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Author Topic: New Individual Using Profile  (Read 1478 times)

Denver Dave

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New Individual Using Profile
January 09, 2009, 06:40:13 pm
The following topic shows how to do a minor hack to create a link within CiviCRM allowing records to be edited with a profile - this saves us lots of time:
http://forum.civicrm.org/index.php/topic,5922.0.html

Now users are asking why they can't also use the profile to do new individuals.  Is there a similar way to create a link that allows adding new individuals with a profile similar to edit discussed above? 

Thanks - Dave

Donald Lobo

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Re: New Individual Using Profile
January 09, 2009, 07:29:14 pm

u can use: q=civicrm/profile/create?reset=1&gid=XXX to create a new individual/organization/household via a profile. The profile will need to have the required fields for that type of contact (first/last name, org name, household name)

lobo
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Denver Dave

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Re: New Individual Using Profile
January 09, 2009, 09:59:27 pm
Thanks - the
[mysite]/civicrm/profile/create?reset=1&gid=5 link does work for us. 

Now like the edit issue, somehow, I have to make the link available to users.  Perhaps an ideal place would be immediately below the New Individual default menu choice on the left - is there also a template to modify or way to insert new menu choices?

The default New Individual screen has a button for "Save and New", while not a requirement, this would be nice to have in our profile "new individual".

= = = = = =
Now seeing how profiles can work for editing and hopefully for new individual records, it seems to me that everyone would want the customized screen ability - sure makes data entry faster.  I can see us having a half dozen or so profiles routinely used.

Thanks Dave

Donald Lobo

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Re: New Individual Using Profile
January 10, 2009, 07:14:42 am
Quote from: Denver Dave on January 09, 2009, 09:59:27 pm
Now like the edit issue, somehow, I have to make the link available to users.  Perhaps an ideal place would be immediately below the New Individual default menu choice on the left - is there also a template to modify or way to insert new menu choices?

templates/CRM/Block/Shortcuts.tpl

Quote from: Denver Dave on January 09, 2009, 09:59:27 pm
The default New Individual screen has a button for "Save and New", while not a requirement, this would be nice to have in our profile "new individual".

A code contribution to do this would be great and appreciated by other users :)
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Denver Dave

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Re: New Individual Using Profile
January 14, 2009, 02:32:14 pm
Here is the script from the shortcuts.tpl - any idea where $shortCuts is defined?  For my purpose, I could put the link at the end, but would be nice to place additional New Individual with profile.

Thanks - this should really help entering new individuals.

Quote
<div class="menu">
<ul class="indented">
{foreach from=$shortCuts item=short}
    <li class="leaf"><a href="{$short.url}">{$short.title}</a></li>
{/foreach}
</ul>
<ul class="indented">
<li class="leaf"><a href="<mysite>/civicrm/profile/create?reset=1&gid=5">Easy New Individual</a></li>
</ul>

</div>
« Last Edit: January 14, 2009, 02:45:00 pm by Denver Dave »

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