Any best practices/tips for creating a query view against contacts to used with webforms? I've created a view to query up existing contact and I was able to create a link to a webform with a specific id.

I added a combined filter for first name, last name and email.  Before it filters you get everyone in the db.  What's the best way to not get anyone until you hit search?  (I found that making the search box mandatory did that, but is that a good way?)

I don't suppose there's an easy way to get the nice autocomplete box that you get for webforms existing contact is there?

Any gotchas I should watch out for?

Note this is purely a Drupal question at this point. Anyway, yes requiring the field can suffice. You can also use the Exposed Form to make a search block that has additional settings such as "Input required" (under the Advanced bit of Views on right)


Changing Display Path to /civicrm on frontend I have just done a new install of CiviCRM 5.15.1 on Wordpress 5.2.2, and before going any further, is it possible to change the mydomain.com/civicrm path to civi pages to something else? Say, mydomain.com/members.

Or will this muck everything up for future updates?

Thanks for your advice.

Cheers,
Tracy

Welcome to CiviCRM Stackexchange. Ofcourse you change the path to point to your own alias.

You will need to create a blank page in wordpress with member url or update the url alias of default CiviCRM page.

Make sure you use the same alias to define 'WordPress Base Page' in CiviCRM CMS integration(CiviCRM >> Administer >> System Settings >> CMS Database Integration)

Thanks

Pradeep


Configuration for Smart Group Cache I have a very simple use case for Smart Groups. I have only two small Smart Groups that are both used exclusively for bulk mailings, once or twice per month:

All Individual Contacts: approximately 800 contacts
All Current Members: approximately 80 contacts

From what I've read, I'm thinking I probably don't need caching. Is it safe to disable the Rebuild Smart Group Cache scheduled job and set the Smart group cache timeout to 0?

I would say yes. Although it probably does no real harm to have it on if you are not hammering it


API: How do I delete a custom value? I may be blind but I can't see any api call to delete a custom value?!

CustomValue entity is missing a delete action.

What am I missing?

Currently, you can't do this. If you try, you will get the notice:

  API (CustomValue, delete) does not exist (join the API team and
  implement it!)

This is true for CiviCRM version 4.7.7, which is current at time of writing.


Error: Database check failed when upgrading from 4.6.0 to 4.6.2 When i try to run the database upgrade script i get the following message:

Database check failed - the database looks to have been partially upgraded. You may want to reload the database with the backup and try the upgrade process again.

Ive tried a number of times but keep getting the same error message.

The upgrade failed the first time for some reason, and all subsequent attempts on the partially upgraded database give this message. Do you have a backup of the original database? Do you know what the original error was?


What is the GuzzleHttp\Psr7\Uri class, and is its absence in Windows the death knell to CiviCRM under IIS? I switched a development environment running under Joomla and IIS to the CiviCRM:master branch.  It now fails with

0 Class 'GuzzleHttp\Psr7\Uri' not found

Is this a Linux-specific class?  If not, where do you find it?  CiviCRM 4.7.x did not need it.

.

cd to PHP install directory.
composer require GuzzleHttp/psr7
Add this to CiviCRM.settings.php: require_once $_SERVER["PHPRC"]. '/vendor/autoload.php';


Stop recur mails from sending out to users Current civi behaviour is that whenever a recurring payment is made using a contribution page, two emails are sent.

Contribution Receipt AND
Recurring start notification.

Now, when the next scheduled date occurs, a contribution is recorded which additionally send an email to the user notifying about the recur payment.

We don't want this recur start, periodic emails and the end notification to be sent by CiviCRM.

We've written a small extension which is able to stop the start and end notification. Is there an existing way to stop periodic recur e-mails?

CiviCRM version 4.7.29.

There is no such way to stop recurring notification being send out from CiviCRM. Current code at line 567 in CRM/Contribute/BAO/ContributionPage.php checks for $isEmailReceipt which is either set using is_email_receipt of contribution page or if recurring is recorded offline.

Two ways of handling this:

Change in core :

Add checkbox field on payment processor form 'Notify user about
recurring payments?'
Change code at line 567 in
CRM/Contribute/BAO/ContributionPage.php to check if 'Notify user
about recurring payments?' is TRUE.

Through extension:

Add checkbox field on payment processor form 'Notify user about
recurring payments?' using buildForm hook and store value in
extension custom table.
Using alterMailParams hook abort the email if 'Notify user about
recurring payments?' is true for the payment processor used and Message template == Recurring Noification.


Wordpress profile will allow view but not edit when logged in Won't work on my system (4.7.10) and replicated on Wordpress sandbox.

I've created a very simple profile: last name & first name.
All fields are expose publicly, searchable, results column etc
Profile ticked "include profile edit links in search results?

Using link from profile "use - listings mode" while logged in as admin.
Ie "http://wpmaster.demo.civicrm.org/civicrm/?page=CiviCRM&q=civicrm/profile&gid=14&reset=1"

Search works fine but listing only has view option - no edit

Same when using [civicrm component="profile" gid="68" mode="search" hijack="0"]

Am I missing something?
Same setup works fine on Drupal site

Looks like a WordPress/Civi permissions issue - have you checked at /wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Faccess%2Fwp-permissions&reset=1


Date of birth -- months only show through September Is anyone else having problems with date of birth only showing through September? I've found this on two different sites.

How would I go about debugging this?

The choice of months is restricted because the date-picker does not allow future dates to be chosen for the birth date field.

First select a year in the past.
Then you will see all months available to choose.


CiviMail mailer settings example I'm not sure if it just me, but I am not 100% clear on what each of the CiviMail mailer settings do when combined together?

Mailer Batch Limit: The total number of emails that will go out on each CiviMail run? If multi-threading does this number multiply by the number of threads or does this number get shared out over the number of threads?

Mailer Throttle time: The sleep time in micro seconds between each individual email? If multi-threading does this time multiply by the number of threads or does this number effectively become redundant because multiple jobs are all running at this speed meaning emails are actually sending faster than this value?

Mailer Job Size: The size of smaller lists the entire list of contacts will be split into to create threads. See point about Mailer Batch Limit, does this mean the batch amount will be processed from each job.. or will the batch amount be split over all the jobs?

Mailer CRON job limit: The number of cron jobs fired off.. how is this determined? number of jobs or number of spare processes?

In short, I think it could be clearer what is going on?

There is some more detail in the documentation.

And there are also notes from Tim on Github. Those notes share the idea that it is confusing. However I do think it answers your question.
It would have been helpful though when those notes are added to the documentation.


How to exclude multiple contact displays in Drupal view with contact-user relationship in CiviCRM multisite setting? I need to create a Drupal view (CiviCRM contacts) displaying the staff of an organisation. The view has the relationship CiviCRM contact <-> Drupal user enabled. This seems to be required to be able to display the Drupal user images.

Now comes the tricky part: The Drupal site where the view is created is an offspring of a CiviCRM multi-site setup. This means staff members usually have a Drupal account for domain 1 (the central CiviCRM) and domain 2 (the multi-site offspring where the Drupal view lives). In the DB this means they have 2 records in civicrm_uf_match. Now if the relationship is enabled AND the user image field is included, the view displays those contacts twice. Removing the relationship results in losing the user images.

Any clues to a solution would be very welcome.

I don't have time to dig out an example but you should find you can add a Views Filter and specify the civi Domain. May depend on whether your View is starting with the Drupal User or with the CiviCRM Contact.


Display events by categories for current year, and past 3 years I am on Wordpress 4.7.5 and CiviCRM 4.7.19. I have tried the CiviEvent Widget but it does not do enough for me. I have tried modifying it but my skills are too beginner.

I would like to display my events by event type on a wordpress page. Then for each event type, I would like to have a past events page where the past events for 2017, 2016 and 2015 are displayed.

Illustration:

Events page
Event Type 1
- event
- event
- past events page link
Event Type 2
- event
- event
- past events page link
Event Type 3
- event
- event
- past events page link

Past Events page for Event type 1
2017
- event
- event
2016
- event
- event
2015
- event
- event

What I have tried as an alternative: Created event types as post categories, then created years as sub-categories. Then inserted civicrm event as a post under the relevant sub-category. Then I intended to create page templates that display the posts under certain categories. However, I realised that I am unable to filter out the on-going events and past events. In addition, this means that I need to modify the page templates each year to get the id for the new categories. Example, for 2018, I will have to create 3 2018 sub-categories under each event type. I would prefer it to be an auto-thing.

I can't think of an existing way to "auto-thing" this, unfortunately. I think you may need to contract a CiviCRM partner to develop some custom code for you, or perhaps reach out to the maintainer of the CiviEvent Widget and see if they're willing to take feature requests. (I suspect they'll want to be compensated for that.)


Events or Booking for Tour managment? I work for a NP that organizes performing arts and visual arts tours for our members.  We handle the booking, contracting etc for our members.  We are making the move to civicrm. Tours can have up to 30 dates/entries
I feel confident I will be able to move contacts over, but am starting to strategize on how to recreate or reimagine our tour management process. We do not manage the registration or selling of tickets for our members.  That is all handled locally.
Currently the flow is( This is currently in access in a tabbed form view)
Tour details(Tour name, Program, Description, image url, Agent, etc.)

Bookings ( Presenter, Date, time, location, fee, contact person, ticket link, commission, etc)
Artist payments ( summary of artist fees from bookings tab, payment, type, date, cheque payable to, amount)
Evaluation (submitted dates, attendance, capacity, gross receipts, comments)

I have reviewed some videos on the Events and on the Bookings extension.  neither seem to replicate this flow.  I will likely have to either change the flow or create/alter an extension to recreate this flow.  Has anyone replicated this scenario or have any suggestion on how this may be accomplished.  I am what I would call a shade tree mechanic when it comes to php.  I can handle the basics, and edit existing code pretty well, but building from the ground up would be a challenge.

we support a client doing Tour stuff for a theatre company. we/they manage their process via Activities and (drupal) webforms. so someone makes an enquiry, that creates an activity with custom field storing all the necessary goodies. since it sounds like you are not dealing with the registrations perhaps consider this approach rather than Events or Bookings


Manually uninstall an extension I installed the i10n extension on 4.7.24 and it totally FUBARed parts of the admin interface, I only get a blank screen.
How can I manually remove the extension (Extension menu is FUBARed too).

Not quite an answer to the question, but if you didn't know, there is civicrm_extension table and you can at least set it to not active

otherwise if you have cli (and eg are on Drupal) you can use

drush ceui

other such commands are listed here


How to add custom templates (tpls) or php files What is the 'civi' approach to customising templates and php files? (if this question is a duplicate very happy to remove. I just searched for one after reading Error Message Customization

Am sure others will provide a more substantive answer but going to start just with a link to this wiki page since I had it handy


Unable to install CiviCRM 4.7 on Wordpress 4.4.1 Environment:

PHP Version 5.6.15

Apache 2.4.17

MySQL 5.6.27

Windows 10

Wordpress Plugins Active:
Exclude Pages from Navigation, Ninja Forms, Ninja Forms - Layout Master

When attempting to install CiviCRM on my local dev platform described above, I am following the instructions as detailed at https://wiki.civicrm.org/confluence/display/CRMDOC/WordPress+Installation+Guide+for+CiviCRM+4.5

Everything is fine until I click the "Check Requirements and Install CiviCRM" button - a spinner briefly appears next to it before the frame on the admin page goes blank (menu and toolbar remain) and the entire page appears to be attempting to refresh. Then after a few minutes of loading I am left with a URL ending wp-admin/?page=CiviCRM&q=civicrm&reset=1 - and a white screen.

If I navigate back to my admin console and attempt to go into the CiviCRM plugin I get the following error message:

  Fatal error: Uncaught CRM_Core_Exception: [0: Found installation
  canary. This suggests that something went wrong with tracking
  installation process. Please post to forum or JIRA. thrown in
  (MyWordpressHomeFolder)\wp-content\plugins\civicrm\civicrm\Civi\Core\InstallationCanary.php on line 53

I have tried manually deleting the civicrm_install_canary table but that does not resolve the issue...

First try to increase the max_execution_time of your server in php.ini file. As the post installation process may take time long enough that time out occurs.

Also you can find more about the Installation Canary here.

Hope this helps.


Can I make reports export the state/province abbreviation instead of full name? Similar to this question, I'm interested in having my reports export states/provinces with the abbreviation instead of the full name. The accepted answer in that case was to use an Advanced Search rather than a Report -- but in my case there is no advanced search to get the contacts I need and I'm using a custom report, so I need to figure out how to do this in the CiviReport side.

Take a look at the "Contributions by Organization Report".  CRM/Report/Form/Contribute/OrganizationSummary.php and the line:

$rows[$rowNum]['civicrm_address_state_province_id'] = CRM_Core_PseudoConstant::stateProvinceAbbreviation($value, FALSE);


CiviCase: How to handle confidential cases I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level.

I looked at CiviCRM ACLs, but they do not seem to apply to Cases. I also found an old make-it-happen campaign but I don't think it happened.

I'm tempted to create an extension that adds a "confidentiality" custom field to cases, which would restrict access to the case itself, as well as to the case activities. I might not be able to alter the queries for listings (search cases, search activities), but if the subject itself is not confidential, it would be an acceptable compromise (and eventually we can introduce hooks in those listings, if necessary).

Has anyone ever done this? Any other solutions?

You can do it in reverse if regular users have only "access my cases" permission. If they need access to cases that aren't theirs they can be added as any role to that case which will let them see it. But it sounds like you want the default to be to allow at the start, so then at that point you're into some kind of coding anyway. But then rather than access hooks, your postprocess hook on a new case would add in all the other staff as a role unless the custom field says don't.

If you want to generalize it, the custom field could be a multiselect list of groups, with the default being an "all staff" group.


Marking a contact as closed/inactive We have a school that is a contact organization and it has now closed how can I mark it as inactive/closed?

What you could do is to use a custom field for that. And make sure when you search for contacts you search for active contacts.


Unable to load AngularJS pages, e.g., CiviVolunteer and CiviCRM status page The following links in the CiviCRM admin menu don't work for me:

Volunteers > New Volunteer Project
Volunteers > Manage Volunteer Projects
Volunteers > Search for Volunteer Opportunities

When I navigate to these links the page never loads; the CiviCRM icon just keeps spinning indefinitely as though it's still processing my request.

I reset the paths and cleared the caches but that didn't help. I also don't see any errors in Reports > Recent log messages (Drupal admin UI).

Background info:

CiviCRM 5.7.2
Drupal 7.61
Bilingual English & Spanish site
Previous issue with CiviVolunteer led me to apply patch provided here: Permission role to access Cases when using Volunteer?
I only recently installed CiviVolunteer using the CiviCRM admin UI

These are my settings:

Extensions Directory: [civicrm.files]/ext/

Extension Resource URL: [civicrm.files]/ext/

URL Variables:

[cms.root]  https://example.org/

[civicrm.root]  https://example.org/sites/all/modules/civicrm/

[civicrm.files] https://example.org/sites/default/files/civicrm/

Path Variables:

[cms.root]  /home/example/www/www

[civicrm.root]  /home/example/www/www/sites/all/modules/civicrm

[civicrm.files] /home/example/www/www/sites/default/files/civicrm

Location of CiviVolunteer extension:
/home/example/www/www/sites/default/files/civicrm/ext/org.civicrm.volunteer

Update:
This issue occurs in parallel with another: my CiviCRM system status page is blank. (I realized they were related when both issues disappeared simultaneously, unfortunately temporarily.)

When navigating to any of the above links (CiviVolunteer and system status) my browser console shows the following errors:

It looks like you have a config mismatch between your CMS and your CRM. The tell is in the CORS error in the screenshot you provided. It looks like your site is serving content at https://www.example.org while CiviCRM has specified a base URL of https://example.org. (Note that one URL includes the "www" subdomain while the other does not.)

These URLs have to match,or you need to configure your server to allow cross-origin resource sharing (CORS).

I would recommend the easiest solution, which is to ensure that CiviCRM serves assets via the same base URL as your CMS. In civicrm.settings.php file:

define('CIVICRM_UF_BASEURL', 'https://www.example.org/');


Email css and fonts being miscounted as 'clicks' in CiviMail Clickthrough Reports I have noticed that in our CiviMail ''Mail clickthroughs' reports, styling links are sometimes being reported as 'clicks' when they are loaded which is skewing our click rate reporting.

E.g. The report shows one of the clickthrough URLs as:

  https://fonts.googleapis.com/css?family=PT+Sans:400,700,400italic,700italic

Which is presumably being caused by the following in the email template being automatically loaded:

  <style type="text/css"> @import
  url(https://fonts.googleapis.com/css?family=PT+Sans:400,700,400italic,700italic);
  </style>

Have I just implemented the code wrong in the email, or is this a general problem with using references to external styles/fonts in CiviMail?

Apologies if I'm just being really thick here...

Interesting. I can understand that CiviCRM would see it is an click-through link.

Although external CSS and fonts is very normal for web sites, it is not for emails.

Both Mailchimp and Campaign Monitor advise you to only use inline CSS.

The reason for this is that it is hardly predictable what different mail readers do with the external css. To have a reliable idea how your email will look for your Mailing subscribers it is better to avoid external css.

I would advise you to follow the email rules as shown on the Mailchimp and Campaign Monitor pages for CiviCRM too.

http://templates.mailchimp.com/getting-started/html-email-basics/

https://www.campaignmonitor.com/dev-resources/guides/coding/

Addition:

Campaign Monitor and Mailchimp do a last minute check and make all css'es inline just before sending. They both have published their inline css tool for us to use. The MailChimp version is the best in my experience:

http://templates.mailchimp.com/resources/inline-css


How to customise the activities status? I'd like to remove some statues (ie. Left message), and add some more (to support our workflow.

I could add another "status" custom field, but I'd much prefer customise the existing one rather than create a new one.

From the administer dashboard, you can modify the option groups:

civicrm/admin/options?reset=1

and the activity status is one of them (/civicrm/admin/options?gid=26&reset=1 in my case).

However, there is a big

 WARNING: Many option groups are used programatically and values should be added or modified with caution.

Left Message
Unreachable
Available
No-show

Are not reserved (ie. we can delete them)

Is this safe to do so? can I add new statues without issue?


iATS Scheduled job for recurring payments does not "finish" in the logs. How can I fix this or troubleshoot further? Using 1.5.3, Civi 4.6.26 on D7. In scheduled jobs, the "iATS Payments Recurring Contributions" job is set to run daily. The logs for this event show a record for "Starting execution of iATS Payments Recurring Contributions" but no record for "Finished execution of iATS Payments Recurring Contributions". No "With Result: Success", etc. This has been happening only since February 10 when we updated CiviCRM from 4.6.19 to CiviCRM 4.6.26. Before that, the logs appear as usual with starting and finishing.

The question I am asking may be related to a question I asked last week at Why does the user not get a "transaction complete" or "success" confirmation message after submitting an online transaction? This question is still unresolved (I followed KarinG's suggestion and turned off the "send PDF with receipt", but still don't know why it isn't working properly). Probably is related.

I am assuming that iATS server is supposed to send something (IPN?) to complete the process in Civi and that either it is failing to send, or we are not receiving or CiviCRM is not interpreting what is received properly.

In any case, just to double-check, what should the url settings be in my iATS payments configuration (I have three different processors enabled: credit card, ACH and POS swipe)? I haven't changed anything recently, other than the update, but I just want to make sure the processor is still properly configured (I can't seem to find any documentation on the urls for the iats payments config).

Thank you in advance, Karin, for any help or insight you can give.

a Couple of thoughts:

The Site URL is not the issue. Yes it has changed but I've confirmed
older URLs have not been deprecated - and are fully functional.
I just verified on a site/project that Using 1.5.3, Civi 4.6.26 on D7 recurring job starts and finishes successfully - with a standard CiviCRM cron (set job to ON on scheduled jobs page)
You definitively want no PDF receipts to go out with your Email
receipts. If you are still getting DOMPDF errors - do you have any
other custom functionality that's trying to create/attach a PDF?
The recurring payments job - sends the tokens to iATSPayments -> and
immediately receives a transaction ID. There is no IPN.
Try this: go to your Reports -> Create Reports from Templates -> and
go to iATS Payments Recurring Contributions Report -> Preview Report
-> do you have any next scheduled contribution dates in the past? If so then let's try trigger them manually:
Go to your Scheduled jobs and on the right side -> hit Execute Now. Check the log -> did it run successfully?
If not go to this Table: civicrm_iats_request_log and check to see which requests were made; then check the civicrm_iats_response_log for any answers from iATS.

Ok let us know what you find out.


event report - export events added only I want to run a report of events only. I want to be able to export the list of events to excel and share with my team. I don't care about fees or participants.

If you install the Extended Reports extension there is a report called 'Event Overview' with which you can create a list of events. Just select the Event ID & Event Title columns to display and you should get a list. You can then export the list to CSV.


Employee of an individual relationship I want to give my users the ability to create an "employee of" relationship between an individual employee and an individual employer; where someone works for an individual rather than an organisation.

Is there a way to create a relationship that allows selection of either organizations OR individuals or must this be implemented as two separate relationship types?

You can set the 'contact type' of a Relationship to be All Contact Types


CiviCRM Installer doesn't find language files I am trying to install CiviCRM 4.7.8 on WordPress 4.5.2.

I uploaded the l10n and sql folder to the civicrm folder, but the installer only offers "English (United States)" as an option for "Language of basic data:" :-(

I spent many hours to get this working, without any success :-( Is it a bug of CiviCRM???

I got it! I forgot to upload "civicrm_data.de_DE.mysql". I only uploaded the "civicrm_acl.de_DE.mysql" to the sql folder.


Where should bower_components reside under Drupal 8 I am running a couple of test sites under Drupal 8, installing them using Composer.  Bower_components seem to be living in two places.

/vendor/civicrm/civicrm-core/bower_components/

and

/web/libraries/civicrm/bower_components/

Which is the 'right' one, or is there an issue where files are duplicated?

It's both. One of the main issues with civicrm+drupal8 is that drupal 8 (correctly) doesn't allow web access to files in the vendor folder, since that can be a security issue. Both roundearth and civicrm-asset-plugin try to deal with it, just a bit differently, by copying the files to a web-accessible folder, via composer events that are triggered when you run composer.

It doesn't copy all files, just the ones needed. It is possible for them to get out of sync if for whatever reason the composer event doesn't trigger, but you can re-sync by deleting the one under /web/libraries and running composer install again. You may need to delete one the /vendor bower_components subfolders to get that to trigger it. I never know what composer is really looking at when it decides what to do.

UPDATE: If you're using the civicrm/civicrm-asset-plugin (as opposed to roundearth), running composer civicrm:publish from the top folder (above vendor) will re-sync the appropriate files from vendor to web. For roundearth, I haven't tested this but it might work to use composer civicrm:sync-web-assets, also from the top folder.


How can we avoid staff users overwriting emails of utility WordPress accounts when testing CiviContribute pages? I installed the latest CiviCRM on WordPress. WordPress is set up to refuse new accounts to the public, and there are about 12 utility admin/editor related accounts not tied to a specific person: AdminCrm, Editor, Staff1, Staff2, etc.

There is an ongoing problem if the logged-in user uses or tests a contribution page, because CiviCRM mixes up the current WordPress login with the user's contact information. The person logged into WordPress is invariably a member of the organization, and if they renew their membership while logged into one of these utility accounts, the email address for the renewal is copied from that of the current login which results in a duplicate contact created.

It would be nice if there was some way to turn off this behavior. I think CiviCRM on Wordpress was designed to assume contacts were always linked to a Wordpress login. Need suggestions on how to handle this day-to-day.

You should also consider giving your staff their own personal user accounts for a number of reasons.

It will be clear that they're acting as themselves rather than as a generic staff person
You can isolate the culprit(s) who are recording memberships the wrong way (see Jon's answer), meaning they don't cause problems for others and you can talk with them specifically
When people leave the organization, change roles, etc. you don't need to change the password for everyone


CiviCRM on multiple sites Ok, so I gave up on having it in two different locations since I couldn't seem to get a clear answer from anyone regarding it being able to be done. So I've moved everything over and set it up as a Drupal multi-site. Now I am working to connect CiviCRM to the second site. It's already been on the main site for years.

However, the instructions on how to do the CiviCRM multi-site seem to be missing some steps or making some assumptions. As such, I'm stuck. I'm using the instructions here: https://docs.civicrm.org/sysadmin/en/latest/install/multi-site/

The page says:

Create the domain record¶
Insert a new domain record into the CiviCRM database. For example if your new contact is 555

INSERT INTO `civicrm_domain` (
  `name`,
  `description`,
  `version`,
  contact_id)
SELECT
  'site 2',
  'second test site',
  cd.version,
  555
FROM civicrm_domain cd
WHERE cd.id = 1;

"For example if your new contact is 555" - what new contact? I can add the line, but have no idea what the "contact_id" field should contain.

As such, I'm stuck at this step.

OLD QUESTION:

I know you can have multiple sites using the same CiviCRM install. Usually they are set up using a Drupal multi-site. But can you do it if the two sites are installed in two different locations on the same server? So not a multi-site setup?

I'd love to keep the two sites separate, as then the backups of them are smaller, easier to restore when necessary, etc. Not to mention that I don't bother the live site trying to merge the two (one is a renovation on an older site). If I have to have them in the same directory, I can do that, but would rather not. So I thought I would check.

I want the two sites to be able to have a user be attached to their membership record, for instance, because that controls their access to various items. Or be able to see the trainings they've gone to. Be able to update their record.

So I need to know:

Can I have two sites in different directories that use the same CiviCRM install and database so that the data is shared? So that the same user can see their same information in Civi regardless of which site they are on?
If not, if they are set up as a Drupal multi-site in the same directory, would it work? Would they share the same CiviCRM install and database so that the data is shared? So that the same user can see their same information in Civi regardless of which site they are on?

I need to know pretty quickly, because I'm to the merging stage of these two sites and I need to know if I am going to have to completely redo the strategy and do the fake multi-site thing in Drupal where they look to be separate sites, but aren't. I'd rather not do that, though, as it will make our SQL database huge since it's an informational site with tens of thousands of records.

can you do it if the two sites are installed in two different locations on the same server? So not a multi-site setup?

Yes multisite can work with different drupal codebase/databases


Can I set a daily Scheduled Job to run at a specific time of day? I have a scheduled job, iATS Payments Recurring Contributions, set to run daily. Currently, the job fires off right after midnight every day. However, we need it to happen later -- say, around 3am.

Cron runs drush civicrm-api job.execute twice an hour, triggering any scheduled jobs that are due to run.

I know I can create a separate cron job at the desired time for this particular iATS scheduled job. However the iATS job may still get swept up by the catch-all civicrm-api job.execute and run at a different time, right?

The solution is to exclude the iATS job from the "normal catch all" cronjob (so don't put it to run automatically daily)

Then add a line on your cron to run it at 3 am

0 3 * * * www-data nice -n19 /usr/bin/drush -u 1 -r $drupal_root civicrm-api job.whatever-iats-name auth=0 -y

You will need to find what is the name of the iats api job, and put it in the line

and voila, you should have it working now at 3 am


Where is the 'Recent Items' block in Drupal 8 I have CiviCRM 5.33.2 on Drupal 8.9.12.
On Drupal 7, CiviCRM created a number of Drupal Blocks that could be displayed according to the Theme configuration, including the very useful 'Recent Items'.
On Drupal 8 I am not seeing any of these Blocks at all.  Where are they?

Oops.
I have just found out how to insert a Block in D8 - you have to click a button to get the list, rather than scrolling down as on D7.  The CiviCRM stuff is there OK.


Different Membership Status Rules for Different Memberships? We are using CiviCRM to manage data for several levels of our organization. At the moment, rules around grace/lapse periods are not standardized across the organization. Is it possible to apply different membership status rules to different membership types?

Membership A. Current 0-12 months from start; Grace until +2 months after membership end date.
Membership B: Current 0-12 months after start; Grace until 1 month after membership end date.

Thanks in advance for any help.

Rachel

You can't do this with out-of-the-box CiviCRM and I am not aware of any extension that provides that functionality.

As I am not a developer I can't comment on how difficult it would be to write an extension to provide what you would like, however, even if it is an easy task, extensions need to be maintained as CiviCRM is upgraded.

Grace periods have usually been arbitrarily determined at some time in the past   so in a situation like this is I would go to the parties involved and say something like "Managing membership with CiviCRM will deliver lots of benefits, (enumerate) but the grace period is going to need to be standardized across the organization." and leave it to them (or the common boss in their management chains) to decide whether it will be one or two months.


Where can I edit the content of this field that contains the checkboxes of the mailing lists? I'm a novice with civi. Please, where can I edit the content of this field that contains the checkboxes of the mailing lists? I need delete one, but I don't find where I can edit the field content.
 |||

Regards!!!

It's hard for me to tell 100% for sure since I can't translate the text, but it looks like you're looking for custom fields.

Once you go in there, you should be able to find the field you're looking for.


Civi Event - Event Title & Event Name with French accents not saving in correct encoding Database/environment is set to UTF-8. This just started happening and we can't figure out why.

In the example below, a French title and summary are given -- when saved, the Title appears to be saved properly with the correct accents, but the Event Title field value converts the accented characters.

The Event Description area saves accents fine (it has TINYMCE enabled).

Thoughts?

In case anyone stumbles upon this, we figured out the issue.

We discovered it was caused by the Front End Page Options +  Entity Settings Helper Extension.

I believe the extensions were only meant for 4.4 (we are on 4.6).


CiviCRM OG Sync documentation The link listed in the CIVICRM panel of http://www.example.com/admin/modules is http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+vs.+Organic+Groups. This results in a 404.

The only other documentation I have found is a brief 2013 wiki article. Is anything else available?

See https://docs.civicrm.org/sysadmin/en/latest/integration/drupal/#civicrm-organic-groups-sync

I'll look into getting that updated. Thanks for reporting.

https://lab.civicrm.org/dev/drupal/issues/102


Drupal 8 account creation using email in contribution page Drupal 8 + CiviCRM.
I am using email registration module to register with email address only, not the username. I have added Drupal account creation form in contribution page from CiviCRM profile settings. But the problem is, in the contribution page the account creation form is showing username and password, not based on the email registration I installed in Drupal.
So my question is how can I make CiviCRM account creation from contribution page based on email registration module?
Thanks in advance.

Yes, there isn't any such validation. If you have required registration ticked and requires email verification to activate account than add a js to hide the registration field and populate it when email address is entered


Force Batch Merge All Duplicates I have around 900 pairs of contacts I want to force merge. From my attempts to do this, if you click "merge all duplicates", it will simply display "900 pairs skipped" and not give you the "force batch merge" option that you do get when manually selecting contacts to merge.

I am matching on external id's that I've already rigged to ensure consistency, I am sure I want these merged.

Right now my only option is to select 100 contacts at a time and go through "batch merge", then "force batch merge" for each page.

How can I do this most easily?

I ran into a similar problem today.  My solution requires some tech chops, but was very effective:

Install cv on the server if you haven't already.
Create a text file named forcemerge.php on the server anywhere in your webroot with the following contents:

<?php
eval(`cv php:boot`);
// Set the dedupe rule
$rgid = 13;
$return = CRM_Dedupe_Merger::batchMerge($rgid, NULL, 'aggressive', 1, 2, array(), FALSE);

Change the 13 above to the dedupe rule ID you want to use for deduping.  You can also change the NULL to a group ID if you only want to dedupe a particular group.
Set that file as executable and run it!

You should be able to see your progress a number of ways, by periodically doing one of the following:

select count(*) from civicrm_contact WHERE is_deleted = 0; in a SQL client;
Finding duplicates through the CiviCRM UI and then pressing "Refresh Duplicates" to see the number decrease.


Adding a field to the Create Activity Form I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field.
I tried finding the fields I want to change in sites/all/modules/civicrm/CRM/Case/Form/Activity.php but couldn't find them. It seems like the buildQuickForm() function is only creating some of the visible fields but not all.
I also thought about writing an extension based on the hook_civicrm_buildForm function. I want to start checking if $formName == 'CRM_Case_Form_Activity' but after that I don't really know where to start. Can anyone give me a hint?
Edit: I found an extension changing the same location looking like this (How can I set "Assigned To" for an Activity to default to the logged-in user name?):
function myextension_civicrm_buildForm($formName, &$form) {
  if ($formName == 'CRM_Activity_Form_Activity' && $form->getAction() == CRM_Core_Action::ADD) {
    $form->setDefaults(array('assignee_contact_id' => $form->_currentUserId));
  }
}

Is there anything like $form->addField or something?

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',]);
}


Redirect anonymous users to login when trying to view profile On our Drupal 7.38 and CiviCRM 4.6.8 site, the "profile listings and forms" permission is set to authenticated users and above.

Accordingly, anonymous users receive the standard warning when trying to view a profile:

Sorry but we are not able to provide this at the moment.
The requested Profile (gid=20) is disabled OR … etc.

How do we redirect anonymous users to a login screen rather than receive this warning?

Have you tried the login_toboggan drupal module? Not sure if it works with Civi profiles but it might. It provides the option to add a login form on all "access denied" screens.


Difficulty setting up CiviMail on Bluehost I'm following the instructions here:

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviMail+Installation

and I've been running into some obstacles.

1) Bluehost does not support sub-addressing and won't let me create a catch-all so I don't know what to do for my return channel. If anyone has been able to set one up successfully on Bluehost please share how you did it. So far I have created an email account called return@mydomain.org and entered it as my bounce processing account under Administer > CiviMail > Mail Accounts.

2) Test emails are not going out so I'm pretty sure my cron job isn't working. Here's the cron entry:

CIVI_ROOT=/var/public_html/mydomain/wp-content/plugins/civicrm/

PARAMS= -j -smydomain.org -u mailsender@mydomain.org -p xxxxxxxxxx -e Job -a process_mailing

*/5 * * * *  cd $CIVI_ROOT; $PHP bin/cli.php $PARAMS

If you can see what I'm doing wrong please let me know. I've tried via the control panel and also from php-cli.

This is a WordPress site with CiviCRM 4.6.3.

Your cron script may not work as displayed because $PHP is not defined, and because PARAMS= -j -smydomain.org -u mailsender@mydomain.org -p xxxxxxxxxx -e Job -a process_mailing will not define $PARAMS without quotemarks surrounding the variable value (instead you get a *sh error).

I suggest adding a MAILTO line with your email at the top so you receive the error output - this will help you debug if/when it fails.

MAILTO=you@example.com

I suspect that your website is not hosted at /var/public_html on Bluehost also? Might want to double-check that value, you might mean ~/public_html

Try this, amending values to suit your email/website?

MAILTO=myself@example.org
PHP=/usr/php/54/usr/bin/php
CIVI_ROOT=~/public_html/mydomain/wp-content/plugins/civicrm/
PARAMS=" -j -smydomain.org -u mailsender@mydomain.org -p xxxxxxxxxx -e Job -a process_mailing"
*/5 * * * * cd $CIVI_ROOT; $PHP bin/cli.php $PARAMS


How to prevent a double enrollment in an event of the same participant. We are using our CiviCRM to enroll participants from the office (not online), nonetheless the platform allows to enroll the same contact twice in the same event.  We are using CiviCRM on Druppal. I test the problem in the demo: http://d46.demo.civicrm.org/civicrm/, and it also occurs in the demo.

Is there any mechanism to prevent double enrollment in an event?

Thanks in advance.

Please be aware, that this question is similar to other question, but the other was related to online enrollment, and my question is related to enrollment through the platform itself.

An event has a profile and "Allow multiple participants".  If this is for a logged-in user, then it and you have unchecked allow multiple participants it should not let you participate in the event multiple times.  If you are using profile matching, then check the profile and see if the matching is set to duplicate or update.


Dynamic or Cascading Dropdowns - how? I am trying to create a set of dropdown lists that are dynamically linked so that the values in list 2 are driven by what is selected in list 1.

Example:
Consider an address (in Nepal) which has a Country(1), Region (4), Zone(14), District(75), Municipality(133).

I want to be able to select a region, which will then display the zones in that region only - select a zone, which will then display the districts in that particular zone - select a district, and then same with municipality.

Is this possible?

Thanks, Joe.

In this particular use case, you may also want to consider modifying the County Lookup extension to pull in some levels of detail with Google Maps data.


Why is Joomla demo site showing it is using 4.6.0? Following up on this question I checked and confirm that the joomla demo site shows it is on 4.6.0 and has 'security releases' available

For background: The demo, training, test, and many local-dev systems for Drupal+CiviCRM and WordPress+CiviCRM are based on a common set of scripts, and they all install clean copies of Civi from git (using branches or version-tags). The demo sites are automatically rebuilt every night using the scripts. This keeps the sites up-to-date.

For Joomla: Installing a good, clean system for Joomla+CiviCRM from git is very difficult -- I and others have tried to automate it a few times and always given up. (Somewhere in my email history, there's a note-to-self about how hard this is. Alas, the language is too strong for publication.)

IMHO, there are two ways one can proceed with automating Joomla installation:

Don't use git. Develop a different set of scripts based on zip files. (The nightlies might be good for this.)
Rewrite the installer

At any rate... Without an automated installer, the Joomla demo site grows out-of-date periodically.


Why if you remove a regular fee from the list on an event does it not get removed from the price set in the database? If I set up an event and use the regular fees section rather than setting up a price set then it stores this information in a price set.

If I remove a value from this table then it stays in the database. If I know the price set id then I can find these fields via the UI

Why does the system keep this other value?
Having these other fields causes confusion when creating views because as far as a basic user can tell there is only one fee and there is no reason for them to expect there to be other ones hiding.

Disabling of price field is actually helpful in case you need it in future and it is not shown anywhere else except price field browse page.

Eg:

Configure an event with regular priceset(is_quick_config = 1) with three field options.
Remove two of them (backend - civi disables it).
Now, a user creates a new priceset from Manage Price Set page and configure on this event. At this point, your regular priceset is not lost. Its value of is_quick_config is changed to zero, hence it will be now shown on the list of PriceSet page.

So, it provides a flexibility of again choosing the original priceset for your event. You can also delete unwanted field options of it from civicrm/admin/price/field/option?action=browse&reset=1&sid={set_id}&fid={field_id} just like normal pricesets, if it is not used by any other event.


Why am I getting this error when using CiviRules I'm on D7, Civi 4.6.10, most recent version of civiRules, twilio sms extension.

I get the below errors when I add a rule as follows:
1. create new rule.
2. name: SMS Birthday, trigger: Individual has Birthday
3. add action: Send SMS, Delay action: by number of minutes 540 (my thinking is this will delay the text message till at least 8am)
4. Click Save and get the errors below:

Notice: Undefined index: ignore_condition_with_delay in CRM_Civirules_Form_RuleAction->postProcess() (line 88 of /home/web_location/civicrm_extensions/org.civicoop.civirules/CRM/Civirules/Form/RuleAction.php).
Strict warning: Declaration of CRM_Smsapi_CivirulesAction::alterApiParameters() should be compatible with CRM_CivirulesActions_Generic_Api::alterApiParameters($parameters, CRM_Civirules_TriggerData_TriggerData $triggerData) in require_once() (line 9 of /home/web_location/civicrm_extensions/org.civicoop.smsapi/CRM/Smsapi/CivirulesAction.php).

This very likely has the same root cause as civirules issue #45.  You may want to install CiviRules from master, or apply the change linked to above, or wait for version 1.2.


Is there a way to preserve paragraphs when importing Event descriptions using API csv Import? First of all - the API csv Import extension is terrific. It's going to really help me out with something.

I am importing webform submissions in order to create Events in CiviCRM, and it's working wonderfully with one minor exception. Paragraphs in textarea webform fields are getting turned into a single paragraph. It's not the end of the world, but I was wondering if anyone had any ideas on how to preserve the paragraphs.

Thank you.

Drupal 7.41
CiviCRM 4.6.11

I was able to fix this using this module:

https://www.drupal.org/project/webform_html_textarea

Used an html textarea field on my form instead of plain text. The field gets submitted with html markup which preserves the paragraphs.


Questions regarding offline contribution receipt After checking the box, send receipt after entering in an offline contribution, where do I see the copy of the receipt that was sent?

After importing contributions, do we have to click Send Receipt manually for each contribution that was uploaded in order to send a receipt?

Thanks.

Roshani

I don't think a copy of the receipt is stored in Civi - If you need to send a copy again you need to manually edit the record - set the send email flag and save the same that should resend a copy

Also for imported data/any contribution - you can use find contribution and select all the contribution and select the option of "Receipts Print or Email" this will send email for all selected contributions

I guess this helps !!!


Scheduled job mail_report fails [500 error] when adding instanceId paramter Our scheduled job for sending a report fails when adding an instanceId. It works when removing that parameter.

We are on the latest version of joomla and latest civicrm.

Thanks

What format are you using for the parameter?  It should be instanceId=12, for example.  Any additional characters like quotation marks or brackets will cause it not to run.  See: https://civicrm.stackexchange.com/a/8584/105


Is there a way to open the honoree section by default? I would like to have the honoree section on a civicontribute page default to being open, instead of having the user find and click on the honoree title in order to see the fields. They could still close it if they don't want to use it. Is there a way to do that?

That will require a small bit of code -> javascript (to check that box on load of the form).


CiviDiscount Code - Limit to Single Use Can a CiviDiscount coupon be configured to limit it to a single use?

Yes - you can put a "1" in the "Usage limit" field.  See screenshot below:


does CiviCRM have the capability to handle approx. 70 pieces of data per customer? I am a contractor working for the Department of Tourism in Vanuatu and we are looking at purchasing CiviCRM.  We are also in the process of developing our first ever comprehensive survey for the 1,000 tourism business we have in Vanuatu, that will drive our strategic planning and development in the future.   The survey will have approx. 70 questions, the majority quantitative and the remainder qualitative. My question would be, does CiviCRM have the capability to handle approx. 70 pieces of data per customer?  And if so can it then be easily analysed for reporting? Can comparisons be made for example….  How many island bungalows  (customer type) have electricity and how many have solar power?

Kia ora Mary. There are many civi instances with much broader data sets than  you are describing so there is no reason to think civi won't 'handle' the data. In terms of 'comparison' there are a range of searching/reporting capabilities with civicrm and also within Drupal if that is the CMS that could be used for this.


How do I isolate the amount of a recurring contribution in CiviRules? I want to use CiviRules to add new recurring donors to a group when they sign up, depending on how much they give per month.
I could set up the trigger to look at the value of each new contribution, but that will activate the rule every month.
My thought was to have the rule triggered on new membership (we are using iATS to generate memberships based on recurring contributions), and use the Membership Recurring Contribution field to evaluate the amount, but apparently that is simply an id number.
How can I find the value of a recurring contribution and add users to a group depending on the amount, but only when they first sign up?
CiviCRM 5.24.6, CiviRules 2.5
Thanks!

You can use search builder using condition shown in image to create a smart group.
You can add more filter based on your payment processor to limit the result to first payment, for that you will need to diff between first payment and second payment in civicrm_contribution table. For example if you using paypal for recurring contribution than the first contribution has invoice_id set but the subsequent ones are set to NULL so you can use filter like Invoice reference not null, for Smart debit you can use contribution source eg contribution source like %Membership form%.


Parse error unexpected 'clone' (T_CLONE), expecting '(' After upgrading to PHP 7.4, started getting
ParseError thrown
syntax error, unexpected 'clone' (T_CLONE), expecting '('
when accessing posts, tags, categories
Everything went back to normal after deactivating CiviCRM 4.5 (I'm using Wordperfect version 5.6)
How can I fix this?

Welcome to SE!  Do you really mean CiviCRM 4.5? - that's really old.  The docs Jitendra points to are for the current version of Civi.  If you are back on Civi 4.5 it won't work with any version of php7.
Go back to php5.6 and plan to upgrade.  You'll want to do that in stages - see some of the other answers on here for upgrading from very old versions.


Customize contacts screen to remove some fields I am looking to remove some of the fields from the main contacts form - example Nickname, source etc. etc. - I am having a tough time finding the relevant information in Civicrm documentation and the only thing I find is display preferences which doesn't give me an option to disable fields

Any help will be appreciated

Thanks

There was a blog sometime ago by Dalin that had a fairly in depth recipe if you want to take a look and see if that helps you make some progress. There is no option to do this through the UI - though it comes up reasonably often.


Paypal button not linking while using Paypal pro We are running CiviCRM version 4.6.3  under Wordpress. We use Paypal Pro for payments. We created an Event registration and the registration page shows a Paypal button and the text:

"If you have a PayPal account, you can click the PayPal button to continue. "

but the Paypal button does not link to Paypal, but simply acts like the "Continue" button, giving an error that the credit card info has not been filled out.

This only happens with Event registration. With contributions, the same button goes to Paypal as it should.

Can anyone help us fix this?

I found the problem. I had "BIlling address required" turned on and that forced CiviEvent to demand more info and not let the user go to Paypal. I turned that off and it works.


Can you create an event with Webform-CiviCRM integration? I know you can register for an event - but can you create an event?

In my use case, there are users whose job is to coordinate an event series who don't otherwise need to interact with CiviCRM.  It would be great to allow them to create events without interacting with the Civi UI.

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


Extending default search for name to consult a custom field How would it be possible to hook into civi's searches to always lookup a custom field when searching for name?

Background:
In our setup we handle big departments as distinct contacts. Their name is the base organization name and we provide a custom field "Additional name" in which the department's name is stored.

Example:

Contact A: Base Organization named "University of Bielefeld",
Contact B: Department of A named "University of Bielefeld" with
           additional name "Faculty of Physics"
Contact C: Department of A named "University of Bielefeld" with
           additional name "FooBar Institute"

We do this for different reasons, for instance because pdf letter addressing is simpler.

Problem: If our users head over to search box, advanced search or simple search and fill the name or name/email field  with "foobar", they don't get correct results.

Any ideas?

I can't think of a way to easily alter the search in all cases (quick search, autocomplete, normal search...

What we usually do when we have to store organisational units is to create a new contact type (department) and store together the org+"|"+dep as the organisation name.

if this is a matter of making it easier to input the departments in that format or tweak some reports, you can still keep a separate field for the department and alter the organisation name via the hook, or split the organisation name on the "|" to separate the university from the department.

From a data modelling point of view, it won't win any beauty contest, but does the job. and it's more or less what's happening with the individuals, where first and last names are separate columns that are concatenated into the sort_name and display_name.


Should participant custom fields be available under events on webform Custom fields for participants in Civi are not being presented for addition to Drupal Webform.   Event registration is selected and working but the custom field set for participants are not showing up for placement on the webform.   Is there a reason that they are not included for webform usage?

Thank you for asking. This should work - and I just double checked and it is working on one of our live projects:

Webform CiviCRM config:

And the CiviCRM config [On-line and Custom Fields are on the Participants entity].

Is it perhaps possible that you've (accidentally) restricted these Custom fields to certain Events only?


Can i print or save a pdf of all activities I need to print or save as a pdf all activities for any of our contacts on civi.  This would be used to report to meetings etc on work we have done with individuals who use our support services.  at the moment, i am printing each individual activity, which is laborious and time consuming!  is there any way i can generate a report that lists all activities?

thank you

if there isn't an easy solution in CiviCRM, and if you are on Drupal, then I would recommend doing it with the Views module and the Print module which lets you generate PDFs from Views. Happy to provide more detail if that route is useful for you.


How can I run the Drupal 8 & Drupal 9 Webform CiviCRM unit tests on my local? D8 Webform CiviCRM now has automated unit testing! How can I run these unit tests on my local?

Ok here are the steps!
I'm on a Mac/MAMP and I use PhpStorm
A. Get Drupal
composer create-project drupal/recommended-project:8.9.13 d8civicrm.local
cd d8civicrm.local

composer config extra.enable-patching true
composer config minimum-stability dev

B. Get CiviCRM
composer require civicrm/civicrm-core:5.35.0 civicrm/civicrm-packages:5.35.0 civicrm/civicrm-drupal-8:5.35.0 civicrm/civicrm-asset-plugin:~1.1

C. Install Drupal
Browser to your new website -> in my case: http://d8civicrm.local
and follow the install step in the UI.
D. Make it writeable
chmod -R +w d8civicrm.local

we need to write e.g. the civicrm.settings.php file next!
E. Install CiviCRM
Go to the UI -> Extend -> or use drush!
F. Patch alert!
No longer needed!
G. PHPUnit configuration
copy this file: https://gist.github.com/mglaman/efcdb804dcced6ddc856e9e0050aad1e
-> into /Applications/MAMP/htdocs/d8civicrm.local (i.e. where your composer.json is) and make updates specifically add in your BASE_URL and your DB location and credentials:
19c19
<     <env name="SIMPLETEST_BASE_URL" value="http://d8civicrm.local"/>
---
>     <env name="SIMPLETEST_BASE_URL" value=""/>
21c21
<     <env name="SIMPLETEST_DB" value="mysql://myadminuser:db^88*@localhost:3306/d8civicrm_local"/>
---
>     <env name="SIMPLETEST_DB" value=""/>

Note: when testing CiviCRM Extensions -> add this line as well - as per docs:
docs -> https://docs.civicrm.org/dev/en/latest/testing/mink/
<env name="DEV_EXTENSION_DIR" value="/Applications/MAMP/htdocs/d9civicrm.local/web/sites/default/files/civicrm/ext/"/>

H. Install webform module
composer require 'drupal/webform:^6.0'
I. Install webform_civicrm module
-> (at this points the tests have not been released yet so you'll need to clone the webform civicrm github repo):
git clone https://github.com/colemanw/webform_civicrm.git --branch 8.x-5.x

J. Get the Drupal Dev tools
We started with drupal-recommended - now let's get the dev tools:
composer config minimum-stability dev
composer require drupal/core-dev-pinned:^8.9 --no-suggest
Note: reproducing this just now - I ended up having to rm composer.lock and rm -r vendor as it was spitting out a symfony conflict. Ah looks like in the .github/workflows/main.yml file we install the drupal dev tools before we install CiviCRM
K. Configure PHPStorm
PHPStorm -> Preferences -> Language & Frameworks -> PHP -> Test Frameworks.

If running into autoloading issues - things to try:
add the entire path to phpunit -> /Applications/MAMP/htdocs/d9civicrm.local/vendor/phpunit/phpunit as a PHP include path in Languages and Frameworks in the PhpStorm settings - hit Apply -> then check the Test Frameworks page again.

L. Install Chromedriver
https://chromedriver.chromium.org/
and start it
/usr/local/bin/chromedriver
To check that it's running:
karins-MBP:bin sysadmin$ ps -ax |grep chromedriver
62821 ttys004 0:00.18 chromedriver

M. Run a test!

PS - Note to self: if you run into:
Error : Call to undefined method CRM_Utils_System_UnitTests::parseUrl()
Go into -> Run/Debug Configurations and hit Environment Variables and SWITCH OFF -> Include system environment variables (as one may have included variables specific to CiviCRM Unit Testing)
I'm still working on getting xdebug to work with phpunit test - in the mean time -> to debug variables within your unit test ->
throw new \Exception(var_export($api_result, TRUE));


How to split contribution page into tabs I would like to divide my contribution page into tabs: intro + priceset, payment information, submit section. How can I do that?

With the standard CiviCRM contribution page I don't know if this is possible.
You can do this easily with Webform (on Drupal). Haven't tried yet but maybe Caldera forms (on WordPress) does the job.


In WordPress, how do I get CiviCRM to show up on the internal WP account toolbar for Users to access it I have set up and configured WP permissions, and I have set up ACLs in CRM. I have done both before in other databases, but I have no idea why Users I set up can't see the CiviCRM logo on their internal WP tool bar to access CiviCRM.

You need to give them civicrm permissions starting with access_civicrm. See https://docs.civicrm.org/user/en/latest/initial-set-up/permissions-and-access-control/
ACL's are to limit what data they see.


Transfer of fees from one event to another How can I transfer an event fee for a contact from one event to another?  We have a contact that registered for two different events. She decided after registering that she can not attend both so she wants to apply her registration fee from the event she will not attend to the other.

CiviEvent have a setting called Allow Self-service cancellation or transfer option for event which I think might be helpful in this case. To find this, check the Online Registration tab on Event Configuration.

URL - civicrm/event/manage/registration?reset=1&action=update&id=<event_id>

With this option enabled a participant gets a unique link in the registration confirmation mail where he/she can transfer the participant to some other contact.

It is included in 4.7 version. Check this for more info.


Why is isFrontend set differently for Profile in create mode vs HTML snippet? I had trouble with ajax Country / State dropdowns in a profile used as an HTML snippet embedded in a Joomla page.  The dropdowns worked fine in the profile in create mode.  I realized that the HTML snippet defines isFrontend as "false", whereas the create mode defines it as 1.

When set to "false", the query for a list of states upon a country change tries to access the administrator area, which fails because of authentication problems.  Changing the HTML snippet code to set isFrontend to 1 fixes that problem.

Is there a reason it's set to "false"?  Am I in danger of breaking something else?  Is this a bug in the generated HTML snippet?

That is most likely a bug in the html snippet generator. Changing the snippet is indeed the solution to your problem, and as long as it works for your form no I wouldn't worry about that change causing problems.


Changing Smart Group Update Frequency I'd like to have a large number of smart groups but don't want to bog down the site when employees are using it. Is there a way to set up a smart group so that it will only update itself at a particular time of day, say only out of business hours sort of thing?
Thanks in advance

I think you're looking for Rebuild Smart Group schedule job enabled at civicrm/admin/job?reset=1?

Click on Edit and change the frequency to "Daily". Though, for exact time, you might need to write custom line in the cron file.


How to print reports with non-English characters like accents? We have instances of CiviCRM in Spanish and Catalan. When we try to print some reports the Spanish and Catalan specific characters (accents,
umlauts, etc.) are printed with a wrong charset. E.g. It prints RelaciÃ³ instead of Relació

It is a bug or we're missing something?

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

AddDefaultCharset utf-8


Merging memberships issue When I merge two contact together and each contact has a membership, I need to tick the 'add new' box to keep both memberships. Otherwise one of the memberships is deleted.

However one membership reads Member since 01/01/2000. Membership Ends 01/01/2016.

The other membership reads Member Since 01/01/2016. Membership Ends 01/01/2017.

Now clearly its a renewal so I want just one membership that reads Member since 01/01/2000. Membership Ends 01/01/2017.

How can I do this without manually changing one membership and manually deleting the other.

The merge membership deletes one membership but does not amend the membership to the new dates.

Many thanks,

Andy
CIVICRM 4.5.8
Drupal

AFAIK, CiviCRM can’t do this natively, as you can see in that question. I’m facing the same problem, I will try to solve it by doing an extension.

Update (2017-11-20)

I’ve started to work on a patch for CiviCRM. The work-in-progress PR is available here. Comments are welcome ;)

Olivier;


How to import time with date Importing the date works correctly, but the time shown is always 12:00 am even though the import field is, for example  02/07/2018 11:31 am. I tried various formats like the previously mentioned 02/07/2018 11:31 am  or 03/04/2018 14:22.

How can I import the time and the date into a CiviCRM date field. I am importing the dates into a custom date field.

I don't think that this is currently possible. The time part will we stripped in CRM_Utils_Date::convertToDefaultDate() called here: https://github.com/civicrm/civicrm-core/blob/master/CRM/Contact/Import/Parser/Contact.php#L1909

You could have an extension read an imported text field with a date string and set the proper datetime value for the custom field via the hook hook_civicrm_custom in an extension. But adding the functionality to core would most likely make more sense.


Anyone else having trouble with API Explorer v4 Compare the two screenshots below.  API Explorer v3 is acting as expected, but v4 is misfiring.  Couldn't find anything related here nor in the issues list. Can't help but think I'm missing something basic! Config is Civi 5.7.0, API v4.1.0, Drupal 7.61, PHP 7.1.22, Chrome 70.0.3538.77.

Im replicating your API4. I'm testing this on the same set up. Works fine here. Only diff is Im using the Shoreditch theme.

Perhaps you need to do a reinstall or clear caches?


Drupal Civicrm searchable profiles I Have a production drupal website(7.32) integrated with CIVICRM(4.4), and I have drupal user object which is associated with CIVICRM Profiles.

I am trying to integrate a membership dashboard as shown in http://wiki.civicrm.org/confluence/display/CRMDOC/Creating+a+website+member+directory.

In my membership dashboard all the civicrm profiles are listed is there any way to display Drupal user related fields in the dashboard?

A couple of ideas within your framework: 1) Use civicrm fields exposed to drupal user registration and do away with the fields from the drupal db, so everything is housed in civicrm.

2) Write a Rules action to update civicrm fields based on the drupal fields so you can display them.

Our solution to the issue of displaying civicrm fields and drupal profile fields uses views 3 integration for a 'civicrm membership view' and better exposed filters to search, which is a different strategy than the link you provided and from what you have built out so far but it does the job well.


PHPUnit_Framework_BaseTestListener class not found I am trying to run a PHPunit test for my extension but I keep getting the following error:
Fatal error: Class 'PHPUnit_Framework_BaseTestListener' not found in C:\xampp\htdocs\myDrupalsite\sites\all\modules\civicrm\Civi\Test\CiviTestListener.php on line 17
Any ideas on how I can fix this?
I am using CiviCRM 4.7
CMS is Drupal 7
My system OS is Windows 10.
My extension is placed in <Drupal root>sites/default/files/civicrm/ext
My test directory was created using civix generate:test on the Windows command prompt.
I run the tests using PHPUnit via the command prompt in the root directory of my extension.

I run tests the following way

I test in a CiviCRM instance that is generated with buildkit (the toolchain provided for CiviCRM developers see https://docs.civicrm.org/dev/en/latest/tools/buildkit/ .
My tests are generated with civix generate:test. Remarks that this generator also creates the file tests/phpunit/bootstrap.php that takes care of the class loading.
I run the test from the extension directory by executing phpunit4 (This version is installed with buildkit).


Can we expose the membership description field within a Drupal View I have built a Members Search page using a CiviCRM Contact View in Drupal 7 and I would like to render the Description field of the membership type for the contacts that are returned. This data doesn't appear to be available out of the box so I looked at the CiviCRM Entity module, however that doesn't seem to expose the description. What sort of approach should I take?

I've added a Views relationship to the CiviCRM Entity project that will allow you to do this.

You must also enable the sub-module, CiviCRM Entity Views Extras.

It is in the 7.x-2.x-dev as of Jul 7 2018, and will be included in the next release (2.2)

Once you have the two modules installed, you will be able to add a Views Relationship titled "CiviCRM Member: Membership Type" to your View listing contacts.

Once that Views relationship is in place, all the properties of the membership type table, including the membership type description will be available to include in your view.

Here's export code for an example View that you can import to see for yourself:

$view = new view();
$view->name = 'contact_view_with_membership_type_description';
$view->description = '';
$view->tag = 'default';
$view->base_table = 'civicrm_contact';
$view->human_name = 'Contact View with Membership Type Description';
$view->core = 7;
$view->api_version = '3.0';
$view->disabled = FALSE; /* Edit this to true to make a default view disabled initially */

/* Display: Master */
$handler = $view->new_display('default', 'Master', 'default');
$handler->display->display_options['title'] = 'Contact View with Membership Type Description';
$handler->display->display_options['use_more_always'] = FALSE;
$handler->display->display_options['access']['type'] = 'none';
$handler->display->display_options['cache']['type'] = 'none';
$handler->display->display_options['query']['type'] = 'views_query';
$handler->display->display_options['exposed_form']['type'] = 'basic';
$handler->display->display_options['pager']['type'] = 'full';
$handler->display->display_options['pager']['options']['items_per_page'] = '10';
$handler->display->display_options['style_plugin'] = 'table';
/* Relationship: CiviCRM Member: Membership Type */
$handler->display->display_options['relationships']['civicrm_membership_type']['id'] = 'civicrm_membership_type';
$handler->display->display_options['relationships']['civicrm_membership_type']['table'] = 'civicrm_membership';
$handler->display->display_options['relationships']['civicrm_membership_type']['field'] = 'civicrm_membership_type';
/* Field: CiviCRM Contacts: Contact ID */
$handler->display->display_options['fields']['id']['id'] = 'id';
$handler->display->display_options['fields']['id']['table'] = 'civicrm_contact';
$handler->display->display_options['fields']['id']['field'] = 'id';
/* Field: CiviCRM Membership Type: Membership Type Description */
$handler->display->display_options['fields']['description']['id'] = 'description';
$handler->display->display_options['fields']['description']['table'] = 'civicrm_membership_type';
$handler->display->display_options['fields']['description']['field'] = 'description';
$handler->display->display_options['fields']['description']['relationship'] = 'civicrm_membership_type';
/* Filter criterion: CiviCRM Member: Membership ID */
$handler->display->display_options['filters']['id']['id'] = 'id';
$handler->display->display_options['filters']['id']['table'] = 'civicrm_membership';
$handler->display->display_options['filters']['id']['field'] = 'id';
$handler->display->display_options['filters']['id']['operator'] = 'not empty';

/* Display: Page */
$handler = $view->new_display('page', 'Page', 'page');
$handler->display->display_options['path'] = 'contact-view-with-membership-type-description';


Permanently Deleted Contact Records Keep Reappearing We are using CiviCRM with wordpress and we're trying to do a data cleanse to remove any out of date and spam contacts. None of the records we're trying to delete have financial data attached. We deleted over 500 records in batches using the permanently delete function and with each deletion the message appeared saying these records have been permanently deleted. At the time of deletion the total number of records reflected that these records had been deleted but the next day these records all reappear. Can anyone tell me how to resolve this please?

Are those real contacts? Can you check the created date against the contact? It shows up at the bottom when you view the contact or you can grab from civicrm_contact.created_date using mysql.
If the dates are changing than it means those contact are created via Bots. Could check all the forms which are accessible to anonymous user have recaptcha installed these includes user registration, membership signup or event registration etc? Include recaptcha on all your Civi profile forms. Visit the permission page to check if anonymous user is allowed to create contact.


Webform CiviCRM not showing credit card payment fields I am using CiviCRM 4.7 in combination with Webform CiviCRM version 7.4-14. The payment fields are not showing,  but on submitting it asks for the invisible fields to be filled in.

Is there anything wrong with the config that I am missing?

Webform-CiviCRM integration is not yet compatible with CiviCRM 4.7.  See here: https://www.drupal.org/node/2661232


Custom fields in the Report Templates I've managed to generate new fields but I can't add them into the report templates. How can I do that?

Thank you

Make sure they are marked as searchable. On your:
civicrm/admin/custom/group/field?reset=1&action=browse&gid=1

(assuming it's your first Custom Data set)

Check the Searchable? Column; If you toggle that to Yes - then reports that pull in custom fields will show yours at the bottom of Columns and Filters - e.g.:

The Searchable? = Yes field shows is select-able in the Report:


Does CiviDiscount work with Pay Later Memberships when using Price Sets While I have the 'discount' field showing and applying as expected both for back end memberships, and on the Contribution page, my testing shows the outcome of a Pay Later is that when as an admin updates the payment to 'completed' there is no indication on the Pending Membership record that the user applied a coupon and it is not recorded as a Code Redeemed for that contact.

I tried both 'update pay later' options ie via Membership and via Contribution.

If i use the Update Payment Status on the membership record it provides the Amount field prefilled with the undiscounted amount and no indication of a coupon being associated with this membership - and if i don't overwrite this it will end up recording the payment incorrectly as being the full amount.

Alternatively if i used the Edit option on the related contribution which shows the discounted amount the person is committing to pay and refers to the discount on the line item - when i set payment to Completed and save, nothing is recorded on the Codes Redeemed for the contact nor the Codes Assigned for the Organisation to which the discount 'belongs'.
Am I missing something or is this a 'gap' in the current code?

This was testing on civi 4.6.3 and cividiscount 3.0.

In Pete's case the problem turned out to be price sets not pay later. There is a fix now merged into master - but be aware that the code is 'consumed' when the pending transaction is created - not when it is confirmed


Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case? If I manually add someone to 'Other Relationships' in Civicase by using 'Add members to Case Resources', then that someone then shows up in ALL cases under 'other relationships' - not just for the client where I added the contact.  And, there is no way of removing them to correct the situation - I've looked at the database tables and can't find where this info is stored.  For example I added Joe Bloggs in 'Other Relationships' using 'Add members to Case Resources' - and now 'Joe Bloggs' shows up in ALL cases in 'other relationships' - but if I look at Joe Bloggs contact records it shows no relationships at all. Is this a bug or a WAD?  And how can I remove these contacts?

I found the answer here in an old forum posting  Civicase creates a group called 'Case Resources' into which it drops any contact you add (as described above).  So to remove these from all cases you just edit this group.  Phew!  Wasted an hour or so, but now a little wiser!


How do I create a custom field that selects a CiviCRM group I want to create a custom field that selects a CiviCRM group.

eg, the business logic is "when a person registers for an event and they select 'subscribe me to news of events like this' then add them to group X" where X is a custom field attached to the event.

I could create a custom field that is an integer, look up the Id of the group, and set the custom field to that number. It would be nicer to have a UI for that.

Any pointers? Cheers!

As you may already know, there is a field that will expose all groups that are mailing lists to the user and let them select, which one they want to subscribe to. You could add this field to the profile that you use for events. It is descirben on this page (see "Using a profile"). However, users would be presented with all public mailing groups available.

As an alternative, you could also create a custom field (I would recommend a contact field but you could also use an event field) and give the users the opportunity to tick that field/option. You could then create a smart (mailing) group (which is also described on the page linked above) that includes all people who selected the option.

Both options do not require any coding at all and can be done via the UI.


Show VAT on event registration page I have activated "Sales tax" as per [the documentation], including adding Financial Type and Accounts ("Arrangemangsavgift inkl. moms"):

I've also set my event to use the Finacial Type to the one in the picture. But there is no sign of any "moms" (=VAT). Particularly I'd like to have my event registration page clearly state the VAT.

Update: I have a Price Set which uses the Financial Type:

And I've explicitly set the Financial Type of the event to use it too:

I don't see any summary/breakdown with VAT on the registration page, and any contribution created by a registration does not have such a breakdown either.

What is a good checklist to get VAT for event registrations to work? Or maybe, why does not ours work ;-)

To enable Sales tax for an Event.

Enable Enable Tax and Invoicing setting in Administer >> CiviContribute >> CiviContribute Component Settings
Create a Financial Account of type Liability, Is Tax Enabled and Tax Rate > 0.
Link Financial Account with Financial Type using 'Sales tax Account is'.
Use financial type configured for tax at #3 for event, price set, and price fields.


membership statuses not being updated Our memberships aren't being updated from "pending" to "current".  I've done the following without success.

The membership status rules are as follows:

Pending--> start event is member since; end event is member since; ;
Current--> start event is start date; end event is end date; start event adjustment is 1 day; end event adjustment is 1 year.

I've run the job "update membership statuses" multiple times.
There's a message under that job:

WARNING: Membership renewal reminders have been migrated to the Schedule Reminders functionality, which supports multiple renewal reminders.
API Entity: Job
API Action: process_membership

Summary of job is

  finished execution of update membership statuses with result: Success (processed 291 records. Updated 0 records.)

I've also run the job "scheduled reminders", just in case

Marilyn - I didn't see your CiviCRM version but from what I see (CiviCRM 4.4) status of members w/end date in the past is not changed from the initial status ('New') and the job logs 'success' every time after examining x 'memberships', updated 0 records. I suspect the job is only logging status- I'll try debugging, and send a patch. BTW, I tried this on the 'Demo' system (WP) and it seems to work.

So - have you checked the 'Membership Status Rules' (Administer>CiviMember>Membership Status Rules)?  You have to set those rules up to make your memberships transition from one status to the next, there are optional grace periods etc.  Also, what is the weight of your pending status rule? The 'weight' governs the order your memberships transition, another post had an issue w/that: https://forum.civicrm.org/index.php?topic=13921.0

Finally, there is this:
http://wiki.civicrm.org:8090/confluence/display/CRMDOC22/Update+Pending+Memberships (mind you this doc is from 2009)
HTH


Error on merging duplicate contacts, wordpress, civi 4.4.14 Scenario 1:
1.  Select last name, email rule, all contacts
2.  List of potential dups is displayed
3.  Select first pair
        a) Displays error message at the top of the screen:

: title in /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Dedupe/Merger.php on line 141

Notice: Undefined variable: userRecordUrl in /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Dedupe/Merger.php on line 143
        b) select merge and go to next pair:

Notice: Undefined variable: title in /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Dedupe/Merger.php on line 141

Notice: Undefined variable: userRecordUrl in /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Dedupe/Merger.php on line 143

Warning: Cannot modify header information - headers already sent by (output started at /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Dedupe/Merger.php:141) in /home/cooldavis/www/www/wp-content/plugins/civicrm/civicrm/CRM/Utils/System.php on line 361

While it doesn't seem like it, your problem here is very similar to this.  You should check out the advice here and here; notices shouldn't be displayed in a production environment.

As for squelching those notices to begin with - I would see if the problem exists in CiviCRM 4.6 by trying the demo server.  If not, I'd say it's fine to just suppress notices using the info in the links above.


ACL permissions Activities I'm trying to make a permission, to limit view some activities types
(A user with a specific role can't view a some activities types)

I was checking the hook permissions but i don't find the way(version civicrm 4.4).

Any idea to focus this issue?

You can install the Activity Type ACL extension to do this.


Staging Site: staging.site.com/civicrm 404 WordPress All paths seem to be set up correctly, I've gone through Pointing to /civicrm breaks Wordpress site, 404 HTTP response and the forum link posted on there but with no success

So for example staging.site.com/civicrm?page=CiviCRM&q=civicrm/contribute/transact will return a 404 error (anything /civicrm returns a 404 error inc "staging.site.com/civicrm") There is a single error in the error log relating

staging.site.com [Fri Mar 10 17:21:10 2017] [error] [pid 2446] mod_negotiation.c(1291): [client 123.123.123.123:52418] AH00687: Negotiation: discovered file(s) matching request: /home/profile/www/staging/civicrm (None could be negotiated).

The CiviCRM page in WordPress exists and every other page works okay, the main production site works okay

I've checked all the resource URLs etc and everything looks good, matches the production version apart from pointing to the staging directory, permalinks are setup, as is the .htaccess file

I've looked up the error in the error.log file and nothing comes up at all related to civi so at a bit of a loss now, hopefully there's something simple to fix!

I'm fairly new to civi, so things that are probably easy fixes I'm not aware of yet! The staging site is a clone of the production site but with everything in the settings file & database changed to the staging directory

Thanks in advance!

welcome to the CiviVerse!

Check for the presence of the .htaccess files. Depending on how you cloned the site perhaps these were lost.


How to send a contribution receipt through a text message when receiving a donation I would like to know if it is possible to send a text confirmation message or a WhatsApp when we receive a contribution from a donor.

You can send text messages with CiviCRM. Look at Setting up an SMS provider!
But you want to send a message the moment you register a contribution. The extension CiviRules can do this task for you. It allows you to configure an action (for example sending a text message) that must be executed when a predefined event happens (for example, adding a contribution). See the [CiviRules Cookbook] (https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook).


Not receiving email from Scheduled Reminder for Activity I am attempting to set up a Scheduled Reminder for Scheduled Activities (CiviCRM 5.20.2/Drupal 7).
I have a Scheduled Reminder set up as follows:

This is setup to send to the Activity Assignees, 0 hours before a Scheduled Phone Call activity. It is enabled, and has a simple email message.

Under Scheduled Jobs, I can see that "Send Scheduled Reminders" (Job.send_reminder) is enabled, is running always, and the logs say it is successful.

If I then create an Activity of type Phone Call, set its status to Scheduled, set the time to 30min in the future, and assign it to myself, I will immediately get a system generated Activity Summary email. In 30min time I will not get a reminder from the Scheduled Reminder, with the template I defined.

Can anyone tell me why, or tell me where to look for more information? Are there logs which will show me if the reminder is actually being triggered, or if an attempt is made to send the email?

OK, answering my own question after much investigation. This was a bitnami civiCRM stack and the crontab to run Job.execute was running as the bitnami user (our error), but needed to run as daemon.
That is documented on bitnami's site:
https://docs.bitnami.com/bch/apps/civicrm/configuration/configure-scheduler/

Strange behaviour as a result of this - cron seemed to be running fine, but it clearly didn't have permissions to send emails.


Force membership sign-ups to register as user As the title already says, I am trying to create a WordPress user for each person paying a membership fee.

Therefore I already checked the Anyone can register box in the WordPress settings.

What it should look like:

a person navigates to my site where the signup form (contribution page) is displayed (this works so far)
when he signs up he has to register as a user (so insert a password and username) - this part doesnt work so far there is only the email field and the billing fields.

Can somebody help me to achieve that?

When you create a Profile, in the Advanced Settings (at least for Drupal) there is an option to 'require user account creation'. So if you have this selected in the Profile, and then set that Profile to show on your Membership page then I would expect anyone completing the form to create a user account.


Subscription confirmation "from" address is "do-not-reply@EXAMPLE.ORG" I don't see any place to change this - it looks pretty bogus, IMO.

Any ideas? Thanks!

Duh - default mailbox. Oops - my bad. Sorry.


Should Word Replacement work on button text? I have a contribution form page that is primarily used by folks who want to sign up for membership, which in many cases does not require payment.  I would like the button on the bottom, which currently shows a checkmark and the word "CONTRIBUTE", to say "SUBMIT".  I have tried putting that as a Word Replacement, both with all lowercase and all uppercase, but without impact.

In fact, I am not sure Word replacements are working at all.  They didn't work on a word I used in the body of a form, as a test, but that's not necessary, I can edit the word itself.

Any ideas?  If Word Replacement will never work, can anyone point me to where the 'CONTRIBUTE" button text can be edited directly?  Thanks!  (Using CiviCRM with WordPress, current versions.)

Yes, Word Replacements does work for this. I replicated your issue as it is case sensitive. The helper text says:

IMPORTANT: Replacements are case-sensitive whether 'Exact Match' is checked or not.

To get it to work you need to enter it as Contribute in Propercase.

I referenced the value of it below as custom CSS styling could differ from the value:


DB table that exists says it doesn't After upgrading to 4.7.10 from 4.7.9, I'm no longer able to edit/add price sets.  I think that the DB changes related to https://issues.civicrm.org/jira/browse/CRM-12252 are biting me.  (Multi-lingual is enabled.)  I don't recall any problems with the upgrade.  However, now the DB error says:
    [debug_info] => UPDATE civicrm_price_field_value_en_US SET is_default = 0 WHERE  price_field_id = 27 [nativecode=1054 ** Unknown column 'help_pre_en_US' in 'field list']

I can reproduce this same error by editing any field for any record in the civicrm_price_field_value table and the civicrm_price_field_value_en_US view via phpMyAdmin.  The field does exist,  I've recreated the View, and dropped the column and recreated it. Other _en_US tables are unaffected.  (Yes, I've cleared CiviCRM caches, and run commands in Private windows to try to get away from cache poisoning.)

This is happening after the upgrade, with new data since the pre-upgrade backup on a live server.  Rolling back isn't really an option.  There must be something that needs to be refreshed, but I can't find it.  Any ideas?

Wordpress 4.6
CiviCRM 4.7.10

Another bit of weirdness that points toward a failed DB upgrade:  The COMMENT portion of the two new fields is not there, but both fields are decidedly there.

It's not really an answer, but I did fiddle around with things enough to break it into working again.  I ended up dumping the DB to a backup, dropping both new columns, civicrm_price_field_value.help_pre_en_US and civicrm_price_field_value.help_post_en_US, then changing the DB version back to 4.7.9.  I then re-ran the upgrade and got a "Table already exists" error on another table.  Dumped the backup back into the DB, recreated the two columns from above, changed the version back, and now everything seems kosher for the most part.  I can add/delete/change price sets and therefore work with Events. Can't edit the broken events, but that's a leftover issue I can work around.