we don't email all employees)
2 ensure they have a permissioned relationship AND are Current Employee of the Org
3 include a checksum in email/civimail as per http://wiki.civicrm.org/confluence/display/CRMDOC/Tokens ie that would have id=N where N is the contribution page that has 'on behalf of' enabled
4 test
5 if no joy, log in as the test user (create a user account if necessary for testing purposes) and confirm their Org preloads in the on behalf of form when they visit the Contrib page, if that doesn't happen then it probably isn't the checksum that is the issue
6 enjoy with a touch of salt

hope that helps
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poorhaus

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Re: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 24, 2014, 06:36:28 am
Thanks Pete! I will try what you've suggested. On the "Current Employee" thing, does that just control the employer_id in the civicrm_contact table? Our users need to be able to be "currently employed" by multiple orgs at a time; Orgs are bands/groups for our (music-related) website and since we are a small market (Nova Scotia, Canada) a lot of people are in more than one band. If the checksum functionality depends on this we will likely not be able to use it. :(

petednz

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Re: Checksum not auto-populating Org contact fields for membership renewals, v4.3.8
March 24, 2014, 01:28:30 pm
hmm - now you have me wondering - hope i am not giving out bad advice.

the autopopulate of 'on behalf of org' definitely works for multiple Orgs connected to an Individual - so perhaps I should have said

must have a permissioned employee of relationship

(can't confirm if it works to have a different relationship permissioned)
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  • Checksum not auto-populating Org contact fields for membership renewals, v4.3.8

This forum was archived on 2017-11-26.