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Author Topic: Awards: How to set them up?  (Read 1223 times)

itowler

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Awards: How to set them up?
March 26, 2009, 06:48:49 am
I am in the process of setting up Civi for use in a State society.  One of the things that we would like to do is keep track of awards (medals) that people have been given.  The medals can be given at the National, State, and local level.  We just want to keep track of who has what, and when (date) they recieved it.  We would also like to be able to search these.  What is the easiest / best way to set this type of system up?


I am using Civi 2.2 / Drupal 6.10

Michał Mach

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Re: Awards: How to set them up?
March 26, 2009, 06:53:09 am
Hey,

You probably need to use custom fields: http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=14452235

Thx.
m
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itowler

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Re: Awards: How to set them up?
March 26, 2009, 08:05:52 am
I am not sure that custom fields will work... and here is why...

Lets say that there are 30 different medals that can be awarded.  We want to keep track of what members have been awarded, and the date that the medal was awarded.  So...how do you tie a date field to a specific medal/award?

Lets take it step by step...
1. I setup a Custom Data Group named "Medals and Awards"
2. Add all the medals as custom fields..

How do I then "attach" a date field to each possible medal?

Dave Greenberg

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Re: Awards: How to set them up?
March 26, 2009, 02:54:26 pm
This sounds like a good use for the new (in 2.2) "multiple records" custom field feature.

Create a custom group called "Awards", and after selecting Used For = Individuals (or contacts).. you can check the "Does this Custom Data Group allow multiple records?". Then put two fields in the group:

* Award (this might be a select type field with all the award names)
* Award Date
* (any other info related to a given award that you want to collect)

This will give you an "Awards" tab when viewing each contact - and you will be able to add N instances of the Awards fieldset for any given contact.

Note that there are some limitations on how this style of custom field can be used. More info: http://civicrm.org/node/504
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itowler

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Re: Awards: How to set them up?
March 26, 2009, 07:22:15 pm
Dave,

Thanks for pointing that  out.. I think that will work for my purposes.....

Its a shame that you can not use them in a profile....

Donald Lobo

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Re: Awards: How to set them up?
March 27, 2009, 07:21:09 am
Quote from: itowler on March 26, 2009, 07:22:15 pm
Its a shame that you can not use them in a profile....

yes, its a shame, BUT you can rectify it by either developing the code and/or sponsoring the development of that feature :)

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Awards: How to set them up?

This forum was archived on 2017-11-26.