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  • SOLVED: Need address in the case input form
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Author Topic: SOLVED: Need address in the case input form  (Read 2991 times)

happyHacker

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SOLVED: Need address in the case input form
June 15, 2009, 04:03:50 am
I see there is a CiviCRM Profile called "Name and Address". We want this to appear on the Case form and of course correctly shown in any records. I have tried to see how to add this. The only clue I have is that there is no Custom Data types in my system. I also cannot see any "Used for" option in the configuration instructions for Custom Fields on the http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCase+Configuration#CiviCaseConfiguration-ConfiguringCiviCase page.

How do I include this form in the New Case for New Client form?

Ideally, how do I add fields for street, town and a predefined list of UK post codes?
« Last Edit: August 18, 2009, 10:16:19 am by happyHacker »

Kurund Jalmi

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Re: Need address in the case input form
June 15, 2009, 04:39:41 am
Quote
How do I include this form in the New Case for New Client form?
Currently CiviCRM does not support Custom Data of type Case.
Quote
Ideally, how do I add fields for street, town and a predefined list of UK post codes?
You will have to do some coding to add this fields.

Kurund

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happyHacker

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Re: Need address in the case input form
June 15, 2009, 05:03:53 am
I don't get this. In the Contact details there is someones address with all the fields I need. This is a Profile. Surely it is simple enough to get this Address area with all it's fields into the Case create form.

Can someone tell me how to do this?
« Last Edit: June 15, 2009, 06:44:22 am by happyHacker »

Donald Lobo

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Re: Need address in the case input form
June 15, 2009, 07:21:47 am

1. add the address form elements to the php file

2. process the form elements and store the address in the right place

3. add the elements to the template file to render them.

4. ensure you have the right set of validation rules

If the above steps dont make a lot of sense, consider hiring someone from http://civicrm.org/professional. If you need more help contact us on IRC

lobo
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Dave Greenberg

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Re: Need address in the case input form
June 15, 2009, 12:38:17 pm
FYI - in the 2.3 release you will be able to define a Profile that is used when you "create new case for new client". This will allow you to add any contact fields to the workflow.
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happyHacker

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Re: Need address in the case input form
June 16, 2009, 05:12:18 am
Excelent, thanks. I would like also to remove the subtitle dropdown box (snr, jnr, etc.). I will await that update.

happyHacker

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Re: Need address in the case input form
August 18, 2009, 08:14:12 am
Quote from: Dave Greenberg on June 15, 2009, 12:38:17 pm
FYI - in the 2.3 release you will be able to define a Profile that is used when you "create new case for new client". This will allow you to add any contact fields to the workflow.

Well, now I have version 3 I assume that the 2.3 "promise" would be there. Is it?

I have tried to see if it is but I do not seem to be able to change the default system. If I go to add a new case, then if a contact is not present I can add one. BUT the mini form that presents itself only allows an email. I need an address because clients are unlikely to have emails and it is more of a requirement to get the address. I have tried with the custom method but cannot add these fields.

Further advice appreciated.

Dave Greenberg

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Re: Need address in the case input form
August 18, 2009, 09:31:35 am
The "mini-form" uses a "reserved" Profile called "New Individual". You are free to add and remove fields from this profile. Go to Administer CiviCRM >> CiviCRM Profile >> New Individual -> View and Edit Fields. Then add / remove / change labels for fields as needed.

You will need to make sure that AT LEAST first and last name, OR email address are included.
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happyHacker

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Re: Need address in the case input form
August 18, 2009, 10:15:52 am
Excelent, thanks for that. I'm slowly getting my head round this! I'm sure I'll be back!
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  • SOLVED: Need address in the case input form

This forum was archived on 2017-11-26.