Author Topic: CiviCampaign: questions and suggested modifications  (Read 5589 times)

Offline xavier

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CiviCampaign: questions and suggested modifications
« on: June 27, 2010, 01:57:37 pm »
Hi,

Quick brain dump of the points discussed with lobo, plus a handful that are coming up while typing

/civicrm/survey/add&reset=1
1) when creating a new survey, the campaign is mandatory. I see the point of that field, but they are use case where it isn't useful. It'd be better as a non mandatory field

2) Instead of a custom data field set, having a profile (or two, pre post like for the online event)
Rationale:
- you might want to collect different fields than the ones of the custom activity (either from contact or the standard fields for activity).
- With hooks, you can cover every case of creating vs. updating a record.

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+for+Canvassing+and+GOTV
3) could you clarify if you use source id on activity to put the survey id ? For me pretty much sure you do but we weren't completely sure

"This reuses CiviCRM's current activity table. When an "admin" manually assigns people to be "surveyed" to a "surveyor", we can record this in the source_contact_id"

Why don't you use assigned to for that ? that's what is seems to be made for

4) Why do you have a campaign_id - new FK to be introduced ?
the source id gives the survey and the survey gives the campaign. No need to this IMO

5) survey_id - link to the survey that this is part of
use source id, IMO

6) status_id - C for interview complete; H for held pending interview; R for released; X for expired - sequenced so min of status > h means not currently held or completed, available for update

Discussion with lobo, conclusion: use the existing status of the activity, but extend it (with a filter on component, so Released is only for CiviCampaign

7) interviewer_id - contact id of person searching
assigned isn't good enough ?

    * interviewer_display_name
FYI, no use identified in CiviPetition
    * interviewer_email
FYI, no use identified in CiviPetition
    * interviewer_ip
FYI, we will probably use it for interviewer IP CiviPetition
    * subject_display_name
FYI, no use identified in CiviPetition
    * result_id - FK to option field: sample option values A for available to help; C for committed, F for favorable M for unsure U for unfavorable X for opposed'





Offline Donald Lobo

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Re: CiviCampaign: questions and suggested modifications
« Reply #1 on: July 03, 2010, 12:33:58 am »

hey xavier:

thanx for the feedback and critique on various aspects of the spec / implementation. we will revise the wiki page later today, here are the changes that we are making:

1. campaign in survey optional

2. we will modify the schema and code to drop custom group and use one profile only. In our first implementation, we will only support profile of type Activity. Your group can submit patches to handle more general profiles

3. the survey id will be in the source id. The admin will be source_contact_id, the surveyor is the assignee, the surveyed is the target.

4. dropped, see above

5. dropped, see above

6. for now, we'll keep as is. this seems a bit too "US canvassing related". we will revisit this at a later date (in the next few days)

7. dropped

lobo

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Offline xavier

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Status: can we extend easily ?
« Reply #2 on: July 05, 2010, 12:50:26 am »
Hi,

For the status, is there a way to add new status easily ? Some of the predefined status are already quite specific for one type of activity (eg. "Left message"), wanted to create more, but didn't find the admin interface. Am I missing something obvious ?

Could you notify us when you have done the activity only profile ? We'll extend it to handle contact profile.

X+


Offline Donald Lobo

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Re: Status: can we extend easily ?
« Reply #3 on: July 05, 2010, 05:56:17 am »
Could you notify us when you have done the activity only profile ? We'll extend it to handle contact profile.

our current focus is to capture the "result" and "details" only. If your team can work on adding profile support that would be great :)

lobo
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Offline SweetTooth

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Re: CiviCampaign: questions and suggested modifications
« Reply #4 on: October 14, 2010, 02:50:20 am »

Hello,

How do I install civicampaign? I've checked out the svn and it looks like a whole copy of civicrm in there. When I tried installing that, the installer fell over with the incorrect Drupal or PHP version error, when I know that I have the correct version of Drupal and PHP.

Is there a way I can just whack *only* civicampaign components on top of civicrm 3.2.1 ? Or do I have to download and install the whole lot? If it's the whole lot, does anyone know why the installer isn't picking up my system correcty? (It's most probably messing up on the Drupal version).

I would love to get this up and running. Thanks!


Offline xavier

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Re: CiviCampaign: questions and suggested modifications
« Reply #5 on: October 14, 2010, 03:55:56 am »
Hi,

civicampaign is currently merging into the trunk. you can download from there using svn.

If it's for testing purpose, go on sandbox.civicrm.org, that's mostly the last version.

Please report about your findings and suggestions... patches welcome too ;)

X+

Offline SweetTooth

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Re: CiviCampaign: questions and suggested modifications
« Reply #6 on: October 14, 2010, 07:02:26 am »

OK....thanks!

Is there a FAQ for doing an SVN download on the trunk?

I'm interested in knowing what to do with the downloaded code more than anything else.

I don't need to use drush do I?

I can basically install Drupal, then follow the standard install for civicrm copying the contents of trun directory to sits/all/modules/civicrm   ???


Offline Donald Lobo

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Re: CiviCampaign: questions and suggested modifications
« Reply #7 on: October 14, 2010, 07:29:14 am »

installing from svn is a bit more complicated:

http://wiki.civicrm.org/confluence/display/CRMDOC32/Installing+CiviCRM+from+subversion+(SVN)+repository

alternatively u can wait for 3.3 which will be released in a month or so

also if you/your org has the $$$, please consider contributing some amount to help improve civicampaign and the integration with the rest of civicrm:

http://civicrm.org/civicrm/contribute/transact&reset=1&id=1

CiviCampaign is part of our Make it Happen project :)

lobo
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Offline SweetTooth

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Re: CiviCampaign: questions and suggested modifications
« Reply #8 on: October 14, 2010, 08:03:07 am »

Thanks Lobo, much appreciated.

Hopefully your software will help us generate a load of $$$$$  ;D