CiviCRM Community Forums (archive)

Hello All,
I have been charged with developing CivicCrm for my place of business. I was reading the CivicCRM Developer guide and it suggested that I post in the forums before starting on any code.  So here goes!
The company I work for is a nonprofit and we help people with disabilities both mental and physical. The Department that deals with seniors needs to produce reports to certain agencies. As part of the reporting, a matrix must be filled out – This is a questionnaire.
I currently have all of the question fields created in sections/tabs under CivicCase. The matrix is grouped by questions.  For example a section entitled Income will have 4-5 questions based on Income. Depending on the yes or no answers a final field (#6) will need to be automatically populated. For example the questions are:
1.   Does the household have income (both earned income and cash benefits)?
2.   Is the household's income greater than or equal to 200% of Federal Poverty Guidelines?
3.   Does the household show appropriate spending habits (Focus on meeting basic needs before purchasing luxuries, no unusually high costs, no spontaneous or inappropriate spending)
4.   Does the household need assistance (Outside of own income) to meet basic needs?
5.   Does the household have discretionary income and the ability to save?
6.   Score:
So if 1 is answered yes you would continue to 2. If 2 were answered yes you would continue to 3.  If 3 was “no” then a score would need to be recorded in field #6 above and no further questions would be needed. There will be several sections that will be about employment, Housing, etc. that would need to be scored similarly.  I think this is possible but I wanted to check to see if something similar has been done already. If not, could someone point me in the right direction as far as documentation. Any help would be appreciated.

Thank you,
Casey

Hi JonGold,
Great info. Thank you very much!

Casey

Hi ctyler,

Glad to hear that you're mostly there!

I would need to know about your situation to give an answer - and at this point, I really recommend posting this to Stack Exchange, where more people will see it.  There's a good 60-second introduction to Stack Exchange at http://civicrm.stackexchange.com/tour.

When posting, don't forget to mention your Civi version number and also CMS.  Also, I'd want to know this:
* Are you using Webform-CiviCRM integration, a profile, or something else?
* Are any of the fields you're trying to save a Select2 element?  It could be that you're editing the Select2 element, which changes the display but not the underlying value.