Author Topic: Forcing selection between groups (can't be member of more than one) (Read 1013 times)

pmarshall · March 23, 2009, 06:29:27 am

Hi, extactly as betrayed by my profile I'm new here and hoping for some help

I'm trying to incorporate into my member-dues contribution-form the ability for someone becoming a member to nominate which group they are affliated with.

Our organisation has an umbrella body and a set of local groups. The membership fee is split between a members nominated local group and the umbrella organisation.

Is there a way to incorporate into a contribution form the ability to select only one group (so can't have more that one)?
I've set up a subscriptions profile but this allows the user to select all the groups if they choose, can I restrict them to one choice or is there a better way?

Any recommendations or links to further info would be appreciated

Cheers pmarshall

Donald Lobo · March 23, 2009, 07:23:08 am

1. create a custom group that extends contacts. in that create a custom field with option value pairs. the label being the name of the member org

2. create a profile for a contact and include the above custom field. make the field required

3. attach this profile to the membership form

lobo

pmarshall · March 31, 2009, 03:32:48 am

Thanks for you quick reply lobo,

I have been away, but finally got back to it.

I've managed the above which worked well, I'm guessing in order to make groups for mailing list purposes and reporting I set up smart groups based on the custom field. Is this the best way?

I was also planning to offer users the ability to be added to the mailing list of as many other local groups as/if they chose. However, somehow I want to be able to differentiate between financial (affliated) members of the local group and those which have selected to be included into emails.

Would the following approach be wise or is there a better way?

1. Smart groups for local groups which automaticall adds financial (affliated) members

2. Ordinary groups for each local group offered in a subscription page with optional opt in

Q.) Is there a way of combining these two groups for email purposes, or would I need to just included both groups (ordinary and smart) in the email?

Q.) Is it possible to have the form know that if someone has select Group "Y" as the affliated local group, the form automatically marks group Y as being subscribed to?

Any suggestion would be most welcome, or if it's the case that it can't be done that'd also be very helpful info.

Regards,

pmarshall

Donald Lobo · March 31, 2009, 07:18:27 am

1. smart groups based on the custom value is a good approach

2. include both groups, the ordinary and the smart group when sending the civimail

3. if someone is logged in or coming in via an authenticated link, the form is filled up with information from the DB

lobo

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Author Topic: Forcing selection between groups (can't be member of more than one) (Read 1013 times)

pmarshall

Forcing selection between groups (can't be member of more than one)

Donald Lobo

Re: Forcing selection between groups (can't be member of more than one)

pmarshall

Re: Forcing selection between groups (can't be member of more than one)

Donald Lobo

Re: Forcing selection between groups (can't be member of more than one)