Yes and no. You can add a plain reminder to send an email to the timeline, but to send the actual email they'd need to expand the roles section and click the mail icon.

Or they can send a regular email from their mail program and use the email processor feature, which will autofile inbound emails on the case if the subject has the right code in it. See http://book.civicrm.org/user/current/case-management/setup/ down where it says "filing emails on cases".


The default contact dashboard block is only visible on civicrm pages or form. If the user has access CiviCRM permission than on /civicrm it should display the block or you can change the setting by editing the block to include it on all the pages.

Hth

Pradeep


Problem : Adding not existing contacts to organisations

You do get a option when selecting a contact on add relationship form, 'New individual', 'New Organization' etc. That should allow you to create new contact from the same form


When I imported new contacts, some contacts got error "record", what is that?

It's quite late now for the original poster but for those who are trying to solve this problem - it is likely that you simply need to enlarge the Excel row to show the full error. For example, it may actually be 'Record duplicates multiple contacts' which would explain why uploading is not working as expected.


I found the problem, the session save path in .htaccess was different from the one in the new CPanel.


Non admins cannot access event info page

Thanks @Fabian and @Aidan. I finally discovered my error. I had stupidly given 'Access CiviEvent' permission (Drupal) to anon users. Removing that cleared the problem.
https://civicrm.stackexchange.com/a/25326/7190


Problem with membership contribution page

I was about to suggest the following but found that a Price Field for memberships that is set to Text / Numeric Quantity doesn't allow one to set the Membership type - odd - am digging further but will leave the recipe here for now

Turn off Contribution Amount on the Amounts tab.

Create a Price Set set up for Membership and with Min Amount set to $100, make a Price Field of type Text / Numeric Quantity with 1.00 as the unit.

Turn off Display Amount.

On the membership tab of the Contribution Page select Price Set created above

You should then have a field where you can enter an amount and if it is not above the minimum required will get an outcome like this.


Access CiviCRM fields from Drupal entity

The website is a separate entity from the contact; so is the address data, though some of it is made available (for the primary address only) on the Contact entity.

I know the Address entity is available; I don't think the Website entity is, but that's out of an abundance of caution; it's basically identical to the Phone entity, so you should just be able to edit civicrm_entity.module to patch it in.  If you use it and it works, don't forget to submit a patch upstream!


Need Legislative District Lookups for CiviCRM/WordPress

The Electoral API extension is what you're looking for.


Manage Emails Sent When Changing Participant Status

I'm afraid the answer to your question is: "No you're not missing a setting." CiviCRM will send out emails for bulk 'registration status' updates automatically with no way to stop it.

For some projects - we'll use a simple Drupal buildForm hook for other backend registrations/updates (below) - but this does not help with the bulk actions.

function mydrupalmodule_civicrm_buildForm( $formName, &$form ) {
  if ( $formName == 'CRM_Event_Form_Participant' ) {
     // please no - really - yes - no confirmation emails...
    $form->assign('email', '');
    $form->assign('batchEmail', '');
  }
}


How to export members addresses into spreadsheet for a mailout?

You can use find contact search or Advance search or find membership search. Perform search and then select the contact you want to export and from task drop down select export, and select 'Export PRIMARY fields' or 'Select fields for export' if you don't want all fields.

Ref: https://docs.civicrm.org/user/en/4.6/common-workflows/exporting-your-contacts/


How do you change default rows per page?

I'm not sure you can in the UI, but you can edit CRM/Utils/Pager.php and change the ROWCOUNT constant near the top.


Issue importing multiple contributions for same contact

I suspect it’s an issue with your CSV file/format. Resave the file as CSV and try again.


To confirm this is now fixed in the latest version available of the sparkpost extension available here: https://github.com/cividesk/com.cividesk.email.sparkpost


Add custom data field column to contribution tab

As Jon says you will need to write some code, it wouldn't be difficult to implement though.

What I tend to do is create a Civi extension or use an existing one as explained here.

Once done, you could use hook_civicrm_searchColumns to add an extra column header as explained here and then create a custom template, as documented  here, of the file templates/CRM/Contribute/Form/Selector.tpl to output the value needed.

The downside of the searchColumns hooks is that you wont be able to sort the data for that specific value.

Hope that gives more insights.


The "Configuration Checklist" is just a set of links - the color is just an indication of whether or not you've clicked on it.  In many cases, there's no definitive way for CiviCRM to know whether the answer you gave is "correct".  For instance, you may not have set a default state/province because you don't want one, not because you forgot to.

That said: Some configurations MUST be set.  Those will show up at Administer menu » Administration Console » System Status if they're not configured.


Show full county name rather than the abbreviated form

In Administer > Localization > Address Settings, you can change the mailing label format to use {contact.state_province_name} instead of {contact.state_province}.

It is not currently ready, but the localization (translation) system of CiviCRM does have support to define better defaults based on the locale. Work is being tracked in: https://lab.civicrm.org/development-team/translations/issues/1


Is CiviCRM right for managing volunteers on clinical trials

I am afraid the information you are giving is far too limited to give a true answer if CiviCRM is right.

At the same time I am fairly convinced CiviCRM in combination with probably a Drupal website would support the kind of thing you are roughly sketching. But I recommend you do a prototype project first to establish what CiviCRM + website can do out of the box, what it can not do without customization and how important that is for you etc.

And probably contact a CiviCRM partner in your region to help you with that important first step. You can find an expert in your region here: https://civicrm.org/partners-contributors


CiviVolunteer Permissions vs CiviCore Permissions

This issue is fixed on the latest version of CiviVolunteer. If not, try adding this patch https://github.com/civicrm/org.civicrm.volunteer/pull/477 to your ext.

There is only a single file change in the patch so you can do that manually by modifying CRM/Volunteer/Permission.php


Apply Access Ajax API permission to allow Add new organization option to public autocomplete for current employer, still not works

Pls check the following permission is provided to users:

CiviCRM: access AJAX API
Allow API access even if Access CiviCRM is not granted


How to create the best front-desk contribution flow using CiviCRM?

Would something like this page work for you:

Or this one:


can an event have activities asssociated with it?

CiviCRM lets you create price sets, which can be used to create an event sign-up with all kinds of different selections, such as workshops in different time slots. You'd create a price set field for each time slot, and the field would be set up with as many options as you needed to choose from. There can be a price associated with each different selection, or they can be "free"/zero dollar, or some combination.


4.7.20 upgrade -- missing indices warning, but index already exists?

This thread helped me:

How to find and/or fix missing indices?

I've aggregated the SQL listed there below, copy it and run it via phpMyAdmin:

ALTER TABLE civicrm_prevnext_cache DROP INDEX index_all;

ALTER TABLE civicrm_option_value DROP FOREIGN KEY FK_civicrm_option_value_option_group_id;

ALTER TABLE civicrm_option_value DROP INDEX index_option_group_id_name;

ALTER TABLE civicrm_entity_tag DROP INDEX UI_entity_id_entity_table_tag_id;

ALTER TABLE civicrm_case_contact DROP FOREIGN KEY FK_civicrm_case_contact_contact_id;

ALTER TABLE civicrm_case_contact DROP FOREIGN KEY FK_civicrm_case_contact_case_id;

ALTER TABLE civicrm_case_contact DROP INDEX UI_case_contact_id;

then click on the Update Indices button.   Then go back to phpMyAdmin and run these SQL commands:

ALTER TABLE civicrm_option_value ADD CONSTRAINT `FK_civicrm_option_value_option_group_id` FOREIGN KEY (`option_group_id`) REFERENCES `civicrm_option_group` (`id`) ON DELETE CASCADE;

ALTER TABLE civicrm_case_contact ADD CONSTRAINT FK_civicrm_case_contact_contact_id FOREIGN KEY (contact_id) REFERENCES civicrm_contact (id) ON DELETE CASCADE;

ALTER TABLE civicrm_case_contact ADD CONSTRAINT FK_civicrm_case_contact_case_id FOREIGN KEY (case_id) REFERENCES civicrm_case (id) ON DELETE CASCADE;

I had this issue moving from 4.7.18 to 4.7.20.   Not sure why this wasn't an issue before, I'm guessing its because I don't use the CASE module on my site.


regen.sh - Call to undefined function db_query()

There seem to be two concerns here - how to get mytestbuild working again - and how to get regen.sh to work.

Get mytestbuild working

The quickfix is to drop the table civicrm_install_canary.

The more general fix is to put your codebase to a pristine state (e.g. no local changes/patches; check out the official upstream branch; git scan status may help). Then you can create a pristine DB using one of these commands:

civibuild restore mytestbuild - This is faster -- it loads a SQL snapshot from the last time you ran civibuild.
civibuild reinstall mytestbuild - This is slower -- it drops the Drupal+Civi databases, deletes any config files, and recreates them.

Get regen.sh working

This appears to be a regression affecting regen.sh. To determine this, I did a few things:

Checkout the latest code from master and run regen.sh. See the same problem.
Clear out uncommitted changes (e.g. git checkout -- sql/civicrm_generated.mysql)
Repeat above, but checkout tag 4.7.0 instead of branch master. (When jumping among different versions, I usually use ./bin/givi checkout <TAG> because that checks out corresponding tags in packages/, drupal/, etc. The need to )

After spot-checking a few tags, I determined the problem arose somewhere after 4.7.0 and before 4.7.2. Since the context involves bin/ and the error involves CRM/Utils/System, we can make an educated guess that there was a change in one of those folders and skim the log:

git log 4.7.0..4.7.2 bin/
git log 4.7.0..4.7.2 CRM/Utils/System
git log -p 4.7.0..4.7.2 bin/
git log -p 4.7.0..4.7.2 CRM/Utils/System

I'm pretty sure that the regression occurred due to https://github.com/civicrm/civicrm-core/commit/40d5632a25086d7c963538f2b6daf2a2546e16a6 ; undoing that patch allows regen.sh to run,  but you'd need to read/think a bit more figure out a proper fix.


Correct database collation recommendation

Good question. There's some discussion here about utf8mb4_unicode_520_ci or utf8mb4_0900_ai_ci, but there's maybe some issues with that since at the moment in the associated changes it seems to be staying at utf8_unicode_ci. But it might change.

But the warning might be due to your global settings. In order to support this you need barracuda format available and some innodb settings. Most likely this one is not the default in your install: innodb_large_prefix=true.

Also need:

innodb_file_format=barracuda

innodb_file_per_table=true


Show validation errors on custom elements added using hooks

It should be something like below

function mymodule_civicrm_validateForm($formName, &$fields, &$files, &$form, &$errors) {
  if ('CRM_Event_Form_ManageEvent_EventInfo' == $formName) {
    if ( validation condition fails )
      $errors['custom_element'] = ts('Validation message');
    }
  }
}

HTH


This has been implemented in this extension. Currently a bit static, but patterns for smtp (enhanced and simple) as well as some german away patterns can be easily added.

Extension is alpha at the moment, so handle with care. Pattern files are JSON, and can be edited as well. The Extension does a bit more as well, check Readme.


I think this is resolved. After researching prior problems with icals, I found this reference: https://stackoverflow.com/questions/15084236/icalendar-does-not-create-an-event-for-organizer

By changing the METHOD: REQUEST to METHOD: PUBLISH in templates/CRM/Activity/Calendar - Outlook users are essentially inviting themselves to their events (and the possibility to including others who are not Civi users).

Note: However, it looks like the notes aren't being pulled into the ical, and I'm not sure if this should occur or not.


How to identify and report on donor anniversaries?

I'm unaware of a way to do this with out-of-the-box features in CiviCRM. However we recently did this for a client by extending the Summary Fields extension, defining a Summary Field that calculates Yes/No based on whether the contact has at least one completed contributions of a certain Financial Type in each of the 5 most recent years. Sounds almost exactly like what you describe.

Summary Fields: https://civicrm.org/extensions/summary-fields
Joinery's "PAAO Summary Fields":
https://github.com/twomice/com.joineryhq.paaosumfields (this defines the Summary Field called "Loyalty Discount", which is currently not doing what's described above; but in an earlier version it was doing just that: https://github.com/twomice/com.joineryhq.paaosumfields/commit/234603ffcbad013e4ad37b6494625be4f1606bf3)

So my answer here would be "yes, totally possible by extending Summary Fields".


Can I add a space for people to write notes: like dietary needs and or comments?

I have done this with custom field set for individuals with two fields, one a multiple choice (All, Vegetarian, Vegan, Special) and the second a text field to show anything else. I also included disability (yes/no field and a text field for detailed requirements in the same field set as both sets of info are needed in relation to courses booked. There are lots of ways to do it and the user documentation tells you all about custom fields.

Having the structured and unstructured fields allows you to search, but also include additional information.


"Access denied" is indicating an authentication problem somewhere, either because of a bad user name or password, or a   MySQL host restriction.

Try testing the MySQL connection from the command line:

mysql -h hostname -u username -p database

You'll be prompted for the password.


Authorize.net does not allow query strings for silent post URL?

The culprit was the iThemes Security plugin. Here are the settings you should disable to avoid getting a 403 forbidden error that prevented the IPN from registering.

Under Banned Users

Hack Repair Default Blacklist

Under System Tweaks

Suspicious Query Strings
Long URLs

I also enabled Enable XML-RPC under Wordpress Tweaks. I had encountered failed IPN's from PayPal before so I assume this would be wise to enable as well.


CiviMember - How to find members that are in a specified group

using advanced search, you can build your own combination of criteria (so you can search contacts on a group AND with specific membership).

By default, it will list the contacts (that belong to that group and have a membership) but (top right corner) you can as well display the result as a list of memberships too


Wordpress Ajax & pictures not loading after upgrade to 5.0

I can see the problem (I saw this myself recently), but I don't have a 100% answer.  However, the solution is usually to rebuild your multilingual schema.

This problem is characterized by:

Multilingual mode is activated on your CiviCRM site.
Error in the browser console show files not found at a path with the word "undefined" in it.
Also, "DB Error: no such field" errors (though this can also be caused by missing extensions or failing to upgrade the database after upgrading the CiviCRM files).

Based on these instructions, here's how you rebuild the multilingual schema:

From within CiviCRM (CiviCRM 5.1+ only):

Go to Support menu » Developer » API Explorer.
Set Entity to System and Action to rebuildmultilingualschema.
Press the Execute button.

From the command line (Civi 5.0.1 and earlier):

Drupal 7

drush php-eval 'civicrm_initialize(); CRM_Core_I18n_Schema::rebuildMultilingualSchema(["en_US","fr_CA"], NULL);'

Drupal 8

drush php-eval '\Drupal::service('civicrm')->initialize(); CRM_Core_I18n_Schema::rebuildMultilingualSchema(["en_US","fr_CA"], NULL);'

WordPress

wp eval 'civicrm_initialize(); CRM_Core_I18n_Schema::rebuildMultilingualSchema(["en_US","fr_CA"], NULL);'


Organisation membership with Drupal user account

One comment is that it would be more common to have Contact 1 set as the Individual (current user) and Contact 2 as the Organisation.

In terms of if an Org does not renew - if you have the Individual 'inheriting' the membership, and hence getting added to a Drupal Role via MemberSync then when the Org fails to renew then the Individual will lose any Roles other than Sync.

An alternative would be to use Drupal Rules based on Membership Status and hence Block the user if their membership Expires but that seems unnecessary imo if you give the Authenticate role no extra permissions.

The Individual needs to be given 'permission' over the Organisation via the Relationship, this will allow the Individual to edit some details via their CiviCRM Dashboard, though I would suggest you give them a Drupal Views block linked to a Webform and let them edit the Org details that way.

HTH


Can not enable Contact Distance Search under CiviCRM modules

CiviCRM Contact Distance Search requires views module and since your system is missing required modules you won't be able to enable it. Once you install Views module you will need to configure it with civicrm so that drupal can access data from civicrm.

Thanks

Pradeep


How to deal with problem data when importing CSV

You should note the exceptions for the contacts with dual residences and manually remove their secondary residence, and only keep their primary residence in the sheet. You can always create their secondary residence address within CiviCRM after the import wizard finishes as a non-primary address.

For State/Province names and Country name mismatches, you can create a simple MySQL query for each country that has an issue to get the exact spelling that CiviCRM expects in the import process

use my_civicrm_db_name_here;
select c.id, c.name as country , sp.id as state_province_id, sp.name as state_province_name from civicrm_country as c left join civicrm_state_province as sp on c.id = sp.country_id where c.name = "Canada"

For the list of country names you can simply query the civicrm_country table like so:

use my_civicrm_db_name_here;
select id, name, iso_code from civicrm_country


I know this is over a year old, but I think it deserves an update. In 4.7, functionality has been added to allow for user self-service cancelation. When enabled for an Event (on the online registration tab), it sends a cancel or transfer link in the confirmation email. See https://issues.civicrm.org/jira/browse/CRM-16761


Contact Reference Field Import & Batch update

Contact Import should work for contact reference fields, I did a quick test against 4.6 and it works as expected.

Currently batch update for contact reference fields is not supported in 4.6 or below version of CiviCRM.


What's the best way to update ambiguous relationship types?

Some general information is at https://docs.civicrm.org/user/en/latest/case-management/what-you-need-to-know/#system-status-warnings but in an established install like yours you might need to poke around a bit and it will be specific to that install.

First, make a backup and do any fixing on a copy first just in case.

Then for your install it sounds like this should work:

In the database do UPDATE civicrm_relationship_type SET name_a_b = 'csw1a' WHERE id=78;. The string is arbitrary just needs to be different from the other one.

Then it depends whether you're using xml files or database storage.

If xml files, make sure the case type has csw1 in the CaseRoles section for the role (without the "a"). It's probably ok already.

If database storage, edit the case type in the admin screens and you might see a blank row in the roles section. If so then delete that row and re-add it again, checking the case manager box if that was checked before. You want the "Case support worker is" choice.

Then, if you have any customizations or extensions that reference it you may need to update those.

If you have any relationships of that type that actually are backwards, i.e. in civicrm_relationship the contact_id_a and contact_id_b are reversed, then you'll need to reverse those.

For anyone else seeing these warnings note that there are multiple variations and the above is specific to what was reported in the question. It's not the right solution for every situation. Also for astute readers you'll note that what you put in the xml is backwards from what you choose on the admin screens, and this is also true of what gets stored for the case type xml in the database even when using the admin screens.


My Summary Overlays are bad after upgrading to 4.7

The issue appears to have been caused by some sql that was posted as a solution to a different problem, here https://civicrm.stackexchange.com/a/18547/233.

If you also ran the bad sql, you can fix it by running the sql command:

update civicrm_uf_group set name = 'summary_overlay' where name LIKE 'summary_overlay_%';

Specifically, the bug arises because that overlay is generated from a snippet with what should be the summary_overlay profile, but because the name was altered, the overlay is using all available profiles.


It can be a good idea to clear all CiviCRM caches. You can do that using the url https://www.yourdomain.com/civicrm/menu/rebuild.

Regarding the logs, you can turn on logging and debugging in CiviCRM (https://www.yourdomain.com/civicrm/admin/setting/debug?reset=1) and then have a look at the log available in Drupal's UI first: https://www.yourdomain.com/admin/reports/dblog


How to flag all contributors with a specific tag?

Yes you can tag contacts from the search. Find Contribution list all the contributions and its not possible in current system to tag contribution, so action option would be available from Find contribution to tag the results.
As said by Andy and Pete, you will need to Advance search to the the contacts based on the criteria and choose the 'Tag - Add to contact' action.


Hook postProcess doesn't work with message templates form

Yes, some admin config forms doesn't invoke postProcess hook. Try below patch to invoke post process hook
diff --git a/CRM/Admin/Form/MessageTemplates.php b/CRM/Admin/Form/MessageTemplates.php
index 5f809f2..67cac30 100644
--- a/CRM/Admin/Form/MessageTemplates.php
+++ b/CRM/Admin/Form/MessageTemplates.php
@@ -309,6 +309,7 @@ class CRM_Admin_Form_MessageTemplates extends CRM_Core_Form {
       }

       $messageTemplate = MessageTemplate::save()->setDefaults($params)->setRecords([['id' => $this->_id]])->execute()->first();
+      $this->postProcessHook();
       CRM_Core_Session::setStatus(ts('The Message Template \'%1\' has been saved.', [1 => $messageTemplate['msg_title']]), ts('Saved'), 'success');

       if (isset($this->_submitValues['_qf_MessageTemplates_upload'])) {


This issue was fixed in CiviCRM 4.7.10.

If you are using an earlier version of CiviCRM (e.g. 4.6), one option is to stick to an earlier version of MySQL (e.g. 5.6).

Alternatively, as stated in the question, you can fix this problem by adding a custom config file for MySQL.  I used the following file:

[mysqld]
# Turn off 'ONLY_FULL_GROUP_BY' option as this breaks CiviCRM < 4.7.10
sql_mode = "STRICT_TRANS_TABLES,NO_ZERO_IN_DATE,NO_ZERO_DATE,ERROR_FOR_DIVISION_BY_ZERO,NO_AUTO_CREATE_USER,NO_ENGINE_SUBSTITUTION"

Rather than using my settings, I suggest that you check your current SQL mode with the following query:

SELECT @@SQL_MODE;

Copy the results of this query into the file above without ONLY_FULL_GROUP_BY.


Where does CiviCRM store Merge 'history'?

An activity gets recorded when you merge and it looks up the target contact via that.

Use $winnerContact = civicrm_api3('Contact', 'getmergedto', ['contact_id' => $contactId]).

See also https://github.com/civicrm/civicrm-core/blob/5.20.2/api/v3/Contact.php#L1275


How to print reports with non-English characters like accents?

Although not an ideal solution, if we add the following line in the .htaccess the reports are printed well.

AddDefaultCharset utf-8


How can I track down a script or form that's generating empty contact records?

Is it always exactly the same number of minutes?
If yes: could be cron related

If no:
sounds more like a spammer. I would first look in apache/nginx logs and try to find at the time the user is created what exactly happened, which requests are done. First try to get the IP address of the visitor that entered the webform, then search through logs with that IP address and see what it does exactly. Is it the same IP address doing all the submission or not.
That could lead to clues of what to do.

It definitely makes sense to apply anti-spam techniques to your site.

Mollom (https://www.drupal.org/project/mollom)
Http:bl (https://www.drupal.org/project/httpbl)
Google Recaptcha (https://www.drupal.org/project/recaptcha)

Are all techniques that can be applied to drupal and webforms


"Failed to execute rule" - Civirules error, How to solve?

Can you try after applying patch from here may or may not be related!


How to copy a Custom Field in a related Contact's Custom Field?

The option of creating a rule is a probably an easy solution. There is a Drupal module to have a tirgger in civirules when a webform is submitted (https://lab.civicrm.org/partners/civicoop/webform_civirules)

Why do you want to store the information twice in your system and only ask once?


I don't think non-renewable memberships are possible at the moment. Your options are to play with CiviDiscount and/or CiviRules.

You could offer a discount to get the first period free, or as petednz suggested look at negative discounts. I think the negative discount (fixed amount not %age) will need to be applied to existing members.

You could also have people add them selves to a group (say Trial), which gives the same privileges that the membership would provide, then perhaps CiviRules could be used to change the group to another say Trial expired, after 6 months.


Can I export full database and import it in a fresh newer CiviCRM version?

Aivars, If the problem you facing is something related to report then i would suggest to fix the report rather wasting time exporting-importing data/structure from 2 different instances. The problem you facing has nothing to do with db structure. The error in report might be

Any installed extension might be conflicting with report code, so you can probably try after disabling/Uninstalling each extension.
Try creating new report from template, sometimes the form values stored in db for saved reports might have values that are missing/renamed in newwer version.

If you still willing to give a try for exporting-importing data/structure then here is a way how you can do it. The doc is pretty old so you will to need to manipulate with the version you trying.

HTH

Pradeep


**Network Error - Unable to reach the server

If you're not having this trouble but your colleague is, a very common issue is sessions on www/no-www or HTTP/HTTPS URLs.  CiviCRM's base URL is hard-coded in the settings file, and while you can follow relative links around the site for a while, some links will be generated from that URL.

Let's say you have a site that's accessible at http://www.example.org and http://example.org.  civicrm.settings.php has http://example.org as the base URL.  If your colleague logs into Drupal at http://www.example.org/user and follows links from there, everything may be fine until he hits a URL that CiviCRM generates from the base URL.  It'll be http://example.org/whatever, and Drupal will deny access, since there's no session at example.org--just at www.example.org.

I don't think it's necessarily precisely this, but I think it may be something similar.  Maybe your colleague logs in at http://www.example.org instead of https://www.example.org.  Maybe you have SSL enabled only for www.example.org, or maybe there's a redirect that's cached funny.

The way to avoid this is to make sure three of the following four URL variations all redirect to the fourth:
 - http://www.example.org
 - http://example.org
 - https://www.example.org
 - https://example.org

It doesn't matter whether you pick https://www.example.org or https://example.org as your official URL, but have everything redirect there and set that as the base URL in civicrm.settings.php.

Although I think something like this is probably the issue, Jon's answer is a good general process for debugging this sort of thing.


Bug: adding new contact through relationship limited to subtype

I just replicated this.

First, let's discuss the workaround:  Go to Administer menu > Customize Data and Screens > Profiles.  Click on "Reserved Profiles" and edit the "New Individual" profile.  Add the "contact subtype" field and save.  Now, when creating on-the-fly individuals, you can select their contact subtype.  I tested and confirmed that this works.

As for the original problem, I agree that this should probably be considered a bug.  However, given that this is a relatively infrequently-used workflow with an easy workaround, I doubt the core team will be investing resources into its fix.  I'm sure they'd welcome a patch though.


To create a new financial type navigate to Administer > CiviContribute > Financial Types, and click on Add Financial Type.

See the manual for more details: Key concepts and configuration


Different profile based on membership selection

I recommend taking a look at the Caldera Forms CiviCRM plugin. This will allow you to use conditions within a caldera form to show and hide fields (and make them required) based on the type of membership selected. The plugin contains multiple processors to allow you to add contacts, memberships, etc. in CiviCRM.

The plugin is available in the WordPress repository. Here is a link to the plugin info: https://github.com/mecachisenros/cf-civicrm


Is the container cache not cleared as part of `drush cc all`?

You can clear the caches by running drush cc civicrm, by removing everything inside the templates_c directory, and by running clear caches in CiviCRM > Administer > System Settings > Cleanup Caches and File Paths.

In my experience, it's beneficial to run drush cc civicrm separately from drush cc all, which seems to clear only Drush and Drupal caches.

There is a bug reported about drush cc all not clearing CiviCRM caches:
https://issues.civicrm.org/jira/browse/CRM-19206


How to build a profile using Activity data

Not out of the box, you could use CiviCRM hooks (hook_civicrm_postProcess) to create an activity on form submission.

You could also check CiviVIP they developed a WordPress plugin which does that (you will also need Gravity Forms), for the moment the plugin its only able to create contacts and activities, but they have plans for Event registration and Contributions.


How hard is it to obtain PCI compliance?

A great explanation of PCI compliance and things an organization should consider relating to PCI compliance is available from this CiviCon Denver 2015 talk: CiviCon Denver Data Security and Payment.  See my answer here for other relevant info: https://civicrm.stackexchange.com/a/10453/105

We also use Drupal 7 and Civi 4.6, but are hosted on MediaTemple and use iATS for our payment processor.  The biggest issue will be whether you take payment directly onsite or offsite (I'm not familiar with Authorize.net).  In and of itself, a MediaTemple VPS is not PCI compliant.  We had to take steps ourselves to make sure our server met the PCI criteria.  iATS has their clients enroll in PCI Smart which is a PCI compliance testing and reporting program through TrustWave. We used those scans as guidance for what we needed to adjust technically on the server to meet PCI guidelines and the self-report to determine in-house processes to meet the PCI criteria.


I feel the statement should be something like this

{capture assign=newsletter}Yes{/capture}
{if $newsletter eq 'Yes'}
  You agreed to receive our emails.
{/if}


I'm not sure whether it would be any use to you but there is a CiviCRM Core  Extension called "Custom Membership ID" by Grant Traynor which is at the following link Custom Membership ID


Error when registering CiviEvent: "Could not find valid value for id"

use the civicrm events register link after /civicrm/ not after root.


Profiles that have fields from things other than contacts (and subtypes) and contributions can't be used on Contribution pages. Check to make sure you haven't included a core or custom field for a different type of object like an event registration, memebership, activity, etc. on the profile(s) you want to display on the contribution page.


Drupal Webform-Integration offers a robust solution for this. Unfortunately there is no equivalent for Joomla.


Can you create an event with Webform-CiviCRM integration?

I know! The answer is CiviCRM Entity! I've done things like: civicrm-event/9/edit and civicrm-contribution/add -> let's try civicrm-event/add - voila:


I'm going to give a bit more insights, you are on the right path.

The final step is to add, as you said, the default Contact notes Civi has for each contact, the notes field is a Multiple record set field, which as it's own name says allows to create multiple data entries for the same set of fields, ie. you can have 10 notes entries, so every time a user submits the form it will create a new note instead of updating a existing one. Please note that the Multiple record field is only available for the Contacts entity, also make sure that the profile is set to update in the settings accordion.

If you don't want to use the existing Notes that Civi provides then you could create a new set of custom fields, navigating to Administer - Customize data and screens - Custom fields - Add set of custom fields give it the desired name (for example Enquiry),  Used for -> select  Contacts once done a checkbox will appear saying something like Does this custom set allow multiple records make sure you check it. You could display it as a Tab and add a custom field like Subject (Alphanumeric - Text) and a second field Message/Enquiry (Note - Text/Rich text). Once finished you can add the created custom fields to your profile. If I didn't explained myself you can always have a look at CiviCRM documentation or leave a comment here.

PS: if you go the custom field path, you will also have to give the Access all custom data permission to anonymous users if applies, User and Permission - Permission (Access control) - Wordpress Access Control


Mailing summary doesn't display - says that mailing not complete

@logan Bear i would recommend you upgrade to 5.19.1 It has just come out and should include this PR https://github.com/civicrm/civicrm-core/pull/15779 which should resolve your issue


Membership not extended to all related contacts

The solutions below took place inside the CiviCRM GUI:

For most, I had to disable and re-enable all relationships and subsequently edit and save the membership.

In a few cases, even this didn't work. For those records, I also edited the membership and specified a number of allowed related records before saving (I also subsequently went back in and cleared out that number with no ill effects).


after upgrade to 4.6.26 getting PHP Fatal error when starting a new mailing

This means CRM_Mailing_BAO_Mailing class is overriden somewhere. This could be due to a civicrm extension like mailjet that overrides Mailing.php

Please check which extension is overriding it and either disable that extension or update Mailing.php in it.

Let me know if it works!

Thanks.


Unable to create a contribution from back-office (Civi 5.21.2)

According to the trace and to your comments, this SQL query can help find if there is data missing from the database:

SELECT * FROM civicrm_price_set WHERE name = 'default_contribution_amount'


How to patch / add a plugin to Joomla CiviCRM?

What version are you on now?  That patch is in 5.12.0 so your easiest option may be to upgrade to that version.


Starting from the webform configuration page:

Add your Yes/No component
Click the Emails button
In the E-mail To column select Component Value and choose your Yes/No component
Click Add
In the Component E-mail options, enter the email addresses to receive mail for Yes and for No.
Configure the rest of the email settings as you want


Use custom field in front end of website

There are instructions on the screen where you create contact reference custom fields:

Do your front-end users have the required permissions?


This isn't a full answer, but ... I just had to research this same thing for a client.

Check that your processor config is using the correct URLs:
http://www.authorize.net/support/akamaifaqs/#newurls

/civicrm/admin/paymentProcessor?reset=1

Even in our client's old version of CiviCRM, the transaction ID field is 255 characters.
The cipher suite is a question for your host. A good host should be using modern cipher suites and disallowing insecure ones.
Not sure about requiring sequential transaction ID ... have not done a CiviCRM code audit to make sure (yet). Don't see why it would, but who knows.


The guys at Ginko Street fixed it for me.  It was a conflict with my WordPress theme and Civi shortcodes.


Including Activity Dates and Subjects in a Profile for a Directory or Search

We accomplish basically the same thing using Views and a profile.

Create a profile with the fields you want people to be able to edit.

Create a View of CiviCRM Activities, add a relationship of Activity Contact ID, select the contact you want to list (source, target, assignee).

Add Display Name, Phone, email, Activity Date and a custom text field (name it edit and link to your profile) fields.

Sort first by sort name, then by activity date.

Filter by activity type.

Add an exposed filter for Display Name contains.

That should almost get you there.


Contribution Page Include Profile Dropdown not displayed

I solved the issue by deactivating several plugins

its probably a javascript problem

Thanks


What is the grey box on selecting Webform Payment Processor?

I think you are referring to the jquery blockUI which was enabled on the webform_civicrm payment page recently to prevent submission until the processor has actually loaded all it's fields?


General tip: When I've had problems like this (a mysterious setting/value/datum), one other technique is to search the full database. There's no direct way to do that in MySQL, but you can dump the database to a file (mysqldump) and then search that.
Specific tip: In the Civi database, check table civicrm_setting, e.g. select * from civicrm_setting where value like '%abc%'; Equivalently, in the admin UI, check Administer => System Settings => Directories (or its sibling => Resource URLs).
Background: This may or may not be your problem, but as background/theory.

In v4.1-v4.6, directory+URL settings were stored as a mix of absolute and relative paths (but displayed as if they were always absolute paths). The problem is that absolute paths kinda suck -- they make the database less portable. Ideally, you want all the settings to be stored as relative paths.
In v4.7, the defaults and UI have changed to better encourage relative paths. The key thing is the introduction of path variables like [cms.root]. For example, the default directories in a new v4.7 installation look like http://imgur.com/RbMgyn6
v4.7 is backward-compatible with old settings. If you used an absolute path in v4.6 and upgraded, then it's still an absolute path.
If you cannot edit these things in the UI (because an error blocks it), then you can use SQL or drush cvapi setting.create. For v4.7, I'd suggest simply deleting the offending setting. (Deleted settings will go back to their defaults in 4.7.)


Membership Types Randomly Stopped Working

I was able to figure it out. In the back-end, I "un-abled" the Membership Section of the Contribution Page (ultimately, shutting down our form for a second), quickly saved, and then quickly Enabled the membership section again and selected the membership levels. Basically, "resetting" the membership section. Some of our donation pages (no membership section enabled) were also messed up -- if we had 4 selections originally, a bunch more were added to the list. Manually deleting/reordering those solved that issue. I'm still not sure why this happened, but this worked for us.


Membership not inherited if child added via webform

There is a bug that requires the acting user to have "access CiviMember" permission or the inherited memberships fail to be processed. I've submitted a fix for this which hopefully will be part of the next (4.6.5) release.


Links inserted in Civimail are not redirecting and require a log-in

This is a bug. It has been resolved by https://github.com/civicrm/civicrm-core/pull/17760


The phpcs/phpcbf standard in use is a modified Drupal standard, so you call the standard of "Drupal":

phpcbf --standard="Drupal" filename.php

However, if you ALSO have unmodified copies of the Drupal standard installed, the trick is to make sure that you're calling the correct version of phpcbf.  For instance, I get this:

mycomputer» which phpcbf
/home/jon/local/civicrm-buildkit/bin/phpcbf

If your default phpcbf isn't the one installed with civicrm-buildkit, make sure to specify the full path to the one that is.

If that doesn't work:
civilint is a script.  So you can edit it in a text editor.  In the latest version, line 179 reads:

xargs $BINDIR/phpcs --standard="$PHPCS_STD" < "$TMP/php.txt"

Add an "echo" into it like so:

xargs echo $BINDIR/phpcs --standard="$PHPCS_STD" < "$TMP/php.txt"

Run civilint again:

civilint myfile.php

Instead of outputting the result of phpcs it should instead show the command it WOULD have run.  In my case, it's:

/home/jon/local/civicrm-buildkit/bin/phpcs --standard=/home/jon/local/civicrm-buildkit/vendor/drupal/coder/coder_sniffer/Drupal fastactionlinks.php

Change phpcs to phpcbf and run that command:

/home/jon/local/civicrm-buildkit/bin/phpcbf --standard=/home/jon/local/civicrm-buildkit/vendor/drupal/coder/coder_sniffer/Drupal fastactionlinks.php

Note Don't forget to remove the echo when you're done!


Repeat currency symbol in a contributions list

The short answer is: "yes".

And the longer answer is: dig into the code and submit a PR, or hire someone to do that.


How can I use the Omnipay processor to audit missing payments?

What version of CiviCRM are you on? It should work on the latest 4.7  - & it's working for me (I'm using latest of github) - but there might be something more or less forgiving in the config


How can I clear all contacts (as if they never existed) without touching any CiviCRM settings?

I would suggest to perform deletion of contact from UI and then reseting the auto increment value through mysql command. Truncating database might loose contact that are not suppose to be deleted like logged in contact id or Default organization contact id or they might be possible to have orphan data for contacts if we directly truncate the table. Here is what i would do

Find Contact
Select All contact
From Action list i will select 'Delete Contact permanently'

Shell in for mysql or in phymyadmin through web and run ALTER TABLE civicrm_contact AUTO_INCREMENT = 1

  Note: Backup database before deleting contacts.

HTH

Pradeep


How to model and report on unintentional underpayment and overpayment?

With respect to the overpayments, I don't know whether this will fit standard British accounting practices but I'd be inclined to create a separate financial type for the overages - a holding fund, if you will - and record one payment for the membership fee and one for the overage.  They could then add an adjustment transaction the following year to move those funds from the overage account to the subsequent year's membership fee; that would make what happened and why abundantly clear to any auditors who review the financials later.  That would also enable searching/reporting on that financial type.  (I have at least one client that does this when they receive overpayments.)

Regarding underpayment, perhaps the membership could be kept in pending status until the total amount has been collected; those pending members could be added to a smart group that could be used to filter contribution reports to find how much they've paid toward their membership, send email reminders, etc.

That may not get you 100% toward where you want to go but hopefully it's a start.


Can you change multiple price set selections at one time?

Probably the simplest approach would be to

find the participants you want to change
export those participants with the following fields: Event ID   Participant ID  Participant Status Id   Fee level   Fee Amount
Open the resulting CSV file and change the Fee Level column accordingly. You may need to experiment a bit if you have multiple fields in the price set, but if your selection is a simple radio button, just use the label for the selection you want to change it to. The export file will have the amount selected after the fee label (i.e. "Full Fee - 1"), but your changes should only use the label exactly as on the price set "Full Fee".
Also change the Fee Amount accordingly.
Save the file and Import Participants using the Update option for duplicates.

Note that this will not update any related contributions or payments.


The resolution is a total head slapper. The problem was caused by previewing the page instead of publishing the page and viewing the published content. The directory profile is working.


SOLVED - CiviCRM Cron Configuration on Drupal 7 throws unable to find key error with duplicate root folder in error message

welcome to the Stack,

You need to update your directories!

Head on to "Administer" then "System Settings" and then directories. Point the locations to the right place and save. Don't forget to "clear cache and update paths" afterwards!


Will all contacts be delieted with an uninstall?

welcome to CiviCRM Stack Exchange. As you probably gathered from the comments from @Demerit and @petednz, if you start from scratch with a new version and "just" uninstall and remove the previous version the contacts will disappear from CiviCRM.

It is hard to judge if they will disappear from your website without knowing your website. I do not know if for any reason users were stored in Joomla or other contact data, but you will certainly lose all the CiviCRM data.

The safest option would be to start from scratch, so get a different spot to install your new Joomla and CiviCRM. Then you could just remove your old folders and databases from your webserver once you are happy with the new situation?

Good luck!


How should I move a custom field to a different custom fieldset?

Mostly you will want to move fields between customs fields sets used for the same entity (ie from one custom field set used for participants to another custom field set used for participants.)

This can be done easily through the UI as follows:

Go to Administer > Customize Data and Screens > Custom Fields
If it doesn't already exist create the new field set.
Return to Administer > Customize Data and Screens > Custom Fields and select View and Edit Custom Fields for the field set containing the field you want to move.
On the far right of the row containing the field you want to move click on More > Move.
Select the the new field set.

However, if you want to move a field from a field set used for Individuals to a field set used for Contacts or vice versa you will get an error message "The destination group extends a different entity type."

In that situation or similar involving a single branch of contact subtypes:

Back up your database.
Using phpMyAdmin or otherwise, in civicrm_custom_group
find the field set with the most restricted contact type and edit the Extends field to match the value in the field set with the least restricted contact type. (eg change "Individual" to "Contact".)
In the UI move the field as described above.
Using phpMyAdmin or otherwise change the Extends value you altered in 2. back to it's original value.

NOTE: 1. I haven't tried moving fields between a field set used for Organizations and one used for Individuals.


How to change the Email that get notified when a new case is opened

It doesn't have that feature by itself but check out the add-on for webform (https://www.drupal.org/project/webform_civicrm).

Alternatively, the case will appear on the case manager's dashboard so if you set that role on the case to the appropriate person when creating a case you can achieve a similar thing.


Can I move a report from Contact Reports to My Reports?

Go to the report you want to add to your "My Reports." Click on the Access tab at the far right. Check the box beside "Add to my reports? That should do it for you.


Most likely there is a js code error somewhere on your site (could be from any module). Keep debugging it by clicking the error message in the console.
But FYI, CiviCRM v5.33 comes with completely rewritten dashboard code. So upgrading may solve your problem too.


How to disable cache refresh on Manage Groups page

The manage groups page does not force a refresh of the smart group cache but there is a button to do so on the right-hand side:

Without clicking that button, what it does do is count the number of contacts already in the cache, but this query has been optimized and tested against a very large (6 million group_contact records) database.

You'll find more information at https://issues.civicrm.org/jira/browse/CRM-15107


how to reinstall civicrm 4.6.4 in wordpress

I'm not sure if there is a better answer but this is what I resorted to:

Clear Cache
Disable civicrm plugin
Delete /templates_c/ contents
Copy civicrm database to civicrm.sql using mysqldump and delete all tables (or drop / recreate database)
Move /civicrm/civicrm.settings.php tocivicrm.settings.tmp
Enable Civicrm Plugin
Run Civicrm install script http:///wp-admin/options-general.php?page=civicrm-install
Page Civicrm is created and I presume other civicrm install magic in wordpress
Disable civicrm plugin
Replace civicrm.setttings.php with civicrm.settings.tmp
Restore civicrm mysql dump (e.g. mysql civicrmdb < civicrm.sql)
Re-enable civicrm plugin


Access Control issue in CiviCRM with Groups?

I can confirm the warning on a vanilla CiviCRM install. Creating an ACL for the mailing list group(s) fixes it, but that doesn't seem right because:

  The anonymous role (public in Joomla!) applies to all visitors to the
  website who have not logged in. This role will have the lowest level
  of permissions. The default CiviCRM permissions for this role are
  [...] subscribe and unsubscribe from mailing lists
  https://docs.civicrm.org/user/en/latest/initial-set-up/permissions-and-access-control/

So in principle this shouldn't be necessary.

The problem actually lies in the CRM_ACL_BAO_ACL::group() method because the cache returns NULL rather than an empty array. This then gets passed back unchecked to CRM_ACL_API::groupPermission() where the warning is issued.

Two options for you then:

Raise an issue on Jira and get the problem fixed
Suppress warnings and write them to a log file instead

Doing both would be the responsible way to go :-)


How to get CiviCRM Views to work in Drupal 8 with separate CiviCRM database

I had the same problem today, so I looked in the source code.

In civicrm.install there's a function called _civicrm_get_db_config.  It's looking in the $databases array for an element with a key civicrm.  So I added this to settings.php:

$databases['civicrm']['default'] = array (
  'database' => 'civi_db_name',
  'username' => 'mysqluser',
  'password' => 'redacted',
  'prefix' => '',
  'host' => 'localhost',
  'port' => '3306',
  'namespace' => 'Drupal\\Core\\Database\\Driver\\mysql',
  'driver' => 'mysql',
);

I then had to clear all caches before it worked, but work it does.


You need Imagick package for Mosaico to work. If you already have the package installed then i believe its should be related to SE post Failed to locate Mosaico graphics driver


How can I filter click-through reports by date range?

There is currently no date filter on the mailing reports.

Adding date filters to the mailing reports and submitting a patch back to core would be one way to solve your problem. https://github.com/civicrm/civicrm-core/blob/master/CRM/Report/Form/Mailing/Clicks.php shows the code that generates the clickthrough report. Adding a date filter to that might not be too difficult to do.

It would end up being similar to the date time filter in the activity report: like the https://github.com/civicrm/civicrm-core/blob/master/CRM/Report/Form/Activity.php#L261 but from the looks of things you'd have to do a bit more playing around with the Report class than just adding it.

The mysql tables you are looking for are civicrm_mailing_event_trackable_url_open (which has a timestap) and civicrm_mailing_trackable_url


Check number and date fields do not appear when manually entering contributions

That would definitively be a bug - but I just had a look and check number is still there:

Perhaps something other than Core (an extension, custom code) is hiding your check number field?


Unable to use ckeditor after upgrade to 5.3.1

Do you have the Boxes contrib module enabled on your Drupal site?  If so, your problem may be this:

Issue #2175471: Incompatible with CiviCRM - CKEditor WYSIWYG does not load

There is a patch available from the above link that resolves the issue.


Best practice for sending a notice about an upcoming recurring contribution

CiviRules + emailapi extension. Scheduled reminders is too inflexible as you can't control the criteria - with CiviRules you can build in whatever conditions you like.
Looks like you'd need to add a new "CRON trigger" to CiviRules for recurring contributions but we already have that for activities and for memberships so would be pretty easy to do and will help a lot of people.
With that you can build "reminders" that can target specific paymentprocessors, specific contact types etc.


How to create a contribution or event report that indicates amount of payment and balance owed

In the event participant report there is the option to add columns for total paid & balance.


You don't need superuser status to use triggers on modern versions of MySQL (5.5+).  Of course, your host may just choose not to support triggers, in which case they're unsuitable for hosting CiviCRM.


What are the best arguments to start using CiviCRM

That depends on what they're comparing CiviCRM to.  If they're comparing it to a current system of legacy software, Excel sheets, Google Forms, etc., that's different from someone who's comparing it to Salesforce or one of the other more serious competitors to CiviCRM.  It also depends on what they want to use it for - pitching CiviCRM is very different for folks doing grassroots fundraising vs. case management.

To respond to some of these scenarios:
There's a YouTube video of my lightning talk from CiviCon 2015 where I talk about CiviCRM vs. the competition here: https://youtu.be/TfIzV1sj9qY?t=14m34s.  It's 5 minutes long - I meant to write it in a blog format, but haven't yet.  In short: It's stories of how the other major vendors have screwed users over by jacking up license fees, created higher-end products at much higher prices than whatever they sell folks originally, or refusing to fix bugs at any cost.  If you're a non-profit exec, these all cost you a lot of money.

If the person asking does community organizing or grassroots fundraising, CiviCRM is the only best-in-class CRM geared specifically toward those tasks.

If they're using Excel right now, it's the ability to get all their data in one place - not in someone's phone (or head), not spread across ten spreadsheets.  Something as simple as "I want to send an e-mail to everyone we work with in San Diego" is a very difficult task without a CRM!


Add new case: "Case Type is a required field"

This was due to permissions in the templates_c folder. Some entries in there were not deletable by the user that Apache was running as. I discovered this by attempting to clear caches at civicrm/admin/setting/updateConfigBackend?reset=1 which generated lots of errors.

Removing these files/or correcting their permissions and clearing the cache fixed it.


Placing RESTful calls to the CiViCRM demo

This isn't possible, sorry.  Could you say a bit more about what you're trying to achieve?  I'm not sure how useful it is to do REST calls against a demo site.


Civi contribution details correct but why does Paypal log show wrong name?

Is there any chance that Person 1 may have used a PayPal account or credit card belonging to Person 2?  We'll frequently see payments that have different names: if I pay with your card, from PayPal's perspective, you've made the payment even though I've entered my name as the contact in CiviCRM.


Do you happen to have a screenshot of what it looks like? It sounds like something in your theme or stylesheet is causing this to happen. In my Drupal site, I have styles that are used only on the mobile version of our site so that we could make it even more user-friendly.


How are long jobs handled, e.g. Contact import

It depends on the job.

Import jobs (Contacts, Contributions...) work by having one long-running POST request, and then your browser polls for updates on progress.

This means your browser/server/interenet connection need to be able to cope with the time that POST request requires. Whether a job completes after apparently timing out depends on how PHP is set up on your site.

For example:

Using Apache + mod_php: I believe that if the script times out on the POST request, processing stops at the point it got to.
Using nginx + PHP FPM: nginx will give up and issue a Gateway Timeout according to its configuration, but the PHP process may still carry on regardless, until completion.

So for import jobs, it's best to configure your server's timeouts to exceed the time taken for the biggest import you're likely to need to do, and/or break your imports down into smaller chunks that can be handled within those timeouts

Other jobs (dedupe merge, and applying database upgrades are examples) may use CiviCRM's queue system. This has two ways to get processed.

A server-side CLI script may chug through the entire queue without any timeouts.
A browser-side process with a progress bar works differently and requires the browser to process each step of the queue. If a single step ("task") takes longer than the configured timeouts, you're in trouble. If you close your browser, the next step won't run and the last step may (or may not) fail. If you close your browser and re-open it, you may start running the tasks more than once, in parallel (so don't do this!).

See my newly added Queue Reference in the developer docs.


How can I download CiviCRM tar file with Drush?

Mathieu a.k.a @bgm (who runs much of the CiviCRM project's infrastructure) wrote this:

https://forum.civicrm.org/index.php?topic=30003.msg128559#msg128559

To summarize: [I checked the link to that example makefile - still works]!

I deploy with "Drush make":

* deploy from my git repos or from the civicrm standard ones (drush make example.make)
* run GenCode.php

Example makefile: https://gist.github.com/mlutfy/5310366


Where is the 'Require Participant Approval' checkbox on the 'Online Registration tab'?

You need to enable 'Rejected' participant status as well.

"Require participant approval?" checkbox will appear only after you enable the following participant Statuses

Awaiting Approval
Pending from approval
Rejected

Looks like the book/docs is not updated.


Spark should include Case Management, yes.  Whether it provides a "calendar" depends on what you need in a calendar.  If you need a report that shows upcoming deadlines in order of date, you can set that up within Spark.  If you want integration with your Outlook calendar or a website's calendar, that would require an extension, which isn't available with Spark.

However, Spark is a great way to see if CiviCRM meets all your other needs.  If it does, then you can always move off of Spark to your own CiviCRM instance and install the extensions you want.


CiviCRM exports displayed in browser – no download / header missing

If you have something like a file with a blank line at the top that might get output before the export data and cause the output to be interpreted as http content-type text instead of a download.
Check civicrm.settings.php or extensions or files in the CMS that might have changed.
You could also try running this from the root folder of your CMS:
find . -type f -exec awk 'NR==1&&/^$/{print FILENAME}' \{\} \;
or maybe this if the line isn't completely blank, like a couple tabs:
find . -type f -exec awk 'NR==1&&/^\s*$/{print FILENAME}' \{\} \;
https://askubuntu.com/a/1072314


Most likely, the contact is deleted, but your view isn't filtering out deleted users.  You may want to check that in your view.

You can search for deleted contacts from Search menu » Advanced Search by checking the "Search in Trash" checkbox.


How do I stop the new "Security Notifications" that civi pops up for upgrades

Disabling security notifications hides the notice from your users, but it won't hide your sites from attackers. Turning off the warning supports a scenario where those sites are at risk longer.

Here's how we handle it for our hosting clients -

Create a recurring item in your calendar for the CiviCRM security release dates, first and third Wednesday each month. (We do the same for Drupal security releases.)
Be subscribed to the CiviCRM Security Advisories announce list.
If a release occurs on that date, run the upgrade through your testing, then deploy/apply to production.

Since CiviCRM stores personal data, I believe every organisation using CiviCRM has a responsibility to ensure there are processes in place to ensure security updates are applied promptly as part of a wider programme to protect your customers and their contacts.


Mosaico returns 403 error due to data-bind attribute in template html

Wordfence uses knockout.js for data binding. I see Mosaico adds data-bind attribute to the HTML input which is considered prone to XSS attack by knockout and 403 error is shown by wordfence.

I've disabled XSS in the Wordfence setting and the mailing is working correctly for now. Happy to look for answer if there is a way to avoid XSS attack in mosaico template builder?


What is stopping to update recurring payment or billing details!

Test this patch to see if it fixes your problem? https://github.com/civicrm/civicrm-core/pull/14407


Proximity search doesn't always work for towns

I've had something like this come up and so when I looked at what CiviCRM was doing I noticed it doesn't use all the available fields. For example it uses City but not County. It also only uses the first line of the street address, so depending on what you have there it may actually return nothing even though city, postal code, etc without the street address would work.

You can see what fields it's combining here:
https://github.com/civicrm/civicrm-core/blob/master/CRM/Utils/Geocode/Google.php

You can also put the contact's address into maps.google.com directly and see what it returns, to help troubleshoot.


How to have a Detailed Membership Report filtered/sorted by pertaining Organization

Personally (others will disagree!) I've always found writing CiviCRM Reports to be a horrible Pain In The MySQL!

There are two really easy ways to get what you want:

1) Make a Custom Profile of type "Search Results" then, on advance search, you will see all of these columns side by side, in whichever order and with ability to sort by any column.

2) (If you are a coder or have access to one) build a custom extension! Extensions that retrieve data and display it are really quick to write - one like this would take less than a day. An expert could bang it out in an afternoon.


Error with CiviVolunteer after upgrading to PHP 7.1

CiviVolunteer is not fully tested for 5.x version and might have compatibility issue like you are facing. This issue has been fixed and is probably waiting in PR queue for it to get merged in next release.

You can either download the patch from here or wait for next release.

HTH

Pradeep


it is certainly possible to export and import from another system, as long as campaign monitor has some kind of rest api, it should be fairly easy to develop.

however, and no matter the external service you want to integrate to, you would need to clarify better what needs to be pushed and pulled. what constituent details? only the email, the full name...

and then you have the problem of when to synchronise and who has the master data. eg. what happens if the first name changes in civi, what happen if the email changes in campaign monitor? what happen if the email changes in both...

lots of questions and potential conflicts you need to resolve to be able to clarify the behaviour of your system. these are hard problems, and bidirectional sync is potentially really complex. try to simplify as much as you can, eg all data in civi is the master one and considered the most up to date.

please clarify what you want to synchronise and how often, it will help giving a less generic answer


Mosaico doesn't create any custom data in CiviCRM, so it is safe to Uninstall the extension. However, any template created in Mosaico will be lost.

To uninstall the extension you will need to disable it.


Civi 4.7.11 Update on Joomla 3.62 with receipts

-- I wanted to thank Brian S for tracking this down and hopefully he will post the fix to the core team.

It was a bug in core as a result of a recent change. The code was looking for the payment processor ID associated with the contribution. But if you have an offline contrib, there is no transaction ID or processor, and the query to do the lookup was triggering a fatal error if the value was null.


How can I change the wording of the "In Honor of" tab?

One option is to use the .extra.tpl method (original blog post, forum post or from the wiki) to add jQuery to the page.  To identify a potential starting point for which tpl file to use in front of .extra.tpl, right-click on your contribution page and View Source.  Then do a find (usually CRTL+F) for tpl.  The forum post suggests that a good starting point might be CRM/Contribute/Page/Tab.extra.tpl.

You would select your particular field labels and use a jQuery function like .replaceWith().


I played around with the test site and the Credit Card Icon are now present.  I can't say why.  I upgraded the production site again to 5.10.4 and the icons were present.  I was to make a test-drive contribution on both sites.

There's one remnant of this problem.  When I hover over the credit card icon it says [object Object] instead of Visa, Master Card, etc.


For the updated question of how to import custom field multiple choice fields, see How to import to multi-record set custom fields


Drupal CiviCRM Rules module: How to use the action "CiviCRM Mailing: Send email"?

The integration of CiviMail with the rules module is primarily for workflow purposes. i.e. they allow another person to approve a scheduled email. Thus a CiviMail has to be scheduled and approved before it can be sent out (if this has been enabled within CiviMail settings screens)

The action by itself does not create or schedule a CiviMail. It just approves it and/or sends it back to the creator (a link via email) for further edits and revisions.

This was work done in support of the New York State Senate's usage of CiviCRM an CiviMail


It sounds like you may have an override file in place.  Check Administer » System Settings » Directories to get the custom PHP path, then look in the appropriate subfolder (if it exists) for an override file.


Where do I change the due date for event invoices and can I set a fixed date instead of a variable date?

There is a setting in Administer > CiviContribute > CiviContribute Component Settings that lets you change from the standard 10 days (you will need to tick the "enable tax and invoicing box to see it). But that doesn't get a fixed date. If you aren't using the invoices for something else then you could edit the "Contributions - Invoice" template in the "system workflow messages" tab in Administer > Communications > Message Templates.  Or if you do use the invoices for other things you could perhaps put some logic in the template to deal with the different cases. Hope that helps.


You would normally handle this with multiple relationships on the "Relationships" tab.
I suspect an unspoken requirement is that the Chapter relationship should be on the "Summary" tab.  You can do that with the Relationship Block extension, perhaps paired with Contact Layout Editor to position it where you want.


Error while installing CiviVolunteer on civicrm 4.6.5

Based on this screenshot, two possibilities occur to me, neither of which I like very much:

Something is different about 4.6.5, and it no longer accepts 'Multi-select' as an HTML type. In the code for the extension, this appears on line 433 of CRM/Volunteer/Upgrader.php. In some other usages of this HTML type, I see it referred to as 'Multi-Select' (note the different capitalization) -- it could be that capitalizing the S solves the problem for you. If so, please let me know, and we'll make sure that goes into the next release.
I see you're not running CiviCRM in English. Is your site running in French only, or is it a multilingual site? I'm not sure yet why this would matter, but I've seen strange things occur with the schema changes, etc. that come with a multilingual site -- there are some circumstances CiviVolunteer doesn't account for. It seems like a long shot that the problem is related, but I thought I'd ask anyway.

The failure occurs during a step of the installation that creates custom fields for the volunteer contact subtype. Since the API call that performs this task has worked with previous versions of CiviCRM, I suspect something has changed with the parameter validation, either in the API itself or further down the stack. Either this change was intentional and CiviVolunteer should be updated, or it was unintentional and we should consider filing a regression bug.

Note: I haven't yet tried to reproduce this on a test copy. I'd say this is a necessary step before speculating much further.


Get Admin email notifications for system status changes

There is nothing such available at the moment as i am aware of which can be configured inside CiviCRM but can be developed by writing a small extension using hooks to implement schedule job.

But this can be implemented if you have nagios/icinga monitoring your server. You can install CIVICRM MONITORING FOR NAGIOS extension and configure nagios/icinga to send email.


How do you report group history? (audience growth/change)


CiviCRM will need to be installed in Drupal, WordPress or Joomla so you can't install in on a Wix site.  However if you want to make event registrations available on your Wix site it looks like you should be able to do that - see here. That suggests you can embed external forms in iFrames or access 3rd party web services using Wix Code.  Not tried it, but looks like it should be possible.  Would make a good blog post if you do it!


Export contributions - missing Field Mapping dropdown

It does work. If you don't have mapping saved then it won't display the list. I tested on https://demo.circle-interactive.co.uk/ after saving the mapping. Second time i visited the page i could see mapping field. Make sure you have mappings saved for contribution export.


how to test the version-or if a feature is implemented?

As Coleman suggests, one can do more direct inspections to see if particular entities/actions/fields are supported. This is generally more robust/correct in the long-run, but it can be problematic in some edge-cases. There is a way to get the version number.

In CiviCRM v4.4+, use the System.get API, e.g.

drush cvapi system.get
Array
(
    [is_error] => 0
    [version] => 3
    [count] => 1
    [id] => 0
    [values] => Array
        (
            [0] => Array
                (
                    [version] => 4.4.17
                    [uf] => Drupal
                )

        )
)

Of course, checking an API is mildly expensive. If you need to guard many statements with version checks, then it could add up. To mitigate this:

If using the API remotely to inspect system state, cache the data for a few minutes.
If writing server-side PHP code, don't use an API. Instead, call CRM_Utils_System::version() and version_compare().


two possible sources of the error:

you have changed something in the configuration of your mail accounts in civi (or didn't finish the config previously), check the documentation, the "localpart" should not be empty but name of your bounce mailbox (eg if your mailbox is bounce@example.org, it should be "bounce+")
civimail relies on a trick that most servers implement: if you send and email to bla+whatever@example.org, it will automatically be understood as an alias of bla@example.org

It seems that you need to at least fix the localpart, as your new mail server is more strict and better at catching configuration problems


Search > Find Memberships: Difference between Membership Status Current AND Current Member?

There is a setting in each MEmbership Status where you decide if a Status should be considered 'current' or not.

Current Membership?
Should this status be considered a current membership in good standing.
EXAMPLE: New, Current and Grace could all be considered 'current'.

It is confusing that 'current' is used in two different ways.


how about using Civirules to send email when Inbound activity is recorded?


How to Parameterize Backup & Migrate to have both DBs saved?

There is a known issue (Too many connections in backup_migrate_source_db->_get_db_connection()) with recent versions of Backup and Migrate from 3.3 onwards which prevents CiviCRM from backing up as well is Drupal. If you use version 3.3 or later it is likely that you will not be able to backup the CiviCRM database as well as the Drupal database. However, you should still be able to backup the Drupal database.

I would suggest two possible workarounds:

Either uninstall Backup and Migrate and then reinstall an earlier version such as 3.2 or even 2.8.
Leave the latest version of Backup and Migrate in place and use it to backup the Drupal database only and set up a bash script that gets triggered by Cron to back up the CiviCRM database. This is what I am doing. The script I am using is:

#!/bin/bash

# Database credentials
user="username"
password="db_password"
host="localhost"
db_name="db_name"

# Other options
backup_path="/absolute_path_to_backup_folder"
date=$(date +"%d-%b-%Y-%H-%M-%S")

# Set default file permissions
umask 177

# Dump database into SQL file
mysqldump --user=$user --password=$password --host=$host $db_name > $backup_path/$db_name-$date.sql

#Compress the backup file
#7z a $backup_path/$db_name-$date.7z $backup_path/*.sql
gzip $backup_path/$db_name-$date.sql

#Remove the original sql file
#rm -I $backup_path/*.sql

# Delete files older than 30 days
#find $backup_path/* -mtime +30 -exec rm {} \;
find $backup_path/* -name *.sql.gz -mtime +30 -exec rm {} \;

for which I have set up a Cron job to execute every day.

Any debugging information you can provide for the issue will probably be welcome and help them in finding a fix.


How to set Thank-You Letter template to start the next letter on a new page

I cannot tell you how to do a page break and it probably also depends on your pdf library (e.g. dompdf or wkhtmltopdf).

You could however consider using one of the existing extensions for donation receipts to create the Year-end receipts. There are several around, one we created quite a while ago can be found here: https://github.com/systopia/de.systopia.donrec

The documentation can be found here: https://wiki.civicrm.org/confluence/display/CRM/DonationReceipts+Extension


What is the best way to raise awareness of a extension upgrade that breaks core fuctionality, e.g. all the menus went away?

I'd like to build out more infrastructure for this.

I've started an Extension Compatibility List which so far has the ability to blacklist an obsolete extension (my original use-case was for merging an extension into core), but it could be extended to blacklist a version of an extension with known bugs or security flaws.


Pay Now on Dashboard - too many redirects

Can you update the setting to set the contribution page to use for 'Pay now' pending contribution?

Navigate to CiviCRM >> Administer >> CiviContribute >> CiviContribute Component Settings. Select contribution page for 'Default invoice payment page' field and save the form.

Cheers

Pradeep


How to resolve Array to string conversion error

For the first question you can go to Administer - System Settings - Safe File Extensions and add .ods to the list there.
For the second one is $value['name'] actually a string or is it an array?


Does the Gift membership extension work with 4.7?

There is an issue in git here asking this very question but without any answers since Nov 2016 and last commit is nearly 2 years ago. Worth raising the question here since it has a broader audience

UPDATE

changes have been pushed to the main extension repository - https://github.com/relldoesphp/com.aghstrategies.giftmemberships/pull/11.

This will enable users to use the extension on 5.x versions


RSForm! Pro is made by RSJoomla (rsjoomla.com) and has the ability to post data to external (to Joomla) databases. This article at their site may help: https://www.rsjoomla.com/support/documentation/rsform-pro/custom-scripting/silent-post.html


How do I give event registrants one of four prices but allow admins to select a free option for guests?

I have accomplished this using the CiviDiscount module. It works well. You'll just need to create a code that offers a 100% discount and then only share this code with people whom you deem qualified for free registration.


Cleaning up images (or other files) in the custom folder

Might justify developing a script or extension?

The column uri in the database table civicrm_file seems to refer to these.

The table civicrm_entity_file then links civicrm_file records to other existing entities.

The column image_URL in the table civicrm_contact, on my transplanted legacy installation at least:

in some cases contains absolute URLs that also reference files in this folder,
and in others contains URLs to civicrm/contact/imagefile with a photo parameter that is a filename in this folder.

So you may be able to identify unreferenced files that way, although I won't guarantee that files in that folder can't be referenced from elsewhere too.


Thousand separator for number field in "Tab with table" display

Check the settings at Administer/Localization? There is a setting for thousands separator!


access civimail images from Drupal media browser

possibly the same answer per your other Question, namely upgrade to 7.7.1


Why are activities to do with a case hidden from contact records?

That is how it was intended. Let me see if I can find the original spec for more info.

UPDATE: Haven't found it yet but did find https://issues.civicrm.org/jira/browse/CRM-3829 and also a reference that it is "in the spec" https://forum.civicrm.org/index.php%3Ftopic=6895.0.html

I know the reason is somewhere, but it has come up several times. Regardless of the original reason it seems to be one of the many things in Civi that 50% of people want it one way and 50% another.

I haven't tested this but I wonder what happens if you change showActivitiesInCore to 1 in CRM/Case/Info.php...

ANOTHER UPDATE: As I'm looking at the PR I'm reminded that the CiviCase project at the time was also being used as a sandbox for this new thing called jQuery (the rest of civi used dojo), and so part of the reason besides business reasons might have been technical, as in "let's keep this separate so we can play with it without touching the rest of core". There's also some actions like "File on Case" that require some attention when the activity can live on both sides. I also remember at one time, but it seems fixed now, that there were multiple link formats to get to editing an activity, and if you used a non-case one the activity would get "downgraded" to a regular activity and get disconnected from the case.


You're correct about "created_id", but I'm 99% sure there's no way to update this from the CiviCRM UI.  However, you COULD update it from the API Explorer: Help menu > Developer > API Explorer.


It doesn't feels like a CiviCRM Core problem to me but I don't know what else it could be either.

The "Copy of" seems to indicate that it use the CRM_Event_BAO_Event::copy as if used by the Copy action in manage event page.

You may check for any custom code that could contains CRM_Event_BAO_Event::copy or something like that.

You could also try to disable CiviCRM extensions or Joomla extensions one by one and see if it keeps happening


Authorize.net Recurring Payment not being updated

CiviCRM records post parameters send by Authorize.net you can find it in civicrm_system_log table. You can also use api explorer to get the data using SystemLog  entity.

If you know the system log id than you can replay the ipn request to civicrm.

Ref: https://civicrm.stackexchange.com/a/4510/155


How to update preferred language depending on a custom field in imported contacts?

It will be in a table called something like civicrm_value_ocsr_12 and the fieldname will look something like langue_57. You want to join on the entity_id column, e.g.

update civicrm_contact c left join civicrm_value_ocsr_12 v ON v.entity_id = c.id set c.preferred_language = 'fr_FR' where v.langue_57='F';

(I haven't tested that, just writing out the theory - I always get mixed up trying to get the right syntax for joins in an update statement.)


Webform submission value token not working

Tapash, I've just tested this myself and I've had success with including the fieldset within the token so that it looks something like the following:

[submission:values:civicrm_1_contact_1_fieldset_fieldset:civicrm_1_contact_1_contact_first_name]

You'll want to update the above if you've customised any of the keys or are using a different contact!


I have never heard of this before, but did track down the issue for you:

CRM-7923: Installation procedure relies on contiguous auto increment ids

Read the thread more closely to be sure, but from a glance it looks like this command may be needed in your hosting environment:

cd sites/all/modules/civicrm/sql
sed -i '1i\SET SESSION auto_increment_increment=1;\nSET SESSION auto_increment_offset=1;' *.mysql


images in emails not displayed in Gmail clients (browser or mobile)

thanks for the hint; solved this by whitelisting the following domains in WHM in the "Add IP to Firewall" section:

ci3.googleusercontent.com
ci4.googleusercontent.com
ci5.googleusercontent.com
ci6.googleusercontent.com


Problem with open_basedir restriction in effect

Another potential cause is that Civi's WordPress.php file is incorrectly guessing the path to your WP install. You can force the path in your civicrm.settings.php file, like so:

define('CIVICRM_CMSDIR','/home/bmeeco/public_html/wordpress');

Edit: I think you've actually found a bug (CRM-14987). The way it guesses the WP path can cause warnings (it's almost guaranteed to if you are on cheap shared hosting). My solution will get you by, however.


How do I upload images to emails in Civi?

The most common cause of that symptom in recents releases is due to a security enhancement in an updated version of the wysiwyg editor that is bundled with CiviCRM, that disallows symlinks.

If that is the issue, you can generally fix it by updating the corresponding path in http://example.org/civicrm/admin/setting/path?reset=1 to its non-symlinked version.

If that's not the issue, then reviewing the path and url settings might shed some light on the problem. And if none of that gives you a quick solution, I'd recommend looking at your server logs which should be instructive (either the civicrm log and/or your web service [apache/etc] log)

You might also want to review similar posts here:

Why can't I upload images to mailings?
Error uploading an image in email wysiwyg
Inserting images in mailing


Currently, 2019/08/20, there is no activity with regards to Joomla 4.0 compatibility with CiviCRM - I would imagine that this will be prioritised when Joomla 4.0 enters the Beta phase.

It would be useful for the CiviCRM community if those interested in this would test Joomla 4.0 and CiviCRM Stable and report any issues to the CiviJoomla issue queue.

Update

Since the initial revision of this answer (and evidenced at the issue queue link above) there are now patches/issues for CiviCRM on J!4 and there’s definite progress/momentum towards getting a better J!4 + Civi than J!3 + Civi.


Form not displaying on front page of twenty seventeen

For the TwentySeventeen theme to add content to the Home page we have a few options:

Set the static front page option in Customizer to a page
We can then have a widgetized front page controlled by the Theme Options in the Customizer

I tested this and  I can add the Page with the CiviCRM shortcode and set it to be the front page.  https://civi47.tadpole.cc/ shows an example of this.

However, if you are trying to set this as the second piece of content via the Theme Options - that does not work for me as well.  I suspect this is due to the way the theme is implementing its home page.


Why does the price set field title change the CSS class?

CiviCRM uses civicrm_price_set.name to generate class. I believe this field in never updated on Update mode. It is updated when we explicitly set them using api or mysql query.


Hi Just tested the same preview against same version of Civicrm 4.6.10 and webform integration 7.x-4.15 works find

Both in Pay-later option and also using an payment processor

I guess you need to look for any PHP error log and also look for any Ajax issue - thanks


Is there a specific Exception for the API4 like CiviCRM_API3_Exception?

I believe api4 throws API_Exception and sometimes Exception.


How can I include Employer in display name?

Tapash,

Unfortunately current_employer doesn't work for display even though the code is meant to handle.

Solution:

Submit a PR to handle for current employer.
Use pre hook to alter the display name just before it is written into the database.

HTH

Pradeep


CiviMail: How can I retarget the non-opens and/or non-clicks in CiviCRM?

While we dont use it for privacy reasons it should be perfectly doable. Reports usually have the option to add its resulting contacts to a group.

If you dont mind german here is a screenshot from a mailing report for demo mailing with tracking:

Each link provides a report/search with a selected subset of contacts.

Additionally you can use the extended search to define your target group however you like and create groups or smart groups from there.


If I create a Scheduled Reminder for Event feedback, eg 16 hours after, should I expect it to go out to all past events?

We had the same issue - making a new post-event feedback email live via Scheduled Reminders unexpectedly triggered emails to hundreds of past attendees of events from years ago.

Until the issue is fixed, one workaround is to set-up a Smart Group that adds attendees to new events of this type that occur only after a certain date. Then in Scheduled Reminders, use the "Limit to" field to only send out to contacts in this Smart Group.


How do I use Table Cell Separator when creating Thank You letters?

A big Thank-You to Karen with Greenleaf Advancement for helping me out with this.

There is a bug in Civi that does not allow the Table Cell separator to function. Karen helped we with some base code that works around the issue, I was able to tweek it from there to work for our situation. Paste the code in the Source of the letter. We use Line Items with all our donations. You will have to re-work the code a little if you do not use Price Sets. You may also want some additional columns ore in a different order. Just edit the code to your liking.

            Date
            Cont ID
            Contribution Designation
            Amount

            {$date}
            {$contribution.id}
            {$lineitem.label}
            $ {$lineitem.line_total}

            2016 Total Contributions
            $ {$contribution_aggregate}.00


Civi webform: change error message for unique entry

Currently no. Technically this field simply stores an integer (contact ID) and that's all the webform module knows about. There is probably a way to override this error message to supply the contact name via a hook but would require some work by a developer. A pull-request for this improvement would be welcomed.


What are the advantages of using one of the Sparkpost extensions for Civimail?

With sending emails there is always the sending, and the return path. If you configure the Sparkpost SMTP server settings in CiviCRM you've resolved the sending, but not the return path. So you will not get the bounces and might end-up in trouble with Sparkpost or on blacklist because of repeated mailings to bouncing email addresses. You will still get click-through and unsubscribe as Sparkpost will forward to CiviCRM all links that users click, even if it intercepts these.


welcome to civicrm stackexchange.

You can generate receipts as PDF files to then print and post. You can do this via the Contact's 'contribution' record or via Find Contributions eg at

http://dmaster.demo.civicrm.org/civicrm/contribute/search?reset=1

if you tick a Contribution, then under Actions you can see both

Receipts - Print or Email
Thank you letters - Print or Email.

Pls add comments below, or embellish your question with more details if this doesn't answer your question.

You can read more about this in the Documentation

Also, in terms of StackExchange protocol, if an Answer is helpful, give it a +1, and if it gives you the Answer you need (ie you might get several answers) then 'accept' it.


That pretty much sums it up. We have fixed similar problems by changing the Smart Group cache timeout via civicrm/admin/setting/search?reset=1, alongside setting a limit to the Scheduled Job so that only X groups would be considered for each job run.
In another situation we did the following (pasted from our ticket system).

set cache clearing to deterministic drush cvapi setting.create smart_group_cache_refresh_mode=deterministic
created a scheduled job to run always job.group_cache_flush

Outcome was clearing the civicrm_group_contact_cache after the 5 minute time we allow caches to be valid.
This should resolve deadlocks that occur during cache clearing. It will not resolve deadlocks that may occur during cache rebuilding

Hopefully those give you some ideas of ways to progress


require_once(CRM/Core/Payment/SecurePay.php) failed to open stream: No such file or directory in Civi\Payment\System::getByProcessor()

Using a library that is not customised for CiviCRM will not work. Maybe the pre-upgrade system (the 3.4.8 version) had a custom made payment processor for SecurePay. Look if you can find the file SecurePay.php in the backup of the old installation.


When I had a similar problem under WordPress moving from 5.25 to 5.28 I discovered that the database couldn't manage the update while logging was enabled. Try disabling it (CiviCRM->Administer->System Settings->Logging) and trying again. You may need to return to a backup first.


word replacement with accent "Événement" by "Missions et PAD" not working but word replacement is OK

For word replacements you often have to use the english word as the original word, so you would put:

Events => Missions et PAD

For menu entries you can also edit it at Administer - Customize Data and Screens - Navigation menu. Right-click on Events and edit it to change the title.


How to select Top Donors filtered by Contribution source

Another option would be to install the Summary Fields extension and see if that helps you get the numbers you need


Civicrm update failed - from 5.19.2 to 5.29.0 - Drupal7 error log - page not found

check you drupal directory path in your apache/nginx conf. If its different than 'home/mysite/public_html/drupal' either you can change in apache/nginx conf or replace $civicrm_root and template_c path in civicrm.settings.php
Or add below line at the end of the file in civicrm.settings.php
global $civicrm_paths;
$civicrm_paths['civicrm.root']['url'] = CIVICRM_UF_BASEURL . 'sites/all/modules/civicrm/';

NOTE: make sure you have '/' at the end for CIVICRM_UF_BASEURL value.


CiviMail Tracked Click Throughs not Redirecting

This is a known bug in CiviCRM 4.7.1, and it's been fixed in 4.7.2 - which hasn't been released as of this writing.  However, if you're comfortable applying the patch, the fix has been released.  See https://issues.civicrm.org/jira/browse/CRM-17953 for details.


Is it planned to use SPIP as a basis CMS for CIVICRM?

From what I can see, it seems that SPIP is a CMS and not a CRM.  While there are no plans for native integration between CiviCRM and other CMSes beyond the four currently supported, many organizations still integrate CiviCRM with their existing CMS.  Simple integration options include remote profile submissions using snippets.  You can also use remoteform, which also works with contribution pages.

If you wanted a deeper integration, you could use CiviMRF, but that would take development work.


How can I add conditional profile fields (WordPress)

Welcome Ashok, you could explore using this extension https://civicrm.org/extensions/profile-conditionals

The other option would be to use the caldera webforms plugin which has an integration with civicrm. Caldera has support for conditionals.
https://github.com/mecachisenros/caldera-forms-civicrm


Allow only 1 selection in a price set with multiple price fields

Yes, the price fields are independent, and the design limits you to putting all the membership types/flavours into one price field if you need to force only one.

Of course, you could write some javascript to do something like what you want, though that would be a bit of a hack.

A simple alternative is to create separate contribution/membership pages for each membership type - so the visitor would be presented with different links for each membership type before getting a form. That allows your form to be simpler and have additional membership-type-specific messaging and behaviour.


Look at the error log file of the webserver (probably apache2). If you see an entry like PHP Warning:  POST Content-Length of 21426352 bytes exceeds the limit of 8388608 bytes in Unknown on line 0
you will have to adapt the /etc/php/7.2/apache2/php.ini file in order to rise the value of two parameters to v.gr. 32M:

upload_max_filesize = 32M
post_max_size = 32M

Don't forget to restart apache after updating php.ini at the command line interface by issuing:

sudo service apache2 restart


How do I change the default URLs to contribution or event registration pages?

CiviCRM itself provides no mechanism for customizing any URL aliases, or for generating them automatically. This is handled in the CMS or at the webserver level through URL Rewrite on IIS, mod_rewrite on Apache, ModRewrite in Lighttpd, and so on.
By the book, manual aliases or redirects for contribution pages or any other CiviCRM pages are to be handled at the CMS or webserver levels.
Drupal
The recommended route is to use the Redirect module, which allows you to manually set up 3xx redirects.
The core Path module in Drupal does not support query strings, unfortunately (this is a frequently requested feature). Aliases are designed to work with internal Drupal system paths, which CiviCRM paths are not. If you want to use aliases instead of redirects, you'll need to use a workaround, some of which are suggested in the referenced thread:

Use the Query Parameters To URL module to rewrite query parameters into Clean URL components
Try inserting an extra slash in the path, e.g. http://example.com/civicrm/event/register/?id=1&reset=1
Encode the path, then prevent Drupal from decoding it

Instead of using the CiviCRM-generated contributon or registration forms, you could use also Webform CiviCRM Integration to create a webform for it. Since the webform is a Drupal node, it will work with pathauto and should work with all other Drupal modules and APIs related to path aliasing.
On one of my sites, we don't display the contribution page directly, but use Drupal Views to provide a more custom layout. This neatly solves the issue because you aren't using a CiviCRM path at all, and only need to send, for instance, the event ID: https://example.net/myview/3 . Since this is a valid system path, it can not only be aliased but used in menus, and thus become https://example.net/fundraiser easily.
For example, we might set up two views: one listing upcoming events, and one to display details of an individual event. In the first view, we retrieve the event ID but hide it from display, outputting in the path to the second view. Thus, /myview/[event_id] gets populated as /myview/3. In the second view, the event_id is set up as a Contextual Filter (known in D6 as Arguments), and then we can pick and choose what fields or event information to display.
There isn't any mechanism to set up the redirects or aliases automatically. CiviCRM does not implement the Pathauto api, and exposes no Rules Events related to contribution pages or event creation to Rules.
Joomla
In Joomla, the suggested solution is to create a menu link for the contribution page and define the "pretty" URL in the alias field; naturally, Search Engine Friendly URLs must be enabled in GlobalSettings.