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Author Topic: Custom configuration of new contact entry pages  (Read 1024 times)

rknowlton

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Custom configuration of new contact entry pages
August 07, 2008, 09:39:24 am
I would like to reconfigure the entry forms for New Individual and New Organization contacts.  Most importantly, I would like to hide some of the standard data fields which our users don't need and might find confusing.  Second, I would like to rearrange the input fields so that some custom data fields could be in the same section as related, standard data fields.  (For example, it would make sense to put all communication details together, such as Facebook info next to Email, legislative districts next to other location data, etc, etc) 
 
My understanding is that this goes beyond the configuration options currently available.  Is that right?  I realize that this is probably the same question raised in an earlier post -- http://forum.civicrm.org/index.php/topic,2882.0.html   Getting into the code base for CiviCRM pages is probably beyond my ability, if not authority.

I have also considered working around the problem by creating a profile with the desired mix of standard and custom data fields, but I hate to give up the good features of the default entry form, like collapsible/expandable sections, functions to check for matching contacts, enter households, etc.  I think that I could put some of those features back into a profile by editing the standalone HTML, but that opens up other problems, including maintainability.

Any suggestions on how to (1) hide particular standard fields, or (2) combine standard and custom data fields in the same grouping in the page? 

Dave Greenberg

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Re: Custom configuration of new contact entry pages
August 07, 2008, 10:00:00 am
You can do a lot of this fairly easily using the "customized template" feature described here:
http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens

Moving custom fields around is a bit more complicated as you'll have to figure out their internal names and do some conditionals in the custom field templates "looping" - but it's doable w/o modifying underlying PHP code.
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xavier

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Re: Custom configuration of new contact entry pages
August 08, 2008, 09:49:00 pm
Another solution is to use profile.

You create a profile with just the fields you want and it works nicely.

Note that it doesn't replace the normal view/edit for contacts, but I add hardcorded links on a block (on drupal) to "create new" and it works nicely.

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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Custom configuration of new contact entry pages

This forum was archived on 2017-11-26.