CiviCRM Community Forums (archive)

 
I've created a custom group for individuals with custom fields to help manage volunteer information for contacts. For the fields, I've set up default and required status for most of them. I also set up the group to be a tab versus inline. So, when I either look up an existing contact or even enter a new contact, none of the volunteer info is pre-filled. I click the volunteer info tab and each filed is listed but the default and required values are blank. I have to click the "edit volunteer info" first, then simply save to have the default values applied to the contact.

Is their a way to get the default values of a custom fields to display without having to first click the edit link?

Also, I know I can also choose "inline" versus "tab" to display the custom group. This looks like it will work for new contacts being entered to have the default and required fields displayed after saving the initial contact set-up, but it makes the page unruly. Our client prefers to have the Volunteer Info be in a separate tab. I just need you help on how to get this tab to display he field data that is marked as default and required,  without having to click the "edit" link and then save.

By the way, I also tested this in the drupal demo and get the same results...

Any help would be most welcome!

Just to clarify, do you mean the default values are set each time I access an existing contact or enter a new contact (after creating a new custom group), or are they set when the custom group is initially created? Could this be solved by creating custom groups in a new database prior to importing data?

thanks for you help senor lobo.

In the current system the view screen displays the values from the DB. The default values are set once someone saves a custom groupe etc, hence you are seeing this behavior.

I suspect the easiest way might be to write a hook to create a DB record for the default volunteer info on contact create. This will populate the database and hence the volunteer tab view screen

lobo