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Author Topic: Contribution Note missing from available profile fields  (Read 1881 times)

prickeke

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Contribution Note missing from available profile fields
April 16, 2009, 12:00:36 am
When I click "new civicrm profile field" I choose "Contributions" as the first option for field name.  At this point I do not see the "Notes" option under the second drop down list to the right of "Contributions."

When I click on a contact, then "Contributions", then "Record Contribution", then "Additional Details" I see a "Notes" field.

I am wondering why the "Notes" field is not available for profiles and if there is any way for me to get some kind of "Notes" functionality for online contribution pages.

Thanks,

--
Keith Prickett

Donald Lobo

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Re: Contribution Note missing from available profile fields
April 16, 2009, 11:52:05 am

You can add a custom field of type memo and include that in the profile

we've been hesitant to add any multi-valued fields (like notes, where a contact/contrib can have multiple notes) to profiles since it seems to be complex

if important to you, consider patching this for CiivCRM and/or sponsoring a developer to do the needed work

lobo
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prickeke

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Re: Contribution Note missing from available profile fields
April 16, 2009, 12:01:22 pm
Can a contribution have multiple notes?  It seems like it can only have one?

I added a "Memo" custom data type and profile to my contribution form and this is definitely an acceptable solution!

I suppose the down-side of adding custom data is that with future upgrades it may be hard to maintain database congruency, so having a native solution would be preferable.  Where would I look in the code to add the contribution note to possible options in the profile field list?

Donald Lobo

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Re: Contribution Note missing from available profile fields
April 16, 2009, 12:11:48 pm
Quote from: prickeke on April 16, 2009, 12:01:22 pm
Can a contribution have multiple notes?  It seems like it can only have one?

The schema allows multiple notes. the UI probably does not allow this for contributions (but does allow it for contacts). Folks have not requested it

Quote from: prickeke on April 16, 2009, 12:01:22 pm
I suppose the down-side of adding custom data is that with future upgrades it may be hard to maintain database congruency, so having a native solution would be preferable.  Where would I look in the code to add the contribution note to possible options in the profile field list?

its will be a fairly big project to do this right (IMO, > 50 hours). if you wanna head down that road, start reading http://civicrm.org/architecture/ and then ping us on IRC. Most of the code will be in CRM/UF/Form/*

lobo
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prickeke

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Re: Contribution Note missing from available profile fields
April 16, 2009, 01:28:05 pm
Quote from: Donald Lobo on April 16, 2009, 12:11:48 pm
The schema allows multiple notes. the UI probably does not allow this for contributions (but does allow it for contacts). Folks have not requested it

Since the UI for contributions doesn't allow it, I wonder if I could save some time and just add this one little feature for Notes attached to contributions through profiles in a similar way that the contribution UI does?  It seems like that would be a much more simple project than attempting to support the multiple note feature for contacts and contributions.  If it seems like it would be better to take the all-encompassing approach, I am definitely up for the challenge.  After thinking about the memo solution, it would not be good to start, today using that and then switch to the note method later.

Does it seem like the simple approach is do-able and "the right thing?"

Donald Lobo

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Re: Contribution Note missing from available profile fields
April 16, 2009, 01:35:02 pm

you can start with the simple approach and then move to handling multiple notes for contact/contributions. will definitely be a bit easier to handle

A note has two fields: subject and body and you will need to decide if you are exposing both or only the body

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Contribution Note missing from available profile fields

This forum was archived on 2017-11-26.