Author Topic: Number of contact --> user select (Read 1125 times)

mallox · May 15, 2014, 10:02:59 am

Hi everyone,

Is there a way to have the number a contact be : user select? rather than the fix number

Exemple:

User one is login and have the right to register other membership.

So civicrm webform will identify the user 1 than ask how many contact.

thanks in advance for your help

JonGold · May 15, 2014, 10:41:39 am

Hi Mallox,

Your question is a bit difficult to understand - you may want to try asking it again in different words.

Jon

petednz · May 15, 2014, 02:39:11 pm

if you are asking - can the logged in user, eg user 1, register memberships for other contacts, then the answer could be yes - but set up would depend on whether you want to record who did the registering

mallox · May 16, 2014, 05:34:07 am

Hi Pete & Jonn, thanks for your reply;

-Pete: Yes this is what I want to do, and I want to record a relationship of "register by".

(By trying to answer to Jon) But I don't wan't a form with a fix number of registration (contact). As it's doing right now with Webform CiviCRM --> number of contact : where you hare to chose between 1-30

What I would like is either :

-the login user is ask how many member to register at the begining

or
-at the end of each member registration, there is a button to add a other one

Hope this is more clear

Thanks again for your help

petednz · May 18, 2014, 02:53:28 pm

i think in webform you can the approx following steps
- create the user you want to have added on the civicrm tab
- on the webform tab get it all configured/layout as you want
- use the 'clone' option on the webform tab to generate a second contact
- set up a field in the first contact that is 'Conditional' ie do you want to add a new contact
- set up the Condition so it hides/shows the second contact fields
- then use the clone button on webform to generate a whole more of these though you probably have to tweak the 'condition' for each of these so it jumps to showing the next one

so the result should be the form shows one contact plus an 'add another' button that then shows the second contact, etc.

hth

the other approach we have taken, which was for a much more complex, add contacts and memberships and create family groups, for lots and lots all on one form, was to use the Drupal Form API module - but that took a lot of work with the complexities involved in that use case - but may be worth considering if Webform-civi doesn't get you close enough

mallox · May 20, 2014, 11:15:35 am

thanks petednz

I'll try it.

mallox · May 22, 2014, 11:08:30 am

Thanks Pete,

I've done your method with civi-webform for creating restricted number of members and it did work like a charm.

But at the end I ran in a little problem that you may be able to advise me on it.
From what I found out, and correct me if I'm wrong, you can only apply contribution to one contact. You can't choose from all contact or clone it?
My problem is that my goal will be that someone will enter membership and payment information for someone else, but I still want the system to process the payment individually and send receipt.
The workaround that I can see is not to have webform-civicontribute process the payment but using a rule to process it. Is there any better way?

Anyone else that have input on that are welcome to

petednz · May 22, 2014, 03:37:36 pm

didn't realise you were trying to handle membership payments or would not have suggested that route - sorry

like i said above - we did a very complex Drupal Form - using the API which allows for unlimited or specified number of rows to be created - autocompletes on contact name - membership status can be updated etc

it didn't even try to handle contributions per membership

i think you have a difficult challenge if you want a form that lets you
- create contacts
- set membership data for them
- set (or accept) contribution data for them

joanne · May 22, 2014, 03:58:20 pm

When you say create a relationship of "register by", do you need a real relationship or would a custom field filled in by the person registering the new membership be enough? With that you could search to find "all people registered by Martha Brown".

If that is OK, then you may be able to get what you want by creating a membership page designed to be filled in by the registerer on behalf of the new members. Having &cid=0 in the right place in the URL will let someone sign up a new member without overwriting their own record.

mallox · May 27, 2014, 06:41:21 am

Thanks for all your suggestion. Still trying to figure out , witch one will be best, at least for short time.

Another question in relation:
In CiviCrm under Membership - new membership ... [/civicrm/member/add?reset=1&action=add&context=standalone]

-Is there an easy way by the URL to chose by default a price set?
I try to add "&priceSetId=#" in the url, but then then form disappear and only price set show

-Is there an easy way to add a custom field in the form?

Thanks

joanne · May 27, 2014, 06:58:01 am

/civicrm/member/add?reset=1&action=add&context=standalone is for back office (admin) use only and the people using it need to know enough about the system to choose the correct price set from the dropdown list.

If your users don't have that knowledge or can't be taught it then you don't want them in your CiviCRM admin area IMO.

You should be looking to set up a New Contribution page /civicrm/admin/contribute/add?reset=1&action=add where you preselect the price set on Memberships configuration screen and include the custom fields you want in the profiles section.

mallox · May 27, 2014, 11:45:00 am

Ok, thanks Joanne for the advise. That was the reason why I was trying to have a price set selected by default...

Returning to your solution, with a New Contribution page + cid=0 , there are the problem I ran on:

In my case it's someone (let say John) that have a special access to the site to do the registration for them. The new members already have paid (in cash or check) their dues to John. The good part is that it's including all necessary field, sending a receipt to the member and creating a drupal account.
But when using a new contribution page, it's first show as if they paid online(not to big of a problem), but also show as their contribution and membership pending.
This is kind of a problem as then I need to record manually a payment for each of them. It's sure that the best will be that the member be mark as paid and that John has the same amount pending...

regards

joanne · May 27, 2014, 04:04:17 pm

Sorry, but I've run out of ideas. I'm a user not a developer and I think you will need to customize your site to do what you want.

petednz · May 27, 2014, 04:07:41 pm

I agree with joanne - unless there is still an approach not discussed because we don't fully understand your work flow.

mallox · May 28, 2014, 04:56:15 am

OK, thanks for your help guys…

If I found a way I'll let you know.

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Author Topic: Number of contact --> user select (Read 1125 times)

mallox

Number of contact --> user select

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