WP Install: Event registration - registered by participant id I'm sure I'm overlooking something obvious and hope someone can point me to the answer.

We had an event where people could purchase a ticket for themselves and guests (up to 3). That's all good. The thing is, I can't figure out how to run a report which shows the purchaser and who their guest/s is/are. I HAVE figured out how to see the "registered by participant ID" # (see below), but I'd love to see the name of the participant who registered the guest and I can't figure that out. I'd like to be able to see a report which shows the Registrant --> Guest(s)

It's possible I set this up incorrectly from the get-go - I'm a Civi newbie - but I appreciate any guidance anyone can offer!

Thanks.

Late to the party here, I know - but we ended up writing code to extend the report to add a "Registered by Contact Name" column to the output here.
Happy to share this code if it's still useful.
Best
Marcus


Mosaico default template - unsubscribe setting The default Mosaico template has unsubscribe option in header.   However the token or destination url is for group unsubscribe rather than the more general opt-out token.     I cannot see a way to insert/change the token that is used for the default or to change for an individual template.

Default:

Preferred:

(1) Is there a way to change an individual mailing to opt-out for unsubscribe (the more common requirement than removing from a Group)

(2) Is there a way to change the default?

Thanks

This is how I do. You have 2 tokens:

  {action.unsubscribeUrl}

to unsubscribe

and

  {action.optOutUrl}

to opt-out

I placed this code in a block at the end of the e-mail and it does the job.

Si vous ne souhaitez plus recevoir de message de notre part, cliquez ici pour vous d&eacute;sabonner et ici pour vous d&eacute;sinscrire de toutes les campagnes du DOMAIN

and these are the links I get in the e-mail:

https://domain.net/civicrm/mailing/unsubscribe?reset=1&jid=4&qid=6&h=06932199472f700e

https://domain.net/civicrm/mailing/optout?reset=1&jid=4&qid=6&h=06932199472f700e


How to remove 'view' link in reports? Can't seem to find an answer. Exporting PDF and Print reports for event check-in sheet at the front door. Want to either remove the link or the default Last/First name column to stop the 'view' link from appearing.

Howto?

To address this in the browser view, you should be able to target those links with a CSS selector.

Eg, for this report on the demo site -

http://dmaster.demo.civicrm.org/civicrm/event/search?reset=1&force=1&status=true&event=1

you can hide the View/Edit/Delete links by targetting .action-item. You'll need to restrict this CSS to the report in question, so you might want to look at using .extra.tpl to achieve this.

You can also directly do this in the browser console before printing.

CRM.$('.action-item').remove();


Installation problem of civicrm on wordpress Installation problem of civicrm on wordpress : formulaire d'installation

Check the prerequisites and install Civicrm
Reverification of the prerequisites.

Is auto_increment_increment set to 1 Unable to query database server variables.

Is the database name valid? okay

Does the value of MySQL stored procedures (thread_stack) have the required minimum value (192k) Unable to get information about stored procedures in the database.

THANKS FOR YOUR HELP

I still have the problem.

Apache 2.4.25 x86 - PHP 7.1.3 x86 Port: 80
  MySQL 5.7.17 x86 Port: 3306
WordPress 5.2.2
CiviCRM-5.16.2-wordpress

On my database.
Privileges are on GRANT in this asso_organization database.

Mysql server: localhost
Username Mysql = root
Password = ''
Database = asso_organisation

When I press: check the prerequisites and install CiviCrm:
He created me the database "asso_organisation" but, he always displays two error messages:
Is auto_increment_increment set to 1 /// Unable to query database server variables.
Does the value of MySQL stored procedures (thread_stack) have the required minimum value (192k)? // Unable to get information about the stored procedures of the database.
Thank you for helping me

It looks like the mysql user you use doesn't have enough permissions on the database (or invalid database/password?)

This page lists all the privileges that civicrm mysql account needs:

https://docs.civicrm.org/sysadmin/en/latest/requirements/

  GRANT
  SELECT,
  INSERT,
  UPDATE,
  DELETE,
  CREATE,
  DROP,
  INDEX,
  ALTER,
  CREATE TEMPORARY TABLES,
  LOCK TABLES,
  TRIGGER,
  CREATE ROUTINE,
  ALTER ROUTINE,
  REFERENCES,
  CREATE VIEW,
  SHOW VIEW
ON civicrm.*
TO 'civicrm_user'@'localhost'
IDENTIFIED BY 'realpasswordhere';

you would obviously need to adjust with the database and user account you have


How to check contact read email or not when send email to Individual? I'm using WordPress 4.9.8, CiviCRM to 5.5.1, I usually send email to contact by

Search> Find contacts
View contact details
Action> Send email
Send email ok, Contact received mail ok like picture

But status only Email sent though contact read email or not. So, can CiviCRM can change status to Email read when contact read email?

You might need to try installing the Transactional Emails extension which aims to address the limitation of CiviCRM which only handles the tracking of emails sent through civimail.

This extension tracks bounce, click, open events for single emails sent from civicrm, either with Send Email action, scheduled reminders, contribution receipts, etc.

The description on the extension link explains in detail on how to install and check the report of these events.


Relative date filters (ending.month changed?) I am working with an old installation updated to 5.19.3 (Joomla) and checking it with one fresh installed. There is one difference in the table civicrm_option_value  field: 'value' by the realtive-date-filters.

The upgraded database has the values ending.month', 'ending_2.month', 'ending.quarter' and the new one 'ending_30.day', 'ending_60.day'and 'ending_90.day'.
Have I had one error in a upgrade or is the difference not important?

It looks like the (default) options for relative comparisons on dates have been slightly improved (or at least, that would have been the intention). You wouldn't normally want to break a site that was making use of the old ones, so I wouldn't describe that as an upgrade error. Whether the difference is important would be up to you. If you're not using the old ones, then you could update, or even add the new ones.

You can do that with the web interface at: Administer -> System Settings -> Option Groups, and choose Date Relative Filters.

These are intended to be configurable, so the preferred behaviour for upgrades is to not break any existing configuration.


How to set up CiviCRM on separate Drupal from primary site? At wit's end trying to combine Civi and Open Social on the same D8 server, and wondering if I'm going about this all wrong.

How about if I have D8 running Open Social in one html directory, and Civi on D7 in another? Can I set up programmatic hooks so changes in D8 update the Civi database? I figure that way I can get up and running on Open Social for my deadline staging, get D7 glued in before going live, and maybe merge the two into D8 when Civi doesn't require elephant analgesics to work there.

I'm finding docs on multisite, but that's not it. I'm thinking two different Drupals on virtual hosts or separate server instances.

You can certainly use the API from Drupal 8 to access your CiviCRM on Drupal 7, this is a set up I encounter fairly regularly.

There are a few resources explaining how this can be done conceptually:

https://civicrm.org/blog/jaapjansma/using-civicrm-form-processor-extension-to-handle-form-submissions-from-an-external
How to get CiviCRM Views to work in Drupal 8 with separate CiviCRM database
https://docs.civicrm.org/civiproxy/en/latest/


UPDATED State field selector and Profile Search not working Joomla 2.5.28
CiviCRM 4.7.7
PHP 5.5.30
MySQL 5.6.30

I have a Search Profile that allows a member to search for a local group based on Country and State OR they can search by name.

When the Country is selected, the state field does not populate.

You can see the page here:

https://www.theipca.org/index.php/local-guilds

Updated 5/10: Search now works thanks to patch recommended by SleighD. When you do a successful search, the State field then works but still does not work on the initial Profile Search page.

ISSUE BELOW THIS LINE HAS BEEN RESOLVED. STATE FIELD ISSUE PERSISTS.

*When you search for the local group by name, you get an error page.And you can search for Tallahassee in the Organization Name field.
Log file shows the following errors:

 May 09 14:21:52  [info] $backTrace = #0
> /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Core/Error.php(371):
> CRM_Core_Error::backtrace("backTrace", TRUE)
> #1 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Utils/Type.php(424):
> CRM_Core_Error::fatal("One of parameters  (value:
> `Home-state_province`) is not of the type MysqlCol...")
> #2 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Utils/Sort.php(124):
> CRM_Utils_Type::validate("`Home-state_province`", "MysqlColumnName")
> #3 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Core/Selector/Controller.php(222):
> CRM_Utils_Sort->__construct((Array:6), NULL)
> #4 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Profile/Page/Listings.php(394):
> CRM_Core_Selector_Controller->__construct(Object(CRM_Profile_Selector_Listings),
> NULL, NULL, 4, Object(CRM_Profile_Page_Listings), 2)
> #5 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Profile/Page/Router.php(124):
> CRM_Profile_Page_Listings->run()
> #6 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(312):
> CRM_Profile_Page_Router->run((Array:2), NULL)
> #7 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(86):
> CRM_Core_Invoke::runItem((Array:13))
> #8 /home/ipca/public_html/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(54):
> CRM_Core_Invoke::_invoke((Array:2))
> #9 /home/ipca/public_html/components/com_civicrm/civicrm.php(90): CRM_Core_Invoke::invoke((Array:2))
> #10 /home/ipca/public_html/components/com_civicrm/civicrm.php(11): civicrm_invoke()
> #11 /home/ipca/public_html/libraries/joomla/application/component/helper.php(380):
> require_once("/home/ipca/public_html/components/com_civicrm/civicrm.php")
> #12 /home/ipca/public_html/libraries/joomla/application/component/helper.php(348):
> JComponentHelper::executeComponent("/home/ipca/public_html/components/com_civicrm/civicrm.php")
> #13 /home/ipca/public_html/includes/application.php(194): JComponentHelper::renderComponent("com_civicrm")
> #14 /home/ipca/public_html/index.php(42): JSite->dispatch()
> #15 {main}

Any ideas on how to fix?*

Not really an answer but I can't comment so....

Possible duplicate. See Update to 4.7.7 broke CiviCRM contact search

And https://issues.civicrm.org/jira/browse/CRM-18510

PATCH HERE: https://gist.github.com/mollux/d1fd488f56d13ded699c5620e603eb13

Tested, fixed my same issue.


How secure is CiviCRM I have been using CiviCRM for over five years.  I am trying to encourage a local charity who provides care to vulnerable people to move to CiviCRM.  I have been asked by the project manager the following "I am looking at the security of CiviCRM and wonder if there has been any security testing of the product that you are aware of e.g. hacking of the website or the database? Has there been any penetration of the site performed?"  I would like to respond to them and would be grateful for any help, or advice on this.
Regards
Graham Clarkson

Adapted from my response on MM:
In terms of penetration testing that's host specific, the point of penetration testing is to test the entire system, it's as much about your local/server configuration as the PHP code. The CiviCRM codebase has benefitted from several third party audits for security which have resulted in security releases but, and this is important. It's only as secure as your server is configured to be.
We could have the best, most secure PHP code in the world - but a minor misconfiguration on your hosting risks negating it entirely.
The security of CiviCRM, like any other application also relies on regular updates to maintain security - for example any version less than 5.35.1 or the latest ESR (5.33.3?) has known security holes unless manually patched (or updated to one of those supported versions)
Some organisations choose to maintain additional security by separating CiviCRM onto a separate host/server from their website or having CiviCRM behind their firewall in their LAN.
There is some information on our security processes and releases here: https://civicrm.org/security


Address line blank in pdf letter When adding all of the address fields in a PDF letter i am getting a blank line for supplemental address line 1 if that user does not have that field populated. Is there any way to avoid having a blank line? i am doing a large mail merge using this and it does not look professional to have a blank line in the address block. Here is how i have the tokens setup.

{contact.display_name}
{contact.current_employer}
{contact.street_address}
{contact.supplemental_address_1}
{contact.city}, {contact.state_province} {contact.postal_code}

The issue isn't 100% clear because your formatting doesn't allow me to perfectly understand which tokens have a line break after them and which have a space - but I'm pretty sure I know what's going on.
By default, if a token evaluates to NULL and there is NOTHING else on that line, the line will be omitted entirely when producing address labels.

However, from your token listing, it seems that you have a space after {contact.supplemental_address_1}.  That's going to cause a space on the line, even if there's no supplemental address value.

If for formatting reasons you need a space there if there IS a supplemental address, there's a trick.  Let's look at the default mailing address format:

{contact.addressee}
{contact.current_employer}
{contact.street_address}
{contact.supplemental_address_1}
{contact.supplemental_address_2}
{contact.city}{, }{contact.state_province}{ }{contact.postal_code}

Note the {, } after the city and the { } after the state/province.  It's not well-documented, but that means, "include a ', ' after the city if a city exists" and "include a space after the state/province if a state/province exists".


How to keep track of our constituents' nominations/awards We're trying to setup Civi in our organization and one of the things we keep track of is the awards our members get and their nomination to said award.

Each award has a name, description, set of requirements, deadline (usually annually), contact, and whether it is still active or inactive.

In the current setup (using access db), there's a separate table with the list of all the awards (~400) and it's unique id is referenced in the contact's information, along with the nomination date and whether contact received or not. Multiple members could also be nominated or win the same award.

I was thinking that in Civi, we could have a custom field set for individuals with the award name, date of nomination, and whether awarded or not.  I think this is easy enough to implement. Another thing we thought of is to have a custom activity type with custom fields associated to it.

However, we'd like to have all the possible awards also available for reference and for lookup so the users don't have to type manually the award name--which is a common source of mistake and spelling errors.

Also, some awards are given by an organization and an organization could potentially give multiple awards. That's why the list is very long.

Is there a better way to do this in Civi?

Sorry if the description is confusing, but i tried to describe it as best I can.

Thanks!

You could use/abuse a new Contact Sub-Type based on Organisation for your awards and use one or more Relationship Type to indicate who got nominated/awarded award with the dates. Or you could use a Contact Reference field rather than a relationship (but you don't get the dates option then).


All admin Accounts are blocked All our admin accounts are blocked accidentally. I have access to remote server as root. How do I reactivate the accounts

Accounts are handled by the CMS, so it depends if you are using drupal, wordpress or Joomla.

Check the documentation of your CMS on you to enable then again, and you should be able to access your site again


How to disable sending an email after a recurring contribution? The email sent isn't very clear, and offer an option to change the amount and instalment details

"You can update recurring contribution amount or change the number of installments details for this recurring contribution by visiting this web page."

And this change page has a warning message:

  Updates made using this form will change the recurring contribution
  information stored in your CiviCRM database, but will NOT be sent to
  the payment processor. You must enter the same changes using the
  payment processor web site.

Rather than confusing users that have no clue what a CiviCRM database or a payment processor are nor where its website could be, I'd rather skip sending that email. Is there a way to disable that?

Just a thought, but recurring givers may want to receive both the initial confirmation that their contribution was processed, and the monthly/quarterly/etc. notifications of additional payments being drawn.  A better option might be to remove the links to cancel/modify the recurring information from the relevant Smarty receipt templates.  That way they have their information but they're also not confused.


How to default a pdf print template Is there a way to set a default Template on the Print/Merge Document screen?  I have a common workflow which uses a customised search, which then goes to the Print/Merge Document action (or a clone thereof) and I would like this to default to the correct template.

I have tried using Javascript to change the Select box, but it seems to have timing problems and sometimes the Template just does not appear.

With thanks, Tony

I finally got a JavaScript delay to work with the following code.  It's pretty ad hoc (to use a polite term) but does seem to work.  Cycles until it can see that the ckEditor header has loaded, then waits another half second for luck and selects the required template.
Regards, Tony
jQuery(document).ready(function(){

function checkBold (rep) {
    // console.log('Bold: ' + $('#cke_24').is(':visible') );
    // Waits for the Bold button in the CKEditor to appear
    if ($('#cke_24').is(':visible') ) {
        setTimeout(function(){
            $('.crm-contact-task-pdf-form-block select#template').val('71').change();
        }, 500);
        return;
    }
    if (rep > 0) {setTimeout(() => checkBold(rep-1), 100);}
}

checkBold(100);                 // Limit of 10 seconds

});


Checksum wiping out member since date! We've starting using checksum in civimail for membership renewals. The checksum link takes the user to a webform in which they can renew.

When they do renew the membership is being recorded as a new membership wiping out the member since date.

For example, one person has been a member since 2010. Now it reads 2016.

Anyone know why this is happening.

Thanks,
Andy
CIVICRM 4.5.8
Drupal 7
We've updated webforms and webforms-civicrm to latest version

I think this is nothing to do with the checksum (other than that causes the right contact to load) but is an issue with webform-civicrm overwriting existing info in the membership table.

Pretty sure this is an issue with the webform_civicrm code. Have raised here


Non-deductible contribution amounts are always $0 Create an event with a price set which contains two price fields. One price field contains items of financial type "Event Fee" which is defined as non-deductible. The other price field contains items of financial type "Donation" which is defined as deductible.

The Financial Type of the Event, specified on the Fees page, is Donation (although setting it to Event does not change the result).

When a participant registers and selects for example a $30 Event Fee option and a $100 Donation option, a contribution is created which shows the two line items with a net amount of $130 as expected. The non-deductible amount, however, is shown as $0, rather than $30 as I would have expected.

Am I doing something wrong? Is this a bug?

I'm running 4.6.14 and confirmed the same issue exists on the demo site (4.7.5).

This is an old ticket; just wanted to add a note that I'm 99% sure we fixed this in 4.6 and 4.7 - and also added a PHP Unit test for it - so that makes it harder to break in future. I've not had any of our client reporting this issue anymore - however if you still experience this in a later version of either 4.6 or 4.7 - please do let us know.

Found the PRs:
https://github.com/civicrm/civicrm-core/pull/6895
https://github.com/civicrm/civicrm-core/pull/6896

UPDATE: 1% it is! I just quickly tried to reproduce your exact scenario - and sigh... it is still an issue in 4.7.18 - will get this fixed. Slightly different pathway than the one we fixed above. In the screenshot below - non-deductible should be $0.30


Advance search result does not match with the member report There is a problem with the Civi Reports. The report feature is not pulling all of the members
in each of the categories, when we generate one member report and also generate the same report  with the same criteria on advance search but there  is difference in the both result. Please check the screenshot.

member report screenshot (http://www.dowce.com/~Fjk)
advance search
screenshot (http://www.dowce.com/~Fjt)

Ultimately there is a bug somewhere in the reporting feature that is preventing all of the
records from showing up when they are queried.

Please let me know is anyone faced such type of issue, if yes then please suggest solution.
Looking forward for response on same.Advance thanks to all.

I do see a difference in the search criteria. Not sure if it has an impact on the results.

In the report it looks you also limit on "Group : Rasta Winter Memberships".
Would that cause the difference in outcome?


Is there a way to separate audit activities from "real" actvitites in a case? In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users.

Has anybody found a way to separate these audit activities from the "real" activities of the case (i.e. the ones originating from user entry , a sequence or a standard timeline)? In my opinion, the ideal solution would be to separate the audit trail and show it in a separate tab or different section of the screen, since you usually only need to look into these activities, if anything goes wrong during the processing of the case.
Completely deactivating the activities is not a sensible solution either, because the audit trail might be needed and very helpful in managing critical or disputable cases.

I had one site where they asked me to have it automatically put the "copy sent to" activities into the trash, so they're still there but don't show unless you use the filter accordion to see them. It's not efficient database-wise, but for low volume is a possibility. At the time extensions didn't exist yet, or maybe were just starting, so it was implemented by overriding a core file. You might be able to do something similar with hook_civicrm_post, and while not robust, the subject lines are mostly identifiable so could filter based on that and set is_deleted=1.


sorting states in state/province dropdown Civi 5.11, WordPress 5.1.1

I work with an organization whose Contacts (of all types) are limited to 4 states in the US. (Available States/Provinces in the localization settings includes only the US.) In order to speed up data entry for my organization's users, I'd like those 4 states to appear at the top of the States dropdown when new Contacts are added. However I don't see this capability in the Option Groups settings, and I don't see an Order field in the civicrm_state_province table.

Are my only ways forward to create a custom State field, or develop a custom hook?

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

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

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

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

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


How to set a contribution to another membership for the same member Is there a way to set a contribution to another membership for the same member? He has 2 contributions and 1 active Membership without any contribution and 1 expired membership with 2 contributions including the renewed contribution?

Can I correct this?

Regards,

Guillaume

You can use the Membership Payment extension for this.

This extension adds a new Membership field when editing a contribution.  You can use this to add, remove and move a contribution's association with a membership of that same contact.

See screenshot below:


How to get my Green Party email address added to the CiviMail from dropdown list I am the Membership Secretary for the Croydon and Sutton Local Party. In the past I have been able to send out mailings to our members. However, since the update on civi my Green party email address cannot be manually entered so that I am unable to send out mailings.

How can I rectify this please so that my email can be added to the from section of a  mailing?

This is a setting in CiviCRM setting under Administer --> System settings --> Outbound E-mail.

There is a checkbox to allow different from e-mail addresses. If this is checkbox is set to no you can only send from a predefined list of senders.

The from e-mail addresses could be found under Administer --> CiviMail --> From Email Addresses


How do I embed a CiviCRM page into a wordpress page? I'm new to this and trying to get my head around the integration with wordpress.
I'm having problems using CiviCRM to integrate with wordpress. I set up a civicontributions page with membership dues etc but when i try to follow the documentation to embed the contribution page into my wordpress page. The documentation asks me to "Click on the CiviCRM icon next to Upload / Insert" but no such icon is available for me, nor do I see an Upload/Insert button.

I've installed WordPress 5.1.1 and CiviCRM 5.13.1
i've disabled all plugins except for CiviCRM and tried different themes.

Any help would be very much appreciated.
Thank you very much
best regards,
David

Are you using the new block editor... in this case you don't see the civicrm button. Easiest solution is to switch to the classic editor. I think the documentation needs updating. Once you know what the shortcodes look like you could just type them in (you would need to know the contribution id)


How are soft credits used for membership payments in webform? Using Drupal 7.56, CiviCRM 4.7.x and Webform CiviCRM 7.x-4.15.
I have a webform that allows a parent (primary user) to pay the membership fees for up to four children (CiviCRM contacts). The total payment (contribution) is recorded against the parent. Apart from the fact that the membership for the children is renewed there is nothing to show that they have paid when looking at their contact record. Is it possible when using the Webform/CiviCRM module to have the membership contributions for the children to be recorded as soft credits? If so how is that achieved?

Later information
Unfortunately we have separate membership types for parents and children so it is not possible to use inheritance (as far as I can tell). Parents can have different levels of membership and there are different memberships for first, second, third and subsequent children. Maybe we have complicated our membership structure unnecessarily, however it is what it is at the moment. We create family relationships and when we view any child we can see the associated parent where the payment has been made. So what we have to do at the moment is view the child record, click on one of the parents (hopefully the one who has paid), select the contribution and view it. This will at least show the breakdown of the payment into the constituent parts. The only place where we can see the payment against the child is in a book keeping report. Soft Credits would absolutely solve our issues since we could see who has made the single payment and who it has be on behalf of (i.e. the children)
IMHO this would be a useful enhancement to CiviCRM.

Download the latest -dev of webform_civicrm module. We recently merged in some code that should let you do this (explicity add the soft credit).

This is the commit:
https://github.com/colemanw/webform_civicrm/commit/bc7e0eee2a39ca0c35e34109d3ff05ee2e26b8d3


CiviMail: What is the expected behaviour when unsubscribing from a mailing sent to a parent group? I'm sure I remember reading somewhere ages ago that when unsubscribing from a mailing sent to a parent group, the contact would be removed from all of the child groups that they belong to that are under that parent group.

Has anyone got a reference for this expected behaviour when this functionality was put together/documented?

My personal view is that it would be better if they were only removed from the parent group. Being removed from the child group would seem to break any hierarchical group mailing system that an organisation has setup.

Note, this is a follow up to the issue https://issues.civicrm.org/jira/browse/CRM-19924 "Unsubscribe from a mailing sent to a parent group silently fails" i.e. currently nothing happens at all when a user clicks an unsubscribe link sent to a parent group.

We abandon this method of manage mailing lists and turn on adding members to mailing groups as "expected" (not with parent or with smart groups). GDPR regulations pushed us to get this direction and avoid the problems described in your question at the same time.

Maybe we should complete the documentation to advise against the use of parent groups as a mailing groups, as long as it is possible to do so.


How can I generate a custom PDF using CiviCRM? I'm writing a small extension to display contributions in a format that is similar to our organization's invoices. I'd like to be able to export them as a PDF.

I found CRM_Utils_PDF_Utils::html2pdf(), and I've been trying to use this to generate PDFs. However, when I download the PDF, my PDF reader tells me that the file is either not a PDF, or is corrupted.

The following is similar to the code I'm using:

CRM_Utils_PDF_Utils::html2pdf($html, $invoiceName, FALSE, NULL);

Where $html is the generated HTML string and $invoiceName is a string containing the concatenated participant name and event name.

I guess I'm not certain what the 3rd and 4th arguments do. Any insight would be appreciated.

Thanks!

You might want to make the invoiceName end with a .pdf

so:

$invoiceName = "{$participantName}-{$eventName}.pdf";

The third parameter return the pdf if set to true, else initiates a file download via the browser

the 4th parameter is optional and is used to send additional (or override the default) parameters to the pdf code


Civi webform: change error message for unique entry Civi webform where I have a field 'existing contact' as an autocomplete. It needs to be unique i.e. one per contact (in this case contact = Constituency), so I have checked 'Unique' in the field settings.

When you submit the form with a non-unique value you get the error message:

  The value 106320 has already been submitted once for the Constituency
  field. You may have already submitted this form, or you need to use a
  different value.

Is there anyway to show the contact Display name instead of the ID in this error message?

Thanks

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


Custom fields do not appear in profiles for anonymous users I am running 4.5.2 Civicrm on a Drupal 7 installation and I have the following issue:

I have created a couple of donnor's pages with Civicrm contribute pages.
In this pages I have included a couple of customized fields but these fields are not being shown to users that are not logged in (as an admin I can see them, but not as an anonymus user). Can you give a clue as to where the problem may be?

This have been my steps:

First, add the custom fields to the contacts tab using the Admin > Screen and Custom Fields > Custom Fields. (Fields added to Contacts tab)
Then, added to the profile that is going to be used on the Contribution Page
Then create and make public the contribution page.

I know that there can be a number of setup problems at any of these steps, but since it is quite hard to give all the specs, I'd like to get suggestions as to where start looking and I will update the question with more info. Thanks in advance

Our developer found the answer. It was an ACL problem. We fixed this adding a ACL where all roles can edit custom groups of fields.


How can I use CiviCRM for registration, login, forgot password pages on Wordpress? Effectively, I’m looking to completely replace the default Wordpress forms for these functions using CiviCRM, in order to get a nice integrated feel. Additionally, this will allow me to ask additional questions from a profile on user registration.
This is for a sub site of a multi site installation, which does make things a little more complicated.

The registration part is quite straight forward and described in the manual at https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#wordpress-user-account-registration-option. The profile allows you to collect additional information and populate existing or custom fields.
The login and forgotten password screens are WordPress pages so you can't replace them with something from CiviCRM, but they can be customised sufficiently to make them look consistent and a bit of googling is probably the best way to find out how to do what you want.


Editing ACH info for recurring contributions - iATS CiviCRM 4.6.14, Drupal 7.43, iATS Payments extension 1.5.3

Should admins be able to edit ACH info (e.g., change the routing and account number) for recurring contributions?  This is available for recurring contributions paid by credit card (view, edit, and process links are available), but not for recurring contributions paid by ACH (only view links are available).  Is this by design or is there possibly another issue?

Thanks.

You are correct - you can not Edit ACHEFT Card on File via the CiviCRM interface: (left: ACH/EFT; right is Credit Card):

To Edit the Routing + Account Number associated with the ACHEFT recurring series go to iATSpayments.com -> Virtual Terminal -> Customer Database -> Find the record -> hit Edit -> and make Edits to the Payment Information section. This will change the Account Number (or Credit Card) that is attached to the token that is already associated in CiviCRM with the recurring series; Remember to leave your Recurring Payment Settings to OFF here -> otherwise your donor/member will be processed twice -> once triggered from CiviCRM and once triggered from iATSPayments.com


Can't save Drupal role permissions for CiviCRM After upgrading to CiviCRM 4.7.15 on Drupal 7.50 Commons, I am trying to enable some permissions relating to CiviCRM, such as "manage tags" and "edit message templates" but any changes I make to the permissions will not "stick" after I hit save. There is no error message and there doesn't seem to be any related error messages in watchdog show or CiviCRM ConfigAndLogs.

Any guidance to troubleshoot is appreciated.

Will permissions for non-civicrm related permissions "stick"? If not I've seen this problem before when there are too many roles/permissions on the form. Drupal commons installs a lot of modules, so its possible. You should either edit permissions for the roles individually, so for authenticated user for instance goto admin/people/permissions/2

I believe its the php.ini environmental variable max_input_vars and you should increase the number to get the full permissions form to work


access civimail images from Drupal media browser If we wish to reuse images in a node on the main Drupal site uploaded for a CiviMail email newsletter, we can not access with the media browser widget for a field from: sites/default/files/civicrm/persist/contribute/images/image

Is there a way to change this? (More of a Drupal question than a CiviCRM question.)
Currently everything has to be uploaded twice if first used in CiviMail.

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


Documentation for new sms provider? I use NowSMS for my SMS provider instead of Twilio and Clickatell. NowSMS goes through a cell phone, which is flat rate pricing instead of per text. I've found documentation for twilio or clickatell, but none about the api itself. Can someone point me toward documentation for the civicrm hooks or the "add new provider" screen? I assume civicrm does http/https in and out based on some triggers or web hooks, etc, soap, rest, xml, something? I'm self hosting civicrm on wordpress on my LAN, and NowSMS server is on the same lan, no authentication required, very very easy to program via simple http get commands with two phone numbers and some text. Anyway, yes, documentation please? We've already paid for NowSMS, and we currently use it quite successfully on other projects, so we are not willing to switch, thank you. Any help appreciated!

You need to write an extension (https://docs.civicrm.org/dev/en/latest/extensions/civix/#generate-module), and you can use the existing provider extensions as a template and change what you need. You can also look at other third party extensions. I wrote one recently (https://lab.civicrm.org/extensions/ringcentral), which has some maybe nonstandard things, but mostly I copied and pasted the overall structure from twilio and clickatell, e.g. https://github.com/civicrm/org.civicrm.sms.twilio/blob/master/org_civicrm_sms_twilio.php


GDPR Extention and PETITIONs (in Wordpress) (CiviCRM on Wordpress) We see that in Petitions it is not possible to activate the GDPR Extention for Privacy Policy Acceptance. How is it possible? Are we wrong?

The Privacy Policy Acceptance following a Petition signature does not seem prohibited by the GDPR.

Do we get the same result with a work-arround?

We resolve by using CiviRules: "if the action is a petition signing then accept the Privacy Policy and Communication Preferences for that contact".


Search box to email membership details I think I can do this with CiviRules, but my reading has left me a bit confused. Here is what I would like:

A search box on our Wordpress website. Upon a website visitor entering an email into that search box, the system would send an email to the entered address with the membership status of any found members.

I have built forms with Caldera forms, so I think maybe a combination of CiviRules and Caldera forms might work.

CiviCRM 5.20.2 on Wordpress 5.4

Yes, I think you can setup caldera form to create an activity of type X in Civi and than have Civirule to send email (using email api extension) when activity of type X is created.

You can use Civi token to include memberships details in email message.

Thanks

Pradeep


How to set ckeditor text with javascript Is it possible to set ckeditor text with javascript for a custom field?
I want to do something similar to the mail templates selection.
I try $('#custom_162_126').val('blub') but this only change the original field.

Use the CKEditor method setData():
CKEDITOR.instances['custom_162_126'].setData('blub');


How to display an extension's form as a public Wordpress page I'm experimenting with the jQuery Repeater plugin to create multiple contacts via a single form. Using Civix, I've created an extension and a custom form. The form loads normally on the admin side, like:

http://site.org/wp-admin/admin.php?page=CiviCRM&q=civicrm/foo

What is the proper way to expose the form to the public site? The goal is to send the visitor to:

http://site.org/civicrm/foo

Once there, user will fill and submit the form, and the extension's hook will deal with the result. Given the warnings all over the docs about custom forms potentially breaking in future updates, does it even make sense to approach things this way? Or is it better to put the form on a WP page, using REST API calls to populate dropdowns and checkboxes, and deal with the result?

See also: http://wiki.civicrm.org/confluence/display/CRMDOC/Displaying+Public+Forms+in+WordPress+Frontend+Sites
If you generate a link programmatically with CRM_Utils_System::url(), there is a boolean parameter ($frontend) which determines whether the URL will use WP's frontend system or backend system. Most forms are in the backend, so the the default is to use backend. See also: https://github.com/civicrm/civicrm-core/blob/4.6.beta5/CRM/Utils/System.php#L212
It would be great to support clean URLs (http://site.org/civicrm/foo) on WordPress. I'm not a WordPress expert, and I've been told this is an esoteric area in WP (virtual pages?), but from Civi's perspective... we basically need some kind of rule in WP that maps all requests for "/civicrm/*" to CRM_Core_Invoke::invoke().


Problem with setting the default for a custom value in the buildForm hook What is the correct way to set a default value on rendering a form for custom values. The code below works for native fields, but not for custom fields (presumably because they are looked up through API calls.

This is the code I have so far:

            function webform_membership_civicrm_buildForm($formName, &$form) {
                if ($formName == 'CRM_Activity_Form_Activity') {
                    if (in_array($form->getAction(), array(CRM_Core_Action::ADD, CRM_Core_Action::UPDATE))) {
                        $defaults['custom_8_-1'] = 710;
                        $form->setDefaults($defaults);

                    }
                }

Value is present on AJAX form. Solution:

            function webform_membership_civicrm_buildForm($formName, &$form) {

                if (($formName == 'CRM_Activity_Form_Activity') || ($formName == 'CRM_Custom_Form_CustomDataByType')) {

                    if (in_array($form->getAction(), array(0,1,2))) {

                        //$defaults['custom_8_-1'] = 710;
                        //$form->_groupTree[4]['fields'][8]['element_value'] = 111;

                        foreach ($form->_elements as $index => &$element) {
                            if ($element->_attributes['data-crm-custom'] == 'Points_for_this:Points') {
                                $element->_attributes['value'] = 115; // Set custom value here
                            }
                        }
                    }
                }
            }


Contact summary email link open mailto: instead? Noticing a change after update to 4.6.  Within the contact summary, clicking an email link opens up a CiviCRM popup email dialogue.  Is there an easy way to override this behavior and provide a simple mailto: link instead like it used to be in 4.4?

A setting? if not, an extension?

For many people, this new behavior is an improvement, but there are definitely others who preferred the old approach.

The operative line in the template is here, and the only way you don't see that is if outbound mail is turned off on the site.  (In a perfect world, there would be a site-wide setting for this.)

If you want a customization to handle this, the easiest might be to add a bit of jQuery via a .extra.tpl, extension, or theme:

CRM.$(function($) {
  $('.crm-contact_email a.crm-popup').each(function() {
    var email = $.trim($(this).html());
    var emailLink = $('<a/>', {
      class: 'mailto-link',
      href: 'mailto:' + email,
      title: ts('Send an email outside of CiviCRM'),
      html: '<i class="crm-i fa-envelope"></i>'
    });
    $(this).after(emailLink);
  });
});


Unable to use Price Set Details for Event Participants custom search if price set field option is disabled after a registrant has already selected it Issue: After disabling an event price set field option that one or more participants had already selected in their registration, you are now unable to run the custom search "Price Set Details for Event Participants".

This has been an issue since 4.6 (at least), and reproduced today on the demo site (civicrm.demo.civihosting.com running 5.10.0), as well as the sandbox site (dmaster.demo.civicrm.org running 5.15.alpha1).

When might this happen? You've begun registration for an event, but due to lack of registrations or unforeseen circumstances, you need to cancel one the available options. You issue refunds to anyone who has already paid (not required to reproduce error), and disable the option so that no one else selects it.

How to reproduce:

Create an event price set, with a radio field with a couple of options (example: workshop 1, workshop 2)
Create an event and choose your price set
Register an event participant and select one of the price field options
Go to Search > Custom Searches > Price Set Details for Event Participants and get results for your event, all should be good
Edit the price field and disable the price field option your registrant selected
Repeat the Price Set search, you will now get an error

  DB Error: no such field

Further detail in ConfigAndLog file:

(
    [callback] => Array
        (
            [0] => CRM_Core_Error
            [1] => handle
        )

    [code] => -19
    [message] => DB Error: no such field
    [mode] => 16
    [debug_info] =>
UPDATE civicrm_temp_custom_06a7d4ad3c362837ef807a1493c88112
SET price_field_271 = 1.00,price_field_284 = 0.00,price_field_289 = 0.00,price_field_306 = 1.00,price_field_307 = 1.00
WHERE participant_id = 1562;
 [nativecode=1054 ** Unknown column 'price_field_289' in 'field list']
    [type] => DB_Error
    [user_info] =>
UPDATE civicrm_temp_custom_06a7d4ad3c362837ef807a1493c88112
SET price_field_271 = 1.00,price_field_284 = 0.00,price_field_289 = 0.00,price_field_306 = 1.00,price_field_307 = 1.00
WHERE participant_id = 1562;
 [nativecode=1054 ** Unknown column 'price_field_289' in 'field list']
    [to_string] => [db_error: message="DB Error: no such field" code=-19 mode=callback callback=CRM_Core_Error::handle prefix="" info="
UPDATE civicrm_temp_custom_06a7d4ad3c362837ef807a1493c88112
SET price_field_271 = 1.00,price_field_284 = 0.00,price_field_289 = 0.00,price_field_306 = 1.00,price_field_307 = 1.00
WHERE participant_id = 1562;
 [nativecode=1054 ** Unknown column 'price_field_289' in 'field list']"]
)

You'll find with investigation that the participant in question is the one registered, and the "Unknown column 'price_field_[id]'" will be the price option that you disabled.

The likely file to be updated is CRM/Contact/Form/Search/Custom/PriceSet.php

Workaround: temporarily reenable the option, run the report, disable the option again.

This is a core bug and have submitted a fix for it. Can you please try applying patch from here. If it works for you than please add a comment on PR.

Cheers

Pradeep


CiviCRM CSS doesn't appear to be used when viewing live pages I'm evaluating CiviCRM in Wordpress. When I view test pages, the layout looks fine. But when I view live pages, it often looks quite different and worse than the test. In some cases, it's completely unusable.

I thought that CiviCRM wrapped its elements in CiviCRM specific DIVs to preserve the CSS...

Not sure what's going wrong, but glad to be pointed in likely directions.

Thanks,
Norman

CiviCRM does use the .crm-container and other similar classes in its templates, which helps to isolate the CSS styles (sometimes for better, sometimes for worse). The main problem I have found, especially with Bootstrap themes, is Bootstrap taking over the .label class, and CiviCRM not using a class name such as .crm-label. I've found a relatively easy fix to be using a custom CSS file that is linked from the Settings - Resource URLs administration page. For example, our document is at [cms.root]/sites/default/files/custom_civicrm.css, and contains this code (among other overrides):

div.crm-container label {
  color: #333333;
  font-weight: normal;
  font-size: 1.2em;
}

As I have discovered other strange interactions between the theme and CiviCRM, I've used Chrome to Inspect the CSS to find the class that is just specific enough to cover all of the style that needs to be fixed.


CiviEvents Confirmation email not being sent Using CiviCRM 5.7.2, using Drupal 7.61.

We use CiviEvents and have registrations turned on and confirmation emails enabled. Over the last month a few users have reported not receiving confirmation emails and I was able to replicate this myself today.

Essentially, the user fills in their details and then get a 500 error and no confirmation screen or confirmation email. However their registration pulls through on the back-end (I can see they registered for the event on their user on CiviCRM and I see them as a registrant on CiviEvent). But even though this is pulling through, it's not triggering the confirmation email to be sent to the registrant.

It looks like this happens at random - has happened to about 4% of our recent registrants in the last month. It causes a lot of frustration on their end and a poor user experience so would love to work out why it happens and if there's anything I can do to fix this.

Let me know if you need any more information or if this isn't clear.

Cheers,

EDIT: It just happened again. User gets redirected to [DOMAIN].com/civicrm/event/register. This happens after the "Confirm your registration details" screen.

EDIT 2: These are the two errors I see in Drupal's Error Log

Warning: Unknown: Cannot call session save handler in a recursive manner in main() (line of ).

and

Warning: Unknown: Failed to write session data using user defined save handler. (session.save_path: /opt/alt/php71/var/lib/php/session) in main() (line of ).

I have no idea what this means, can anyone assist?

Went into php.ini and replaced the session.save_path parameter from

/opt/alt/php71/var/lib/php/session

to

/path/to/your/homedir/tmp

And it looks like that's done the trick!


Since upgrade to 5.34, Drupal accounts are not being created when a member signs up This morning, I updated my dev sites from CiviCRM 5.25 to 5.34 and since then, I have found that Drupal accounts are not being created when a member signs up in CiviCRM.
We have a page for signing up for a membership, here - https://civi.artspan.org/civicrm/contribute/transact?reset=1&id=3
On the live site, if someone fills out this form, a Drupal account is created for them and they are automatically logged in.  On the dev site, only a CiviCRM account is being created.
Nothing has changed between these two sites except for the CiviCRM update.
Under the profile settings for that form, "Drupal user account registration option? is marked as "account creation required".

We figured out a fix for this yesterday (it was reported yesterday as a wordpress issue)
There is a patch here
https://github.com/civicrm/civicrm-core/pull/19696
It will be part of 5.35.0 which will be released on Wednesday
If you are not comfortable patching and can't wait 2 days the other option is to upgrade to the rc version of 5.35.0
https://download.civicrm.org/latest/
(it won't change that much over the next 2 days but you can update the code base with the released version when it does drop)


Incorrect_Resource_URL virtualbox Running civicrm 4.7.26 -> upgrade 4.7.29 error message  Incorrect Resource URL
in joomla and drupal. Running civicrm under virtualbox with url http://localhost:10080
absoulte path will be accepted by configuration, but error message still warns.
in the configuration section resource url a click of the first ?  will show the correct absoulute path and url varibales
neither the absoulte path nor the url varibales works
any suggestions
try configuration unter settings.php
global $civicrm_setting;
$civicrm_setting['Extension Preferences']['ext_repo_url'] = false;

I'm the author of this check.

My guess is that you're forwarding port 80 on the virtual machine to port 10080 on the host machine.  However, the check, since it runs over HTTP internally on the virtual machine, is checking port 80.

That SHOULD work properly to detect whether your paths are correct, but I haven't tested this scenario.  If you know for a fact that your resource URLs are correct, there's no harm in selecting "Never remind me about this again" and ignoring the message.


How can I convert/export my mailing (a newsletter) into a PDF Please can you advise on the above. Can't seem to work it out!

Welcome to SE CiviCRM. When viewing the mailing you can click on print icon on top right corner. Which will pop up a screen to print, where you have an option to print as PDF. Other than this i don't see any option in CiviCRM to export the mailing into PDF

HTH

Pradeep


How can I configure my contribution page so that recurring is not pre-selected by default? Obviously, I want to provide the option for recurring but I do not want it to load the page with default recurring selected. I think this is the way most administrators would want it to work. Should be simple, right?

Actually in the iATS Extension we've gone back and forth on this but are now "is.checked" as many orgs/administrators make special "Donate monthly now" pages with specific appropriate defaults for monthly $amounts like $25 or $50 - typically less than the default on a "Donate one time" page. On a Donate monthly to get people through without extra checking of boxes - the default is now is.checked (if recurring is an option). To uncheck that box you need to add some Javascript.

This is what you want:

$('#is_recur').attr('checked', false);

There are several ways to go about adding this [and not sure this is the best one - but it's one that I understand, it's what I typically do] - on Drupal 7:

In the theme's template.php - when preprocessing a page - I'll insert js - based on path:

So if we're on a civicrm/event/transact url -> then load civicrm-recurring.js

and that civicrm-recurring.js file lives in the theme's js directory and looks like:


Add columns to SYBUNT report We run CiviCRM 5.20.2 on Joomla 3.9.15

We use Reports - Donation Reports - Sybunt
We need to be able to select in the Columns area:
•   Nickname
•   Do not mail / contact
•   Deceased
•   Postal Greeting

Is a custom report necessary? If so how do I use the SYBUNT report as a template to copy?

Thank you!

I prefer to use hook_civicrm_alterReportVar(Instead of making copy of existing report and adding code) to add columns or filters to any report in $vars for $varType == 'Column'.


How would I expose weight for a custom select field to Drupal Views for sorting? I have a custom select option field with about 35 options.
I'd like to be able to sort the field in Drupal Views by weight instead of value or name.
I looked around for the views integration in the core files but couldn't find the section that exposes custom field option groups to views.
I would assume that it is in all/modules/civicrm/drupal/modules/views/components/civicrm.core.inc but I don't see any mention there.
Custom option groups appear to be exposed in all/modules/civicrm/drupal/modules/views/civicrm.views.inc but I don't see any mention of the option_value table to add the weight column.
Any suggestions on how to expose the weight of individual custom select options in Views?
Thank you!

You can use the Views CiviCRM Expose Tables module to join to CiviCRM tables and columns that aren't otherwise exposed.


Negative searches: volunteers WITHOUT relationship to supervisor I need to get a list of Volunteers (contacts) who DON'T have a supervisor (relationship) ...I've tried Advanced Search and looking for relationships, and I've just tried Search Builder. I can put the ones who DO in a smart group, but can't find a way of putting the ones who don't...Help!

CiviCRM is good at doing searches for a "negative" when it's, "find an empty field"; you can use Search menu » Search Builder for that.  However, for finding whether someone is missing an Activity, Relationship, etc. you need a custom search.  By default, CiviCRM has such a custom search for groups and tags, but not relationships.

Until someone writes that search, here's the workaround:

Do a search with no criteria, which will return all your contacts.  Create a smart group from this search called "All Contacts".
Do an Advanced Search for folks that DO have the supervisor relationship.  Create a second smart group called "Volunteers with Supervisors".
Note: If not ALL of your contacts are volunteers, then modify both of the searches above to only search the "Volunteers" group.
Go to Search menu » Custom Searches.
Click Include / Exclude Search.  On older versions of CiviCRM, this is called, Include/Exclude by Group/Tag.
For "Include Groups", select "All Contacts".  For "Exclude  Groups", select "Volunteers with Supervisors".

The search result you get back is the list of "All Contacts" minus "Volunteers with Supervisors" - which should be volunteers without supervisors.  You can create a smart group out of it so that less data-savvy users can just use the new smart group to generate the list.


Change email address We are transitioning from an older version (4.1.5) of CiviCRM to a newer version (5.8.2), and the email address is old (2 staff people previous to me) - how do I update it?

It is possible they mean the info in the Organisation Address and Contact Info settings (Under Administration > Communication Settings)

or the CiviMail "From Email Address" (under Administration > CiviMail)


How do I modify properties (container width and column widths) of the New Individual Form/Box I'd like to know which file(CSS?), and within the file which element/variable etc. I can edit to adjust the properties of the New Individual Container/Form.

I'd like to do 2 things:
1 -Make the Container wider.  By default it is 500px, I want to increase it to 60opx.
2 - Adjust the width of the columns to make the 1st one wider so the question is not all jumbled up, to make it a bit more user friendly/readable.

I am hoping someone can tell which file and which element needs to be edited please - I am guessing civicrm.css but the only entry I found that referenced 500px by default didn't do anything when I changed it.

Thanks!

That dialog box has it's dimensions set in a style tag of the html that's generated by javascript (which is why you won't see it in the source of the page or any of the css). There's probably a setting in a config file somewhere that controls it. The class of that div is "ui-dialog ui-widget ui-widget-content ui-corner-all ui-front crm-container ui-draggable ui-resizable ui-dialog-buttons" in case that provides any hints, I'd guess it's from jquery_ui.

On other hand, you probably don't want to mess with it - I suspect it would just be easier adjust your workflow, and create the new contact first before registering him/her.

If you are determined to fix it, I'd recommend instead you look at
"bootstrap" (as in getbootrap.com), which CiviCRM is adopting in various ways. With a bootstrap style of form, it would have a better layout and put the labels above the fields. You could do that just with a bit of css override, or you could go whole hog and look at civihr and the bootstrap interface component of that.


Upgraded to 4.6.7 and now the Register links in the Upcoming Events list block have a typo We upgraded from 4.6.6 to 4.6.7 on Drupal6, and now the register links in the Upcoming Events block go to /civicrm/event/register?rest=1&id= (as shown in the screen shot below), instead of civicrm/event/register?reset=1&id=, creating redirect problems for potential patrons.

I am not sure in which file I would find the code to correct. Please help!!

In Views, I went to Edit view civicrm_events, Events List view.

Click on field CiviCRM Events: Start Date.
Under Rewriting, select the checkbox Output this field as link and make sure it is corrected to [yoursite]/civicrm/event/register?reset=1&id=[id]. Then click Update and Save.


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

I need a Report which displays the following columns :
Organization, Membership Type, Member (first and last name), email, Phone, Status

I would like this Report sorted by the 3 first columns, and/or filtered by Organization.

How can I ?

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

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

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

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


How to restrict access to only one Contribution Page Drupal 7 / CiviCRM 4.5.8
Working on a site which has several contribution pages.  We want to leave the majority of them accessible to anonymous users, but have just one that we want to restrict to "members-only".

In Drupal the $form variable passed in hook_form_alter() will have a '#access' parameter that can be set to false.

What's the best way to accomplish this with a CiviCRM form?
Is there something that can be modified in the $form variable using hook_civicrm_buildForm()?

Some better way?

Here's a quick and dirty drupal-ly way of doing it, but I still wonder about a CiviCRM specific methodology.

function civicrm_custom_access_civicrm_buildForm($formName, &$form) {
  global $user;

  $grant_access = 0;
  foreach($user->roles as $key => $role_name) {
    if($key == 3 || $key == 5 || $key == 4 || $key == 6 || $key == 7) {
      $grant_access = 1;
    }
  }

  if($formName == 'CRM_Contribute_Form_Contribution_Main' && $form->_id == 2 && !$grant_access) {
    drupal_access_denied();
    drupal_exit();
  }

}


Tokens for Custom Field Set with Multiple Records I'm looking to print / email groups of contacts with a list of their accreditations which we've stored in a custom field set with multiple records.
How do we get that to appear on emails & printouts? There is no option on the tokens dropdown.

We want the list to appear in a table format, showing all the entries.

Similar to this support post: http://forum.civicrm.org/index.php?topic=30029.0 / I found this post hard to find an answer from.

Any specific ideas? Thanks very much in advance!

You will need to create a custom token for this. Hook_civicrm_tokens is where you assign names to your tokens, and hook_civicrm_tokenValues is where you define the business logic. You will use the API to retrieve the custom field values for each contact, and loop through those values to build your HTML table. Below is an example of the basic API call, for contact 465 to return all the entries for Custom Field 12. Using CustomValue API is a bit different from the others as you'll see from the return.fieldname => 1 bit:

$result = civicrm_api3('CustomValue', 'get', array(
  'sequential' => 1,
  'entity_id' => 465,
  'entity_type' => "Contact",
  'return.custom_12' => 1,
));

This is a sample of the result:

{
    "is_error": 0,
    "version": 3,
    "count": 1,
    "id": 12,
    "values": [
        {
            "entity_id": "465",
            "latest": "Hope",
            "id": "12",
            "1": "Life",
            "2": "Hope"
        }
    ]
}


How to create a seach view that displays selected columns I have never managed to get this function to work properly so here goes.

I have created  profile with some custom fields (individual) and selected the option Search Views, Standalone Form or Directory

I then go to advanced search and select the group I want to view; I also select views for display contacts and select the profile I want.

When I press search I get the correct list of people but not the fields that I want to see. I just get display name.

I am on 5.3.2 although i've never been able to get it to work tbh

Any tips!?
Thanks
Caroline

Caroline,

You need to enable additional setting for the fields you want to display them as a column. You can do this now by editing the fields you want to show them as a column and do the following

Select 'Expose Publicly' from visibility
Check 'Results Column?'

HTH

Pradeep


Moving from Drupal to Wordpress I am moving my organization's website over from Drupal 7 to Wordpress, and along with that I need to connect our existing CiviCRM install with the new Wordpress install. I just have a few concerns before I start anything:

Can I just install CiviCRM for WP and hook it up to the existing database? Is there a special procedure that I will need to go through to connect our existing database with WP? Is there any risk to the data moving over this way?

Thanks!

Migrating from Drupal/Civi to Wordpress/Civi is relatively painless.  You'll need to truncate your civicrm_uf_match database table, which links Civi records to CMS users, and repopulate it - Administer menu > Users and Settings > Sync Users to Contacts works well if you want ALL your Wordpress users to be linked up.

That said, there are numerous gotchas to watch out for - I've started compiling a list here.
UPDATE: I've merged this with documentation on wiki.civicrm.org.  Please check Moving from Drupal to Wordpress.

Since StackExchange prefers direct text to links, here's what I've got so far:

PayPal IPNs needed changing. You can only change future IPNs in Paypal; you may also need to set up a 307 redirect from the old URL.
URLs linking to contribution pages etc. in mailing templates, scheduled reminders etc. need to be changed.
Images in mailing templates and scheduled reminders must get a new absolute URL (or a redirect).


Is SITE_KEY in a table in the database? I've cloned a website to make it a sandbox and I changed the site key in civicrm.settings.php following this post.
My question is: do I also need to change this value in some table in the database?

No. As far as I'm aware the sole entry is in civicrm.settings.php


Campaigns, surveys, custom fields...? Scenario: based on a set of custom fields, we want to send a invite out to individuals for them to join a research study (set up as a group in civi).

I thought the way to go was to create a profile with the custom fields we need updating and then send it out via a campaign/survey. But cannot link the custom profile and the survey.

Do i have to have a campaign in order to set up a survey?
Are the custom fields on the correct entity (currently on entity contact).. should it be on activity instead? and then select the activity 'survey'... going round in circles on this!

Or am i looking in the wrong place using survey for this?  we would not be using any of the functionality on releasing/reserving respondents as they would be filling the data direct themselves.

Using campaigns/survey looks ideal in terms of getting an overview on individuals/engagement index etc

.........
alternative simpler question to the above.. how do you add custom questions to a survey which the target contact completes (not a door knocking interviewer)

Take a look at petitions. I have accomplished something similar using a petition. The documentation is here: https://docs.civicrm.org/user/en/latest/petition/what-is-civipetition/

Hope this helps


How can I send a copy of a receipt to member who has already recieved it during signup? I've got a situation where by the template for the receipts (for contributions) which are sent out during signup had the previous year on it, and consequently, need to re-send the receipt to the members who have signed up in this year with an updated year.

I was wondering if there is any easy way to do this?, i can easily create a mailinglist, but i've no way of replicating the receipt (or just re-sending the currently sent ones, but with the new date) that I am aware of?

Via Contributions > Find Contributions (civicrm/contribute/search) you can search for the contributions in question, then select Print or Email Contribution Receipts.

The next page is titled Print Contribution Receipts but it has an option to email them anyway.


Remove files after upgrade to 5.24.4? After upgrading from version 5.24.1 to 5.24.4 (Joomla) i get the

  System Status: Critical File
  'C:\wamp\www\Joomla\administrator\components\com_civicrm\civicrm\bower_components/google-code-prettify/styles/demo.html'
  presents a security risk and should be deleted. Same for:
  C:\wamp\www\Joomla\administrator\components\com_civicrm\civicrm\bower_components/qunit/addons

Can I remove these files?

yes, its safe to remove the folder as it was part of security advisory.

see:  CIVI-SA-2020-08: XSS VIA JS LIBRARIES


Which email address should the printed Case Report present for the Case Manager in the Role Section of the Report? The Case Report presented when the Print Report link is selected does not present the primary email for the Case Manager when the Case Manager has more than one email. Should it present the primary email as it does in the Client Relationships Section of the report or is there a reason it presents a different email?

This sounds like a bug. If you look in CRM/Case/BAO/Case.php in getCaseRoles() it has this in the SQL:

LEFT JOIN  civicrm_email ON (civicrm_email.contact_id = civicrm_contact.id )

If you change it to

LEFT JOIN  civicrm_email ON (civicrm_email.contact_id = civicrm_contact.id AND civicrm_email.is_primary = 1)

does that fix it?


How do you restore contacts that have a deleted custom contact type? I am getting an error Invalid Filter error when trying to open a contact that was configured with a contact type that has since been deleted. The contacts are returned in the search but I am unable to open. Is there a way to restore the contacts without having to manually re-enter each contact or restoring a backup of the database?

You could change clean out all the contact_sub_types of the relevant contacts directly in the DB with an SQL Query. That would be something like:

SELECT * FROM civicrm_contact WHERE contact_sub_type IS NOT NULL AND contact_sub_type NOT IN (SELECT name FROM civicrm_contact_type)


Record which timeline created an activity I want to record which timeline created a given activity.

The purpose for this is so, at a later date, I can see all the activities created by a particular timeline for a particular case.

With that list, I want to be able to easily change dates for activities that have not yet occurred for that timeline.

Maybe a process for that already exists? Any hints on how to implement it if not?

Thanks in advance for any help. John.

This is more of a workaround but you can create activity types specific to each timeline and then include the name of the timeline in the activity type label, e.g. if you have timelines named A and B then you could have activity types labelled:

A - Phone Call
A - Fill out requisition
...
B - Phone Call
B - Fill out requisition
...

Alternatively the add timeline feature will create dates relative to whatever offset you have in your config for that timeline, so you could have an "anchor" activity type which you create just before you add a timeline, and then in the timeline config you say make the offsets relative to that activity type. You'd have to rejig your timelines to match that workflow.


How to go about making a Core Tab on the Contact Summary screen view Inline instead? Specifically -> I'd like to see what's in the Membership Tab -> Inline instead. I'd like that table with Active Memberships printed right at the top underneath the Display Name on civicrm/contact/view?reset=1&cid=xxx

When you add a Custom Data Set/Field you get a choice between Tab and Inline. Which is very cool. But how to go about switching a Core Tab -> Inline?

It's not as simple as finding the tpl - and then injecting that into the CRM/Contact/Page/View/Summary.tpl - as the $ variables aren't known. I don't really want to be copying phps bit over - I think?

Rather than smarty, JavaScript will do the trick.  Those tabs are all separate pages, and you can load any CiviCRM page/form as a snippet instead.

First, in your extension, use a hook to include the Javascript and provide the contact ID for it:

$r = CRM_Core_Resources::singleton()

// Provide the contact ID (assuming you've got it handy)
$r->addVars('memberTabInline', array('contactId' => $contactId));

// Add the script
$r->addScriptFile('com.example.membertabinline', 'membertabinline.js')

Then in membertabinline.js:

CRM.$(function($) {
  $.get(CRM.url('civicrm/contact/view/membership', {
    reset: 1,
    force: 1,
    cid: CRM.vars.memberTabInline.contactId,
    snippet: 1
  }), function(result) {
    $('#mainTabContainer').append(result);
  });
});

You'll probably need to add a div or something and have this fill it so that you don't have the membership stuff appending multiple times, but this is the gist.

Alternatively, you might look at https://wiki.civicrm.org/confluence/display/CRMDOC/Ajax+Pages+and+Forms to see if you can fill a wrapper with the tab and have it work.  I'm only familiar with this re: popups, but it looks like it might work within any element.


How do you export a multi record set? On CiviContact we have a number of custom fields set up as multi-record sets.
Any ideas on how these can be exported?

The import to a multi-record set is hidden on the main import page > tooltips pop up has a link at the end of the help notes which takes you to the import page.  Is the export function similarly hidden...

Any help appreciated.

I don't know of any hidden export pages, but if you can talk the data into appearing in a report then you can export as CSV from there. We've created a few custom reports to allow this on our multi-record custom data.


Recurring contribution cancelled in CiviCRM but still active in PayPal I cancelled a monthly recurring contribution in the back end, and the status now shows "cancelled" but in PayPal (more than 24 hours later) it's still Active.
My understanding was the cancellation should have propagated to PayPal, yes?

CiviCRM 4.6.18
Joomla 3.5.1

I could be wrong, but I don't recall reading that CiviCRM tells Paypal to cancel the recurring charge. I think you have to do that in Paypal.


civicrm.org website old what/whatiscivicrm redirect to explore-civicrm I am using my older, ancient 4.4.5 wordpress version of civicrm (I am about to upgrade it) but I think this link is hard coded. In my site when going to the menu Help...About it links to

https://civicrm.org/what/whatiscivicrm

I get "page not found". To make the user experience of all old civicrm installations one step better and not make them take the time to look for an updated link like I had to do I think it should redirect to

https://civicrm.org/explore-civicrm

I believe https://issues.civicrm.org is where this needs to get reported eventually but I wanted to ask here first.

What next step can people recommend?

I've added this redirect, thanks for reporting it!

I think it's great you've made the effort to post it somewhere we can field it, and that the end result is more important than correct process - so don't fret about not posting it on issues.civicrm.org this time. Thanks for being part of the community! You did this to benefit others in your situation, knowing you wouldn't benefit yourself, and that's priceless.

Your next step is to finish that upgrade of your old CiviCRM to a supported release ASAP

Hop on over to https://chat.civicrm.org to discuss.


Fee amount (percentage) of each contribution I'm using drupal 7 with CiviCRM 4.4.6, and PayPal Standard as payment processor.

When I visit CiviContribute dashboard, click "view" of one of the contribution records, it shows:

From: xxx
Financial Type: Member Dues
Payment Amount: 25.00
Fee Amount: 3.10
Net Amount: 21.90

How is this fee amount calculated?  I'm observing other records paid using same payment processor, and it shows different percentage of payment amount as its fee amount.

Is there any way I can set the percentage of fee amount? As I will be using other payment processor, and I need to figure out how this fee amount is working.

This fee is being calculated and charged to you by PayPal.

Each payment processor charges differently, a combination of percentage and per transaction.

I don't think you should try and set a fee amount yourself, but perhaps you can play around with tax if you want to calculate a percentage of the dues.


How can I include pay-later contributions in a widget thermometer? I have a contribution page which is collecting live donations and pay-later contributions.

I'm using the contribution page widget to display a thermometer with the total raised by this contribution page.

The thermometer includes donations, but not pay-later contributions.

What can I do to include pay-later contributions in the thermometer, too?

This is actually easy, but totally hidden...

At the very end of the code for your widget, find the last <script> tag, which looks something like this:

<script type="text/javascript" src=""></script>

where  is a very long URL.
Modify this URL by adding &includePending=1 to the end.
Paste your modified widget code over the old widget code wherever you are using the widget.
Observe that pending contributions now affect the thermometer total, even contributions which have already been made.


WordPress 5.5 'breaks' CiviCRM frontend pages without upgrade to 5.26+ The links in our renewal notifications stopped working following the automatic site upgrade to Wordpress 5.5 on Aug 11th. What happened is that the links just arrived at the 'Wordpress Base Page', in our case /civicrm, with a meaningless “Do not delete this page. Page content is generated by CiviCRM.”
Spent some time investigating before finding the notification of a mandatory update to CiviCRM 5.26, and this did indeed sort the problem. Important Notice blog post
Posting here in case others also searching.

Front end links working again after upgrade to 5.28.2.
Note that there was also an update needed to our Mailchimp webhook for linked groups. Simply done by saving the group settings.
Fingers crossed the Paypal payment IPN link is still good to go.


How to allow multiple values on a civicrm contextual filter in drupal views I have a drupal view that shows aggregated totals  grouped by user from civi contribution pages.

The view has a contextual filter that takes the contribution page id as an argument.

The view works well if I pass in one argument.

I would like to be able to pass in multiple arguments, so, display contributions from contribpageID1 AND contribpageID2.

On contextual filters with drupal fields I am able, in the "more section", to select "Allow multiple values". This option isn't available on the CiviCRM Contributions: Contribution Page field.

Is this a limitation of the civi views integration? Or a setting I can't find.

Below is the query being run:

SELECT SUM(civicrm_contribution.total_amount) AS civicrm_contribution_total_amount
FROM
{civicrm_contribution} civicrm_contribution
WHERE (( (civicrm_contribution.contribution_page_id = '12') )AND(( (civicrm_contribution.financial_type_id IN  ('1')) AND (civicrm_contribution.contribution_status_id IN  ('1')) AND (civicrm_contribution.is_test = '0') AND (civicrm_contribution.receive_date >= '2014-12-31 00:00:00') AND (civicrm_contribution.receive_date <= '2015-12-31 00:00:00') )))
LIMIT 20 OFFSET 0

On line 5, I want it to say ..._page_id = '12,15')...

Aggregation is turned on but the option is not there when this is turned off either.

It's a limitation in CiviCRM views implementation.

If you are a developer and know views api, i encourage you to propose a patch for this. You can find all the code in drupal/modules/views/civicrm.views.inc or https://github.com/civicrm/civicrm-drupal

More precisely, the function civicrm_views_get_argument return a views_handler_argument_numeric for all numeric data type. You might want to try changing that to views_handler_argument_many_to_one. But it's really a guess : i don't know if it will work and even less if it will work for every fields.

Otherwise, still with some programming knowledge, you could do a drupal module that implements hook_views_query_alter but it's more a drupal question.


Chained API Call : Membership.contact_id EntityTags I am looking to get a list of all contacts with active memberships, and their respective tags.  I went about this by starting from an api call to give me all current memberships owned by a company.

CRM.api3('Membership', 'get', {
  "sequential": 1,
  "return": ["contact_id.tag","contact_id.id"],
  "status_id": "Current",
  "contact_id.contact_type": "Organization"
}).done(function(result) {
  // do something
});

Running the above only gets me the default returns vals of the contact_id and id of the membership. It does not return the tags.

When I run this by itself:

$result = civicrm_api3('EntityTag', 'getsingle', array(
  'sequential' => 1,
  'contact_id' => 137402,
));

I get what I want, the tag ids for the contact.

What am I doing wrong here?

Ideally I would be using the $value.contact_id var but I can't get it to work that way.

membership->tags (via contact_id)

What I did get working was inserting a 3rd link in the api call chain.

membership->contact->tags

CRM.api3('Membership', 'get', {
  "sequential": 1,
  "status_id": "Current",
  "options": {"limit":0},
  "contact_id.contact_type": "Organization",
  "api.Contact.get": {"api.EntityTag.get":{}}
}).done(function(result) {
  // do something
});


CiviContribute Dashboard Chart Layout does not display CiviContribute dashboard does not show chart_layout.   Tested on Civi Demo as well as several installations.  is there a configuration requirement?

See image

Problem is Flash being blocked.     Although it is globally enabled, for some reason it is being blocked.   Solved problem with this process to specifically trust site for Flash.

https://support.google.com/chrome/answer/6258784?co=GENIE.Platform%3DDesktop&hl=en


Email-to-activity processing - Error message: Process Activities failed Have installed CiviCRM 4.6.4 on Drupal 7.38 and have explored the various modules to identify how it can be used to help a small UK charity.

I am having issues with email-to-activity.
I set it up to hook into an IMAP account via SSL and read a specific folder. This worked perfectly for a few tester emails, so then expanded my testing.
When it got an email from a particular account the job started failing with:
Error message: Process Activities failed

When this email was removed from the specified folder, it did not fix the issue. Changing folders (and email accounts) worked until the job hits an email that it cannot process and then never works again in that folder.

All my searching has only found two potential solutions.
1 - the password is wrong. This has been dismissed as it works fine until it hits certain emails.
2 - make bounce processing and E2A from the same account - have seen this as a "solution" as well as a recommendation NOT to do this. Either way, it made no difference.
I tried looking at the email headers to see if anything jumped out, but didn't seem to be encoding.

I am new to CiviCRM and linux hosting, so while happy to look at detailed logging I may not know how to access/interpret.

Any help or guidance would be appreciated, I can supply a sample email (either sent to an email to be picked up or a .eml attachment) if useful

Many thanks

Dave

Debug & traceback:
Jul 20 18:15:02  [info] $Fatal Error Details = Array
(
    [message] => Could not connect to MailStore for XXX@YYY.com@secure.emailsrvr.com

Error message:

An error occured while sending or receiving mail. The IMAP server could not create mailbox 'CRM2.CiviMail.ignored': A0006 NO [ALREADYEXISTS] Mailbox already exists.

    [code] =>
)

Jul 20 18:15:02  [info] $backTrace = #0 sites/all/modules/civicrm/CRM/Core/Error.php(322): CRM_Core_Error::backtrace("backTrace", TRUE)
#1 sites/all/modules/civicrm/CRM/Utils/Mail/EmailProcessor.php(184): CRM_Core_Error::fatal("Could not connect to MailStore for XXX@YYYY.com@secure.emailsrvr.com<...")
#2 sites/all/modules/civicrm/CRM/Utils/Mail/EmailProcessor.php(111): CRM_Utils_Mail_EmailProcessor::_process(FALSE, Object(CRM_Core_DAO_MailSettings))
#3 sites/all/modules/civicrm/api/v3/Job.php(379): CRM_Utils_Mail_EmailProcessor::processActivities()
#4 sites/all/modules/civicrm/Civi/API/Provider/MagicFunctionProvider.php(89): civicrm_api3_job_fetch_activities((Array:1))
#5 sites/all/modules/civicrm/Civi/API/Kernel.php(96): Civi\API\Provider\MagicFunctionProvider->invoke((Array:9))
#6 sites/all/modules/civicrm/api/api.php(23): Civi\API\Kernel->run("Job", "fetch_activities", (Array:1), NULL)
#7 sites/all/modules/civicrm/CRM/Core/JobManager.php(131): civicrm_api("Job", "fetch_activities", (Array:1))
#8 sites/all/modules/civicrm/CRM/Core/JobManager.php(83): CRM_Core_JobManager->executeJob(Object(CRM_Core_ScheduledJob))
#9 sites/all/modules/civicrm/bin/cron.php(42): CRM_Core_JobManager->execute()
#10 {main}

So after plenty of back and forth, the issue seems to be the fact I am specifying a Source folder in my IMAP account.

When I created a brand new account for testing, found same issue with a folder named CRM. Tried crm in case there was case sensitivity, still the same.

Only when I removed source and let it read from the Inbox directory did it work consistently. It was nothing to do with a specific email, simply the folder being used.

Would love to know if this can be fixed (or even where in the code it is so I can try myself) as meanwhile I will need to maintain an extra email account.


Where is the CiviCRM UI styleguide / reference? I am writing an extension and I would like to know the best way to implement form elements, etc. in the most concise and future proof way.

My approach until now has been just to copy from another screen that I consider to look fairly nice, but now that we have projects like https://civicrm.org/extensions/shoreditch in the works, I'd like to future proof my work and would love it if we could start to coalesce around a set of fairly high level rules.

I confess that I haven't yet installed https://github.com/civicrm/org.civicrm.shoreditch or https://github.com/civicrm/org.civicrm.styleguide/ which I suspect may well answer this question. If it does, I have another question: is it possible to write an extension that will look good using our pre-shoreditch theme and the shoreditch theme? Or is the pragmatic approach to just try and make things look nice with Shoreditch?

This was covered during CiviCon St. Louis.  I'll try to sum up.

There's no way to write an extension that works with both pre-Shoreditch and post-Shoreditch conventions.
However, it will be a fairly common site in Civi for some time to come to have extensions that implement Shoreditch operating inside of pages that don't.  Mosaico is a good example of this.
Shoreditch is just one implementation of a Civi theme - the future may hold others.  However, for practical purposes I think we can assume there aren't any others coming for a while.

So your options are to either a) ignore all this and do things the old way, or b) implement the Shoreditch theme and make it clear that it's a "dependency" in the docs (until we get for-real dependency management for extensions).


CiviContribute link to database error I recently moved our CiviCRM database to a new host and I'm getting a "DB Error: unknown error" on when testing the payment processing. Have a missed a configuration step?

Many thanks.

This can happen if triggers aren't stripped from the db dump before you read it in to your db. This requires running something like

perl -pi -e 's#\/\*\!5001[7|3].*?`[^\*]*\*\/##g' dumpfile.sql

Where "dumpfile" needs replacing with the name of your db dump.


CiviContribute Pages have differing wrong titles in We are having a strange issue where different titles for our CiviContribute pages show up in the <head> <title> section, so the title shows up wrong in the tab, bookmark, etc. Sometimes it will be the name of one of our CiviContribute pages, and sometimes another. Today, they all say "Donate" for example, which is what one of our CiviContribute pages should be called. But other users will report that the title is "Subscribe" on all the pages, which is the example name of another of our CiviContribute pages.

We are using a really old version and are currently working on updating it now but I wanted to make sure there wasn't a simple explanation before putting it on hold for the upgrade.

Any ideas?

Drupal 7.50, CiviCRM 4.3.8.

Upgrading to the most recent version of CiviCRM (4.7.15) solved this problem.


How to model and report on unintentional underpayment and overpayment? The type of underpayment or overpayment I have in mind is as follows. An organisation signs up for a membership valued at £100, opting to pay later. So there's a pending pay-later contribution for £100. They send a cheque for £90 or £110. This is not an intentional extra £10 donation or partial payment: they just sent the wrong amount.

The common-sense solution might be to tell the member they sent an incorrect payment and ask for a correct one. Sadly the membership organisation doesn't want to do that, they want to record that an underpayment or overpayment was made and carry this forward.

They also want to be able to report on a set of contributions, seeing the amount due and the amount received.

I know that there have been relevant changes to Civi core as part of the CiviAccounts project, e.g. Phase 1 Implementation - Data Structure Changes, aimed at distinguishing 'commitments to pay' from 'payments'. I understand that some parts have been implemented, e.g. partial payment for events, but others not.

What isn't clear to me is whether or how this infrastructure can be made use of in current Civi 4.6 for the above scenario. Or whether, as things stand, we need to use an alternative approach such as...

Add a custom field on Contribution for Amount Received.
Add a custom field on Contribution for Amount Over/underpaid.
Record a separate positive or negative contribution for over or underpayment.
Suggest that this information is best recorded outside Civi, in an accounts package.

This section of the CiviContribute documentation sounds relevant:

  For example, a fund raising dinner that charges $100/person may now
  allocate the true costs toward the relevant accounts i.e. $75 donation
  posted to the Income account named "Donations" and the $25 Cost of
  Sales account to "Event Fees".

However I'm not clear whether that is the right thing to do in this case or how the person recording the payment would do it.

CiviCRM 4.6, Drupal 7.

Edit 31 July 2015: adding relevant details of the use case, which I foolishly omitted to keep things simple...

Each contribution may actually cover several items: 2 memberships, donation, fees, recorded with different financial types via price sets. The membership organisation wants a report showing, for each contribution, the membership, donation & fee elements as well as total due, amount received and amount of any over/underpayment.

I like the idea, in @JoAnne's answer, of changing the contribution amount from e.g. £100 to £90 when the £90 cheque is received: looked like this might allow a custom report to compare amount due (from line items) with amount received. Sadly the contribution edit form doesn't allow changing the contribution amount when the contribution has line items. I tracked this down to templates/CRM/Contribute/Form/Contribution.tpl, line 97:

{if $action eq 2 and $lineItem and !$defaultContribution}
  (...then view total instead of showing edit field...)

I assume this was done for good reason: Civi wants to keep the contribution amount consistent with the line items and it wouldn't know which line item to alter. So for underpayment, looks as though the admin would need to record an additional negative contribution for the amount underpaid.

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

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

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


MyISAM engine error but the DB is all InnoDB On my install CiviCRM runs in a separate database that is entirely InnoDB, but Civi throws up the MyISAM engine error anyway.  The rest of wordpress lives in a DB that is InnoDB by default, although the tables are a mix of the two types, but I don't see why that matters. So why am I getting the MyISAM Engine error in Civi?

Versions: CiviCRM 4.7.11, wordpress 4.6.1, PHP 5.6.24, MySQL 5.0.11

This issue was fixed in CiviCRM 4.7.12 with this commit: https://github.com/civicrm/civicrm-core/commit/2475b5509e9638fa2e9863256348c5415f362b72

Cheers,
Olivier;


Designation menu on contribution page? brand new user here looking for design options.  My user would like to have a drop-down menu on a generic contribution page so donations can be designated to 6 or so different possible choices by the donor.

I believe a more straight forward approach might be to have each designation be a separate campaign with it's on contribution page - but I need to look the drop-down menu option as well.  Is it possible to put a drop-down menu on a contribution page?  Is it possible to tie a selection made with the drop-down menu to the donation in a report somewhere?

Thanks in advance for all comments

Michael

You can add a custom drop-down "select" field to the contribution, then add the custom field to a profile on the contribution, optionally specifying it as required.

You'll then be able to search and report on your donations by custom field.


Event invitations and RSVP functionality Part question - part feature/support request.

However, I often get asked by clients how they can invite people to meetings, and enable a richer RSVP functionality, whereby invitees can respond with an 'accept', 'decline', or 'maybe'.

I tell them that Civi doesn't explicitly understand the notion of declining an invitation, it's more that no response to an invitation is assumed to be a declination, and there's no support for the concept of 'maybe'.

At least that's my understanding of the current state of play. I may well be wrong (it wouldn't be the first time :-)).

I guess it would entail a somewhat different approach to events, but wondering if anyone has any thoughts on this issue?

I was looking at the .ics files that Civi makes available from event information pages, and wondering what might be entailed in perhaps attaching that file to an event invitation email via a token and when the recipient double clicks the .ics (or its automagically picked up by their calendar app, they could RSVP simply clicking one of the options, as is now the case with a Google calendar invite, for example.

I found this on https://wiki.civicrm.org/confluence/display/CRM/RSVP-style+Event+Registration.

It's an old post but I had a quick look and it still should work. It doesn't allow the 'maybe' option tho....

===

1) Enable "On waitlist" event participant status (Administer -> CiviEvent -> Participant Statuses)

2) Create an event. We don't need the "Offer the waitlist" option, the below will work without it. Enable Online Registration.

3) Find contacts in CiviCRM, and on the results page, from the drop down "Actions" select "Add Contacts to Event". On the next page, change the "Participant Status ID" to "On waitlist". Uncheck "Send confirmation" if you don't want those contacts to receive an email about a fact that they were added to the waitlist. They will still separately receive a follow up email with a tokenized link to register/cancel the registration.

4) When the Scheduled Job "Update Participant Statuses" runs (or execute it manually for testing) (Administer > System Settings > Scheduled Jobs), an email with a customized link to the registration page will be send to everyone on the waitlist.

5) When a invited participant follows the link, they will be presented with an event registration page with two options: "Confirm Registration" and "Cancel Registration". If the confirm, a regular event registration page will be presented with their information pre-filled. If they select "cancel", their status will be changed to "cancelled".

To modify the text of the email that is send to participants on the wailist, update message template "Events - Registration Confirmation Invite" (Mailings > Message Templates > System Workflow Messages)