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  • Contribute forms - getting individual & member profile details
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Author Topic: Contribute forms - getting individual & member profile details  (Read 1899 times)

Eileen

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Contribute forms - getting individual & member profile details
June 19, 2009, 03:35:46 am
Hello all,

We've had a brief chat about this on the IRC and we *all* think this would be useful but currently missing.

When creating a membership signup form for a membership linked to an organisation we'd like to add a profile to gather information relating to the individual doing the signup and about the company they are signing up.

At the moment the company signup profile can't be added. However, there is a a tpl called (onBehalfOf.tpl) that contains company related information so the form is collecting information related to both the company and the individual.

How would we go about enabling (hacking the code) to allow us to add an organisation related profile to a membership signup form?
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Michael McAndrew

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 03:44:18 am
Yes - this would be very useful (me being one of the original IRC posse),

At wwoof we "solved" this problem by telling users that they had to fill in their individual information and organisation name on the org form, then wait until they received their log on details, log on, navigate to the the update my organsiational profile page where they can then update their organisational information.

That's a pretty unexpected workflow, I think.

I know dharmatech had a better solution but it still involved multiple screens.

Maybe it's (another!) thing we can think about at UK dev camp.

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Donald Lobo

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 06:26:17 am
Quote from: Eileen on June 19, 2009, 03:35:46 am
We've had a brief chat about this on the IRC and we *all* think this would be useful but currently missing.

i think a lot of us also think the same. question is, who will step up and contribute the code and/or sponsor the feature?

lobo
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Eileen

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 01:19:05 pm
Hi Lobo, The request wasn't for you to do this for us but to point us in the right direction to look into it further. Obviously civiCRM in general has difficulty gathering info about two related entities on the same form but in the membership form it is already doing this so presumably there are some underlying smarts in generating that form that enables it to gather org info & individual inf o on the same page - I was wondering if that could be leveraged to gather extra org info on that form -
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dharmatech

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 02:37:20 pm
Quote from: michaelmcandrew on June 19, 2009, 03:44:18 am
I know dharmatech had a better solution but it still involved multiple screens.


Hey Michael and everyone. All we did was make it a three step process where step 1 is a profile with individual fields that redirects to a profile of organization fields (step 2) which then redirects to a contribution page with joining on behalf of an organization enabled (step 3)

A few more details here: http://forum.civicrm.org/index.php/topic,8270.msg35853.html#msg35853

Not sure if it helps but it worked for our client.

tony
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Dave Greenberg

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 03:48:26 pm
Quote from: Eileen on June 19, 2009, 01:19:05 pm
Hi Lobo, The request wasn't for you to do this for us but to point us in the right direction to look into it further. Obviously civiCRM in general has difficulty gathering info about two related entities on the same form but in the membership form it is already doing this so presumably there are some underlying smarts in generating that form that enables it to gather org info & individual inf o on the same page - I was wondering if that could be leveraged to gather extra org info on that form -

Replacing the hard-coded OnBehalf.tpl with a profile is the preferred approach here IMO. This could be a "fixed-purpose" reserved profile -  similar to the new code in 2.3 for "New Contribution/Membership/etc. for new contact". Would be cool if someone could take this on :-)
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Eileen

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 06:38:58 pm
I don't know how much is involved but if you can point to where in the code you'd start looking I'll have a look and see if I can make any sense of it
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Donald Lobo

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Re: Contribute forms - getting individual & member profile details
June 19, 2009, 09:42:51 pm

CRM/Contact/BAO/Contact/Utils.php, buildOnBehalfForm

is your starting point. however the issue is a bit non-trivial, since if you move it intro a profile, u'll need to also remember which fields are associated with the organization and which are associated with the individual submitting the contribution/membership. Ideally the new org should be created using an ajax widget similar to what we've done for new contribution etc in 2.3.

lobo
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EdP

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Re: Contribute forms - getting individual & member profile details
July 01, 2009, 02:12:28 pm
From the sounds of it, this is related to this:
http://forum.civicrm.org/index.php/topic,8590.0.html
If someone is fixing this one about details of an organisation, can they also fix the details of an individual/household option at the same time - I don't have enough expertise I think.
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