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Author Topic: How to include custom data on online event forms?  (Read 766 times)

P a u l

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How to include custom data on online event forms?
February 08, 2015, 09:10:25 pm
The book section Events - Setup - Custom Data discusses custom activities like workshops, etc. It does not discus how to actually add these custom data fields to a sign up form. I can't find anything in the event setup tabs to include custom data. The 'Profiles' feature seems to deal with personal information, not activities. We need to sign people up for field trips, and be able to filter search participants based on what activities they marked.

Coleman Watts

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Re: How to include custom data on online event forms?
February 09, 2015, 06:36:59 am
It's a 3 step process
  • Create the custom fields
  • Add the custom fields to a profile
  • Add the profile to your event
Try asking your question on the new CiviCRM help site.

KilakwaBT

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Re: How to include custom data on online event forms?
February 09, 2015, 07:09:59 am
You can make the activities price set options and then filter the participant report by those options. We have done this when an event has workshop sessions that we need to know which sessions attendees are attending ahead of time. If you load the extended report extension you can create a line item report which will give you counts.

Hope this helps.

BT

P a u l

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Re: How to include custom data on online event forms?
February 09, 2015, 11:42:34 am
Quote from: KilakwaBT on February 09, 2015, 07:09:59 am
You can make the activities price set options and then filter the participant report by those options. We have done this when an event has workshop sessions that we need to know which sessions attendees are attending ahead of time. If you load the extended report extension you can create a line item report which will give you counts.

Hope this helps.

BT

If you are referring to https://civicrm.org/extensions/extended-reports this seems out of date for 4.5.6 and I don't know if I should try it. But this is a must have type of feature for us. It is just useless to have additional activity fields if you can't filter on them.

Edit: nevermind I found the custom search for this under the Search menu.
« Last Edit: February 09, 2015, 01:28:44 pm by P a u l »

P a u l

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Re: How to include custom data on online event forms?
February 09, 2015, 04:00:44 pm
Quote from: Coleman Watts on February 09, 2015, 06:36:59 am
It's a 3 step process
  • Create the custom fields
  • Add the custom fields to a profile
  • Add the profile to your event

I have tried to work with this suggestion for hours now. I cannot get this to work. I have the set of custom fields, but when creating a profile (Administer - Custom Data and Screens - Profiles) there is no affordance to add my custom fields to the profile. When adding a field to the profile the available field names are preset in the dropdown: Contacts, Individual, Household, etc. As a beginner, I am having trouble with the data model in CiviCRM. 'Profiles' in general seems to be designed to hold information related to people. I need to add field trip checkboxes to an event. I have been unable to do this so far using profiles. I have tried to create profiles using both the Administer menu, and the Create New button on the event Online Registration tab. It would be nice if there was a working sample for this scenario available.

Coleman Watts

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Re: How to include custom data on online event forms?
February 09, 2015, 07:03:16 pm
One potentially confusing thing about custom data is that you can attach custom fields to events or participants. In your case you want to create a set of custom fields for participants not events. Once you create that custom set, add your checkbox field to it. You ought to then be able to add it to your profile. In more recent versions of CiviCRM this is a bit more intuitive because you can add/edit profiles directly from the event manage screen (once you've created your event).
Try asking your question on the new CiviCRM help site.

P a u l

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Re: How to include custom data on online event forms?
February 09, 2015, 08:16:25 pm
Quote from: Coleman Watts on February 09, 2015, 07:03:16 pm
One potentially confusing thing about custom data is that you can attach custom fields to events or participants. In your case you want to create a set of custom fields for participants not events. Once you create that custom set, add your checkbox field to it. You ought to then be able to add it to your profile. In more recent versions of CiviCRM this is a bit more intuitive because you can add/edit profiles directly from the event manage screen (once you've created your event).

Okay, awesome, but this is confusing and not potentially - I posted on the forums because I could not parse this out of the books. I used participants and it started to work. The sign up form now includes the field trips. I don't see checkbox as an option. It is shown as a radio button yes no on the form, but I would vastly prefer a checkbox. Then on the Find Participants search, the fields are presented as dropdown selects, yes/no. Here again a checkbox would be much easier to explain. Please correct me on the checkbox thing and I apologize in advance for any mistakes.


Coleman Watts

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Re: How to include custom data on online event forms?
February 10, 2015, 04:34:08 am
You need to create the custom field as checkboxes like this:
Try asking your question on the new CiviCRM help site.

P a u l

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Re: How to include custom data on online event forms?
February 10, 2015, 11:05:49 am
Quote from: Coleman Watts on February 10, 2015, 04:34:08 am
You need to create the custom field as checkboxes like this:

Okay, I was expecting a boolean type and chose the nearest which was yes no. I never even considered picking alphanumeric. So I changed to alphanumeric and checkbox. Now I see that the checkboxes are options under the field. I am now trying to understand why if I set up several checkbox options only the last one appears on the form. This appears to be a bug, or else the setup procedure is beyond my grasp.
« Last Edit: February 10, 2015, 11:52:56 am by P a u l »

P a u l

  • Guest
Re: How to include custom data on online event forms?
February 10, 2015, 09:57:00 pm
Thank you for hanging in there on this. I am starting over where I was hours ago and trying to be logical and using a boolean field.  In "civicrm/admin/custom/group/field/add" there is the yes no option. If I want to add a 'boolean' field this looks like my only choice, and the only html control offered is radio buttons. The result on the final form is a very awkward radio button with 2 selections: "yes" and "no". A checkbox would be much better. I don't know if this should be a feature request or not.

Also: when editing custom data fields the help text below the type/control affordances reads: "Select the type of data you want to collect and store for this contact. Then select from the available HTML input field types (choices are based on the type of data being collected)."

It's not a 'contact'; it's custom data of indeterminate purpose as far as the add form is concerned.
« Last Edit: February 10, 2015, 10:02:05 pm by P a u l »

P a u l

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Re: How to include custom data on online event forms?
February 10, 2015, 10:26:51 pm
Finally I have found that if I add to the event price set a "Free Activities" section I can add any number of  field trips. I just set the fee to $0 zero dollars.

You can obtain a participant count, for example, for dinner, camping, and field trips by going to the menu: Custom Searches - Price Set Details for Event Participants, and selecting the event. The field trips etc. are exposed as columns in the result. This will not give you totals, which are essential, but you can export to csv and load into Excel and sum the columns there. In future, the search result form could total for you and you could avoid the export to Excel.
« Last Edit: February 10, 2015, 10:29:13 pm by P a u l »

KilakwaBT

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Re: How to include custom data on online event forms?
February 11, 2015, 10:33:16 am
The extended report extension will allow you to create line item reports which can give you totals for each line item. The most recent version can be found here:

https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport/releases

I have found it works very well.

BT

P a u l

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Re: How to include custom data on online event forms?
February 11, 2015, 12:57:03 pm
Quote from: KilakwaBT on February 11, 2015, 10:33:16 am
The extended report extension will allow you to create line item reports which can give you totals for each line item. The most recent version can be found here:

https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport/releases

I have found it works very well.

BT

I have installed the extended reports on 4.5.6 and it seems to work. There are some php warnings on some of the report previews. I have thrashed around with this for an hour, and I can't get the price set items to appear as columns, and the participant count is always 0 for every preview I have tried which can't possibly be correct. None of the reports I've tried so far give a participant total at the bottom.  I need to find a tutorial on extended reports. The custom search on price sets is the best 'report' I have so far.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviEvent (Moderator: Yashodha Chaku) »
  • How to include custom data on online event forms?

This forum was archived on 2017-11-26.