CiviCRM Community Forums (archive)

Hi,
   I did this first on our site and then replicated on the demo site:
1. Added and Organization called "NY Organization"
2. Added a membership type called "NY supporter". Period type=rolling. Duration=1 year. Membership Organization= "NY Organization"
3. Added a custom data group called "NY member donations"
4. Added 2 custom data fields to the above group:
      NY supporter level-required and searchable-alphanumeric radio field with 3 options:
           Supporter-default-option value=50
           Special-option value=200
           Card-option value=300
     Transmittal date-searchable-date field
5. Assigned "NY Supporter" membership to the following records on the demo site:
      "Alice Adams"- NY supporter level=Supporter; transmittal date =12/15/2008
      "Bill Jones"    - NY supporter level=Special;     transmittal date =12/16/2008
      "Dan Roberts"- NY supporter level=Card;        transmittal date =12/17/2008
6. Created a custom profile for memberships called "NY Supporter Update" and added the 2 custom fields that I created in
    step 4 above: NY Supporter level and transmittal date
7. Clicked on "CiviMember" and did a "Find Members" for NY Supporter
8. Records for Alice Adams, Bill Jones and Dan Roberts were displayed.
9. Selected "all 3 records" and selected action=batch update members via profile
10. Selected the "NY Supporter Update" profile
11. All 3 records were presented, but data values for NY supporter level and transmittal date were completely blank.

   Is this the correct behavior? It would seem that the current data values would be displayed, but I am not sure if I am correct and would appreciate it if someone would clarify.

Thanks,
Cynthia

Hi Dave,
    Tried to replicate on the 2.2 sandbox but did not get very far. Here's what happened:
1. Added and Organization called "NY Organization"
2. Added a membership type called "NY supporter". Period type=rolling. Duration=1 year. Membership Organization= "NY
   Organization"
3. Added a custom data group called "NY member donations", used for "NY Supporter"
4. Added 2 custom data fields to the above group:
      NY supporter level-required and searchable-alphanumeric radio field with 3 options:
           Supporter-default-option value=50
           Special-option value=200
           Card-option value=300
     Transmittal date-searchable-date field
5. Here's where things got flaky.
    When I added the "transmittal date", I did not get any of the "date may be up to" or "include date parts" boxes. All I got was
    a drop-down box to select "date" as the format and another box that said "select date", but there was nothing to select.
6. Continuing on, I opened the record for "Franklin Adams", clicked on the "memberships" tab and attempted to create a new
    membership for him. I selected "NY Organization" and "NY Supporter", but when I tabbed out of the membership type field,
    neither of the custom fields that I created for "NY member donations" was present.

  At this point I am not sure how to proceed so I will wait for your direction.

Thanks for your help,
Cynthia

OK Kurund, what did you do yes, that part is working now but the end result is still the same: no data values are displayed in the profile for the custom fields.

  I did exactly the same thing on the 2.2 site as I did on the 2.1 demo site. The only difference is that I used "Franklin Adams", "Ton Jones" and "Monica Roberts" as my test contacts.

  Please let me know what else I can do to help you resolve this.

Thanks,
Cynthia