Author Topic: Setting Start and End Dates for relationships in Event Registration (Read 568 times)

Carl Sigmond · June 16, 2014, 10:19:01 am

We are about to publish an event registration form for a large (~200 people) alumni reunion we are hosting later this summer, and we want to have the registrents tell us when they attended our school. We store that information as a relationship between the contact's record and the school's record with the start and end dates signifying when they started attending and left the school. We should have this data already in the database for all of our alumni, but we still want to have them enter it during event registration. The question is how. I took over this site from an expert CiviCRM developer, of which I am not, so here are my specific questions:

1. How can we record start and end dates to a specific contact during registration?

2. We will have staff alumni registering as well, so we need to set the relationship type as "Student of" or "Employee of" accordingly.

3. In the early 2000s, our school switched from a traditional boarding high school to a four-month semester school, so the people who attended the semester school know when they attended by semester, i.e. "I attended the Spring 2009 Semester." We still store this information in relationships to the school with the start and end dates being the semester dates. We want the registrents to select whether they attended the high school or the semester school, and then if they select the semester school, we want to present them with a list of semesters, instead of start and end dates. This information will need to be converted to a relationship to be saved in the database.

Any advice people can give would be great. We're running CiviCRM 4.3.8 with Drupal 6.

Many thanks.
Carl

Erik Hommel · June 16, 2014, 11:39:22 pm

You can capture data from your alumni by adding a specific profile to your registration page assuming you are managing the event with CiviCRM. Information on profiles can be found here: http://book.civicrm.org/user/current/organising-your-data/profiles/

An alternative would be to create a Drupal registration form using the Webform CiviCRM integration module (see https://drupal.org/project/webform_civicrm)

petednz · June 17, 2014, 01:31:03 am

I would recommend Erik's suggestion about using Webform-CiviCRM module that way you can
- show a list or autocomplete of existing schools/colleges without risking showing other contacts to the user
- create the relationship
and if helpful
- collect info such as the year they were there etc

creating relationships through profiles is not that easy as i recall other than for 'current employer'

Coleman Watts · June 17, 2014, 11:51:18 am

Hi Carl. I wouldn't say I was an expert at the time I was setting up the Woolman database, but I did create the event registration feature in the webform-civicrm for the sake of Woolman, and I think this event is a good use for it.
In this case you don't really want people updating their student relationship data directly to the db, too much danger of them screwing up perfectly good existing data. So in addition to the civicrm fields like first/last name and the event participation stuff, I would also add some simple webform-only fields to collect the alumni data. You can then go through the submissions manually and reconcile what the tell you on the form with what's already in the database. I think at least 60% (maybe a lot more) of the data will already be in the db and you will not need to do much updating.

CiviCRM Community Forums (archive)

News:

Author Topic: Setting Start and End Dates for relationships in Event Registration (Read 568 times)

Carl Sigmond

Setting Start and End Dates for relationships in Event Registration

Erik Hommel

Re: Setting Start and End Dates for relationships in Event Registration

petednz

Re: Setting Start and End Dates for relationships in Event Registration

Coleman Watts

Re: Setting Start and End Dates for relationships in Event Registration