Is there an autorespond email function for profile form sign ups (wordpress)?

Third option is to use the CiviCRM extension CiviRules. It allows you to set up a rule (in this case when contact is added to group), a condition (group is xxxx) and an action (send email). You will have to add the send email to a specific address option (or wait for someone else to sponsor this action development as there is already a GitHub issue for it).
More information on http://redmine.civicoop.org/projects/civirules/wiki and you can get the extension from https://github.com/CiviCooP/org.civicoop.civirules

The CiviRules extension is now live at MAF Norge and will be tested by Amnesty International Flanders.


Here is a plugin that makes embedding the widgets easier: https://wordpress.org/plugins/civicrm-contribution-page-widget/. But I'm guessing it may not meet your 'nicer looking' requirement as it is just using what widget settings you have but I started using this when I started having issues using the code snippet.

Working fine on my instances.


How can my case activities show up on an organisations profile?

I think by "tag" you mean put their name in the "reported by" field or something like that. Case activities don't appear in "non-case" contexts. This was originally a design goal to both keep case data more private and force people to keep case data inside cases instead of a mix of places.

So the short answer is you need to go to the Manage Case screen to see case activities.


How to input URLs in CiviCRM fields (custom fields or standard fields) so that they're clickable

There two ways a field which can be used as link.

Contact's website field
This is field is available for Contact of all type i.e Individual, Org etc. on new contact form or can also be added to profile.

Custom field of type link
CiviCRM provides custom fields for different type. You can use custom field of type link if you want it to be used as link as it provides validation.

HTH

Pradeep


Migrating user data from Community Builder

I've never used it and don't know whether it functions with current versions of CiviCRM, but there is (or was) a tool that seems related to what you are asking (although maybe just synchronizing going forward, not for existing contacts):
Joomla 2 CiviCRM User Synchronization

  This plugin integrates the Joomla and/or Community Builder
  registration process with CiviCRM.

  Newly created Joomla website users (from Joomla or Community Builder
  frontend or backend) will be matched with existing CiviCRM contact(s)
  based on their email address. If no matching CiviCRM contact is found,
  a new one will be created and synchronized with the Joomla user. The
  plugin can also be configured to attatch and assign a new CiviCRM
  activity to the contact.

If that's not a good solution, you may be able to prepare or download a CSV file from Community Builder and do an import to CiviCRM manually.


Call to undefined function dl() error w/Joomla 3.5.1 & PHP 7

I learned that php7 is not supported yet.

https://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+PHP+Requirements


Including Participant ID in Event Registration Email

Susan, Welcome to CiviCRM stack exchange. Its possible to add Participant ID in email sent when a user registers online. You need to update the message template to include the {$participantID} token which prints the participant ID when rendered.

To update the message template navigate to CiviCRM >> Mailings >> Message Templates. Locate 'Events - Registration Confirmation and Receipt (on-line)' under 'System Workflow Messages'. Click Edit. Modify the message template to include the {$participantID} token either in subject, html or text field.

HTH

Pradeep


Is this Wordpress Critical Error after Upgrade to 5.24.1 serious?

This is a regression bug since 5.22.1. Just submitted PR to core, can you please try upgrading after applying patch? If the patch works it would be helpful to add your QA results on PR to help the PR to get merged in next release.

Thanks

Pradeep


'invalid key sent' while cron script is executed

problem found... it was a confusion between 2 scripts

/home/sitename/www/www/private/civicron.sh
/home/sitename/private/civicron.sh

After adapting the correct script it seems okay.


Best Relationship Type When Organization is Primary Member

If the Organization is the Member, then you need the Membership Type to be set to use the "Employer of" relationship. If you go here and click on the '?' next to Relationship Type it says

Relationship Type: Employer of

Direct member is:   an organisation

Membership is automatically granted to: 'Employees' of that organization


It looks like at the present time you will need to make a small hack to get the installer to be happy. The "does the server exist check" does NOT use the username/password and merely tries to connect as anonymous (https://github.com/civicrm/civicrm-core/blob/5.16.2/install/index.php#L1038). On azure this returns an error 9002, as opposed to the usual 1045 which gets skipped by the next line.

So you should be able to temporarily change that line to

$conn = $this->connect($server, 'username@com1group-mysqldbserver.mysql.database.azure.com', 'your password');

and then after install you can change it back. I don't have an azure database to test if that is sufficient, but just doing a command line test it returns the usual error 1045 so should work.


How to build a Drupal webform for individual/organization contributors

Yes: you can use Webform CiviCRM to make a Contribution of behalf of an Organization -> make Contact 1: the Organization; and make Contact 2: the Individual;

No: you can not present this as a choice on the same webform - as the Contribution will be assigned to Contact 1; So: make a screen/page ahead of the webforms - with two nice buttons: "Contribute as Individual" "Contribute as Organization" -> and then link these to two different webforms;


I think there might me some orphan data in your civicrm_activity table. Can you run the below query to check if you get any result?

SELECT * FROM `civicrm_activity` ca
LEFT JOIN civicrm_campaign cc ON cc.id = ca.campaign_id
WHERE ca.campaign_id IS NOT NULL AND cc.id IS NULL;

If you get result then probably you will need to delete this activity or make campaign_id to NULL for all this records.

  Note: Foreign key is important in CiviCRM, Many foreign keys are set to ON CASCADE DELETE or SET NULL. So its possible you might end up more orphan data in your database if you disable them which may have problem while upgrading CiviCRM in future.

You can use below query to either update the civicrm_activity.campaign_id or delete campaign activities

UPDATE `civicrm_activity` ca
LEFT JOIN civicrm_campaign cc ON cc.id = ca.campaign_id
SET ca.campaign_id = NULL
WHERE ca.campaign_id IS NOT NULL AND cc.id IS NULL;

OR

DELETE ca.* FROM `civicrm_activity` ca
LEFT JOIN civicrm_campaign cc ON cc.id = ca.campaign_id
WHERE ca.campaign_id IS NOT NULL AND cc.id IS NULL;

  Note: Backup your database before you execute above sql.

HTH

Pradeep


Mattermost password reset and email verification is broken

I was able to login to your account by temporarily changing the email associated with it.

I do see in the logs that the email you had set is invalid. Your email server is responding "User unknown". I see div@[...], could it be a typo for dev@[...]?


I don't think either of those settings would help prevent attachments for mailings. The first one the help text says "Maximum number of files (documents, images, etc.) which can be attached to emails or activities. This setting applies to UI forms and limits the number of fields available on the form." Setting it to 0 does remove the attachments field from activities, but the setting's not used I guess for mailings.

The second setting won't help. It's for things like the inbound email processor and is just a sanity/denial-of-service prevention limit.

I think this would need to be a customization.


Should we install CiviCRM again and import cleaned up data?

By "new account" I assume you mean a new CiviCRM instance (a new install).

If yes, then yes! You can start fresh in a new CiviCRM and import the cleaned up data. If you search for "CiviCRM Import" you'll get a number of useful search results related to importing data, including tutorials.

But if you have a complicated data structure you may be better of trying to clean it up in the existing instance.


I've had the same problem - it's a bug in the current version of the
Participant list Count Report which should be fixed in the next release. The bug report is here: https://issues.civicrm.org/jira/browse/CRM-17485

It's the participant role filter that is causing the problem. If you de-select the participant role, you should see all the participants. Depending on what else you need from the report, you might be better off using the 'Event Participant Report (List)' report.


Crons are running but System Status is No cron runs have been recorded

Did you check if the cron run is recorded if you call that url manually?
That way you eliminate the possibility of having a typo in the url or an invalid site key.

Some steps you could follow:

is 'curl' installed on the server that executes the cron run?
in the access log of your webserver, do you see the url being called?https://example.org/administrator/components/com_civicrm/civicrm/bin/cron.php
when executing the command from a terminal, do you see an error, for example about an incorrect site-key?
do you see an error message in the website log? (I don't know where Joomla stores messages, in Drupal there is the Watchdog log)


How to redirect after successful newsletter subscription

Have you looked at adding a .tpl.extra file? This can be a very easy way to add more content to any template.

Instructions are here.

Your .tpl.extra file could contain either the extra content you wish, or one line of javascript to perform the redirect.


Prevent Event Registration for a Specific Role (Drupal)

You can do this with a custom extension - I recommend checking out the documentation for hook_civicrm_aclGroup and maybe for hook_civicrm_permission as well - the second hook will give you an easy UI to control which roles can't register.  The good news is that this is a simple extension as these things go - maybe 30 lines of code should do you.

Without a custom extension, there's no way to do this that I can think of.  However, consider a) having a separate login for each user, and b) installing the No Overwrite extension as alternatives to mitigate this issue.


Can't create more than 26 events in CiviEvents (or view on dashboard)

This answer is from @SeamusLee at Bugreport: Impossible to create more than 25 events

"I would recommend you apply the patch here https://github.com/civicrm/civicrm-core/pull/10325 There is a default limit on API calls to 25 records which is what your probably hitting here

Seamus"


CiviEvent 4.7.7 Issue with Repeating Event

Unfortunately I wasn't able to recreate this error on the demo site (4.7.8), or on our installation. I also couldn't see an issue related to this in JIRA.

It looks like the JavaScript that conditionally displays those settings fields isn't working correctly on your site. You could check your JavaScript errors console to see if any problems are coming up.

Eg: in Chrome, press F12, go to the 'console' and then reload the settings page and try to make your changes.


CiviMail Unsubscribe link goes to an empty Wordpress page

Do you have a basepage set?

Without a basepage, WordPress will use index.php and unpredictable results will occur.  Go to Administer -> System Settinngs -> CMS Database integration.  In WordPress Base Page set a page (civicrm for example), make sure that a WordPress Page (not a post) exists with the same name and slug.

Once this is set your unsubscribe url should be http://get-hope-global.org/civicrm/?page=CiviCRM&q=civicrm/mailing/unsubscribe&reset=1&jid=23&qid=42&h=68396bb3066b85d5

Try it again and see what happens.


This can best be done through the Email object.
Find the collection of Email objects having contact_id 14330. Take the first object and use its id to change it:

issue a post request with

{ :entity=> 'Email',
   :id=> *EMAILID*,
   :email=> 'NEWADDRES@gmail.com',
   :action => 'create'
}


Code example of how to pro-rate Fixed Calendar Year Membership in CiviCRM

I ended up using the buildAmount hook - (in a custom extension) - very similar to how CiviDiscount works! July 01 is the roll over day. After that we don't need to discount anymore. This is my first pass at it:

function membershippro_civicrm_buildAmount($pageType, &$form, &$amounts) {

  //retrieve price set field associated with this priceset
  $priceSetInfo = CRM_CiviDiscount_Utils::getPriceSetsInfo($psid);
  $originalAmounts = $amounts;

  $discountApplied = FALSE;
    foreach ($amounts as $fee_id => &$fee) {
    if (!is_array($fee['options'])) {
      continue;
    }

  foreach ($fee['options'] as $option_id => &$option) {
    $originalLabel = $originalAmounts[$fee_id]['options'][$option_id]['label'];
    $originalAmount = CRM_Utils_Rule::cleanMoney($originalAmounts[$fee_id]['options'][$option_id]['amount']);

    $now = time(); // or your date as well
    $to_date = strtotime("2017-07-01");
    $datediff = $to_date - $now;

    $num_days = floor($datediff / (60 * 60 * 24));

    if ($num_days >= 1) {
      $discountAmount = $originalAmounts[$fee_id]['options'][$option_id]['amount'] * $num_days / 365;
    }

    $amount = $originalAmount - $discountAmount;

    $option['amount'] = $amount;
    $option['discount_applied'] = $discountAmount;

    $recalculateTaxAmount = array();
    if (array_key_exists('tax_amount', $originalAmounts[$fee_id]['options'][$option_id]) &&
      array_key_exists('tax_rate', $originalAmounts[$fee_id]['options'][$option_id])
    ) {
      $recalculateTaxAmount = CRM_Contribute_BAO_Contribution_Utils::calculateTaxAmount($amount, $originalAmounts[$fee_id]['options'][$option_id]['tax_rate']);
        if (!empty($recalculateTaxAmount)) {
          $option['tax_amount'] = round($recalculateTaxAmount['tax_amount'], 2);
        }
      }

        $discountApplied = TRUE;

      }
    }
}


CiviCRM Multi-day Events + Drupal Calendar + Views

This is available as a CiviCRM extension.

Under the administer tab, click "customise data and screens". You should see a "manage extensions" link - hit that.

In the extensions manager, click on "add new". Look in that list for the calendar, then install it!

If it‘s not in that list for you then please post back including your civi version.


Should I use Civi::settings()->get and set or

One option is to create settings using Setting Reference

How I would do through extension is

Register metadata for setting using hook_civicrm_alterSettingsMetaData
To set the setting using civicrm api
code:

civicrm_api3('Setting', 'create', [
  'setting_name_goes_here' => 123,
]);
To get the setting using civicrm api

civicrm_api3('Setting', 'getvalue', [
      'name' =>'setting_name_goes_here',
    ]);
If you want to add this setting on one of the Admin config form then below is a good example on how you can do it.(New version of CiviCRM provides more flexibility to add settings to UI by appending settings in $form->_settings in preprocess hook)

https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L140
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L116
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/easybatch.php#L304
https://github.com/JMAConsulting/biz.jmaconsulting.easybatch/blob/master/templates/CRM/EasyBatch/Form/Admin.tpl


Paypal Recurring Transactions Are Broken in 4.7

You don't say which version of CiviCRM you're using. There were some fixes related to PayPal in 4.7.13, in particular look at CRM-18483 If you're not up on at least 4.7.13, it would be worth upgrading.

(Edited to correct a typo)


linking email subsciptions to WordPress blogs to CiviCRM

I'm not sure if this would work with Wordpress but you could do something like: https://civicrm.org/extensions/content-tokens  to pull in the content combined with
https://civicrm.org/extensions/scheduled-communication to automatically schedule the mailings.


how can I add Members of a Groups (JCVA Color Guard group) to event participants for a Color Guard event

if you carry out a contact search (selecting the group your interested in) and select all of the results, one of the actions you see in the actions menu will be to add them to an event (Register Participants to an event). Have you tried that approach?

Once registered you'll be able to carry out all the tracking/reporting you've highlighted.


Adding as an answer for future references

 #crm-container.crm-public .price-set-row input {position: absolute;opacity: 0;cursor: pointer;height: 0;width: 0;}
#crm-container.crm-public .price-set-row input.crm-form-checkbox + label{display: inline-block;text-align:left; padding: 8px 8px;
  cursor: pointer;border: 1px solid #e0e0e0;width: -webkit-fill-available; margin-left: 0;}

#crm-container.crm-public .price-set-row input.crm-form-checkbox + label:hover,
#crm-container.crm-public .price-set-row input.crm-form-checkbox + label.selected,
#crm-container.crm-public .price-set-row input.crm-form-checkbox:checked + label {background-color: #FFC107; color: #FFF;}
#crm-container.crm-public .price-set-row input.crm-form-checkbox:after {content: "";display: table;clear: both;}

#crm-container.crm-public .price-set-row .crm-price-amount-label {display: inline;}
#crm-container.crm-public .price-set-row {display: inline-block;width:49%;}

UPDATE: More comprehensive styling

Styling Contribution pages with buttons


It's technically possible to use either CiviMail or Simplenews, but the real questions in my opinion, are:

What else are you using CiviCRM for?  Donations, memberships, etc?
If you're using Civi for lots of things, wouldn't it be nice to run reports on Donations vs. Mailings and keep your data in a single place: CiviCRM?


CiviRules opens strange window after disabling rule

I think this is due to a bad user context somewhere in CiviRules. And probably related to this issue: https://github.com/CiviCooP/org.civicoop.civirules/issues/78.

The obvious next question is when will it be fixed? There are a few answers to that:

as soon as someone with programming skills feels the need to contribute a fix, which will earn him or her eternal fame.
when one of the CiviRules customers pays me (or another CiviCRM partner) to fix it.
When I get to my monthly community time and it is on top of my to do list.

The latter one is possibly in december, the earlier ones are unpredictable for me :-)


The PWA module is designed to work out of the box for very general cases without providing too much customizable functionality. People wanting advanced PWA functionality often have too-specific of requirements to wrap it up all nicely in a module, but many folks just want branding and some pages to work offline. PWA can offer those basics to you.

When you install the PWA module, you should get a Web Manifest and offline caching, provided you specify which URLs you would like cached in the admin settings. The Web Manifest also works with almost no configuration, but if you want custom icons you can implement hook_pwa_manifest_alter() (link goes to official example) and specify your own icons.

If you have any specific questions the best way to get support is by filing an issue on drupal.org and labelling it as a support request. I typically respond quickly and try to point you in the right direction even if I can't offer a coding solution.

I would also love to document your experience in terms of how it works with CiviCRM, and if necessary we can offer recommendations on URLs to exclude, assets to cache by default, etc.


Installer fails with Cannot execute CREATE TABLE civicrm_acl_cache

(Might not be an answer but posting as answer since this won't fit in a comment.)
See https://docs.civicrm.org/installation/en/latest/general/requirements/#mysql-permissions. You don't have REFERENCES permission.
What's the full error if you run the create table manually? It looks like this:
CREATE TABLE `civicrm_acl_cache` (

     `id` int unsigned NOT NULL AUTO_INCREMENT  COMMENT 'Unique table ID',
     `contact_id` int unsigned    COMMENT 'Foreign Key to Contact',
     `acl_id` int unsigned NOT NULL   COMMENT 'Foreign Key to ACL',
     `modified_date` timestamp NULL   COMMENT 'When was this cache entry last modified'
,
        PRIMARY KEY (`id`)

    ,     INDEX `index_contact_id`(
        contact_id
  )
  ,     INDEX `index_acl_id`(
        acl_id
  )
  ,     INDEX `index_modified_date`(
        modified_date
  )

,          CONSTRAINT FK_civicrm_acl_cache_acl_id FOREIGN KEY (`acl_id`) REFERENCES `civicrm_acl`(`id`) ON DELETE CASCADE
)  ENGINE=InnoDB DEFAULT CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci ROW_FORMAT=DYNAMIC  ;


Search Builder - find one word amongst many

The %PAWS% should work.

Another option is, which depends on the number of groups you have.

Export all people of group PAWS to an excel with a unique identifier (external id or email address for example). Import them and place all of them in right group.


events listing "no layouts found" after WP upgrade

The theme developer fixed it. His explanation:

"We have updated and fixed that issue. The previous script was detecting a URL structure and would display that particular template, it seemed the URL structure had changed"

doesn't mean much to me but maybe will help others


Solved.  The problem was caused by the new theme we installed.  The theme Super Mag is not compatible with Civi and will break of the wysiwyg functions.  Once uninstalled it worked properly again.


Conference Registration with Housing Requirements

Just wanted to share how a volunteer Admin for one of our projects is handling assets - e.g. Table assignments for Events; Room assignments for Camp; Equipment etc.

Warning: must be abstract thinker - and you'll never look at Tables the same :-)

Let's look at Table assignments for Events - as I have the site open and can pull in some screenshots - to Demo for you how this could work:

Contact Types

CiviCRM will let you create Contact sub-types -> Event Table is a Contact sub-type -> it's a banquet table;

Relationships

CiviCRM will let you define custom Relationship Types between Contacts - so you can define an Has Guest and Is Guest relationship (between Tables and Individuals)

Table View

There are three people sitting at this Table at the moment; As you can see we're using yet another relationship to identify that 'Regular' Table host (for a monthly recurring Event).

Webform CiviCRM

Since you're on Drupal you can add-on Webform CiviCRM - this is maintained by one of CiviCRM's Core Team members @coleman - with that we can now:
a) Email the Regular Table host of the next upcoming Event
b) Regular Table host already has a relationship with a Table (we configure webform_civicrm to automatically load it)
c) We also configure webform_civicrm to also also load the Contacts with whom the Regular Table host has a (normally sits at my table) relationship
d) And b/c it's an Event we also want to know if they actually will attend the next Event -> so we configure webform_civicrm to also offer the option of Event Registration -> RSVP

Table Management

If we want to move Mark -> to another Table -> we simply -> in his Relationship Tab; divorce/delete his relationship with Table 99 and add a new relationship with another Table:

Housing / Room bookings - can be done just the same

create a webform_civicrm where Contacts register: Contact, Family
Members, Relationships -> and user-select a Relationship option -> to
indicate their preferred Housing (shared, individual, family e.g.)
add payment to the form if this is a paid registration (or deposit);
with token based payment processors you can get Card on File ability
(make it a recurring series with two installments; charge deposit
now; adjust date and $amount if needed and automatically charge the
card for second payment later);
in CiviCRM - you'll be able to move Contact from having a
relationship of type "individual" -> with a Room called "Individual"
-> to having a relationship of type "individual" with Room called "Individual 04" - just as an example.
What we can't do just yet - is have a maximum number of Relationships. So right now we occasionally get too many guests at a
Table! That still requires eyes from an Admin. It will take some code
to add that maximum number of Relationships - I may be able to get
into that at some point.
But everything I've shown here (above) is all out of the Box - if you
can manage to wrap your head around Relationships to Tables and
Rooms;


Unable to delete Price Field from Price Set used for Contributions

Price sets relating to any contribution record(apart from contribution pages) also need to be deleted before removing any fields from the priceset.

Since Contribution need this field information to show them on viewing those contribution record, it doesn't let us to delete the fields or pricesets related to them.

To know what contribution or membership record are related to pricesets - execute this query -

SELECT DISTINCT cli.entity_table, cli.entity_id
FROM      civicrm_line_item cli
LEFT JOIN civicrm_price_field cpf ON cli.price_field_id = cpf.id
WHERE     cpf.price_set_id = <your_price_set_id>


How can we tell if it was just this one individual who didn't receive it until today?

The Successful Deliveries Report (Mailings > Scheduled & sent Mailings > Report > Successful Deliveries) should show you the time each person was sent their email. You can also look at the mailings tab on each recipient.

I tested this on a sandbox where the Send Scheduled Mailings  job was not active and set the Mailer Batch Limit = 1, and Mailer Throttle Time = 120000.

I had to execute the job manually multiple times, once for each email to go out. Perhaps your job did not process fully and then finished the next time it was run.


AH01797: client denied by server configuration

The message that you're seeing in your Apache error.log may just be coincidental with your custom field issue. Those error.log messages are created when Civi checks itself to make sure certain directories and files are not accessible via the web. For more information, see Access denied errors by server itself on uploaded files?.


How to create a report showing a subset of contacts and their tags

Follow the below step get the contacts report with tag values.

Find contact using search option. (sitename/civicrm/contact/search?reset=1)
Click on search without apply any filter if you want report for all contact.
Select the contacts and then perform the action export contacts
select this option Select fields for export and Do not merge on this page.
Now on this page you select the fields that you want in your report.

That's all.


How To Record & Display External ID In Contact Summary?

You could do this with a database trigger.  If you are using external id for the existing members you could put a trigger on civicrm_contacts after insert that would populate external_id with the internal_id.  (assuming after you import the internal_id will be higher than any existing members.  If not, than just add some number to get it higher).

External ID does show up on the main contact screen on the right side above phone number.  If this isn't prominent enough you could use the civicrm_contact_get_displayname hook to append the id to the end of their display name.

Here is some info on that.
http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_contact_get_displayname

Also, you'll find a question or two on this in the old forum and in this stackexchange.

Note:  if you add a db trigger you'll need to add it through the trigger_info hook.
http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_trigger_info


For the first part, see if this answer helps: https://civicrm.stackexchange.com/a/22434/225

For the second part where the profile is not showing up, that can mean that you have added fields that are not valid in the context where you are trying to use the profile.  Civi determines the type of the profile based on the fields it contains, so adding fields can reduce the places where it can be used.  Looking at your screenshot shows Testing_Only in the type so look at your fields and remove whatever relates to Testing_Only and see if that results in the profile showing up where you want it.


(version 5.13/5.14) Search Builder syntax error when "Groups" "is empty"

This is a recent bug introduced by the fix to a different search issue, issue #726.

A permanent fix will need to be found that doesn't break either scenario.  However, to resolve your immediate issue, you can open file CRM/Contact/BAO/Query.php and delete line 3037.

I've reported this issue as #1048.


You can download it from GitHub. Just unzip and place in your extensions directory.


Disabling automatic inheritance for Member type relationship

Might this be a question of which Relationship you are using this on. Eg you could create a new Relationship Type of 'associate of' to link the individual to the organisation.

When individuals sign up, they get the usual 'employee of' relationship. And then the admins for the client can 'verify' by also giving that contact an 'associate of' Relationship


Upgrade CiviCRM 3.3.2 to the latest on Drupal 6

From CiviCRM 3.3.2 to 5.x latest is a huge task. Lots of things that can go wrong in the process. And if anyone has ever made any schema edits to your CiviCRM database tables upgrading could be very painful.

Have you considered installing a fresh 5.x and then doing an export out of 3.3.2 -> import into 5.x of the data you want to carry forward?

It will be much easier if you treat this like the same as any migration from a legacy CRM to CiviCRM 5.x;

CiviCRM 3.3.2 was released on Jan 04 2011 - it qualifies as legacy :-)


How can I search in the greeting fields?

Use the search builder again, select contacts from the include where, pick up Email Greeting and the operator is LIKE dear%

Just tested this on the drupal demo site, and it works.


Create Report Showing The Notes Created for Organisations

I do think you need a custom report for that. I dont know whether you can programm such a report your self, if not you might ask someone from the community to do that for you.


Trying to set up read only role in Drupal

So it turned out that the "Contact edit" capability was turned on for the "Authenticated User" role.  One needs to remember that Drupal "ORs" the permissions for logged in users in any custom role with the permissions in the "Authenticated User" role.
Always check the defaults before blaming the software!


How can I display the participations of events in the user profile?

have you tried the default contact dashboard provided by CiviCRM? At least in Drupal the URL would be yoursite.org/civicrm/user?reset=1

Contacts can do many things (such as renewing a membership or printing an invoice) from the dashboard, you can edit what contacts are able to see here: yoursite.org/civicrm/admin/setting/preferences/display?reset=1
(above the choice for the WYSIWYG editor).

Make sure users have the correct permissions described here: https://docs.civicrm.org/user/en/stable/initial-set-up/permissions-and-access-control/#giving-users-the-ability-to-view-their-contact-dashboard


I believe the AND OR operators you're referring to only control the relationship between different criteria (i.e. contained in X group AND had an activity of a certain type) not more than one option in the same criteria.

A workaround for sure but perhaps you could add all contacts from one of the groups to a tag and try searching all the belong to group A AND the newly created tag.


Yes - it sounds a bit contradictory, but the true reference is to prevent anonymous users access to things like membership directories. Even so, unless you want to force everyone to login to provide this information (be it through an online contribution page, an event registration or a standalone profile), you'll need to grant this permission to the Anonymous User role. If you offer online directories to which you wish to limit access, you can limit access to that directory by using CMS permissions (e.g. require login to view the page/block/element through which this directory can be accessed on your website).


This is by design - see https://issues.civicrm.org/jira/browse/CRM-15653 for an explanation and the reasoning.

Overall, I think this change was the right one - I worked with someone at a California-based public health organization who could never look up "California Department of Public Health", because basically all the organizations in their database had one of those words in the name!  I'm sorry to hear that this change is a bug rather than an improvement for you.

I think Search Builder is a pretty good solution to this problem - you said you want something "better/quicker".  I'm not sure how you're using Search Builder, but I would use "last name" "regex", then the names separated by the pipe character (this one: |).  If that's still too much, and you're a developer (or have access to one), you can of course reverse the code changes in CRM-15653 on your local installation.  If you go that route, be sure to check out CRM-15442, which is very similar.


non-asci characters ending up in database

CiviCRM historically uses the CRM_Core_DAO::VALUE_SEPARATOR character as a serialization technique for storing multiple values in a field. Best practice is use the API for accessing values, or if you really want to do direct database access then you need to treat that value as a multiple value separator.


Implementations Basics (Costs, Timescales, etc)

Honestly without a significant amount of detail regarding your current database, how you're going to use CiviCRM, what kind of site it is being connected to, etc, no one can give you anything but a huge range - I've seen it done for as cheap as $3,000 and as high as $30,000.

Some things to consider:

How clean is your data? Is there going to be a significant amount of data cleaning needing to be done by the person who works on your Civi install? I've done some where folks did not follow any sort of best practices with their data and you had state abbreviations mixed with state names, email addresses in phone fields, etc.

What is your list of fields needed? If a field is something other than a textfield, what are the options? Is it a single choice or multiple choice? Is it required?

What are you going to use CiviCRM for? What are you going to be doing with it? Membership? Donations? Paid events? Free event? Etc. You need a good list of how you as an organization plan to interact with Civi.

How is the public going to interact with it? What actions will they be able to take?

What kind of site is it going to be attached to (Drupal, Wordpress, etc)? Is it built already or will the developer need to do that as well?

Look - do you have an idea how you want your public facing Civi pages to look?

Your timescale is really going to depend on what all needs to be done, how responsive you guys can be regarding feedback, and the like.

Resources - obviously your database. There would need to be a development area to work on that isn't your live site. Most developers have their own if you don't have one available. That will allow the site to be worked on and developed, but blocked from view from the public. I've only ever used a Linux server for Civi setups. And they can quickly use up a lot of space because of the size of the database as well as a good amount of memory. As such, regular shared hosting is not recommended. There are hosts, though, who have configured a dedicated server specifically for Civi and then divide it into "shared" hosting. That gives you more resources than the typical shared hosting account.

Hopefully this at least gives you some idea of what to consider and look for. Please let me know if you have any questions. :)


Hope you adding >/dev/null 2>&1 and not only /dev/null 2>&1 at the end of the cron string.


Is it possible to allow the person submitting a webform with CiviCRM to decide whether an activity is created or now?

The following steps should do it (requires version 4.10+ of the webform-civicrm integration module):

Make the "Activity Type" field "User Select"
Customize that field to remove all options except for "None" and the activity type you want.
Optionally rename the field on the webform "Create Activity"
Optionally rename the option labels to "Yes" and "No"


Thank-you letter incorrect contribution currency

Well - there's a bug worth reporting here, but I understand your priority is getting these letters out.  This should do the trick:

Go to Administer menu » Localizations » Languages, Currency, Locations.
Change Monetary Amount Display to %a.


Resolved it - it was an ancient and unused bespoke CiviCRM extension. Disabling it solves the problem.


Honoree section not appearing on contribution page even though enabled

After a lot of frustration, I found a custom template that the donation page was using with some JavaScript that was supposed to show the honoree section when it was enabled.

This was created a few years ago and evidently no longer worked.

Disabling this template allowed the honoree section to come through and show on the donation page.


When profile matches on email and the email that matches is not the primary, it overwrites the primary giving the same email repeated

When you create a profile and add Email fields, you can choose which email address the field should represent (Home, Main, Work etc). You could provide both email address fields in the form and label them accordingly. It's not perfect, but might at least make some users more aware of which email address they are supplying.


DB Constraint Violation in - possibly domain_id

This is NOT AN ANSWER but I am not allowed to comment since I only have 49 points. Seems ridiculous to me since I have been working with CiviCRM for over 8 years. Anyway I have the same problem as described above except that I am using eWay Payment processor.
Is anyone able to respond with advice on this issue?


This is core a bug and could replicate on https://dmaster.demo.civicrm.org/
Have submitted a fix for this, can you try the patch and post your comment on the PR to speedup the merge process?


Edits not saving in Case Activity Tab since 4.7.4 upgrade

Verified now that the issue is a general problem with CiviCase in Drupal, Joomla and Wordpress versions. I have raised a bug report here.


Thank you for your interest in CiviCRM. Broadly, the answer to your question is 'YES'.

Since CiviCRM is open source software it is possible to customise anything and everything. However, some things are much easier to customise than others.

For example you can easily make changes to the configuration to do the following:

customise the user interface - including dropdowns, display preferences and search preferences
create custom fields
create profiles - to collect or display related fields

Other changes may require custom coding and so may require a developer to make the change for you (or you could learn how to do this yourself if you are that way inclined).

If you have specific questions about any of these topics it would be best to post them as separate questions. As mickadoo says StackExchange works best if you just ask one question per 'question'.


WYSIWYG editor disappeared in CiviCRM 4.7.16

Well, it works again through magic and voodoo.
All I did was go to the Wordpress Access Control page as Christia recommended and clicked "Save". I didn't modify any settings. Just clicking "Save" seems to have reconnected everything.

http://www.YOUR-ORG.com/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Faccess%2Fwp-permissions&reset=1


Why do I need so extensive permissions for getting event participant via API?

I'm not sure what context you are doing this in, but since you are calling the API from php, you can pass in the param 'check_permissions' => FALSE to bypass the ACLs for the logged in user. This is useful when you know you want to get something from the api that the logged in user wouldn't normally be able to access. Just be careful!


Is there a way to sell numbered tickets, e.g. for a raffle?

My solution to this isn't elegant, but it gets the job done. I simply added a little code with hook_webform_submission_insert that takes the original webform submission data and resubmits the essential details to a second webform as many times as the user bought tickets. That second webform serves as the official list of tickets sold and sends an email for each submission to the buyer (so the buyer gets three emails with different ticket numbers if they bought three tickets). This works fine as long as your ticket numbers are sequential and increasing. You can add more tickets in a higher range by adding higher tickets numbers by changing the next submission value for the webform, but you can't add tickets with a lower number.
function wildsight_raffle_tickets_webform_submission_insert($node, $submission) {
  if ($submission->nid == 210) {

  $node_out = node_load('211');
  global $user;

  $data = array(
    'first_name' => $submission->data[3][0],
    'last_name' => $submission->data[4][0],
    'email' => $submission->data[14][0],
  );

  module_load_include('inc', 'webform', 'webform.module');
  module_load_include('inc', 'webform', 'includes/webform.submissions');

  $number_of_tickets = $submission->data[24][0];

  // This methods will arrange $data in the right way
  $data_out = _webform_client_form_submit_flatten($node_out, $data);
  $data_out = webform_submission_data($node_out, $data_out);

  while ($number_of_tickets > 0) {

  $submission_out = (object) array(
    'nid' => '211',
    'uid' => $user->uid,
    'sid' => NULL,
    'submitted' => REQUEST_TIME,
    'completed' => REQUEST_TIME,
    'remote_addr' => ip_address(),
    'is_draft' => FALSE,
    'data' => $data_out,
  );

    webform_submission_insert($node_out, $submission_out);
    webform_submission_send_mail($node_out, $submission_out);
    $number_of_tickets -= 1;
  }
}
}


Can you check if you have turned on send receipt? You can check by navigation to CiviCRM >> Contributions >> Manage Contribution Pages

Click on Configure link besides the contribution page and then 'Thankyou and receipting'

Once you on receipt page scroll down and check the box 'Email Receipt to Contributor?' if its turned off.

Also check under 'Profiles' tab if you have included correct profile.


I managed to find the solution. It seems the Drupal account used for the cron has to be synchronized with CiviCRM (to create its CiviCRM Contact) first before it can run.

Use the menu to trigger manual synchronization: Administer -> Users and Permissions -> Synchronize Users to Contacts.


Same custom field name at Contact Form seems to be different for each logged in user

Not  the exact answer, just a workaround one may find useful: field label stays unchanged even if field name changes, which makes possible element catch by label, e.g.:

 AND ($element.label eq "Element label")


Is it possible to customize the automatic date ranges in Advanced Search?

I'm not sure where to start as I can't answer the main question apart from quoting a colleague Jon Goldberg 29/Mar/15 5:19 AM

  for now, you can use the PHP overrides folder to maintain your own
  local copy of this file when 4.6 comes out. I do this frequently for
  issues like this where I expect the problem to go away in the next
  version. I may do a diff if there's a security release of 4.6 that
  comes out that might change that file, but otherwise I leave things
  be.

This may or may not appropriate for your circumstances.

Personally, I would be reluctant to use "Upcoming Month" for anything as it gives inconsistent results because of the different numbers of days in the calendar months. So "Upcoming month" run on any day in February is effectively "Upcoming 28 days" (or "29" if it is a leap year), but will be "Upcoming 30 days" or "Upcoming 31 days" if run in other calendar months.

There is an issue CRM-16954 and associated PR which will, amongst other things, change "Upcoming month" to "Next 30 days" for 4.7.  I will canvas the idea of including "Next 60 days" in that PR, although there is a reluctance to add yet more relative date filters to an already very long list.

Finally to outline what will be possible in the near future. The aims of CRM-16195 is to allow people to define their own relative date filters through the UI.  We had hoped to have this ready for 4.7, but it is being pushed out to 4.8.  Quite a bit of work has already gone into this courtesy of Jon Goldberg.


What does the "All Cases" dashlet actually display?

If I'm right it displays only active Cases with scheduled Activities. Indeed a confusing name.
If you close all Activities the Case is not shown.


Outbound mail config in civicrm.settings.php?

In civicrm.settings.php

global $civicrm_setting;
$civicrm_setting['Mailing Preferences']['mailing_backend'] = [
 'outBound_option' => 0,
 'smtpServer' => 'localhost',
 'smtpPort' => 1025,
 'smtpAuth' => false
];


Problem with new Pay Later contributions showing as Completed

It depends highly on the membership amount you display on the contribution page. If the amount is 0, there is no pending state needed and contribution directly gets set to Completed.

So, I think you should check the Minimum Fee set for the membership type you've selected on this page.


How to alter the InvoiceID/ContributionID count

You want to change the auto-increment number:

ALTER TABLE civicrm_contribution AUTO_INCREMENT = 4356;

Note that this is very dangerous if you set the number backward rather than forward.


What is the best way to collect and store event feedbacks?

I would use webform and on submission create a activity of type 'XYZ'.


You'll have an easier time modifying the permissions from within CiviCRM - Administer menu >> Users and Permissions >> Permissions (Access Control).  When changing permissions from WP, you're usually dealing with machine names, not human-readable labels, so it can be hard to correlate error messages with the particular permission needed.
It sounds like your REST user still doesn't have the Access CiviContribute permission.


So I've found this issue is due to a rogue module or theme in Drupal that has whitespace before or after the PHP opening and closing tags which is being injected into contact images and can also prevent Mosaico images from working as well.

What I suggest you do is disable all modules first (except CiviCRM and related modules as you'll need to test the images). Once you've disabled all the modules, go and check the contact images - they should now appear and if they do, you know you have a module with lines either before or after the PHP tags at the beginning or end of a PHP file.

From there, go through and activate the modules - depending on how many you have, you may want to do one or a few at a time to save a bit of time. I did 5 at a time given how many modules were on the site and when I found the batch that broke the image, I just whittled it down to find the exact one.

Once you've found the module that breaks the contact images - you may need to do a bit of digging in the code to find the whitespace if you definitely need the module. It's also a good idea to inform the maintainer of the module so that they can fix it and prevent anyone else having these issues.

If you find that the contact image is still broken after you have disabled all modules, it may be the theme although this is less likely. The same goes for the themes as above.

Hopefully this helps you out, please let me know if you have any further questions or need extra help.


Error Backing Up Database using drush: Call to undefined function drush_sql_dump_execute()

I would bet almost 100% that you're using drush 7 or higher.  The function drush_sql_dump_execute doesn't exist in drush 7.  Support for drush 7 was added as of CiviCRM 4.5.5 - see CRM-15567.

That link suggests that drush 6 has the same problem.  I would recommend using mysqldump until you're upgraded.


despite the detail provided it is hard to presume the workflow involved here but having looked through the Ride Scheduler tour I would approach building the core of this around Drupal Webform-civicrm and Activities and Views.

The webform approach gives the flexibility for capturing the info that civi core lacks.

The use of Activities or Webform delivers the notification process.

Views can be used to give displays of current 'requests' in a more user friendly way.

At this point I don't see CiviCase being necessary but that is because I am probably not imagining the workflow very well.

The one gap I see compared to RideScheduler is the automated call to the driver. But an SMS should be do-able without extra effort using eg CiviRules


Where is minDate on membership start date set? Or can I change what minDate is set to?

minDate for these entities can be updated at Administer > Customize Data and Screens > Date Preferences, i.e, civicrm/admin/setting/preferences/date?action=reset=1

Click on Edit and update the Start Offset(minDate) to eg 30. This will default the membership start date to start from current year - 30.


How to include smarty script with mosaico email

As a workaround for the specific example in your post, you can create a custom token.  This post explains how using hook_civicrm_tokens and hook_civicrm_tokenValues


What's the best way to record payments in installments?

I would consider using Membership Types rather than Pledges. You could set up each payment term as its own Membership Type, with different terms (ie 1-month membership that lasts for 10 months; 6-month membership; etc). Then create Membership Contribution pages for each term. You could turn on the auto-renew feature, or make that optional and setup payment reminder emails.

You could also create a new Financial Type called Registration Fee (or something similar) so that it's clearer what the payment is for. Even if you already have memberships set up for something else, you can set the system to allow multiple memberships, and just change the wording on the public-facing pages so it doesn't confuse the parents.

Caveat - I haven't set up CiviCRM this way before, but am currently considering it for one of my clients that is a preschool. I played around in the demo a bit to see if this would work as I'd like it to, and so far haven't run into anything that would make it seem otherwise.


sorting states in state/province dropdown

If you don't want to write a hook then one option is to just update the name in the database so that it sorts to the top, for example:

update civicrm_state_province set name='_Washington' where name='Washington';

Or equivalently update the states you don't use so they sort to the bottom, like prefix a 'Z_'.

This might get overwritten by an upgrade if there's a change like a state gets annexed by Canada or something ... you're probably safe.

It's also possible some extensions might not work with it, but it's stored as an id not a word and the id doesn't change.


Find and remove contacts based on no activity, contributions, memberships and events

You could find them via groups (or tags) and the custom include/exclude search.

If you have always used CiviCRM for everything then I think you should only need two groups or tags:

All contacts
All contacts with activities (as activites are created for contributions, membership and events)

If you have migrated data from a previous system or imported contributions, memberships or event participants then you may need to create groups or use appropriate tags for the all of the following:

All contacts
All contacts who have made contributions
All contacts who have memberships
All contacts who have registered for events
All contacts who have activities.

Then go to Search > Custom searches > include/exclude search. You include All contacts and exclude the rest.

You can delete contacts from the results screen.


I wish i would have seen this question earlier, I can certainly help you out.

checkout civicrm_entity.api.php in the civicrm_entity module

I don't believe the controller is checking the ACL's when loading an entity. We may be able to add 'check_permissions' => True to the call there in civcirm_entity_controller.inc CivicrmEntityController::loadEntites... food for thought, make a feature request in the civicrm_entity queue if you still need this.

Alternatively

There is a hook, hook_civicrm_entity_supported_info() that you can implement and add entities to be exposed by the module or alter settings for the currently exposed entities.  See the api information for full details.

Here you can alter what permissions are necessary to view/add/edit/delete entities via the CiviCRM Entity Drupal based forms or even set a custom callback.

function MYMODULE_civicrm_entity_supported_info(&$civicrm_entity_info) {
      $civicrm_entity_info['civicrm_contact'] = array(
        'permissions' => array(
          'access_callback' => 'MYMODULE_some_custom_callback_name'
        ),
      );
    }

This will tell CiviCRM Entity to use your custom callback instead of 'user_access'

Your callback will look something like this:

    function MYMODULE_some_custom_callback_name($op, $entity_type, $entity, $account) {
      if (is_null($account)) {
        global $user;
        $account = $user;
      }
       if($entity_type == 'civicrm_contact' && $op == 'view') {
         // fetch contact_id for user via a uf_match api get call
         // do your custom permission check
         $rules = getAllByContact($contact_id); //maybe get the acl rules for a contact
        // determine whether the contact can view with some code here
        // then assuming the contact can view the contact
        $contact_can_view = TRUE;
        // or if not
        $contact_can_view = FALSE;
         return $contact_can_view;
       }
    }

see some useful information about getting ACL rules for a contact here:
https://wiki.civicrm.org/confluence/display/CRM/Access+Control+List+Permissioning+Specification


Newsletter sign up form on WordPress with GDPR plugin

I just submitted a PR to the GDPR extension which provides a new shortcode to display the GDPR preferences on a page, see https://github.com/veda-consulting/uk.co.vedaconsulting.gdpr/pull/217

That's what we use for providing users with an option of viewing and updating their preferences.

For all other CiviCRM form-related integration on WordPress, we use https://wordpress.org/plugins/cf-civicrm/


Can't add profiles to contribution page (DB Error: constraint violation)

The problem came with the theme I had activated (Nimva by Rockythemes). I haven't been able to troubleshoot exactly what caused it (and likely won't have time anytime soon) but switching to a default theme and even leaving all the plugins activated allowed the dropdown menus to work as intended.


CiviContribute Component Settings not saving settings beyond Enable Tax and Invoicing option

I believe this is a regression: follow along here (and do report you're seeing this as well): https://lab.civicrm.org/dev/core/-/issues/1712

And it has been fixed (missed closing it).

You will want to upgrade your CiviCRM to either 5.24.6 or 5.25.0 (we're not sure when the fix went in).


I believe you would need to find the country_id for Italy in civicrm_country, and then use that? The country name will not be stored in any other table.


Using the LIKE operator with a wildcard using API v3's REST interface

the correct syntax is the one at the top:
"first_name": {"LIKE":"hei%"}
to work around the encoding issues (that might be tricky indeed), don't try to put all the params in the url (as http get) but use a http post (the api works with both)


What replaced the "access CiviCRM" permissions?

Internally it's still "access CiviCRM". The label changed to "access CiviCRM backend and API".
https://github.com/civicrm/civicrm-core/commit/d9a37cbcc18a593635360ce05f236dcd9ec7d93e#diff-410497db8c86f6ba1a897c533db8f391a25d2cee7b12852bb743b2dbed82d86aR764


If by get the extension tested you mean someone else doing it for you, unless you have an incentive (eg. budget), unlikely to happen, at least at the speed you'd like.

If it's about you or someone in your team testing: please do so!

If you are familiar with git, I would suggest you to install the extension using it, it will be easier if you have to modify something, but otherwise, you can just download the zip and put it in your extension folder.

https://github.com/eileenmcnaughton/nz.co.fuzion.csvimport.git


Date Format and CiviContribute/Data Form Confirmation Page

The bug come from QuickForm being used to render in "freeze" mode (read-only) for the contribution confirm page.

The bug had been reported here:
https://issues.civicrm.org/jira/browse/CRM-14588

I wrote a patch for it against CiviCRM 4.7 (master dev branch), but it should be easy to apply on 4.6:
https://github.com/civicrm/civicrm-core/pull/5729

Could you test the patch to see if it fixes the issue? If you are not familiar with patches, you can download the file from the pull-request:
https://github.com/mlutfy/civicrm-core/blob/47-crm14588/CRM/Core/Form/Renderer.php

Then click on the "raw" link, which leads to:
https://raw.githubusercontent.com/mlutfy/civicrm-core/47-crm14588/CRM/Core/Form/Renderer.php

You can then save this file and replace the file in your local CiviCRM installation.


Multiple Types of Contributions using CiviContributions Drupal Integration

Create a Price Set with multiple fields and set the contribution type for each field.  The use that price set on your page.  It will show up as one contribution, but when you click on it and click view you'll see the 2 different contributions and the amount for each type.  You can setup a report to view the info separately for each type if you want.


Upgrade fails with CiviCRM_API3_Exception: "API error: Could not delete payment processor type"

This looks to be a problem with an entity_type row of PaymentProcessorType in the civicrm_managed table.

To show the offending row:
select * from civicrm_managed where entity_type='PaymentProcessorType';

Remove the offending row:
delete from civicrm_managed where entity_type='PaymentProcessorType';

Then re-run the upgrade.

After the upgrade was re-run, I had to re-add the offending row for the 'ExtenededReports' extension added reports to show up.  Installing the 'CiviCRM Log Viewer' extension without this line also gave the same error of database record already exists.  In this instance, this is dealing with a record from the extension 'Authorize.net eCheck.Net'.


Manual registration not being recorded into workshop (price set) count.

Found the answer - it was in the report filtering. I cleared a few, and the missing records were found.....


What is the best practice to change Email Address

Here is what we usually do :

either let people change their information by logging in the system, either after sending an email with a checksum link to let them update their own information. You can use a webform but in that case, you don't have to worry about the matching rule (i.e. you match with the user logged in or the checksum)
for anonymous form, i prefer to use Email + First Name as a matching rule as it is quite unlikely in most case that people with the same email will have the same first name.
the synchronisation between Drupal user email and CiviCRM contact email is not automatic and you will have to set some process to synchronize the 2. You might want to bloc edition of Drupal email and add a Drupal Rule to push master CiviCRM email into drupal account. I usually have my own custom code for such a thing.


Can I automatically add someone to a Civicrm group when the register as a WordPress subscriber?

I would suggest creating a profile in CiviCRM to use for the Website registration form. Under Advanced Settings in the profile setup there are two things you want to do.

Add new contacts to a group. Here you can select the mailing list group. They will be added when they complete the profile.
Make WordPress account creation required.

After the form is complete they will have a WordPress account, be in your mailing group and have a contact record in CiviCRM. You can easily gather additional information about folks registering for your site.

Hope this helps!


How do I ensure all Check Boxes are ticked for a single Custom Field on a Profile form?

I dont think their is some setting in CiviCRM to set all the check box to required in a single custom group

But, you can create a javascript to set all the check box to Flag if one box is clicked

or you can check the value of the check box before form submit and alert the user

I guess this helps !!!


Civimember Add Membership Type drop down list not available

Sometimes there can be issues that are 'hidden' due to using pop ups.

use right click so it loads as a page, not a pop up.

if that makes a difference then try using your browser inspector for any js errors


How can I make tags in tagsets visible to users who want to tag contacts

By design, tagsets are an auto complete drop down.
However, there is one thing we could do to improve the usability: make the list open immediately and show the complete list of tags.
I don't really see a downside to that change so I'll make a PR and see if anyone objects.

https://github.com/civicrm/civicrm-core/pull/12248

UPDATE: The feature has been accepted and will be released with CiviCRM 5.3.0.


Installing Wordpress and drupal on same machine

Ok... got what the issue. I downloaded latest drupal. that is drupal 8.x.x ... CiviCRM version exists only for drupal 7... Now I am facing different issue. but this is solved.


Changes made to individuals using Contact Editor not showing up

It looks like this problem has already been reported and a bug report has been made. I didn't realize it at first but it is the same problem as Maurice's, edits are not saved using the editor form when "use another address" option is checked. Individuals without that option checked can still be edited. I guess I'm just confirming that the problem exists in Wordpress as well.


Rest api's Give a 302 found and redirects to Login Page

finally I got the issue. It was related to the api URL. In ubuntu we created a link folder so the url worked. In windows the symbolic link was not created and also doesn't work so based on htaccess since the api was not found at the location it was redirecting to login page .
Small thing but took hours to nail it down . Thanks anyways :)


If you run your CiviCRM on a Drupal instance you can use Webform CiviCRM module in combination with Webform Calculator module that you can use for that exact scenario.

Alternatively - see here for an example of how you can use conditionals to build your own fees: How can I create early bird fees with Webform CiviCRM? - the example is for a participant (event) fee, but a membership fee can be built similar to this.


One possibility is to use the Documents extension: https://civicrm.org/extensions/documents. This will allow you to add documents to contacts and show them on a separate tab.


If it's showing the wrong URL, you should:

Confirm your $BASE_URL is correct in civicrm.settings.php;
Check your URLs in Administer menu » System Settings » Resource URLs;
Clear your cache;
Delete templates_c.


Best way to search through multiple postcode regions

In the end I used Search Builder with regular expressions on the post code field. It was quite efficient once I'd learnt the syntax for regex's!!!

In case it's helpful for anyone else, here's some example regex's for postcode searches:

Eg1: - find all strings that begin with S25: ^S25.*

Meaning: ^ = start at the beginning of the string, .* = followed by any character, repeated any number of times

Eg2, Find all postcodes beginning with a string between NE15 to NE47:

^NE(1[5-9]|[23][0-9]|4[0-7]).*

Meaning:
^ = start at the beginning of the string, and find all strings that begin with NE.
From there it finds all strings containing any number from 15-47:

1[5-9] = the number 1 followed by any number from 5 to 9 (ie 15-19), OR,
[23][0-9] = The number 2 or 3 followed by any number from 0 to 9 (ie 20 - 39), OR,
4[0-7] = The number 4 followed by any number from  0 to 7 (ie 40-47),
.* = any character, repeated zero or any number of times.

Numeric ranges have no meaning inside text string searches like Regex, so they have to be constructed as above. I found this online tool to generate them automatically: http://gamon.webfactional.com/regexnumericrangegenerator/

Eg3: Place many postcodes searches on one line of regex in search builder:

(^S25.*)|(^TS.*)|(^HG.*)|(^HU.*)|(^DN.*)|(^WF.*)|(^HX.*)|(^HD.*)|(^BD.*)

This finds all postcodes beginning with S25, or TS, or HG, or HU, etc etc.

Hopefully that's helpful.


Including Premiums section breaks Contribution Page when using Stripe

April 21:

The issue appears to be related to Stripe. The submit button is generating a couple of ajax calls to the stripe url as:

https://q.stripe.com/?event=elements.event.focus&event_count=12&timestamp=1587498851543& ...

https://q.stripe.com/?event=elements.event.blur&event_count=13&timestamp=1587498851574& ....

After that first click, presumably the stripe extension is going to disable the submit button to avoid multiple clicks, and then it doesn't re-enable it, presumably because it doesn't get back the answer it expects, so no further action happens on clicking submit again.

Apr 28:

For anyone else trying to debug this - the first clue is to enable javascript debugging, i.e. at /civicrm/admin/setting/stripe:

Enable Stripe Javascript debugging?

That provides me with the clue that it's getting blocked at line 335 of
civicrm_stripe.js (of the unminified version), i.e. it's using a jquery
validation plugin that thinks the form is not valid. If I remove that check, it goes ahead (and tells me my credit card is invalid).

So we've narrowed it down to some kind of conflict between the premiums section and the stripe extension's use of the jquery validation plugin.


Wrong headings diplaying on contact search results

This was i believe fixed in 4.7.21 See https://issues.civicrm.org/jira/browse/CRM-20644


Using CiviRules to send email when setting up a Direct Debit

If your existing members are getting a new recurring contribution you could potentially check for a new recurring contribution instead of a new membership? I think that would solve the issue.

If you try and it does not you might try something like:

a first rule to check for relevant new memberships and add them to a group
a second rule that adds them to a group when the contact gets a new recurring contribution AND is not already member of the group
send the email when a contact is added to the group (and potentially remove them from the group if you think that would make sense).


How to get new or updated CiviCRM entities (Memberships) indexed by Drupal Search API?

The module Civicrm Entity Search API which comes with CiviCRM Entity now supports this, as of 2.0-beta10. Russ took my comment and contributed back to the project. Thanks Russ!


Select list showing limited contacts, using “CiviCRM Contact” reference in drupal

I see there is a limit set while building the options on the select list. It seems this has been only handled for autocomplete widget as $limit doesn't gets modified anywhere in the function or is nowhere passed to _civicrm_contact_ref_potential_references_standard() function.

So, it is set to a default value of 10 every time the list is loaded irrespective of the widget used.


full-text search not working consistently; case search in custom field not working

Try your search using % as a wildcard - like %lorem%


Have you checked that users have the right permission in the CMS?

'CiviEvent: view event info'


Trying to integrate Views with CiviCRM but cannot see the code

Solved. You need to go to your civicrm.settings file first and then add the drupal base URL in the section where it says add your drupal URL and then you will see the code.

Follow the steps in the link for Views.
In the civicrm.settings.php file there will a comment around line 58 which asks to enter the Content Management System (CMS) database connection details. Once this is entered the views should show up.


1/ Create a Profile that includes the required Comm Pref fields (this would be a Profile that ONLY contacts Contact type fields, not membership fields)

2/ Adv Search

3/ set your 'membership criteria' as required to find the relevant contacts

4/ use the 'batch update' or 'update multiple contacts' Action (4.6 and 4.7 have different descriptors

5/ you should then be able to bulk update

i just did this on dmaster.demo.... and it worked fine but maybe i am misreading your problem


Webform - autofilled fields using "Existing User"

I've run into something very similar previously - and here's how I solved it:

How can I (on page 2) show First Name of an Existing Contact - static (on page 1) without dragging it to page 2?


Create new contact sub-type when extension is installed

A contact subtype is an "entity" - it exists as a record in the civicrm_contact_type table. So that means you can use the "managed entity" approach described here:

https://civicrm.org/blog/totten/api-and-art-installation

and documented here:

https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_managed/

You could instead implement the install hook (https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_install/) and manually test for the existence of the contact type and create it if not (more details in Demerit's answer below).


CiviEvent registration & IATS payment processing fails to blank page

1.5.3 (see info.xml) file is a release for CiviCRM 4.4 - 4.6

If you're on 4.7 - you can try our pre-release master branch - I just checked and Event registrations are processing fine w/ iATS

Though what you're seeing may actually be a server configuration issue... or a issue w/ your specific CiviCRM instance;


Fatal Error on ClassLoader.php : undefined function stream_resolve_include_path()

Your PHP version is not supported. The required PHP version is 5.5 (See CiviCRM PHP Requirements ). The function stream_resolve_include_path() was introduced in PHP 5.3.2. See PHP.net .


When unchecking VERP option I am getting an error "Boolean value required for track_civimail_replies"

Not similar, but related issue is already logged on gitlab issue. enter link description here and has been fixed and will be available on 5.37 release.
You can either wait for 5.37 release or apply patch.
Alternatively you can add below line in civicrm.settings.php to turn off VERP setting.
global $civicrm_setting;
$civicrm_setting['Mailing Preferences']['track_civimail_replies'] = FALSE;


Ajax pop-ups are not interactable and sized improperly

What theme are you using in drupal 8. Some things look weird in bartik but I haven't noticed this problem. In the meantime, you can go to Administer - Customize - Display Preferences and turn off popups. It's a checkbox near the bottom underneath WYSIWYG editor: "Enable Popup Forms".


The default reporting does not cater for sorting status and role. One way to achieve this is by writing code as Pradeep suggested. Another way is to export the report data to Excel (csv) and do the sorting in Excel.


You might also need to use hook_civicrm_buildForm in an extension to override what's happening in CRM/Contact/Form/Edit/Individual.php, e.g. check the value of your setting something like this but less goofy, and then remove the nick_name field from the form.


OK, I ended up getting into a rabbit hole and spending more time than expected here!

There's a short workaround for you, if you're not trying to edit CiviCase-related option groups:  Comment out CRM/Core/Page/Basic.php line 294, which reads:

$caseCount = CRM_Case_BAO_Case::caseCount(NULL, FALSE);

For the in-depth fix, I've opened a new bug on issues.civicrm.org here.


Needing to change the email address emails are coming from

I'd look first at the event settings themselves.

(From the manage events page, choose configure and then click to the online registration tab)

At the foot of the page is the email confirmation settings

This is what governs the "from email address" in any confirmation message.

Cheers

Craig


Does the latest version of CiviCRM accommodate PayPal's changes to its dispute tracking?

I received the same message (I'm using PayPal Standard with CiviCRM on Drupal). I don't believe we need to do anything about it, because CiviCRM doesn't interact with PayPal's dispute process. My experience has always been that if a payment is reversed in PayPal, the reversal is not automatically reflected in CiviCRM -- instead, I have to manually edit the CiviCRM contribution record to note that a reversal took place.

As I mentioned, I'm on PayPal Standard. I don't know whether PayPal Pro would be different in this regard, but I doubt it.


Kainuk referenced a post that I missed regarding this issue. It appears that after scheduling the mailings, users were deleted from the groups to whom those mailings were scheduled to send. A quick cancellation of those messages, then re-using them solved the issue.


Alternatives to editing civicrm.settings.php

I'm assuming you're talking about DEFINE statements since you mention domain id? Are you able to edit drupal's settings.php? If so you can just put those DEFINEs in there since it loads first and most of the DEFINE settings in civicrm.settings.php check for if (defined(SETTING_NAME)).

If you can't edit drupal's settings.php, I haven't tested this but can you write a little drupal module that sets those defines, and in the system table set that module's weight to something lower than the weight for civicrm so that it runs first.

If you're talking about various $civicrm_setting['xxxxx'] entries, then again I haven't tested but the module method might also work but you would set the weight higher than civicrm's weight, so that it loads after.


CiviMail adds call to onbeforeunload function then throws "Illegal Characters" error over and over again

Because this doesn't exhibit on the demo sites and hasn't been reported by anyone else, my first suggestion is to disable extensions/plugins/customizations because this may not be originating from CiviCRM.

If that doesn't work, try the more detailed troubleshooting javascript in CiviCRM guide.


Total Amount not displaying in contribution price set in Joomla 3

There should be JS errors on browser console. Since the total amount is calculated using javascript. If you see JS errors check

Directory path in CiviCRM
Resource URL
3 Cleanup CiviCRM Cache

HTH

Pradeep


When I modified the event to use a price set, it worked perfectly.


Membership duration depending on conditions?

Set up the membership normally with a duration of i.e. 6 month/1 year.
Use the extension Summary Fields to report back the number of events visited per user.
Implement the Rule (on participant status change >>> attended) in CiviRules and change membership/subscription status to "expired".


There is a merge case feature. The clients need to be the same client on both cases so you may need to merge contacts or change the client first. The feature is a little blue link about 1/4 way down the manage case screen.
You may also want to look at https://lab.civicrm.org/extensions/mergecaseandkeepid since, for unfortunate historical reasons, the case id changes when you do a merge.


Yes, you can run CiviCRM on a host which lacks cron functionality. CiviCRM's scheduled tasks can be triggered by HTTP requests made to CiviCRM from anywhere, so you have lots of options.

To do this, you configure cron according to the documentation based on the instructions for using cron via the "URL method".

CiviCRM cron setup documentation (wiki), URL method
CiviCRM scheduled jobs documentation

Do research your options for your existing host fully - you're best off with "proper" cron support if it's available to you, since a simpler setup is going to be more robust. But, if your hosting provider really lacks support for cron, you have other options like:

Any always-on machine which has cron (including an office mac, or a raspberry pi, or your office NAS or home PVR). UNIX is all around you!
Hosted cron services like easycron.com
A Windows scheduled task will do it (adjust Drupal instructions to suit), provided that machine will stay on.
I heard once of someone setting their cron URL as an RSS feed in their browser, so the browser would trigger it with each update ...

Not recommending that last approach  — just mentioning because it shows how you can work around this with a little ingenuity ...

If you do use an external server, beware of forgetting about that cron task - for example if you one day stop using the laptop that's telling CiviCRM to send your emails!

All that said, my recommendation is to select a hosting provider which supports your software well, rather than select your software to suit constraints of any given hosting environment. If your host doesn't support core CiviCRM functionality without some outside help, what results could you expect for successful campaigns and advanced functionality in future?


How do I get my contribution form fields on the same line

I'm still finding my way around civicrm so it looks like no style was applied to civicrm or the template css file takes precedence. I used some of the style setting from civicrm.css in the custom css section of the template and this fixed the issue. There is problem a cleaner way to use the civicrm style sheet but for now this worked for me.


How to track bounces from Sendgrid in CiviCRM 5.x?

OK, found what appears to be the solution:  Airmail from AGH Strategies for "Unified CiviCRM bounce event handler for SMTP services", including Sendgrid.

It wasn't in the CiviCRM extensions directory but it's on GitHub and pretty up-to-date, with simple instructions for Sendgrid.

Will update this answer with our experiences.


Have you made sure the directory for the extension is com.agiliway.civimobileapi and not com.agiliway.civimobileapi-master (or anything else after civimobileapi).?
The directory has to be correct.
Also do you have the new civicrm api fix? Or the old one?


The "external identifier" field on contact records is available so you don't need a custom field. It won't allow duplicates.


Sparkpost service no longer free - any recommendations?

Two weeks ago I would suggest Mailgun but the plugin supplied for webhook settings seems to be updated to work for new CiviCRM versions.

But if you somehow make it work (and so integrate the service with Civi successfully) the service itself is quite successful for most of the mail providers.

Here comes the last two weeks... Yahoo (and AOL) domains keep rejecting the newsletter I sent because I was sharing an IP with some bad players. People at Mailgun are quite helpful and respond very quickly. They've changed the IP assigned to our account and the mails were accepted, but in another bulk sending, we had the problem all over again.

So I was tired of trying out providers and set up a postfix myself, I'm sending my mails with my own server. It needs maintenance and a bit experience to set it up but I think it was worth the effort. I can compare better in few months when new mailings will be sent.

The ironic part is, Yahoo has a program for bulk mailers and I had to enroll to that in order to have some positive reputation for my server and it was not based on IP address. So maybe I could try to add my domain to the program while I was using Mailgun and it could change something but I was already done a lot in server side, so this worked for me...

Hope it helps...


How to download a copy of the CiviCRM User and Administrator Guide?

What follows are steps to download and view the User Guide offline using the MkDocs software.

Caveats: this solution (a) requires some technical skill to set up, and (b) still requires a web browser to read (though not an Internet connection).

Install pip (python package manager)

OS X: brew install python
Debian/Ubuntu: sudo apt-get install python-pip python-wheel

Install MkDocs

sudo pip install mkdocs

Download the source files for the guide from GitHub.

git clone https://github.com/civicrm/civicrm-user-guide.git
cd civicrm-user-guide

Run MkDocs

mkdocs serve

View through your browser at http://localhost:8000

More information about the process is available on the documentation page within the CiviCRM Developer Guide.


How can i solve search issue in civiCRM?

Not sure what you are trying to do exactly, but if you are coding you could use the CiviCRM API to first find the teacher for the student with the API Relationship/Getsingle and then find the data for the teacher with the API Contact/Getsingle?

Aer you familiar with using the CiviCRM API? If not, explanation can be found on the documentation wiki: https://wiki.civicrm.org/confluence/display/CRMDOC/Using+the+API


Scheduled job execution time is creeping

This is a problem that's popped up and been squashed a few times - it's a little trickier to fix than it seems.

The current conversation about it is on Gitlab but CRM-17671 provides some historical perspective.

Your best short-term solution is probably Xavier's answer on a very similar question.


Creating Smart Groups based on multiple relationship types

Probably the easiest way is to create a smart group for each relationship type using advanced search as you've highlighted and then create a 'master' smart group which is anyone who belongs to either child smart group.

The other option would have been to use search builder but at present (v4.6.9) relationships aren't supported yet.


CiviContribute Thank You Letter not emailed - using CiviDesk SparkPost

If anyone finds this post and is experiencing problems with the Sparkpost extension by PESC (not CiviDesk) this link may help:
Event registration fatal error since v5.0.1


Does Extension Relationship Permissions as ACLs work on CiviCRM 5.2.3?

Email from the author says:

"Yes - it should work on the latest 5.x release. I'll remove the reference to 4.7 as 5.3 was a security release & < 5.3 is not secure.
I merged changes recently that probably mean the current version needs 5.4+ - I'd have to check."


Handling Customer Card Updates with Stripe Payment Processor

https://civicrm.org/extensions/stripe-payment-processor states

  It handles regular contributions as well as recurring through Stripe's subscription/plan feature.

and

CiviCRM Compatibility = CiviCRM 4.5, CiviCRM 4.6, CiviCRM 4.7


Look at your User Role and Access Permissions. Do you have access to CiviCRM: administer payment processors
Add, Update, or Disable Payment Processors ???


CiviCRM core now includes Flexmailer: how to remove old flexmailer extension?

Here's how I did it: Delete the cache files
From within the site's extensions dir:
EXT_DIR=/var/www/mysite.org/sites/default/files/civicrm/ext/
CONFIG_AND_LOG_DIR=/var/www/mysite.org/sites/default/files/civicrm/ConfigAndLog
BACKUP_DIR=~/just-in-case

mkdir -p "$BACKUP_DIR"
mv org.civicrm.flexmailer $BACKUP_DIR/.
cd $CONFIG_AND_LOG_DIR
rm Cache* # Remove cached container/ExtLoader files.
cv flush # runs cleanly
cv ext:upgrade-db


API problem regarding to Word Replacement

Your code includes 'id' => 1

create with an id is for updating an existing value.  Do you already have a WordReplacement with id=1 ?

If you are wanting to create a new one rather than update, just omit 'id' => 1


Error reaching public extensions directory

In this situation, some possibilities to evaluate:

There is a problem on civicrm.org, but it only occurs on a subpage. For example, in v4.7.x (and maybe 4.6.x), it fetches the subpage /single (e.g. https://civicrm.org/extdir/ver=4.7.9|cms=Drupal/single).
There was a problem on civicrm.org and the failure got somehow cached. You could wait a while and try again -- or clear the caches. (Maybe use the "Support => Developer => API Explorer" to run Extension.refresh or System.flush.)
Something in the web server environment is preventing it from making the request, e.g.

A security system (such as a firewall, suhosin, or php ini setting) interferes with outgoing requests.
The curl/http layer has a broken HTTP/SSL configuration.

In this particular case, I believe there was a change on civicrm.org which prevented it from correctly reading several of the XML files needed for /single, but that issue is now resolved.

(See also: https://issues.civicrm.org/jira/browse/CRM-19090 )


Adding An Extra Tab When Configuring/Creating An Event

I see now that you are working on core code. But just for the record, if you were doing this in an extension you would proceed by implementing hook_civicrm_tabset.


I would check:  https://example.org/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Fsetting%2Fpreferences%2Fdisplay&reset=1  and see if Membership is 'unchecked'


Is it possible to upload a default image for a field

The issue of default values for PCPs has come up a few times but there are no options currently to do this so it will require some development work.


CiviCRM Dashboard not working on local Win 10 install; live server okay

Did you change the various URLs/paths in civicrm.settings.php and wp-config.php to match the new location?

See this section from How should I copy a site from production to staging? :

  Replace all the usernames, passwords, paths, etc. in settings.php,    civicrm.settings.php, and/or wp-config.php with the values appropriate to the staging server. If using git, these files are ignored in git, only local copies exist.
  There are a number of values we override in civicrm.settings.php on the staging server to use the appropriate paths...


Two things:

if you want to only send one e-mail to a couple in a relationship who prefer to share an e-mail - whether husband/wife, married LGBT couples etc - create a new Household and add both to it, add the shared e-mail address to the Household and search Contacts in that household without an e-mail address but a postal address - like this in Search Builder -

Household Name IS NOT EMPTY ...AND...
Email IS EMPTY '' ...AND...
Contact Type - 'Household' .

I would prefer to have an e-mail for each of a husband and a wife, each of two married partners of any gender, etc - I have my wife and I in Civi with our own separate e-mails and we are also linked to the same Household. Sending to both e-mails or just a shared e-mail for a contribution ask depends of course on the couple's preference.


New to CiviCRM: Hosting (VPS) requirements and migration from NationBuilder

Q2 JMA Consulting and Fuzion recently migrated a large db from NB to CiviCRM + Drupal. JMA built the migration mapping. Fuzion worked on a Drupal-side interface that replicated some of the common NB screens (so not relevant for WP sites). You may want to get in touch with JMA via the Partners list concerning the migration side of things.

NOTE: If this is seen as too 'advertorial' then pls down vote it and I will happily remove it.


Custom extension, what hook to use for UserDashBoard

By contact dashboard, do you mean the contact summary? In that case, there is a hook for that:

https://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_summary

Can you try to see if it alters the page you want?

Otherwise and more generally, they are two "catch all" hooks for the ui, one for page
https://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_pageRun
(likely the one you need) and one for form
https://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_alterContent

With these two, you should be able to modify pretty much any content generated by civi


How do I hide exposed filter options in Drupal View?

Accomplished using Better Exposed Filters.

Went to BEF Settings, scrolled down to "More options for status"

Expanded Rewrite filter options

Under Rewrite the text displayed added

Pending|
Ongoing|Ongoing
Resolved|Resolved
Urgent|

Results in only Ongoing and Resolved as options.

Loved Better Exposed Filters prior to using this feature, now if you could alphabetize options I could get some sleep!


Take a look at civirules, with the email api extension also enabled so that the action of sending an email is available. That might get you partly there. You can set rules for when events change or activities are added, which could trigger your email.


It looks like like perhaps you are developing your extension within a normal CiviCRM installation instead of a development installation.  If this is the case, you'll need to set up a development installation in order to get the xml folder (and other things too).

The best way to set up a development installation is to use the civibuild tool which you will get if you install buildkit.


Edit the financial type of an online contribution?

I could say try price set where you will have two different Financial type - one for donation and one for membership
For the record which you wanted to correct which has been already completed - you need to delete the records and create it against manually using price set that should be the best option
I guess this helps!!!
Thanks


good to hear you had some success! I would expect the api explorer to show you the custom fields for contact? You can use the custom fields with the api if you know the id of  the custom field. So for custom field with id 5 the parameter for the API would be:

 custom_5 => <your value>

So an example would be:

$result = civicrm_api3('Contact', 'create', [
  'custom_11' => "blablabla",
])

;


Deleting a site on WP multisite deletes civicrm uploads folder's contents

Deleting a site in WP triggers deleting sites/nn/uploads folder contents. Unfortunately, that site still had a civicrm symlink pointing to /uploads/civicrm which the delete trigger followed and subsequently deleted.

Don't use symlinks. I removed without issue. Instead you can define resource paths in civicrm.settings.php file. Will take a look at updating docs.


Can webform be used to terminate one Case Role and create a replacement?

This is not currently possible so I have opened issue here.


When adding an activity, a new contact can be created, but it only asks for name and email. How to configure (add fields)?

Steve welcome to CiviCRM stack exchange. Yes you can add more fields to the form. They are rendered from profile.

Navigate to CiviCRM >> Administer >> Customize Data and Screens >> Profiles
Click on Reserved profiles tab
Find for 'New Organization', click on 'Fields' link
Add more fields you would like to have. You can only add contact and organization field else the form won't be rendered and through error.

HTH

Pradeep


what is the correct method for upgrading an extension on a live site after pulling its updated code from a development site?

What I tend to do is:

if the upgrade is on my extensions page within the UI then I try
upgrading from the UI (obvioulsy on test first as you mention).
if there is no upgrade on my extension page, I tend to download a
release rather than link the production site directly to the master
branch on GitHub. I tend to do that only in test. I am sure there
are pros and cons for pulling directly but this is what I do.
if the extension is a tiny one and I know for a fact the impact is
minimal I replace the extension directory with the extracted new release without disabling first.
if I know the extension is a bit bigger I will disable first, then extract and replace the extension directory and enable again.


I have selected a Linked Trigger for a new rule created using CiviRules, so why do I see the error " Select Trigger is a required field "?

This issue was fixed on September 1, 2016 - see the closed issue on the CiviRules GitHub repo here


Capturing Price Field selection onto Membership record

When you set up your Price Set you need to set them up for Memberships, then when you create eg a Radio button field you should be offered your Membership Types when you add an option to that field.

You should then see these line items on the Contribution record eg

You should also be able to get these out via Reports such as the ones the LineReport extension offer.


Adding a field to the Create Activity Form

you need to create an extension and use the buildForm hook.
More information on creating an extension can be found here: https://docs.civicrm.org/dev/en/latest/extensions/
More information on the buildForm hook: https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_buildForm/
This contains an example of adding a field.
Another example of adding a field with the buildForm hook:
if ($studyNumber) {
  $form->addElement('text', 'study_number', "Study Number", ['readonly' => 'readonly']);
  $form->setDefaults(['study_number' => $studyNumber]);
  CRM_Core_Region::instance('page-body')->add(['template' => 'CRM/Nihrbackbone/nbr_study_number.tpl',]);
}


How do I configure a free event ticket option for internal use without it showing up on the website?

If you only want to have the free registration be available for back-end registrations you should create a price set. The options for admin-only registration types should be in their own price set field, since only price set fields can be marked "Admin only," not an option within a price set field.

Alternatively, if it's just a matter of the participant not paying and you don't have to report on who's a paid participant and who's a comp, you could just register them in the back end and not record a payment. You could still make this work without a price set by creating another participant type of "Complimentary."


Is there a way for Memberships to be non-time dependant? educational course progress type?

Any reason that the following wouldn't suffice:

set them to 'Lifetime' and then have a process eg via Webform_civicrm (or Rules) to close them off and start the new one when they move up a level


Account Type Checking/Savings Disappears when making a contribution

We recently upgraded the iATS Payments extension to 1.6 and the problem went away.


CiviCRM with Worpdress defaults to incorrect host?

A clean installation of CiviCRM wouldn't come with any built-in hosts, so this sounds like a configuration issue, either in the CiviCRM settings or the WordPress settings. Perhaps if you search your codebase and database for the incorrect domain it would highlight the incorrect setting?


CiviCRM installed, but configuration screen not as described


the files are stored outside of civi database, the database itself contains only the file name, it shouldn't be a problem

However, did you think about using a "real" document management system (ie. one that offer full search on the documents and revision and whatelse) and integrate it with civi? given the quantities you expect, might be easier for the users


New fields failed to get created properly, resulting in DB errors

As Demerit mentioned, you have the same issues I reported. I don't think it's about the number of fields that's the issue, but the combination of data types. If you are receiving that error, be careful if your site is live because some of your cases will hit an error and you won't be able to view the case page.

Here's what I did:

If possible, you will want to delete all the custom fields and the custom group itself. Do it in phpmyadmin because it's faster. Once you have cleared the data, split the 65 fields into two custom groups. The error should go away.

If you can't delete the custom group because you already have data, delete the custom fields and then create a new custom group to split off some of those fields.


How to cure empty config screens in civi?

This looks like a problem with your compiled templates - try deleting templates_c.  You can do this in-app, or manually.

That said, templates_c errors are often indicative of a misconfiguration (most commonly, that your cron jobs don't run as the webserver user) so it's likely you'll need to delete manually because the webserver user lacks permission to delete the template in question.  If this problem recurs, you'll want to identify its root cause.


"Participant Status ID doesn't match" means the value(s) you are trying to insert into this field do not match the option values defined in CiviCRM.

Both Particpant status and Participant status Id are in the list of possible fields to import. Although the UI indicates that you need to import Participant status Id  I think you can import participant status instead provide the text you import matches exactly with the defined options.

You could be tring to import values such as 'Registered' or 'Attended' into Participant status Id when it is expecting numerical values  or you could be trying to import a text value into Participant status that is not one of the defined options. (perhaps 'Att' or 'attended' instead of 'Attended')


I notice that the first line of your backTrace is line 1190 in the Token.php file, which is this:

   if (empty($contactIDs)) {
      // putting a fatal here so we can track if/when this happens
      CRM_Core_Error::fatal();
    }

Judging from the fact that it appears to happen when you are the only recipient, I'd guess that it's because of something funny about your own contact record. For example - perhaps your contact record (i.e. the one that is connected to your login) is deleted?


noob query : Importing contacts and membership

Contact records must exist before you import membership data. If you want to import membership data for contacts that do not yet exist in CiviCRM, you will first need to import the Contact data. Make sure the contact data has an External ID so you can include this External ID with your membership data to associate these records with the related contacts. If you are importing membership data for contacts that already exist, then you will need the Internal Contact ID or the fields from your Unsupervised Duplicate Matching Rule to associate the related membership data with the correct contact.

Your import membership data file MUST contain both Membership Type and Start Date. The membership types listed must exactly match the membership types set up by your CiviCRM Administrator. The start date should use the date format specified for your CiviCRM installation. If your import file does not contain these fields then you will not be able to import it.

You must import membership data for different contact types separately. Importing files with more than one contact type will not work. (You must import new memberships and renewals separately also.)

https://docs.civicrm.org/user/en/4.7/membership/manual-entry-of-memberships/


SSL introduces warnings related to contact image

Check that you have set "Verify SSL" to "No" at civicrm/admin/setting/url
Note that CiviCRM is storing absolute URLs in DB civicrm_contact.image_URL - even once your SSL config is fine, you may see images not appear on SSL due to CRM-14207: Contact's image URL is full & absolute path