CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • How do I use a custom profile I created?
Pages: [1]

Author Topic: How do I use a custom profile I created?  (Read 2718 times)

techshoptn

  • I’m new here
  • *
  • Posts: 8
  • Karma: 0
How do I use a custom profile I created?
February 19, 2009, 12:06:20 pm
Hi,

I am new to CiviCRM and I am very impressed! It was very easy to get it up and running.

I just learned about profiles, and I think they will help me with my problem, but I need a little direction.

I use the standard Drupal block/form for users to register with my site.
I also have a separate mailing list sign up form with an email address field and the name of the mailing list group.
I would like to combine the two, so users can register with the site and sign up with the mailing list all in one shot.

So, I created a custom registration profile. 
It's configured to add new contacts to a specific mailing list group.
It's also configured to create a Drupal User Account.

I have two problems -
I don't know how to display the new form/profile.
Since it is a user registration, the profile editor says I can't use CAPTCHA.

  • How can I display the new profile?
  • Can I modify Drupal's user registration form to add a contact to my CiviMail group (using PHP or some other trick)? If so, can you point me to an example? Drupal's user registration form allows CAPTCHA's, Civi registration profiles do not.

Thanks!
« Last Edit: February 19, 2009, 01:24:05 pm by techshoptn »

techshoptn

  • I’m new here
  • *
  • Posts: 8
  • Karma: 0
Re: How do I use a custom profile I created?
February 21, 2009, 06:32:40 am
I think I figured out part of this...

By creating a standalone profile, I can take that HTML and create a new Drupal block.
Does that sound right? Am I on the right path?

Also, the more I think about it, I would like to just add First and Last name to the mailing list sign up page.
I guess that would be another profile just connected to the correct group. Does that sound right?

Thanks!

mrengy

  • Guest
Re: How do I use a custom profile I created?
February 23, 2009, 03:45:43 pm
Check these instructions here: http://civicrm.org/node/472

That should work for Drupal, in theory.

However I'm using Standalone, and I'm having a problem with it.

The URL to subscribe to our public mailing list groups is: http://recycleabike.org/crm/standalone/index.php?q=civicrm/mailing/subscribe&reset=1

I created a profile to collect name, e-mail, and phone number. The ID is 2.

When I go to http://recycleabike.org/crm/standalone/index.php?q=civicrm/mailing/subscribe&reset=1&gid=2
it says:
Sorry. A non-recoverable error has occurred.
The specified group is not configured for this action OR The group doesn't exist.

Any help? thanks.

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: How do I use a custom profile I created?
February 24, 2009, 08:43:11 am
Techshoptn:
Two approaches - try both and pick the one that fits best for you:

1. Include your CiviCRM Profile in Drupal User Registration forms (w/o reCAPTCHA) by checking "User Registration" in the profile settings "Used For" field. In this case, if the Drupal already has CAPTCHA - you don't need it enabled for the profile.

2. Put links / menu item(s) pointing to a CiviCRM profile which has the Create CMS User setting checked (under Advanced Settings) and reCAPTCHA enabled. You can make this optional or force it. In this case, any anonymous visitor who goes to that profile will be prompted to create a user account - and fill in the contact info in your profile fields. Info on linking to profiles is here:
http://wiki.civicrm.org/confluence/display/CRMDOC/Linking+Profiles

You do NOT want to use the "standalone" HTML cut / paste method since you can't use CAPTCHA in that mode.
Protect your investment in CiviCRM by  becoming a Member!

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: How do I use a custom profile I created?
February 24, 2009, 08:44:56 am
Quote from: mrengy on February 23, 2009, 03:45:43 pm
The URL to subscribe to our public mailing list groups is: http://recycleabike.org/crm/standalone/index.php?q=civicrm/mailing/subscribe&reset=1

I created a profile to collect name, e-mail, and phone number. The ID is 2.

When I go to http://recycleabike.org/crm/standalone/index.php?q=civicrm/mailing/subscribe&reset=1&gid=2
it says:
Sorry. A non-recoverable error has occurred.
The specified group is not configured for this action OR The group doesn't exist.

You can't embed a profile in the mailing/subscribe form. The gid= parameter in that form is used to limit the subscribe choices to a single group.

However, you can use a Profile directly and include the "Group(s)" field. This will give users a set of checkboxes (one for each group with type = mailing list).
Protect your investment in CiviCRM by  becoming a Member!

techshoptn

  • I’m new here
  • *
  • Posts: 8
  • Karma: 0
Re: How do I use a custom profile I created?
February 24, 2009, 09:29:36 am
Sounds good. Thanks you for your responses!

techshoptn

  • I’m new here
  • *
  • Posts: 8
  • Karma: 0
Re: How do I use a custom profile I created?
February 24, 2009, 12:12:27 pm
Hi Dave,

I tried #2  - put links / menu item(s) pointing to a CiviCRM profile and I when use my link "http://www.techshoptn.com/?q=civicrm/profile/create?reset=1&gid=2" to view my form I get the following error:

Quote
No fields in this Profile have been configured to display as columns in the listings (selector) table. Ask the site administrator to check the Profile setup.

So I configured each form field as a selector and viewable on public pages and listings, then when I use the my link instead of seeing the registration form, I see a list of all the users in the group that profile links to.

Any ideas what I'm doing wrong?

Thanks!



Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: How do I use a custom profile I created?
February 24, 2009, 01:33:21 pm
Since you're not using "clean URLs" on your site - the link format s/b :

http://www.techshoptn.com/?q=civicrm/profile/create&reset=1&gid=2

(note that there is only one question mark allowed in a URL - the elements after the question mark must be separated by ampersands)

I just tried this link and it gives me an input form as expected.
Protect your investment in CiviCRM by  becoming a Member!

techshoptn

  • I’m new here
  • *
  • Posts: 8
  • Karma: 0
Re: How do I use a custom profile I created?
February 24, 2009, 03:18:04 pm
Of course!!! I should have seen that.
Thanks for catching that, and thanks for your help!

mrengy

  • Guest
Re: How do I use a custom profile I created?
February 25, 2009, 06:57:10 pm
Thanks, Dave. That seems to work, but is there any way to include descriptions of the groups in that form?

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: How do I use a custom profile I created?
February 26, 2009, 02:23:40 pm
I'm seeing descriptions in profile/create for groups where I've entered them under the Group Settings. I think we may have added that in 2.2. If you're not seeing them in your 2.1 install - that kind of confirms it. Since 2.2 is in beta and will be in stable release very soon - might want to just upgrade.
Protect your investment in CiviCRM by  becoming a Member!

mrengy

  • Guest
Re: How do I use a custom profile I created?
March 24, 2009, 05:45:55 pm
Okay, thanks, Dave. I upgraded successfully, and Standalone Version 2.2 does have that functionality I needed (displaying the group descriptions in the signup form).

However, I'm having trouble getting the profile settings right for people to sign up to e-mail lists or edit their subscriptions using the profile.

The URL is:
http://recycleabike.org/crm/standalone/index.php?q=civicrm/profile/create?reset=1&gid=2

As it is now, it tells me, "No fields in this Profile have been configured to display as columns in the listings (selector) table. Ask the site administrator to check the Profile setup."

I went into the profile settings, and saw that indeed, none of the fields were listed as "in selector". When editing them though, I am confused by the options. It seems the only way to make the fields visible is to change the visibility from "User and User Admin Only" to "Public User Pages", then checking the "searchable" box, which ends up displaying an entire list of existing members on the signup form. Obviously, I don't want to show everyone else's info if someone is signing up to join a mailing list.

Basically, I just want to display the form the way it appears in the preview.

Thanks in advance...


Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: How do I use a custom profile I created?
March 25, 2009, 10:27:51 am
Extra ? again where there should be & ... this works fine:

http://recycleabike.org/crm/standalone/index.php?q=civicrm/profile/create&reset=1&gid=2
Protect your investment in CiviCRM by  becoming a Member!

mrengy

  • Guest
Re: How do I use a custom profile I created?
April 04, 2009, 08:35:33 pm
Ah, nice. That works.

And where do people go to edit their group subscriptions afterwards?

I tried to simulate it by registering myself with a test account, responding to the auto confirmation e-mail, getting the OpenID, and navigating back to http://recycleabike.org/crm/standalone/index.php?q=civicrm/profile/create&reset=1&gid=2 and clicking the "login here if you have account" link. Sadly, it gave me an error (which I'd come across before in another setting): "You are not allowed to login. Login failed. Contact your Administrator."

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • How do I use a custom profile I created?

This forum was archived on 2017-11-26.