Author Topic: Profile Form to go through Email Approval (Read 3166 times)

moondancerjen · August 15, 2007, 01:00:32 pm

Hello all,

I hope you can help me with this problem.

A client of mine wants to have two registration forms for their Drupal website. (Currently using Drupal 4.7, hoping to upgrade soon) One of the registration forms will be for a new user who is a member of an organization and the other will be for a new organization.

I created a new user profile for the new user registration form and put in the fields I wanted and had it link in with the registration form on Drupal.

My question comes with the Organization registration form. I have created another profile for the new organization registration, and now I want to know how can I make it so the content of the form will be emailed to the right person, and let them approve the organization as a new user and contact?

Thanks for your help!

~*~Jen~*~

Donald Lobo · August 15, 2007, 05:02:37 pm

Jen:

CiviCRM does not have an email approval process per se. However you should be able to do something close with drupal modules and approve users before they can login etc. Might be a bit of a challenge to distinguish between "org" users and "individual" users, but i suspect thats doable

You might want to check drupal projects to see if there is a contrib module that meets your needs

lobo

moondancerjen · August 16, 2007, 07:24:20 am

Thanks for your response lobo. Another option we have been thinking about is creating an action that would send an email to the moderator with the form content, so they can approve the organization manually and prompt their next step, but I'm not sure how to set off an action from a civiCRM profile form. Any ideas?

Thanks for your help,
Jen

Donald Lobo · August 18, 2007, 02:18:42 am

You might want to consider writing a custom module and using the civicrm api / internal functions to save CiviCRM data. You have a lot more control of the process and workflow with the custom code route

lobo

Dave Greenberg · August 18, 2007, 08:57:08 am

Quote from: moondancerjen on August 16, 2007, 07:24:20 am

Thanks for your response lobo. Another option we have been thinking about is creating an action that would send an email to the moderator with the form content, so they can approve the organization manually and prompt their next step, but I'm not sure how to set off an action from a civiCRM profile form. Any ideas?

Some folks have used a combination of two profile features to get a "pseudo-moderation" workflow. In the profile's Advanced Settings:
* Set Notify when profile form is submitted? to the moderator email address
* Set Add new contacts to a Group? to an "Awaiting Approval" CiviCRM group

Then the moderator can review each submission and modify the new contact / user as needed to "accept" them. The effectiveness of this approach is dependent on what mechanism(s) you are setting up to differentiate "approved" users (e.g. Drupal role, CiviMember membership, part of a CiviCRM group, a tag, etc.).

moondancerjen · August 20, 2007, 06:06:13 am

Thanks for your help guys. lobo, unfortunately, we are not able to create a custom module for the client because their drupal and civicrm are hosted by another company, and we don't have access to the ftp.

I'd love to be able to set Notify when profile form is submitted? but I don't see that as an option. Is this available in civicrm 1.7???

Dave Greenberg · August 20, 2007, 10:45:21 am

The "Notify..." feature was added in 1.8.

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Author Topic: Profile Form to go through Email Approval (Read 3166 times)

moondancerjen

Profile Form to go through Email Approval

Donald Lobo

Re: Profile Form to go through Email Approval

moondancerjen

Re: Profile Form to go through Email Approval

Donald Lobo

Re: Profile Form to go through Email Approval

Dave Greenberg

Re: Profile Form to go through Email Approval

moondancerjen

Re: Profile Form to go through Email Approval

Dave Greenberg

Re: Profile Form to go through Email Approval