How to limit/choose what profile data is included in confirmation emails? We collect a lot of data from people who buy a membership using a Contribution Page. The confirmation/thank you email includes all of that data, which is a problem: some of the data we collect is not suitable for being emailed.

Is there a way to restrict/limit/choose what fields are included in the thank you emails for this contribution page?

We're on 5.24.3.

It looks possible by editing the Workflow Message Template for online receipts. (Thanks @RebeccaTregenna for hint) This is written in Smarty code.

There are two options:

Remove all customPre and customPost sections.
Add logic to identify the fields you don't want and filter those out.

Making these changes is difficult, it's code with logic, there's no validation either, so easy to make a mistake or delete the wrong bit. So save a copy of the original version before you make changes!

I went for (1) for the time being because we had so many extra fields that just listing them would have been time consuming. Also, as we can only filter on the field's label, were anyone to tweak that slightly the logic would fail and that would start getting output without us knowing. Also, I wasn't sure any of the fields were really needed in the receipt, so I took a conservative approach (as in erred on the safe side, as opposed to a Conservatives approach which is to err on the unsafe side and not take coronavirus seriously until it's too late)

Looking at the template code, it already includes code for selectively removing fields defined in a $trackingFields array, however I can't see that that is ever defined anywhere.


CiviEvent - Payment Options missing Same issue in civi 4.7.3 and 4.7.8, on joomla 3.5.1.
Payment Options shows up in Registration (Test Drive) and Registration (Live)  but does not show up in front end, in the live site.
I have another site using civi 4.6 and I have no problems there.
Should show Paypal and Pay Later.

Ann,

Forgive me if the question seems obvious but this sounds like what I had initially reported as a bug on JIRA in https://issues.civicrm.org/jira/browse/CRM-17214 but it turned out to be a slight change in behavior between versions.

Hope this helps!


Webform contribution page not loading I set up a webform with a contribution page. The contribution page has a title, currency, payment processor, contribution amount (£100) and tests fine.

On the webform, it shows as 0.00 and is not loading at all.

Do contribution pages on webforms have to be linked to a membership payment or an event registration?

I'm sure I'm missing something obvious.....

You’ll need to check off Contribution Amount in your config (on the Webform). Then (in your webform components screen) you can:

drag it to where you want to move it to on your form
set it to a specific amount and hide it
use conditionals to set it to a specific amount
with some additional config you can also pass it into the form as a parameter

Webform CiviCRM only takes the config portion (payment processors, thank you and receipting, financial type) bits from CiviCRM Contribution form.


How can I send an invoice to a participant, manually, without double sending workflow:
I would like to use event registration with option "pay later". After a check I would like to change the participant status and send an invoice. I dont' find a way to do this automatically, but it is also ok do to this manually. The participant registration and also the invoices should be happen over a year, so I need to know if the participants have already received an invoice, to prevent someone getting the invoice twice.
question:

is there a way to send an invoice after changing the participant status?
how to filter out participants which have already received an invoice?

thanks for your help David

daveawe12323, welcome to stack exchange civicrm.
There are two ways of sending notification to user

Send Event receipt.

When you edit the participant using backend participant form, you should see 'Send confirmation' option. When checked the participant will receive receipt about the event having details of event and payment. But no activity will recorded in the system when a receipt is send.

Send Tax invoice

If you have 'Tax and invoicing' enabled, than you can create a invoice on the payment. You can download the invoice and send via email or you can email the invoice from CiviCRM. Both the option will create activity in Civi to track when the invoice was downloaded or emailed.


Activities to be shown in a full calendar CiviCRM 4.62 on Drupal 7.37 in a Linux Virtual Box using only the CiviCASE module.

I need a full calendar view for civiCRM activities. I need a page with month, week and day views for the current user. I also need the calendar to have the ability to easily select a different user's calendar. I have other requirements that would be nice features but I need at least those two (full calendar and change users).

In practice -- The case manager wants to see at a glance what their day, week or month looks like, particularly to find a free day and time for an appointment. They also want to see the availability of other staff in a quick and efficient manner because they may be scheduling an appointment for that other staff person.

As proof of concept (but for Events, not Activities) there is the 'CiviCRM Event Calendar' extension by osseed (Link to Git page) built 2 years ago and updated six months ago. I haven't tested it but I assume it works. It is based on the open source jquery plugin called Full Calendar (link to description page) .

I have seen mentions of other attempts to provide this full calendar feature but they fizzled out somewhere along the line. The one I tried fell short of actually showing a calendar -- Contact Calendar (Link to description page). In that case it showed a new tab on the contacts page but no calendar appeared.

I would prefer this feature to be an extension to CiviCRM so it would be useful to a larger audience than just Drupal users.

How many hours should this take for a consultant to develop?

Any other thoughts or suggestions would be appreciated.

Thanks in advance for any help you can offer. John in Oregon.

So last time I looked Civi for Drupal ships with a calendar of activities if you install the views calendar modules (and dependencies). I think its called my activities or something similar.

You should be able to tweak this to just show the activities of type for the case in question.

Just to let you know we original developed the Civi Contact Calendar Extension but we deprecated it as the functionality above was developed.

Let me know how you get on.

Best

Jamie


How to update ContentType Label through API chaining? I try to relabel Organization as "Entity":

$result = civicrm_api3('ContactType', 'create', array(
  'label' => "Entity",
  'api.ContactType.get' => array('name' => "Organization"),
));

This errors out with

  Mandatory key(s) missing from params array: name, parent_id

Apparently I don't understand chaining and the required 'id' for updating is not returned. What is wrong in my reasoning?

OK, I got it! I had to think backwards:

$result = civicrm_api3('ContactType', 'get', array(
  'sequential' => 1,
  'name' => "Organization",
  'api.ContactType.create' => array('label' => "Entity", 'id' => "\$value.id"),
));


Mixed content error on SSL site I'm trying to sort out an AJAX bug (edits to contacts not being saved) and the console error says:
Mixed Content: The page at 'https://studentleadership.ca/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fcontact%2Fview&reset=1&cid=9532' was loaded over HTTPS, but requested an insecure XMLHttpRequest endpoint 'http://studentleadership.ca/wp-admin/admin.php?page=CiviCRM&q=civicrm/ajax/inline'. This request has been blocked; the content must be served over HTTPS.`enter preformatted text here`

Originally I thought that it was because the resource URLs weren't set to https, but I changed that and nothing happened.
I checked the base url and the base url is still http://.  It won't update when I change it to https://, it saves but when I go back to the page it says http://

Check your CIVICRM_UF_BASEURL value in civicrm.settings.php and check also the settings under Administer --> System Settings --> Resource URLs.
In the latter you can force civicrm to load css/js via https.


How to have one custom field open one or more other fields in a frontend form? I need to have a checkbox or yes/no radio field that opens 'Preferred Language field when value=1 or affirmative choice. How is this done?
A more exact use-case: To choose Language Interpretation:
Custom Field: Language Interpretation (Please choose): Yes | No

If No, then nothing further appears, move to next step in process flow.
If Yes, then Preferred Language menu (system field) appears to choose language and that entry is amended to Contact record.

I both D7 and D8 you would use Conditionals to show/hide fields.
Any field can be hidden/shown -> here's an example of a checkbox which when checked shows First and Last Name


Contrbution Summary report on Average Contribution? I am looking for a report that list all contacts who have donated an average between 100 and 200 in a time frame. So if a contact has donated 3 times in the period, one donation of 100 and two donations of 150 I would expect to see that contact.

I have played with the Contribution Summary report as it has a filter 'Contribution Average' and the option to add the donor name. It does not do what I hoped though? The donor name is just confusing on that report I guess.

Any suggestions or someone who has achieved this?

I need this on CiviCRM 4.4 but have also tried on 4.6 with the same results.

the summary field extension may be your friend allthough you may hav to tweek/extend it a little bit when it comes to time frames.


Contribution custom field not appearing in New Contribution window We are planning on migrating from our current membership database to CiviCRM. I am starting to experiment with the system to see how to implement things.
I am using version 4.7.17 on WordPress.
We want to specify whether a mailed donation came to the station or to our PO Box. I set up a custom data field for contributions (alphanumeric text).
It's active and searchable but when I go to the New Contribution window, it doesn't appear.
Have I missed something ?

(I know alphanumeric text may not be the best choice, but for now I simply want to figure out why it is not appearing)

Did you make a Custom Field on Contribution of type -any- or did you narrow it down to specific financial type(s)? If that's the case you must select the Type first when entering a new Contribution - to make the Field appear;


How to show CiviCRM menu for non admin role using WordPress? Using WP4.1.1 and Civi4.5.8

How do we display a menu for a non Admin WP role?   We created a new role in WP for CiviUsers and would like to display the top Civi menu like Admins get.
THANKS.

If I am understanding correctly you wanting other roles to access CiviCRM menu, which is linked to the WordPress Access Control and giving that role CiviCRM: access CiviCRM. You would then have to give them the access to whatever other features are needed. These settings are in Administer > User and Permissions > Permissions (Access Control) and select WordPress Access Control.


How to keep "My billing address is same as above" UNTicked by default? "My billing address is same as above" field by default is checked. I would like to keep it "UNTicked" by default. How can I do it?

I have tried to modify the template file in civicrm/templates/CRM/Core/BillingBlock.tpl and change <input type="checkbox" id="billingcheckbox" value="0"> value to 1, 2. But that doesn't seem to work.

Can anyone give me a hint how to do it from the template file please?

Further down (halfway) to the Billingblock.tpl change the following value from true to false

// detect if billing checkbox should default to checked
          var checked = false;


Error when creating new contact: "Fatal error: Uncaught CRM_Core_Exception" When I create a new contact I am getting a "Fatal error: Uncaught CRM_Core_Exception". Maybe this will happen when doing other things too, but I haven't run into them yet. This is quite problematic and prevents me from working with this CiviCRM installation, so I would really to have some help fixing this.

It is a clean install of CiviCRM version 4.6.10 on a clean Joomla! 3.4.8 install with PHP 5.5. No errors were given until I tried to create a contact. Re-installation of everything also didn't help at all.

Full error message:

Sorry but we are not able to provide this at the moment.
DB Error: unknown error

Fatal error: Uncaught CRM_Core_Exception:
[0: Transaction integrity error: Expected to find active frame thrown in
[...]/administrator/components/com_civicrm/civicrm/Civi/Core/Transaction/Manager.php
on line 107

I wasn't able to recreate the error on the demo site: http://joomla.demo.civicrm.org/

But the problem you are running into sounds the same as this issue: https://issues.civicrm.org/jira/browse/CRM-16287

Perhaps there is some information there that will help?


cases - change case roles I try to change the role of a case.
 - Case coordinator (case manager) is manuel berger.
 - I click on reassign case coordinator
 - Enter a new name and click save

then the following error massage appears:
"The relationship type definition for the case role is not valid for the client and / or staff contact types. You can review and edit relationship types at Administer >> Option Lists >> Relationship Types.

Is there a solution to change?

Thanks.

Is your client an organization or individual? I know at one time it only worked with individual-individual, but I thought that was updated, but maybe not. I get the same error when I try on the public demo (4.6) with an org client.


Search behavior Individual/Household I have a individual contact called: "John Wayne".
He is connected to a household called "John and Margret Wayne".

When I search now for "John Wayne" in the simple search an in the advanced search, it only returns the household. Is this a normal behavior? Our NGO workers get super confused about this, is there a way to get the individual and household contact in the result table?

It should show up both contacts, I suspect there might be something in the setup of your sort name. Could you attach some screen prints so I can see what happens?


Undo a Deletion on an activity I deleted an activity and would like to re-add it. Please help!
I can't seem to find a search bar that would help me find the right steps to correct.

I don't think you will find a process to undelete a deleted activity via the UI. If you have access to the database then you could try finding the relevant entry from the log_civicrm_activity and log_civicrm_activity_contact to reconstruct your missing item.


“Missing parameters” error in unsubscribe confirmation Unsubscribe is giving an error with Drupal 7.69 and CiviCRM 5.23.4. We did not have any issues or errors during the upgrade process.

Unsubscribe links from mailings load the confirmation page correctly, with the correct partially obscured test****@domain.org. But when I fill in the email address and click Unsubscribe, it displays:

Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were performing when this occurred.
Missing Parameters

The unsubscribe page is loaded with this URL:

https://domain.org/civicrm/mailing/unsubscribe?reset=1&jid=3590&qid=1037445&h=c38ef80808cc0140

We included the unsubscribe link in our CiviMail mailings as follows:

Unsubscribe from this list

Log shows this message:

$Fatal Error Details = array(3) {
  ["message"]=>
  string(18) "Missing Parameters"
  ["code"]=>
  NULL
  ["exception"]=>
  object(CRM_Core_Exception)#2268 (10) {
    ["errorData":"CRM_Core_Exception":private]=>
    array(1) {
      ["error_code"]=>
      int(0)
    }
    ["cause":protected]=>
    NULL
    ["_trace":"PEAR_Exception":private]=>
    NULL
    ["message":protected]=>
    string(18) "Missing Parameters"

It appears this issue is fixed in CiviCRM 5.24.5. We upgraded and re-tested and unsubscribe now works.


How can I use a contribution page to allow user to make payment against an existing pending contribution record? Here's my use case:

Users make a document submission via a separate third party system. The document is manually assessed and if suitable, is accepted. The user then needs to make a payment, but they need an invoice in order to do that.

I'd like them to use CiviCRM to make the payment online. In order to send an invoice from Civi I need to have a contribution record already in place, so if I create this record and give it a pending status, how can the user's subsequent payment be logged against this record, rather than a new record being created when they submit the contribution page?

It sounds to me more like a pledge use case. That is not something I have much experience with, but I'd think you could enter a pledge for them and when they make the contribution, it would be used against the pledge.

If you don't otherwise use pledges, you could even rename it invoices.


Mosaico Pre-header "View in Browser" broke all my tokens in the footer Running: CiviCRM Drupal 4.7.30  Mosaico Ver 2-Beta3, Firefox 58.0.2 (64-bit), Chrome Version 64.0.3282.140 (Official Build)

I love the Mosaico extension but ran into a technical difficulty with tokens in the footer. The tokens in my footer worked as expected in the email, but when I click on the pre-header option "View in Browser" the tokens return the following error:  Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were performing when this occurred.
Invalid form parameters.

If I happened to be logged out of CiviCRM when I test my received email the "View in Browser" link returns an "Access Denied" error.

Is this a permissions issue? How is it corrected

I can't speak to the first issue, but the second issue (can't "View in Browser" when logged out), I have a solution.

You're looking for the permission labeled CiviMail: view public CiviMail content.  Go to CiviCRM's Administer menu » Users and Permissions » Permissions (Access Control).  Select [Drupal/WordPress/Backdrop/Joomla] Access Control, and check the appropriate box for anonymous users to view public CiviMail content.


How to retrieve contact image URL in CiviCRM with the API I'm trying to retrieve contact with the below api call

CRM.api3('Contact', 'get', {
  "return": ["image_URL","first_name","last_name"]
}).done(function(result) {
  // do something
});

but my image url is always empty despite having an image on my contacts profile. This is what the response looks like

"is_error": 0,
"version": 3,
"count": 5,
"values": {
    "1": {
        "contact_id": "1",
        "image_URL": "",
        "first_name": "",
        "last_name": "",
        "contact_is_deleted": "0",
        "id": "1"
    },
    "2": {
        "contact_id": "2",
        "image_URL": "",
        "first_name": "AdminJoshua",
        "last_name": "AdminAroke",
        "contact_is_deleted": "0",
        "id": "2"
    },
    "3": {
        "contact_id": "3",
        "image_URL": "",
        "first_name": "Joshua",
        "last_name": "Aroke",
        "contact_is_deleted": "0",
        "id": "3"
    },
    "4": {
        "contact_id": "4",
        "image_URL": "",
        "first_name": "Oluwajuwon",
        "last_name": "Aroke",
        "contact_is_deleted": "0",
        "id": "4"
    },
    "5": {
        "contact_id": "5",
        "image_URL": "",
        "first_name": "Ogirima",
        "last_name": "Aroke",
        "contact_is_deleted": "0",
        "id": "5"
    }
}
}

I have been trying to put this to work. I'm using drupal 7 and I have profile image set on my contact. Please, let me know what to do right

The image_URL returned by the API is the image that is attached to the CiviCRM contact, not to the Drupal user. You can upload an image of a contact by selecting edit and upload a file with "Browse/Upload Image" in the first section.


Paypal Interruptus - Wordpress w/ CiviCRM 4.7.1 Wordpress 4.4.2
CiviCRM Just upgraded from 4.6.10 to 4.7.1 last week.

Ever since we've upgraded, CiviCRM allows payments to be made via PayPal, but event registrations and membership renewals are now always marked as "Pending (incomplete transaction)". We have to manually go to PayPal, check whether they've actually paid, confirm and then edit the pending flag manually so that the transaction shows as complete in CiviCRM.

Additionally, email confirmations from CiviCRM are not going out.

This is causing much more work than we had to do last week before we updated to CiviCRM 4.7.1

Test event registrations and renewals work as expected. Live ones don't.

On the off chance that 4.7.2 has a fix, I've just upgraded successfully to the latest version. Until I see some renewals or event registrations, I won't know if that's fixed it.

I'd be grateful if someone can tell me if 4.7.2 had the fix or if this is something outside the scope of 4.7.2.

(see image below)

Cheers,

Chris

It probably means that paypal doesn't ping back properly your civi to let it know if it processed properly the card. Unfortunately, they are a lot of reasons to get that call not working, either because paypal try to IPN elsewhere, with a different format than expected or that something is wrong on how we process it (given it broke after an upgrade, the most likely option)

Can you check on the log if you have any error that might clarify what is the issue?


Send scheduled reminders to relationship contact I have setup a webform with an organisation and individual. The form collects an email address for both the organisation and individual. The membership is only for the organisation, but the individual will login and manage the account. This part works.

I would like to send scheduled reminders for organisations membership to be sent to the individual. Is this possible? Cheers.

two thoughts off the top of my head:

1: create a tag, apply that tag to the org contacts, use the tag to create a smartgroup; send email to the smartgroup

2: set a relationship between the org and individual (contact person is; is contact for) and set up a smartgroup that includes all individuals with an active relationship of that type


CIVI EVENTS - Copy and Copy and COPIES of an event - Anyone experiencing the same issue? Copy of BPI Heat Tech Written Test 50 Questions  (ID: 6187)
East Syracuse   New York    BPI Heat Tech Written Test  No  Jun 09, 2014 9:02 AM
Copy of Copy of BPI Heat Tech Written Test 50 Questions  (ID: 6188)
East Syracuse   New York    BPI Heat Tech Written Test  No  Jun 09, 2014 9:02 AM
Copy of Copy of BPI Heat Tech Written Test 50 Questions  (ID: 6189)
East Syracuse   New York    BPI Heat Tech Written Test  No  Jun 09, 2014 9:02 AM
Copy of Copy of BPI Heat Tech Written Test 50 Questions  (ID: 6190)
East Syracuse   New York    BPI Heat Tech Written Test  No  Jun 09, 2014 9:02 AM

There is no ryhme or reason to when it will happen but we have been experiencing this issue for over a year now.  We are up to over 1000 "copy" events in our system with no end in site.   ID numbers are normally not in a row as there are above but scattered.

I was given the follwing response on here, which did no good, I could not find the BAO event copy as described and I also inactivated the repeat event tab.

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

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

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

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

We are using:  CiviCRM 4.6.15. Joomla 3.6.2

Have you confirmed that these copies exist at a db level? I.e. Are they just showing the same event multiple times? Look at the urls and see if they have different ids to confirm this.


Can contact images be uploaded other than by editing a contact record? If I upload a contact image by editing the contact record it works. I can see the contact image, and it has a URL when viewed from the contact record that looks something like:
https://example.org/civicrm/file?reset=1&filename=image_a46992b081c6ccee3e54abcfdd0ba352.jpg&mime-type=image/jpg
I can click on it and it appears in a pop-up window. Lovely.

If I upload the exact same image file through a webform such that it becomes the contact image for the same contact it doesn't work. It has the URL https://example.com/civicrm/file?reset=1&filename=custom&mime-type=image/
when viewed from the contact record, and instead of seeing the image I just see the word 'custom'. Clicking on the word 'custom' brings up a little error box that reads "The file is either empty or you do not have permission to retrieve the file", neither of which are true. The database has stored the image URL as https://example.com/sites/default/files/webform/pics/image.jpg

This used to work fine on an earlier version of Civi (4.6.x). I also imported contact records with 4.6.x that had external URLs for contact images and they worked fine - i.e. were viewable from the contact record, but again, now that I've upgraded to 4.7.24 all I see is the word 'custom'.

If I reference the field in a Drupal View, it can display the image without issue.

Uploads via Webform are indeed broken in 4.7, but have been fixed with 5.0.

Webform CiviCRM inserts the image_URL value in the database as the path to the webform upload, e.g. /sites/default/files/webform/NNNN.ext. The CiviCRM handler (CRM/Utils/File.php) expected CiviCRM-style image URLs of the form /civicrm/contact/imagefile?photo=NNNN.ext, and so mangled the path twice, once on reading it and then when it ran getFileURL on it.

Thus, anything dependent on $imageURL would break for images uploaded through Webform or other external mechanisms.

The issue was reported on Webform CiviCRM Integration as Contact Image Upload field integration not working with 4.7, and later addressed in the related GitHub issue CRM-21778 - Contact image uploaded from drupal webform don't render on the summary page.

I was able to apply jitendrapurohit's patch from GitHub cleanly to 4.7.31; the fix is contained entirely within CRM/Utils/File.php.


How to reset the menu items to defaults On a site where an old admin has moved all the menu items around, is there a simple way to reset the menu items to the defaults like you'd see if you installed CiviCRM fresh?

Inside the CiviCRM root directory is a "sql" folder, and inside that is "civicrm_navigation.mysql".  Copy it to "civicrm_navigation_restore.sql" and edit the copy to remove all of the SQL commands EXCEPT this one:
SELECT @domainID := id FROM civicrm_domain where name = 'Default Domain Name';

and any that start with INSERT INTO civicrm_navigation.

Change the SELECT @domainID line to read:
SET @domainID = 1; (assuming this isn't multi-site).

Then run (after first backing up your database!)
DELETE FROM civicrm_navigation.

Finally, run mysql -u myusername -pmypassword databasename < civicrm_navigation_restore.mysql.


Can CiviCRM handle Extensions in tar.gz format (automated distribution) We have a couple of extensions (e.g. CiviSEPA) that are approved for automated distribution. This means, users should be able to download and install the extension from the CiviCRM menu.

We uploaded the extensions as *.tar.gz files - which works fine if we install the extension manually.However, CiviCRM seems to expect *.zip files when installing from the menu - users reported an error (see screenshot).

Hence my question: Can CiviCRM's automated distribution handle *.tar.gz files? And/or is anyone familiar with the error message?

--> If it can't, it should probably not be possible to upload *.tar.gz files.!

PS: I am aware that we could create a git tag and let the autoreleaser script on civicrm.org do its thing - however this is currently not an option.

No, it does not support tar.gz files -- it only supports zip files.

The relevant logic is in CRM_Extension_Downloader. Note that checkRequirements() and extractFiles() are written to use PHP's ZipArchive.

Update: Another tip. You may want to test that a given file can be downloaded+extracted correctly, but that usually requires publishing a new release (which means that you have publish something untested... oops). To test the download+extract steps before publishing the release, you can do something like this:

Create the zip file and determine its URL.
Run drush cvapi extension.download key=org.example.myext url=http://example.org/myext-test.zip


Writing ( and publishing ) Batch Job I expect this is a common problem,

Treasurer get loads on contributions in CSV format ( Contact ID / Amount / Date )

Bulk loading contributions via CSV is completely detached from membership renewal.

As memberships are set to go 'grace' on expiry I think a script like

Search membership in grace
If contribution made and receipt date > membership expiry date
   set membership status to current ,
   set expiry to end next period,
   link contribution to membership

I don't think this is too challenging in SQL  ( I haven't looked at API ing it )

So now the question,  there are batch jobs - how are they created / structured ?

I have rewritten the code found in this thread https://forum.civicrm.org/index.php?topic=19322.0
'Collins22' chicago-orienteering.org/civicrm_code.htm

to suit my specific purposes.  It isn't a civicrm extension nor uses API so far from architecturally pure, but it can be run as a php cron job so does the what is needed.

I have published the code on github https://github.com/alanef/civicrm-contribs-to-membership maybe it is of use to others - maybe some one wants to contribute and write it properly.


E-mail body blank to some recipients I'm having an issue similar to that described in Blank emails to some specific addresses

When I send an e-mail to myself (using SMTP through Civi) it is fine. However, some recipients do not see the body text of e-mails. This occurs with both html and plaintext. It does not appear to be dependent upon the e-mail provider of the recipient, as Gmail (which works for me) does not show the e-mail body for others. One recipient who also has system access sent the test SMTP settings e-mail to themself and it worked, body text included, but sending a regular e-mail through the system did not. I'd greatly appreciate help with this issue as I'm having trouble identifying the cause.

Using 5.3.1, but the issue was present prior to upgrade as well.

Check the permissions on the site's civicrm directory. Make sure it belongs to the site.


change email addres with http request using the rest API, I am able to change 'normal' fields with a single occurence. But I can't figure out what I should do to change the first email addressl.

Civicrm only accepts post requests to do a database change. If I put in the post parameter hash something like

{ :contact_type => 'Individual',
:id => 14330,
:job_title => 'workaholic',
'email[0][email]' => 'testaccount@gmail.com',
:entity => 'Contact' }))

the corresponding record is changed (job title is changed) and the email address is added. But not replaced. Do I miss some required parameter to make this work?

thanks in advance

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

issue a post request with

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


Getting this install error using latest CivicCRM on wordpress Fatal error: Uncaught Error: Call to undefined function set_current_screen() in /var/www/html/wp-admin/admin-header.php:30
Stack trace:
#0 /var/www/html/wp-content/plugins/civicrm/civicrm/CRM/Utils/System/Base.php(267): require_once()
#1 /var/www/html/wp-content/plugins/civicrm/civicrm/CRM/Utils/System.php(219): CRM_Utils_System_Base->theme('__construct(-5, 16, Array, 'CREATE TABLE ci...')
#6 /var/www/html/wp-content/plugins/civicrm/civicrm/packages/PEAR.php(223): PEAR->_raiseError(Object(DB_mysqli), NULL, -5, 16, in /var/www/html/wp-admin/admin-header.php on line 30

It seems like you have two problems.

As Pradeep mentioned in the comments - it seems like your underlying error is that the install is trying to create a database that already exists.  I can't tell for sure, because the error in #4 is cut off.

Additionally, there's the second error (undefined function) which is unfortunately WordPress-specific and I don't know the solution.  However, completely removing/creating the CiviCRM database again (assuming that it's separate from WordPress) is likely to solve the first problem, and the second problem won't occur.


Need help in organizing/mapping my data I need help in mapping/organizing data.

For our organization we need to capture some details of 3 categories of people. an individual can fall under all 3 or even one of them.

Professors / Scientists
visitors
donors

Apart from regular contact details, we want to capture their

educational degrees from which university,
Areas of interests,
Thesis/ dissertations submitted,
skill sets, and
medium of intro to our institute ( like web visitor, stall visitor, direct visit to organization, through some outreach events (want to capture every event specifically), etc)
also some gradation level how much they are interested in contributing to our org

We will be needing reports based on any of the above data.

As a first time civiCRM user, cannot determine which would be an ideal way to map/organize my data. Can you help me to use which civiCRM feature (groups,tags,custom fields) to use for my requirements?

You're half way there with this. I would say that the three types of people are 'Contact Types'. Groups and/or Tags can be used to break these down where relevant, for instance, tags might be used to identify who actively contributes to your org, and groups might be used for the people that you will be mailing newsletters to.

The rest are probably mostly custom fields, with the exception of the medium of introduction to your institute - this may be an activity (use activity types and/or custom fields to specify the information you want to capture) because this will make it easier to see how many new interactions you've had in any given time period.

Ultimately, though, CiviCRM is really flexible and there are other approaches to capture and report on the same information. If you give some thought now to the specifics of what you will report on, you may decide that there is a better approach.


Contribution=Membership+Donation incorrect for CiviCRM 4.7.12 on WordPress 4.6.1 I'm setting up a Signup, Renew, Donate page for both Membership signup/renewal and adding in an optional donation. I first tried setting the Financial Type = Membership. Everything worked fine, except the Membership and Donation were consolidated into one fee, not separate despite checking "Separate Membership Payment" when setting up the page. Also, on the receipt to the member, the two fees are added together, so they can't see how much was a donation (fully tax deductible) and how much was a membership (only partially deductible).

So, I tried setting Financial Type = "Donations" and now everything works correctly in the database regarding both separate donation and membership entries, as well as getting the membership info correct. If an offline payment is selected, the invoice nicely breaks out the membership and donation information - see attached. HOWEVER, for an ONline payment, there is a separate email receipt for both the donation and the membership - see attached. The donation receipt is correct. However, the membership receipt shows TWICE the amount, because the membership is counted BOTH as a membership and now a redundant donation - see attached. If the optional donation is not included, the membership receipt still is double-counted, which will certainly create confusion to members.

Is this a configuration issue that someone else has solved? OR, is it possibly a bug in generating the email receipt. Everything works perfectly except the separate e-mail for the membership. Ideally, the email receipt, like the invoice, would simply show both items with the correct total.

Thanks for any help on this.

The screenshot below shows correct reply on our website. Going into the CiviCRM database, a $17 Contribution is recorded as a donation, and a $30 membership is also recorded and the member's membership status is accurately updated.

(source: sdcbcdream.org)

Below is the corresponding incorrect Membership Receipt in email. Note that the membership fee of $30 is listed also as a contribution, so that the total $60 is exactly DOUBLE.

(source: sdcbcdream.org)

Below we see that the Donation Receipt in email is perfect.

(source: sdcbcdream.org)

Finally, the Invoice below generated for an offline payment (Pay Later) also correctly breaks out the total plus each item. It would be great if a receipt like this could be combine into just one receipt e-mail, although not necessary. We just don't want it to look like the Membership cost was double the actual.

(source: sdcbcdream.org)

This is fixed now in the latest 4.7 - I know this for a fact because I QAed it!

You'll still get two receipts - but the math now adds up.


Contribution page "other amount" option causes weird behavior - possible bug? Using version 4.6.10.  I can reproduce this problem on the Demo site.
This is the problem:

Create a donation page with an "other amount" option in addition to
fixed price options.
Open the live-page or test-drive page link
Under Donation Amount, choose "Other Amount" radio button
Most of the fields on the page disappear:  the name and address fields, the credit card fields, etc.
Input an amount into the "Other Amount" box, and press enter, sometimes the fields briefly reappear.
But as soon as you scroll with your mouse, the fields disappear again, and you find that there are pink error messages at the top of the page asking you to fill in the missing form fields.
However, you can't fill in the missing fields because they have disappeared from the form.

Since I can reproduce this on the demo site, I suspect it may be a bug.  But I'm reluctant to report a bug until I've had some independent confirmation.

Any help would be most appreciated!

Leslie

Update: This is a bug - Reported at https://issues.civicrm.org/jira/browse/CRM-17735

---original answer---

I am not seeing this on the demo. On clicking the Other Amount radio button, the credit card information section disappears. This is the correct/expected behaviour as the amount is Zero. Adding an amount makes that section reappear.

This could be a browser issue - please test with other OS/Browser combinations. I used Ubuntu Mate with FireFox 42.0


Looking for CiviSMS extension. New version? I'm trying to install CiviSMS on a Drupal based CiviCRM install. I have Drupal 7.43 running CiviCRM 4.7.8 on a CentOS 7 platform.

Did you have a look at the extensions directory on:

https://civicrm.org/extensions
filter for SMS
Select one and you'll find the download link

Note that both Clickatell and Twilio don't have a 4.7.x stable version listed yet - best to contact their authors to see where things are at.


Sending PDFs on event notifications and reciepts - disabling Why is it when you go to:
civicrm/admin/setting/misc?reset=1
Admin->System Settings->Misc

And set "Attach PDF copy to receipts" to "no" that PDFs are still being attached to receipts?

This appears to impact both events and contributions.

Turns out that there is an additional setting on CiviContribute Component Settings that appears to override the Misc System Settings which only becomes apparent when you turn on tax/invoicing.
(/civicrm/admin/setting/preferences/contribute?reset=1)

"Automatically email invoice when user purchases online"

This is somewhat confusing.

Perhaps we should change the labels and descriptions such that it's more clear what these options mean.

Amend the setting on System->Misc page to reference the fact it might be overridden
Change the wording of Civicontribute settings so that it references that by "email invoice" it means attach a pdf (and will override what is set in 1).


Design bug? "Supported recurring units" for Membership contribution. Why? I have a membership contribution page that has an options for monthly and biannual periods.  I'd like to offer members the option for auto renewal when their memberships are up.  When I check the box allowing for recurring contributions on my contribution page config, I'm offered choices, one that doesn't make sense for a contribution explicitly used for membership.  (I do have my contribution set up this way.)
The problem is this option:

Supported recurring units*  day  week  month  year

Select recurring units supported for recurring payments.

For my specific problem, there is no biannual option.  But more generally, if I had a membership type/ price set that was set for a period of 27 days, and I wanted to offer recurring payments, I'd want the recurring period to match exactly the length of the duration of the membership and happen after the 27th day.  Am I doing something wrong or is this a design bug?

Why wouldn't people always want to automatically constrain their recurring payments with their membership length?

The period is already set by the duration of the membership. Isn't this redundant to be asked to set it again in the recurring contribution options?

Thanks

The big answer is that recurring contribution features were built with regular donations, not memberships, in mind. That memberships work is a nice bonus, but I think it would take a bit of investment to rework that the way you describe.  With most memberships being more standard durations, nobidy has stepped up to build that.

In your specific case, many payment processors won't even support biannual recurring payments--their maximum interval is one year. A potential reason for this is the proportion of cards that would expire between each renewal.


How can I include Employer in display name? I have tried this but doesn't work. Can anyone suggest a correct token format please? Thanks

{contact.first_name}{ }{contact.last_name}{ }{contact.current_employer}

Tapash,

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

Solution:

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

HTH

Pradeep


Network Error on Contact Search Results page change To replicate, search all contacts, try to scroll to page 2
"Network Error
Unable to reach the server. Please refresh this page in your browser and try again."

Reported by 2 clients, able to replicate.
Workaround is to use the 'glossary' of first letter of display name.
Pagination works fine after this.
Reverting to 'All' also reverts the problem

Replicated on CiviCRM v 5.11.0 and 5.12.0
Wordpress 5.1.1 and Drupal 7
Ubuntu 16.04 PHP 7.1.24, Apache

[SOLVED] Yes found an answer with the help of the CiviCRM team - see https://lab.civicrm.org/dev/core/issues/963

The issue is MySQL configuration after upgrading, which adds ONLY_FULL_GROUP_BY to variable sql-mode.  There is a link to a patch but I found it straghtforward to remove this by adding the following line to my.cnf

sql-mode="STRICT_TRANS_TABLES,NO_ZERO_IN_DATE,NO_ZERO_DATE,ERROR_FOR_DIVISION_BY_ZERO,NO_AUTO_CREATE_USER,NO_ENGINE_SUBSTITUTION"

Hope that helps.


How do i set up registration for multiple workshops? I am trying to set up registration for an event that has multiple workshops. i need people to pre register and i am uncertain how to set up.

You can setup workshops as price fields within a price set. Setup the field with your choices, make the price $0 & uncheck the 'Display amount' box. They will show up as line items on the registrant's receipt at $0 cost.

Another option is to make them custom fields for participants and add them to a profile.

I find reporting is more is more robust when you use fields in a price set.

Hope this helps.


Has CiviCRM ever undergone formal usability testing? Drupal 7 was put through formal usability testing at the University of Minnesota's excellent Usability Services Lab.

Has CiviCRM ever been through such a process? If not, I would be interested in facilitating this, as I work at the University of Minnesota and have access to this lab.

No, it hasn't.

The National Democratic Institute (NDI) did a bit of less than proper formal usability testing: https://www.nditech.org/blog/2014/08/testing-one-two-three with details of process at https://nditech.org/blog/2014/07/test. Their focus was on their staff using it for their specific purposes, so the results were skewed, and led more to tailoring for their specific needs than general usability improvements (see https://www.nditech.org/demtools/civiparty).

It would be A VERY GOOD THING to get formal usability testing for front end, back end, and admin/configuration workflows and forms. We should conceive of this as an on-going process, rather than a one time initiative if that is possible on your end. We would need to find resources to rework things in response to recommendations. It might be that 5.0 or 5.1 would be a good version to start incorporating feedback.

The Drupal testing was great and was taken very seriously by the core developers, which was essential to getting the resources to really change things for the better. The regret I had was that the testing was limited to what to do with a basic install; reasonable as a start but it didn't end up addressing and thus mobilizing resources to address the problem of staff usability doing daily work with a 'normal' Drupal installation that includes lots of contrib modules. This is a major reason why I am seeing organizations migrating from Drupal to WordPress when they redevelop their websites - the usability for experienced staff during on-going operations.

With CiviCRM the core functionality is much more extensive, and the extension ecosystem not quite as crucial to the daily staff workflows on a typical installation (at least at the moment). So I think it would be more feasible to do testing of representative workflows on core CiviCRM. I don't know enough about usability testing protocols to know how reasonable it is to focus on usability for experienced staff users in addition to the new users and the learning curve they face as either new staff people or as folks just trying to donate or signup or buy a ticket.

THANKS for the offer. Please get in touch with Coleman and Dave about this.


Is CiviCRM going to ever change to be more like CiviCRM Webform? I am sorry if this is a terrible way to ask this, or I asked it the wrong way, or its in the works. But after my experience working with Civi it seems like I should be able to make a synthesis of a form that uses CiviContribute, CiviEvent, and CiviMember, Profile Fields, CiviRules- but in a more flexible way. I know that CiviCRM Webform for Drupal kind of does it, but there are so many places it doesn't solve all the needs we have.

I was imagining it would go like this.

Form Builder.

And then I could add in the kinds of features I want on the form, and stack them, kind of like how you add profiles to a contribution page.

Membership
Event
Contributions
Profiles
Civi Rules

Then the form would let me configure the components. Or, at the bare minimum, I could include them but configure them elsewhere. Even better, there would be a very rudimentary layout tool for ordering them.

It seems like everything I build is trying to achieve some part of this solution, but gets 90% of the way there.

Does CiviCRM have any intention of being more "loosely coupled" I suppose? I really love the features it does have and what it has done for the orgs I've work with. No complaints, just wondering if someone can give me an answer as to if this is being worked on, will it be done, is it a valid idea, etc.

Thanks!

The short answer is "yes." If you look at civicrm.org/roadmap you'll see 3 goals for the next evolution of CiviCRM, the first being:

  GOAL 1: A POWERFUL FORM DESIGNER

  Today our users, and those that support them, are able to customize
  CiviCRM installations with a number of powerful tools, many with point
  and click interfaces. But there are still some 'flies in the
  ointment', for example:

  Customizing layouts for some back-office screens (e.g. the contact
  summary page) requires developer skills and can complicate the upgrade
  processes.
  Some front-end screens (e.g. online contribution forms and
  event registration forms) have limited layout and page flow options.
  Our community spends too much time tweaking these pages to meet their
  requirements, and maintaining these tweaks through upgrades.
  Building
  and improving core forms requires developers to learn an antiquated
  and poorly documented form layer (HTML_QuickForm). This is an obstacle
  to bringing new developers into the ecosystem.

  A new and powerful form
  designer built with modern tools will make it quicker and easier for
  users and service providers to customize screens allowing them to work
  on  substantive improvements (for example like improved workflows for
  specific use cases).  It will attract more developers to the project,
  bringing their skills and experiences and resources to the project.
  Replacing older varied code with a new consistent set of tools will
  increase the mantainability of the code and reliablity of the product.

The core team has been discussing and refining this goal for several years, however there are still some hurdles to clear before it is achieved, the largest being a considerable funding gap. Building revenue streams and fundraising has taken some (but not all) core team attention away from developing new features.

As of this writing, a start has been made on goal #3 the next generation api, and a partner organization has been working on goal #2 Bootstrap theme integration. The core team has successfully laid the technical and community infrastructure in place for iterative improvements and their next task will be to start work on the form builder system with the goal of gradually replacing core forms with the new technology.


all imports seem to geo code I never check the geocode box when importing. Yet, I found that even small imports were taking a long time. I ran strace on the php process and saw lots of lookups to google. So I disabled both the mapping provider and geocoding provider globally, re-ran the import and it went through in a fraction of the time.

Next, I took a closer look at the code that is triggered based on the geo coding checkbox:

The file: Contact/Import/Parser/Contact.php contains:

 public function import($onDuplicate, &$values, $doGeocodeAddress = FALSE) {
    $config = CRM_Core_Config::singleton();
    $this->_unparsedStreetAddressContacts = array();
    if (!$doGeocodeAddress) {
      // CRM-5854, reset the geocode method to null to prevent geocoding
      $config->geocodeMethod = NULL;
    }

In other words, if geo code checkbox is unchecked, the $doGeocodeAddress is set to false. If it is set to false, then we set $config->geocodeMethod = NULL;

Hm. Could this possibly work? If you set a property on a singleton locally in a function, it seems like it would not be available outside the function.

However, this "fix" has been in place for years so I'm asking this question as a sanity check before opening a ticket.

Maybe something changed in the behavior of PHP?

The answer is bug, but not for the reasons I thought.

In short: the addition of MagicMerge seems to be the culprit, resulting in changed behavior when geocodeMethod is set to NULL.

Long answer:

First, setting the property of a singleton in one function, does result in it persisting even in other functions. The singleton really does act like a global variable. That's how this has worked all the way up to 4.7.

However, in 4.7 MagicMerge was introduced to streamline the configuration object.

This approach added __get and __set functions to handle properties that are not defined.

Now, if a property (like geocodeMethod) is set, it is added to the cache ($this->cache[$name] = $v;). So far so good.

However, when it is retrieved, it only comes from the cache if it is set:

if (isset($this->cache[$k])) {
  return $this->cache[$k];
}

Oops. If we set it to NULL it will never be retrieved from the cache and will always be retrieved using the function CRM_Utils_Geocode::getProviderClass


Unable to change membership I am not able to change a membership.
Version 5.34.0
Steps to reproduce:

Edit a membership
Change e.g. the end date
Save the membership.

A popup message appears saying the membership change has been carried out with the date given. However, the change is not recorded.
This happens with every change.

Note this is also tracked in gitlab https://lab.civicrm.org/dev/membership/-/issues/34


Testing event registration I've created an event and I'd like to test my registration forms. I go to Event Manager and select the "Test drive" link. The registration page won't display.
I get error "The event you requested is currently unavailable (contact the site administrator for assistance)."
I suspect it is because the event is disabled. However, if I enable the event, users can see it. That sort of makes the ability to test it useless.
Am I doing something wrong here? Is there a way to test a disabled event registration?
Thans.

Currently the event needs to be active to use the test drive.

If you have an event listing page, you can uncheck Public event. That way users only see the event if you create a link to it. You should be safe in temporarily making it active for testing.


Has Contact ID been removed from the Contact Import "Matching"? I have a v strong memory, and screenshot evidence that we used to be able to 'match' by including the Contact ID in the import.

This was discussed in https://chat.civicrm.org/civicrm/pl/sjht4rjsxifwtk6iofe3a19ftw and here is the screenshot I have which I used to explain to a client how to do this back in Nov 2018 (haven't dug out the version but would have been as least the Security Release that was current at the time.

No such field shows on dmaster, and nor does eg 'internal id' or any other variation I could think of.

On the first step you have to check "update" where it says For duplicate contacts.


A list of all available tokens? Is there a way to display a list of all available tokens on the system (other than scrolling through the dropdown)?

Our donor intake person would like to see what's available in a readable way.

Not that I know of, but FYI that dropdown is searchable, so you don't have to scroll if you don't want to.


Restricted access to the WordPress page but still getting errors: 'Sorry, due to an error, we are unable to fulfill your request at the moment.' I am setting up some member self-service pages, restricting access using the 'Members' plugin, to show (on separate pages):

a profile to allow members to update their details via [civicrm component="profile" mode="edit" gid="1"] (different errors depending on view or edit modes)
Dashboard so that invoices and event bookings are visible via [civicrm component="user-dashboard"]

But still getting the following error:

Error with anonymous / not logged in user and viewing profile (if the
mode="edit" then redirects to homepage)

Error with anonymous / not logged in user and viewing Dashboard

'Members' plugin is working as expected and I can successfully set it up to restrict content and show custom messages. CiviCRM permissions appear to be correct / default.

I was not expecting to get any CiviCRM error messages as the content was restricted and not showing, though something is triggering the error messages / redirection.

I have checked with a clean install of both WordPress (5.4.1) and CiviCRM (5.25.0 and 5.26.0), and even used other plugins that do similar content restriction but all to the same end.

I am pretty new to CiviCRM so any suggestions as to fix this / or where to look would be much appreciated.

The back trace posted below for the view profile states 'Could not find the required contact id parameter (id=) for viewing a contact ...' which is understandable, though why it is trying to find contact id when the content is restricted is puzzling me.

backTrace

#0 [...]/wp-content/plugins/civicrm/civicrm/CRM/Core/Error.php(337): CRM_Core_Error::backtrace()
#1 [...]/wp-content/plugins/civicrm/civicrm/CRM/Profile/Page/View.php(52): CRM_Core_Error::fatal("Could not find the required contact id parameter (id=) for viewing a contact ...")
#2 [...]/wp-content/plugins/civicrm/civicrm/CRM/Profile/Page/View.php(152): CRM_Profile_Page_View->preProcess()
#3 [...]/wp-content/plugins/civicrm/civicrm/CRM/Core/Invoke.php(311): CRM_Profile_Page_View->run((Array:3), NULL)
#4 [...]/wp-content/plugins/civicrm/civicrm/CRM/Core/Invoke.php(68): CRM_Core_Invoke::runItem((Array:13))
#5 [...]/wp-content/plugins/civicrm/civicrm/CRM/Core/Invoke.php(36): CRM_Core_Invoke::_invoke((Array:3))
#6 [...]/wp-content/plugins/civicrm/civicrm.php(1479): CRM_Core_Invoke::invoke((Array:3))
#7 [...]/wp-content/plugins/civicrm/includes/civicrm.shortcodes.php(328): CiviCRM_For_WordPress->invoke()
#8 [...]/wp-includes/shortcodes.php(343): CiviCRM_For_WordPress_Shortcodes->render_single((Array:3), "", "civicrm")
#9 [internal function](): do_shortcode_tag((Array:7))
#10 [...]/wp-includes/shortcodes.php(218): preg_replace_callback("/\[(\[?)(civicrm)(?![\w-])([^\]\/]*(?:\/(?!\])[^\]\/]*)*?)(?:(\/)\]|\](?:([^\...", "do_shortcode_tag", "[civicrm component=\"profile\" mode=\"view\" gid=\"1\"]")
#11 [...]/wp-content/plugins/civicrm/includes/civicrm.shortcodes.php(214): do_shortcode("[civicrm component=\"profile\" mode=\"view\" gid=\"1\"]")
#12 [...]/wp-includes/class-wp-hook.php(287): CiviCRM_For_WordPress_Shortcodes->prerender(Object(WP))
#13 [...]/wp-includes/class-wp-hook.php(311): WP_Hook->apply_filters("", (Array:1))
#14 [...]/wp-includes/plugin.php(544): WP_Hook->do_action((Array:1))
#15 [...]/wp-includes/class-wp.php(748): do_action_ref_array("wp", (Array:1))
#16 [...]/wp-includes/functions.php(1274): WP->main("")
#17 [...]/wp-blog-header.php(16): wp()
#18 [...]/index.php(17): require("[...]/wp-blog-header.php")
#19 {main}

I have found a partial solution...

To wrap the CiviCRM shortcode in a Members shortcode (which would have been the 'old' / pre-gutenberg block way to do it)

[members_logged_in][civicrm component="user-dashboard"][/members_logged_in]

The content is then restricted to logged in users (in this instance) and no visible errors are thrown, though while the form works it appears some Javascript/CSS is not loaded on the page when the shortcode is nested - which others have also come across here: Request login on edit mode profile form.


How to convert/import participants with partial payments I've tried importing participants in the standard way, then importing contributions for their event deposits (partial payments), then using API CSV import to connect them via a ParticipantPayment import. However, things don't seem to behave correctly afterward.

Bringing the data directly in via SQL on civicrm_participants, civicrm_contributions, and civicrm_participant_payments doesn't seem to work either.

What is the correct way to convert in the data so these participants will be connected with their deposits?

In the end, this can't be done with a simple import. We must populate all of the following tables:

civicrm_participant
civicrm_line_item
civicrm_contribution
civicrm_participant_payment
civicrm_financial_item
civicrm_financial_trxn
civicrm_entity_financial_trxn

Given that complexity, I created a staging table and brought it all in via SQL scripts.


API call to modify contact custom data fields fails without error I'm trying to troubleshoot an issue I'm having with api v3. I can successfully use the api to modify standard CiviCRM contact fields, but if I use the api to modify a contact's custom field the call never completes.

In the api explorer I can create a call to modify a custom field on a contact and click "execute", but nothing is returned – no response or error, the icon in the results box just continues to spin. I'm not seeing an error in the log file either.

So this api call does not execute:

$result = civicrm_api3('Contact', 'create', [
  'debug' => 1,
  'id' => 4,
  'custom_6' => 1,
]);

And this one executes successfully:

$result = civicrm_api3('Contact', 'create', [
  'debug' => 1,
  'id' => 4,
  'do_not_email' => 1,
]);

I feel like I am missing something obvious like a wrong permission, but would it return an error on that? Any ideas of where to look to troubleshoot?

To try and reproduce this, I visited the CiviCRM.org demo site at https://dmaster.demo.civicrm.org/, logged in, and explored the API Explorer there. You might prefer to use a demo site that matches your platform / version (& note that some folk have found the CiviCRM.org hosted demo sites can be hard to spot beneath the partner-hosted sites on that page).

I found a contact via the regular CiviCRM UI and edited their "Marital Status" and "Most Important Issue" constituent info on the contact edit screen, then used the API explorer to return the custom data which had been set.

I then used the same process to try and update the custom data, setting "Marital Status" to "M" (the API explorer presents available options in a list).

This showed a successful result and I confirmed that the update worked by viewing the contact record and seeing that "Other" had now changed to "Married". This indicates that the CiviCRM.org demo site works for this use case (suggesting that the issue you're experiencing might be configuration or permission-dependent, or related to some other site-specific implementation detail).

By observing the network tab while testing these API calls, I could observe the response from CiviCRM. In the event where an API call via JS doesn't return a result, I'd look here to see if there was an unexpected response (either invalid JSON, which could possibly leave CiviCRM's JS API hung, or an HTTP response code other than 200, which might have similar results).

I see your posted code is PHP not JS, so it may be you aren't using the JS API and can discount the HTTP layer as causing your issues. In that case your next step is probably to inspect the result of the attempted API call, and to investigate error logging (also valid when you are using CiviCRM's HTTP/JS interface).

In that case, inspecting details recorded to the CiviCRM debug log, and your hosting environment's PHP and webserver logs can reveal if there's any indication of an issue there. This question has a detailed writeup on where to find the debug log and other logs, as does the CiviCRM docs.

There's a related question on setting custom data via API which suggests that custom data is not consistently supported by various entity types when modified using the API. That's an old question and might not be up to date.

Hope this is some help!


Calculate a better price for Webform CiviCRM Payment Installments (Annual) If I set up Webform CiviCRM to sell an annual membership

4 installments
1 payment a year
Four years

It seems to work just fine as far as charging them for the first installment and then tracking the rest on the CiviCRM end.

However, the user sees this on the payment page of the webform:

Is there any way to either remove this completely and use Webform to just list their current charge, or a way to parse this into something that will let them know what they are actually paying right now? I don't think putting the number of installments next to the membership name is going to cut it.

CiviCRM 4.7

Is using something like https://www.drupal.org/project/webform_calculation_components viable for this?

That’s still on the ToDo list. Can you open an issue for this in the Drupal queue? I’ve got a small PR related this that I need to submit - will have a look at how to resolve this as well.


How can I search for or report on contacts based on date, method and/or status of group subscription? With GDPR coming down the track I'm keen to dig in to my contact lists in more detail. I'm looking the ability, ideally through the UI, of reporting on, and searching for, contacts based on the date they subscribed to a given group, the method by which they were added to the group, and the status of their group membership.

Currently there is no reporting or search on group subscription history. But I do think the gdpr extension (https://github.com/veda-consulting/uk.co.vedaconsulting.gdpr) has a custom search which allows you to search the group subscription history.


cividesk google sync error I'm attempting to configure Cividesk sync for Google Apps. Running on latest installs of WP and CIVICRM.

The Cividesk screen shows that it is configured correctly.

But the log shows the following error:
Finished execution of Cividesk sync for Google Apps with result: Failure, Error message: Google API error - either the extension is not fully configured or there is a database mismatch.

Any suggestions on how to proceed? There is an old forum link but it simply states to re-install. Figure there might be something more current available from the stack-exchange.

Thanks.

The extension is configured correctly per your screenshot, so it must be an issue with the sync queue.

You can reset this queue by accessing your database (command line mysql or phpMyAdmin) and issuing the command: TRUNCATE cividesk_sync_googleapps;

The queue will be repopulated when the next sync happens.


Updating Custom Data Fieldset Settings via php my admin I've got a site where custom data has been created for Particpant records.

And the fieldsets have been made available for all event types.

The site in question relies heavily on segmenting events by type, and some of the participant fieldsets are not applicable/suitable for some event types

However the empty fieldsets are appearing in the confirmation emails for the events they are not appropriate for and causing confusion to end users.

So...My question is...
am I safe updating the values in the civicrm custom group tables for the fields
EXTENDS ENTITY COLIUMN ID
and
EXTENDS ENTITY vALUE
for the relevant data sets

I guess this is the reverse of the question asked here
Can I change settings for a custom field set for participants without losing any data?

Can anyone advise me of any potential pitfalls?

Hmm I think you should be OK but carefully....and make sure you are not hit by any of the VALUE_SEPARATORS?


How to track bounces from Sendgrid in CiviCRM 5.x? We're set up with CiviCRM and Sendgrid but don't have bounce processing as far as we can tell, and are not sure how to fix that.  All information on using the SendGrid api is pretty old and we have no idea if it'll work given the present civi version (that being 5.x rather than the info I'm finding re: 4.x).

For example, the Sendgrid Event notification processor is 4.4, 4.6 and 4.7 only.

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

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

Will update this answer with our experiences.


Multiple custom field in a custom group I need to create a new tab for a Contact, with a custom field with multiple values. So I think I have to create a Custom group displayed in a tab, but then I can not add another custom group in this custom group, or a multi-valued custom field.....

How can I do that ??

Thanks

Go to edit your custom group and enable multiple records. Users then will be able to add the field more than once.

Depending on your use case, the "Tab with table" may look better than the "Tab" display. Tab with table is easier to view and edit in most cases; try them and see which you prefer.


Can't edit or create Custom Search options via front end? I'm a little confused as to whether I should post likely bug reports here or on the forum since the top of the forum indicates that bug reports should still be there, but the Using CiviCRM boards are marked as deprecated...let me know if this is wrong!

On my Joomla install, confirmed on sandbox:

I go to Administer->System Settings->Option Groups then scrolling down to Custom Search and click Options.  I try to edit an existing option or add a new one.  When I click Save, I get the error "Value is a required field."

I assume the form should display the Value field as many other forms do.  Or if it's not meant to be user editable, it should be a hidden field and submit invisibly with the rest of the form.

I can work around this with direct sql queries as described at http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Custom-Search+Extension

This is a known reported bug, please check https://issues.civicrm.org/jira/browse/CRM-16254 and was fixed for 4.6.1

I would recommend upgrade to latest stable 4.6.2.


CiviReport - development recognition report We need a donor recognition report that - for lifetime or a period of time (last FY for example) - will count totals per donor and include soft credits in the totals. Is this something that can be done "out of the box" or do I need a custom report?

You might want to take a look at the Summary Fields extension and see if it provides a good foundation for you to add the 'Soft Credit' information to.


Does CiviRules add/remove a contact to a Group based on Membership starting/expiring Haven't used CiviRules before and I see it is only listed as working on 4.4 - but I want to see if on 4.6 can it

add a contact to a Group when they purchase a new Membership,
remove them from a Group when their Membership expires
act on only specified Membership types

Yes Pete, we have not worked on any conditions for membership status. We never had (and never will :-)) have the ambition of creating all sorts of Conditions. We have created the engine and the conditions/actions that our projects need. However, the engine allows you to create your own conditions and actions quite easily, that is documented on our wiki: http://redmine.civicoop.org/projects/civirules/wiki

Documentation pages on creating conditions:
http://redmine.civicoop.org/projects/civirules/wiki/Tutorial_create_a_new_and_simple_condition
http://redmine.civicoop.org/projects/civirules/wiki/Tutorial_create_a_more_complicated_condition_with_its_own_form_processing
It should be a pretty easy job to add a condition for membership type or membership status.


add to group automatically according to custom logic When a user fills out a registration form to an event, I can set the profile up to add him automatically to a specific group. But how do I choose the group automatically according to what he filled out in the form?
Specifically, according to his chosen preferred language, I need to add him to 1 of 4 different groups. How can this be done?

This is what Smart Groups can do for you. So instead of setting the Group in the Profile, just set up a Smart Group based on the field eg language.

Or if you need people to be added to a Group via the profile AND then set up subgroups based on language, add the primary Group X via the Profile, then create a Smart Group based on 'is added to Group X AND has preferred language = Mongolian"


When reinstalling CiviCRM, it will not allow connection to a database with preexisting data I am reinstalling CiviCRM on Wordpress after Civi quit quit working.  I deleted the folder civicrm in /plugins and also in /uploads.  This allowed me to upload the new plugin version of Civi and took me to the CiviCRM Installer.  However, I get this message "CiviCRM data from previous installation exists in 'database_april'" which is the name of the database from my previous installation.  How can I get the Installer to allow connection to the prior database?
Thanks for your help!

You'll need to use mysql or phpmyadmin or equivalent to run sql/civicrm_drop.mysql. You may also need to manually remove the civicrm_install_canary table.

What it's technically complaining about is that you still have data in the civicrm_contact table.

UPDATE for more instructions using phpmyadmin: On the Import tab browse for the sql/civicrm_drop.mysql file and then click the Go button. You won't be able to browse on the server, so you'll need a copy of the civi download unzipped on your machine to browse for it.

To drop civicrm_install_canary, go to the SQL tab and enter DROP TABLE civicrm_install_canary and click Go.


After upgrade, I can't generate pdf letters for printing. How can I enable wkhtmlpdf to handle pdf conversion? Just upgraded CiviCRM. Running 4.7.29 on D7.56. Have installed wkhtmltopdf at /usr/local/bin/wkhtmltopdf
I have placed exactly that file path into the settings in the admin for the "alternate" pdf generator. Doesn't seem to work. Get fatal error when I try to generate pdfs for printing. Here is the alert message:

Fatal error: Call to undefined method CRM_Core_SelectValues::documentFormat() in /home/[site]/public_html/sites/all/modules/civicrm/CRM/Contact/Form/Task/PDFLetterCommon.php on line 186

Don't think wkhtmlpdf is executing. Is there a test to see if wkhtmlpdf is handling the conversion, as opposed to dompdf? Any suggestions?

The fix was to uninstall/reinstall sumfields! However, I had to manually delete row/drop tables (value_sumfields and custom_groups) in order to "clean install" sumfields. Still don't know why, but my instance was buggy. The usual uninstall/install procedure in the extensions manager didn't work for me. Talked to Jamie McClelland and he confirmed that I could/should manually make changes to the tables and then reinstall 3.1.1 of sumfields. NOTE: I had originally assumed that the problem had to do with wkhtmltopdf and so started down a bunny trail. For some reason upgrading from 4.7.22 to 4.7.29 AND having sumfields enabled AND using alternate pdf generator caused/revealed the problem on my instance. I will continue to investigate this, but I want to give a big shout out to Aidan at Squiffle and to Jamie at Progressive Tech Project for sticking with me.


Where are civicrm profile custom fields stored in the DB? I have a contribution form with profile with custom fields, I want to know where the custom fields data is stored in the DB for every new contact.

Quote from CiviCRM data architecture:

  When you add custom data to a CiviCRM object, you first create a
  custom data group and then add custom data fields. At the database
  layer, what you are doing is creating a new table for the custom data
  group and adding columns for the fields.

If you crate a custom data group called My Custom Data with a field Name, Civi will create a new table in your database like this: civicrm_value_my_custom_data_1, 1 being the group id. The table has an id column (primary key) an entity_id column (fk to the entity, ie. contact_id, contribution_id, etc), and one column per each field you have created, in this case would be name_1.

Field Name for contact_id 50 in sql would be:
select name_1 from civicrm_value_my_custom_data_1 where entity_id=50;

Hope is clear.


Can't create a standalone profile for membership card information I'm trying to create a profile page where a user tells us where they want to pick their membership card up. We have the field on new membership applications, but we want to send cards to existing members. Due to the cost of mailing we're going to drop them off at the member's preferred retail partner for pickup.

I have a custom field for the pickup location, and I created a custom profile with that field, plus the first and last name as view-only in order to verify the profile. The intent is to email the user and include their contact hash to ensure their profile appears. I received the following error when trying to preview the profile on the website front-end:

"Profile search, view and edit are not supported for Profiles which include fields for more than one record type."

I then stripped it back to only include the membership card pickup field. I still receive the error.

Is there any way to collect this information? I'd rather not send a bulk email and have to manually update every member's profile.

We are using wordpress 4.3.1 and civi 4.6.8.

Are some of the fields on the profile membership fields? I think the issue here is that Profiles that you can send people to via a checksum will only support Contact fields, not Membership fields, since if the person has more than one Membership there is no way to know which one to update.


When exporting data from CheckBox field, can value of be different from what is displayed? When exporting data from a custom CheckBox field, can the value of the data exported be different from what is displayed?  For example, the checkbox Multiple choice is labeled "Asked"  but I would like the data value exported to be 1.  I tried to change the Value to 1, but it is still exporting "Asked"

Thanks!!

as far as I know you can not change the way an exported field is represented in the User Interface.
What you could do is create a report of activities and export that report, perhaps you will then get the option to get the value. And this extension might help as well: https://civicrm.org/extensions/export-native-excel. Good luck!


Conditional Statement in mailing causes parse error I'm writing an if statement for a mailing and keep coming across a parse error. My statement is pretty straightforward:

{if contribution.non_deductible_amount eq '0'} NA {else} {contribution.non_deductible_amount}{/if}

I've tried a few variations equals signs,double quotes, etc. But each time it adds an ampersand which causes the parse error:

<?php if ($this->_tpl_vars['contribution']['non_deductible_amount'] == & #39;0&#39;): ?> NA <?php else: ?> Amount Here<?php endif; ?>

I fixed this by adding (as @Andrei suggested) config.entities = false; to my config.js file in the ckeditor (/your/path/to/civicrm/civicrm/packages/ckeditor/config.js).

Just don't forget: If you are modifying config.js you should first have configured a Custom PHP Path under Administer > System Settings > Directories, and place your modified version in the custom path.


Installing Direct Debit UK and Smart Debit extensions for civi 4.6 Has anybody installed the Direct Debit UK and Smart Debit extensions for Civi 4.6 (specifically) 4.6.10?

I've searched but can't find a definitive answer regarding compatability.

And, do these extensions work with webforms?

I know I could fire in, install and find out; but wanted to see if I could learn from other people's experience.

Cheers!

Craig

we are the extension maintainers so hopefully can help with any questions. Yes, they're actively used and installed however they're not explicitly designed to work with webform.

We've just released a 4.6 ready version of the extensions that needed it, the rest are 4.6 compatible already and should indicate so.

Let us know if you need anything else.


cron calling cv but not executing? WP4.9.6 / CiviCRM 5.1.2

Having some issues with cron jobs using cv. I have a cron running with cli.php but that requires a password. I'm about to implement 2FA which breaks that approach.

I've got cv installed (well technically my hosting provider installed it for me), and I can call it from ssh, but it doesn't seem to trigger the scheduled jobs (even when I replace admin with a valid WP / CiviCRM superuser account name)?

bash-3.2$ cv api job.execute --user=admin --cwd=/var/sites/h/hbb.org.uk/public_html -vvv
[BootTrait] Start
[BootTrait] Attempting to set verbose error reporting
[BootTrait] Call standard cv bootstrap
[Bootstrap] Options: {
  "dynamicSettingsFile": "phar:///var/sites/h/hbb.org.uk/cv.phar/settings_location.php",
  "env": "CIVICRM_SETTINGS",
  "prefetch": true,
  "settingsFile": null,
  "search": true,
  "cmsType": null,
  "httpHost": "",
  "output": {} }

[Bootstrap] Find settings file
[Bootstrap] Load supplemental configuration for "/var/sites/h/hbb.org.uk/public_html/wp-content/uploads/civicrm/civicrm.settings.php"
[Bootstrap] Load settings file "/var/sites/h/hbb.org.uk/public_html/wp-content/uploads/civicrm/civicrm.settings.php"
[Bootstrap] Find CMS root for "/var/sites/h/hbb.org.uk/public_html"
[Bootstrap] Found "wp" in "/var/sites/h/hbb.org.uk/public_html"
[Bootstrap] Simulate web environment in CLI
[Bootstrap] Initialize class loader

[Bootstrap] Call core bootstrap
[Bootstrap] Finished

[BootTrait] Call core bootstrap
[BootTrait] Call CMS bootstrap

My site is an upgrade from before 4.6 so my civicrm.settings.php is in ../plugins/civicrm which I've copied to ../uploads/civicrm just in case, but to no effect.

Everything seems to work, but nothing happens?

Closing this as I've managed to get wp-cli to work from ssh, just trying to get it to work from cron now....


Mail not sent from CiviCRM via SMTP or mail() I am trying to send email using SMTP settings in the outbound email settings.
I have set all the fields according to this post which would be

SMTP server address : ssl://smtp.gmail.com
SMTP server port: 465
SMTP username: [username@gmail.com/username@yourtlddomain.com]
SMTP password: [yourpassword]

I have also commented out CIVICRM_MAIL_LOG in the civicrm.settings.php hence my emails are not sent to a file, for sure.
In both mail() and SMTP, the test mail is sent OK according to the popup window (view attached file). But it does not get delivered so it isn't really sent.

I have checked all the related questions. The closest was this CiviCRM not sending mails
but the outputs don't match.

[Edit]
The mails work now. I have implemented the changes suggested by @Siddharth Gupta, below.
Also to allow your gmail to send mails you need to change its security to   allow access for less secure apps from here

I think I found the issue. If your CiviCRM is installed via buildkit there is a file ~/buildkit/app/civicrm.settings.d/100-mail.php which sets the CIVICRM_MAIL_LOG to /dev/null. This doesn't allow Civi to communicate to MTA (Mail Transfer Agent).

The first solution is to comment out

//if (!defined('CIVICRM_MAIL_LOG')) {
//  define('CIVICRM_MAIL_LOG', '/dev/null');
//}

Further, because this is a dev/testing environment, you may want to log your emails while you send them. In your civicrm.settings.php add the following lines.

if (!defined('CIVICRM_MAIL_LOG')) {
define( 'CIVICRM_MAIL_LOG', 'log_path/mail.log');
}
define('CIVICRM_MAIL_LOG_AND SEND', true);

CIVICRM_MAIL_LOG_AND SEND allows CiviCRM to log as well as send the emails.


Trouble adding custom CiviRule action I'm running into some trouble adding my own CiviRule action. I've been able to add the action to the civirule_action table and confirmed it's showing up in the list of actions in the UI. Whenever I try to save the action in a rule I get the error, "Not a valid action, action class is missing".

I'm not sure if I have placed my php class file in the right location or if something else needs to be done. I'm running Wordpress 4.9.7, CiviCRM 5.2.2, and CiviRules 2.1. The php file is placed in /wp-content/plugins/files/civicrm/org.civicoop.civirules/CRM/CivirulesActions/

What could I be missing?

In Create your own action you find a description for extending CiviRules with a custom action. The example action SoftDelete has the class CRM_CivirulesActions_Contact_SoftDelete should be placed in the file
 ../ext/org.civicoop.civirules/CRM/CivirulesActions/Contact/SoftDelete.php

It is also possible to add a custom action to your own extension. An example of such an extension can be found at https://github.com/CiviCooP/org.civicoop.wpcivirules . (But be aware old versions of CiviRules worked with managed entities (*.mgd.php) files. This still works but the latest version works with direct sql statements).


Is it safe to assign "Edit all events" to non-admin users? Drupal gives me only one choice in its listing of CiviCRM permissions to assign to a Drupal role related to the editing of CiviEvents, namely "Edit all events". I'm nervous assigning this permission and would rather restrict the permission to "Edit own events."

Other CiviCRM functions show the normal sequence of permissions which include ones like "Edit own manual batches." Is it safe to assign "Edit all events" to non-admin users?

It depends on the context and the definition of non-admin users.

If, for example, your context is a small organisation with a small number of users I would say it is safe to do so. You could generally agree with each other that everybody is responsible for the events they have created which is usually the case anyway.

But if you have hunderds of users who might edit other events the it might be something which is not really helpfull for your situation. Then you might think about other solutions for creating and managing events because manage own events is missing from the permission settings.


Custom filed that will auto calculate a position number based on date We manage a wait list for membership so I would like to know if there is a way to calculate a number for a custom filed that would be based on if a member is a subtype and then the date in another custom filed.   So that we would have a position number every time we entered a contact to the subtype waitlist.  and would recalculate all the numbers after a contact was removed from the waitlist subtype

Sorry - there is no membership wait list concept in CiviCRM. To achieve what you describe here will require custom code -> a CiviCRM extension.


Can I add an automated "other" field using custom fields? I have a "Select" field options for one of the custom data set. One of the "select" option is "Other". But I would like user to manually enter data related to "Other" field into another text field. Is it something possible to do?

The way to achieve this natively in CiviCRM without writing any code is to create a second text field in which the user can enter their "other" value.

If you want to further improve the UX you can write a little jQuery which will hide the extra field unless the "other" option is selected.


Does iATS Payment SWIPE work? We are configuring our CiviCRM instance to work with iATS Payments. When setting up an iATS Payments Processor, there are a number of Payment Processor Types. Our initial configuration with WordPress 4.6.1 + CiviCRM 4.7.12 works with Payment Processor Type = "iATS Payments Credit Card". For live events, where we have a tablet handy we would like to set up contribution pages using Payment Processor Type = "iATS Payments SWIPE." Has anyone else done this? Also, iATS has two types of credit card swipers - a USB encrypted card reader, which appears to be what the processor is designed for click here, and another one which plugs into apple and android phone jacks, like the more popular Square card reader. If anyone is using iATS Payments SWIPE, what is your experience at live events? What is the hardware you use: laptop, tablet, phone, ...? and USB card reader or phone-jack reader?

We know that the SWIPE processor has been working for some time (at least a couple of years), but we don't have as many live installs using 4.7 or Wordpress, so do let us know how it works out. We have no reason to believe it won't work.

The key functionality of a card reader, aside from reading the card number off of the card's stripe, is to encrypt it, so your card reader would have to be compatible with one of the two expected encryption methods, which you can review at the function iatsSetCreditCardNumber in the js/swipe.js file. If you have one that isn't currently listed but works, then do let us know so we can update the documentation.

And finally - an unrelated word of warning that there are still some issues with contributions in the core CiviCRM 4.7 code. In general, most of the payment functionality is working well, but for example there was a regression in the latest release related to line items (it's not specific to iATS Payments).


MultiRecord OptionGroup on campaign page Out of the box, while CiviCRM offers multirecord optiongroups/values on a contact page, it doesn't allow you to, on a campaign entity.

Why is that? Are there some limitation that I'm missing ?
Is this something that can be easily achieved through coding?

Thanks, in advance!

The short answer is that it hasn't been built out.  It could/would be "achieved through coding", but I don't think it would be done "easily".  The issue is that there are a number of places where the assumption is made that there's only one value per field per campaign (or any non-contact entity).  You'd need to take care of all of those situations.

If you were to do so, you'd end up hacking core CiviCRM considerably, so you'd have to maintain it from upgrade to upgrade.

For those reasons, it would be best done as an improvement that gets incorporated into a future version of CiviCRM.  It would probably require some time and/or money to get it done.  You might contact someone on the CiviCRM core team to discuss some options.  There are ways you can hire them to build a feature for you, or if you have more time than money, you can write the code and they can help you do it well.


How can I clean reports? Which is the procedure /command to cleaning (deleting the records) of any report?
I have tried with "delete", but it seems to delete the form.
Thank you.

You cannot take any action on a report other than:

add to group
export as CSV
print

If you want to take action on contacts, you would do so by

search (find contacts, find contributions, etc)
use the 'actions' menu, choose 'delete'


Where / how is the {domain} token formatted? I am required to use the {domain} token for mass mailing, but it is formatted with line breaks .. can I modify that formatting ?

I believe there are several domain tokens.  domain.Name, domain.Address, domain.email, domain.phone.

These are set on the Administer => Communications =>
Organization Address and Contact Info page.

The only one that I think is required is domain.address.  This has line breaks between the street address and the city, etc.  You can blank out address, the city and remove the zip but getting rid of the country and state may not be possible. (Well if you are in a country without states you can get rid of state)

The {domain.address} is a smarty.  You can do all sorts of things with smarties.  You might be able use regex to replace the line breaks or to remove parts of the address you don't want.  http://www.smarty.net/


Error 500 when using Mosaico with large content and number of users I am using Drupal 7.56, CiviCRM 4.7.20 and Mosaico extension 2.0-beta2.1494950412. When sending an email with a few images to ~950 contacts I get an Internal Server Error (500). Removing a few images and the email succeeds. The server is presumably running out of some resource but I have not been able to determine what it is.
Is anyone else experiencing this issue? If so do you know what resource I need to increase (if indeed that's the problem)?

The problem is caused by insufficient php memory. My php memory setting was 256MB and when I increased that to 512MB the problem was resolved. I don't know what setting would be 'correct' since I am not keen to retain php memory at 512MB.


After upgrade to 5.0.1 - anonymous users can't see any events The upgrade, in Drupal 7.58, was done some months ago. We have an annual event so I'm only noticing this after trying to set up the new event, but anonymous users can no longer view any events. The error is the following:

Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were performing when this occurred.
API permission check failed for Event/get call; insufficient permission: require access CiviCRM and access CiviEvent and view event info

There were no changes to permissions, and this worked before. I double checked, and the anonymous access via CiviEvent is still on.

I think I figured this out, but it still looks like a bug (sorry I won't probably won't be able to confirm right away and submit a JIRA issues). The Drupal "CiviEvent: Access CiviEvent" seems to need anonymous turned off or anonymous can't view. I had this set because I thought it was necessary, but it isn't for anonymous to view specific events, I think it means to view a listing of events. This still seems like a bug, but I'm glad it's at least working again.

This may also have been the cause for the API permission check failed: CiviEvents Fails after update to 4.7.19 and 4.7.20


I remember just that I had to make some edit for the debugging symbols, but can not find my notes about this. It was related to the angular modules


CiviCRM 5.01 Not Displaying Main Page (Page content is generated by CiviCRM) Folks,

I have a barebones WordPress 4.9.5 install with only the Updraft plugin enabled (default theme etc.).  I have configured the items listed in the CiviCRM (5.01) checklist, but am not able to get the main CRM page to load.  The following URL only displays the "Do not delete this page. Page content is generated by CiviCRM." message.

https://staging.secondchancenc.org/wp_2018/civicrm

I have confirmed that the CiviCRM resources are loadable from the path configure in CiviCRM:

https://staging.secondchancenc.org/wp_2018/wp-content/plugins/civicrm/civicrm/gpl.txt

Any help/ideas would be appreciated.

Thanks,
Tim

that page you are referring to is used to generate CiviCRM content. As for "main page", are you referring to the CiviCRM Dashboard?  Your dashboard should be found at /wp-admin/admin.php?page=CiviCRM


Custom field - Drop down. How to create? Hi guys and thank you in advance.

I am extending the options available under "events". I need to create a new custome field (called 'collaboration type') that presents the user with a dropdown list (a. supported, b. hosting, c.joint, d. sponsored)... but I am not sure how to do so.

Kind regards
A.

You can create custom fields under Administer --> Customize Data and Screens --> Custom Fields. You first create a custom group for the event. You could even limit this group to a certain type of event.
You then add a field in this group with type Text and HTML type Select.


Trouble with Civicron.php Trying to run civicron though cli and it was working fine till a week or so ago when now it seems to hang and nothing happens.  Have tried trouble shooting with no luck any thoughts?

You are not providing much background information. However, the following question/answer may be related:
Failed loading "ioncube_loader_lin_7.2.so" Cron Error after CiviCRM & WordPress Upgrades

In short: There was a mismatch of php versions after an upgrade. Probably, a good starting point for you would be to check, if there have been any recent system upgrades.

In general, it would be helpful to state your civi version, the type and version of cms you are using, the command line you are trying to run plus any related messages and possibly any changes before the problem occured.


Can only Primary Members renew a membership? We have a membership type where the relationship type is specified as "Spouse of", with the idea that this would be how we implement a Family Membership.  However it seems that only the contact who is designated as the "Primary" member can renew correctly.  When the non-primary member renews, it works but a new membership is created rather than updating the old one.  This is problematic for us because many of our Family Members are equally active; it won't be the same person every year who does the renewals.

I think the only way you could do this currently is by having the 'family' as an Organisation, use the 'on behalf of' approach on the Contribution page, and ensure all Family members are 'current employee' and have a 'permissioned relationship'.


CiviCRM installation page is blank on Wordpress I am trying to install CiviCRM in Wordpress.

The upload and activation of the plugin worked fine.

Issue is now using this URL /wp-admin/options-general.php?page=civicrm-install to complete the installation is failing.

All I am getting is a blank screen. I've checked the Safari console via "inspect element" and there are no error messages.

Did you follow the instructions from the administrator manual? https://docs.civicrm.org/sysadmin/en/latest/install/wordpress


CiviMail User Information Not Displayed When I add a person to the CiviCRM "Assigned to" section, that person receives an e-mail. However, the data in the tables containing the user information does not appear, instead the code is output. I would like information about the cause and solution.
With Contact(s) name_18606
Created By  name_78220
Reported By name_78220
Assigned to name_78220

Joomla,  CiviCRM 5.29.0.

It sounds like you have civicase enabled and have the setting Redact Activity Emails turned on. Under Admin - CiviCase - CiviCase Settings.


Problem installing and removing CiviCRM on a Joomla 3.6.3 site I'm trying to install CiviCRM 4.7.10 on a newly installed Joomla 3.6.2-site. I uploaded the code to a folder on the server, and did an "install from folder". However, this one failed (maybe faulty network connection). However, something was installed, and upon trying to reinstall, I get the following error message:

Warning: require_once(/home/agslo/public_html/administrator/components/com_civicrm/civicrm.settings.php): failed to open stream: No such file or directory in /home/agslo/public_html/tmp/com_civicrm/admin/configure.php on line 115
Fatal error: require_once(): Failed opening required '/home/agslo/public_html/administrator/components/com_civicrm/civicrm.settings.php' (include_path='.:/usr/lib/php:/usr/local/lib/php') in /home/agslo/public_html/tmp/com_civicrm/admin/configure.php on line 115

According to the Module manager in Joomla, there is a CiviCRM component installed. However when I try to uninstall it, I get an error msg too, saying it cannot find Joomla XML setup file, and I am asked to manually remove it.
Anyone that can assist me in solving this so I can have CiviCRM installed? Either by first removing the component, or by doing a new install.....
Magnus

If the CiviCRM component does not install correctly

(for example you get a blank screen instead of the confirmation page),

delete the ~/components/com_civicrm and

~/administrator/components/com_civicrm and

~/media/civicrm directories manually

and then try each of the following before attempting to reinstall:

Please refer to the below link : this is for 4.5 but still this should work for 4.7 too

https://wiki.civicrm.org/confluence/display/CRMDOC/Joomla+Installation+Guide+for+CiviCRM+4.5

I guess this helps !!!