CiviCRM Community Forums (archive)

Enabling "On behalf of" should do exactly what you want. The organization info fields are automatically included (no profile needed) when user says they want to contribute "on behalf".

Thanks for your replies,
however I have a followup question.  Even though Organization fields are automatically included, and that's great, my Organizations need additional custom fields.  Each Organization has one or two Museums names attached to them.  What category should I use custom data to place these new fields?  Certainly they can't go with individual, and logically they would extend Organization.
Thanks again.

ps I read http://en.flossmanuals.net/CiviCRM/MembershipSignup
but it doesn't mention joining on behalf of an organization at all.  I've read the whole book in fact and it doesn't help.  I would like to see some more detailed examples especially showing the fields used.

Don,
Is there a timeline for 2.3?  Is the feature developed even in beta yet?
How else can you suggest I join Organizations with some custom fields?
Perhaps I can just make everyone individuals and add extend with organization fields...

Donald,
Thanks for your quick reply.
To clarify, I meant that I was proposing to extend Individual fields to contain Organization-like information.
As for hacking the code, if you could point me to one file where the Organization fields are included during Behalf Of..., and if I can literally copy and paste some code lines but changing the referenced fields, that is do-able.
Otherwise, I simply don't have time to enter a major coding session - the memberships are due now and I leave the position soon as well.
Thanks.

Thank you for looking up that code for me, you've been very helpful.  I will try to enhance the code.

You are also correct that this affects the organization - simply put, the system is going to be difficult to run by office workers and we'll miss out on much functionality.  At least it will be slightly better than it has been - I've basically had to keep track of membership in a spreadsheet based on sign-up emails - in other words I haven't been really able to use CiviCRM in the past year of operation.

Being able to specify the fields during On Behalf Of  would be my #1 feature request.  I just don't understand why this isn't a bigger issue, there must be hundreds of users out there who need to be able to join Organizations.

Tony,
You're technique sounds very hopeful and could be a lifesaver!
I have implemented Step1 and Step 2 as you described;
I created a Profile with Organization->Organization Name, and Museum as a custom field extending Organization.  I filled out redirect URL under Advanced Settings for that form to link to a membership contribution page as described in Step 2 below.
I then used the following URL for the application link from the Join US page:
civicrm/profile/create?reset=1&gid=XX (where XX is the Organization details profile I created)

For Step 2, I created a Profile form with only Individual fields : First, Last Name.  I then included this in a new Contribution page as a membership sign-up.  I enabled always sign-up on Behalf Of.

However, I see in your example, that the user has to enter the Organization name and contact information in both step 1 and step 2.  Is this true?  Perhaps if I did contact matching on just organization name, they could fill out Organization Name in Step 1 in addition to the custom fields, then in Step 2 fill out Organization and contact information under Behalf Of.

I just want to simplify the forms as much as possible for our members, considering the technical limitations of civicrm.

Ansm,

You should definitely try and simplify the forms as much as possible. I don't remember why we included contact info in the profile since it's already on the contribution form under "on behalf of." I think it might be because the fields under on behalf of for the organization are not required (except org. name & email) i think.

Anyway, you should definitely test this workflow to make sure the redirects, contact matching, etc. all work.

hope it helps
tony