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  • CiviCRM Community Forums (archive) »
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  • Using Profiles (Moderator: Dave Greenberg) »
  • Connecting Activities and web forms (profiles)
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Author Topic: Connecting Activities and web forms (profiles)  (Read 1203 times)

pickettcrm

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Connecting Activities and web forms (profiles)
June 12, 2009, 11:32:18 am
Does anyone know how to have CiviCRM complete an Activity entry when a Profile is filled out?

The case in point is: a new contact fills in a form on our website. I would like their Activity History to have a note about them filling out that form.

dharmatech

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Re: Connecting Activities and web forms (profiles)
June 12, 2009, 12:30:47 pm
There is no way to do this automatically. The closest you can get is to create a group called "Signed up online" and under your profile's advanced settings under the option "Add new contacts to a Group?" add them directly to that "signed up online" group.  Then periodically, add an activity to all members of the group (after searching for them and using the "more actions" menu).

Once you add an activity you should remove those members from that group so it can serve as your working list of those who signed up online but have not yet been marked with an activity.

hope this helps
tony
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Dave Greenberg

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Re: Connecting Activities and web forms (profiles)
June 12, 2009, 12:34:01 pm
If you have some PHP skills, you could also accomplish this by implementing a post hook which does the activity insert.

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification
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petednz

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Re: Connecting Activities and web forms (profiles)
July 15, 2009, 10:30:14 pm
I have been thinking about the above (non-php version) and in terms of using a standard profile, one issue is what happens to data the person entered in to the field if they then submit a subsequent request/comment - as it would get wiped if a match was made -  obviously when Multi-records are able to work with Profiles this could be a good simple solution. (i think)
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Connecting Activities and web forms (profiles)

This forum was archived on 2017-11-26.