How to set all donation to redirect users to another page if successful payment is made I want to set all civicrm Thankyou page to redirect to another page in Drupal 7.50 site.

CiviCRM version is 4.6.8

Can I add a URL direct(In drupal) for the Thankyou page which has a dynamic URL.

Any suggestion on this?

Thank you

This is not supported by CiviCRM by default and i cant find any drupal modules which can do the redirect from the thank you page.

If you are a developer, you can do this using hook_civicrm_buildForm hook.

We have done something similar to redirect from thank you page using buildForm hook. I have packaged the hook in an extension. You can download the extension here - https://github.com/rajeshrhino/uk.co.vedaconsulting.module.contributionpagesredirect

Before installing the extension, you need to edit main PHP file (Line no.6 - https://github.com/rajeshrhino/uk.co.vedaconsulting.module.contributionpagesredirect/blob/master/contributionpagesredirect.php#L6) and change the redirect URL to the URL in your site.

Hope this helps.


Is CiviCase suited for this scenario? CiviCRM Version : 4.6.10
Joomla Version  : 3.4.5

Is CiviCase suited for the following scenario? If so, out of the box? Or would it need to be extended?

Scenario:
Member opens a case (on front-end) to begin process of earning certification
  2 Path Options:

    1. Earn (defined # of) credits over a set period of time (by attending courses).

       a. Org Staff adds approved (3rd party) credit courses to system (not CiviEvents).
       b. Courses viewable by member on front-end (case management).
       c. Member checks a course once attended/completed.
       d. Course credits are applied to Member Certification Credits.
       e. Once required amount of credits are earned, Member requests certification approval.
       f. Org Staff confirms credits actually earned (against rosters), Approves/Denies Certification.

    2. (Pay For) and Download exam to complete and submit to Org Staff.

       a. Member submits payment via front-end form
       b. Thank you page displays link to downloadable exam
       c. Member completes exam and submits to Org Staff (via email/snail mail)
       d. Org Staff Approves/Denies Certification

Already using Civi for Membership/Org Events, etc.
Want to keep this functionality within Civi, it is our current members that will be applying for the certification.
Again, the courses are via a 3rd party, we do not want any involvement setting them up in Civi Events. Only to put them in a list of pre-approved creditable courses that the user can check off.

It wouldn't do this out of the box. You've indicated you don't want to use CiviEvent but if you did then you would be able to do online payments. You could use CiviContribute too for online payments.

Something like Moodle might be a better fit.


How do I set up PhpStorm for CiviCRM development? I've acquired PhpStorm and I was wondering if there was any guidance on the best way to set it up for CiviCRM development. I saw there was a little information about coding style setup but there are a few other aspects.

I notice that .idea isn't excluded in CiviCRM's .gitignore by default?
How can I configure PhpStorm to run the web tests?

With a comprehensive answer we might be able to create a more comprehensive docs page to help others get up and running.

Regarding your first question you can set up phpstorm to use another project directory rather than the .idea direcory in your civicrm root.

I usually have an install of Drupal with CiviCRM plus drupal modules plus extensions and only the extensions are link to git.

I am also curious on how to use web tests in php storm... Did not know it was possible...


Trouble searching for deleted cases In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error page (generic HTTP 500 page).

In the system logs I get this:

PHP Fatal error:  Undefined class constant 'TASK_DELETE' in /mysite/sites/all/modules/civicrm/CRM/Case/Form/Search.php on line 180, referer: mysite.org/civicrm/case/search?reset=1

I'm unable to replicate this on the Demo site because I could only find a 5.3.1 Demo. There is deleted case bug on 5.3.1 but that is a different behavior and has a fix that has already been implemented in 5.5.3 https://lab.civicrm.org/dev/core/commit/2ff620ae263a6c7430730d9b59261ec2b400b063

I need a little help tracking down why the TASK_DELETE is undefined.

The search works in 4.6.38 and I can see the buildQuickForm function was being re-jiggered in the Search file starting in 4.7. (From 5.0 and up it looks just as it does in 5.5.3)

  public function buildQuickForm() {
    parent::buildQuickForm();
    $this->addSortNameField();

    CRM_Case_BAO_Query::buildSearchForm($this);

    $rows = $this->get('rows');
    if (is_array($rows)) {
      if (!$this->_single) {
        $this->addRowSelectors($rows);
      }

      $tasks = CRM_Case_Task::permissionedTaskTitles(CRM_Core_Permission::getPermission());

      if (!empty($this->_formValues['case_deleted'])) {
        unset($tasks[CRM_Case_Task::TASK_DELETE]);
      }
      else {
        unset($tasks[CRM_Case_Task::RESTORE_CASES]);
      }

      $this->addTaskMenu($tasks);
    }

  }

In the Case > Task.php file, I see the TASK_DELETE

class CRM_Case_Task extends CRM_Core_Task {

...

public static function tasks() {
        if (!self::$_tasks) {
          self::$_tasks = array(
            self::TASK_DELETE => array(
              'title' => ts('Delete cases'),
              'class' => 'CRM_Case_Form_Task_Delete',
              'result' => FALSE,
            ),
...

Is there some formatting error I'm overlooking? Does anyone else get this error?

It's defined in CRM_Core_Task, not CRM_Case_Task, so that reference in buildQuickForm maybe should be CRM_Core_Task::TASK_DELETE. I'm not sure off the top of my head how php handles static inheritance for constants. It might be a difference with your version of php, since it seems to work on dmaster.demo.civicrm.org.


Too nervous to upgrade CiviCRM from 4.1.1 I currently have CiviCRM 4.1.1 running on Drupal 7.16 at Siteground. When I try to make mirror versions (sandbox), things fail due to PHP versions on the host, conflicts, etc. I was told to upgrade the existing module within the CMS and upgrade the CMS in their locations, but I don't want to waste time when problems arise.

Could someone point me to the right person/group that could upgrade these for me to the latest of each that are currently stable?

I've asked some individuals for help, but can't seem to get confirmation.

if you are asking for professional support to undertake these upgrades and fix any issues that might arise as a result then you may want to contact some providers listed at https://civicrm.org/partners-contributors.

When we (FUzion) are approached to undertake these types of support tasks then we would require suitable access (preferably SSH), would probably prefer to set up a dev version of the system to test the upgrade, while recognising that the server environment won't be equivalent.

Other information to have to hand would be PHP version the server is running etc.


(How) can I add a footer fixed to the page of a message template for printing a pdf? How can I fix a footer section at the bottom of the page of a Message Template? (no matter whether how much text the user is adding - the footer with our contact and donation account should always be at the very bottom of the page).

We would like to use Message Templates and the CiviCRM action "Print/Merge Document" to let our team write a letter to a contact within CiviCRM (getting address etc. filled through tokens), export it as a PDF and print it for postal mailing. Our previous CRM software had to option to generate a Word document prefilled with the contact information and including a footer element for this.

I found an old forum question about this but unfortunately it doesn't offer any solutions.

All you need to do is create a table in the first place - Add header in the top row and calculate the number of rows can fit in the page and add the footer to the bottom of the table

Now when ever you add content to the page make sure you add to the table row by row and any empty row should be filled with &nbsp;

By doing this you are always setting a set row and the footer remains in the same place

you need to create an extension for the same

I guess this helps !!!

If my suggestion is bit tricky - just wait for others to reply

Thanks


Where can I find out more about the changes made from one version of Civi to another? Do you need to find what changes were made from one Civi version to another - say 4.6.6 to 4.6.9? Where can you find that?

Go to the 'Jira'  - the issue tracking platform used by the CiviCRM project - at
https://issues.civicrm.org/jira/browse/CRM/?selectedTab=com.atlassian.jira.jira-projects-plugin:changelog-panel


How to modify System workflow message with a modern look Header? I would like to add some fancy CSS and HTML in the system workflow messages. I know there’s a section to add a header logo. But I was wondering if there’s an ideal way  to make the entire format responsive like modern emails. I have tried copying and pasting some CSS HTML from mail chimp although it works but In th drupal log there’s 100s error (User error: smarty......) gets registered per email is sent.

If someone has done already something like this I would be very grateful if you share your sample code please. Or even some suggestions would be greatly appreciated.

Put your css inside {literal}{/literal} tags to prevent smarty from processing them.


My Scheduled Jobs Log doesn't display a date or time I kept checking the joblog and thought, wow, it sucks that it doesn't display the timestamp but just now I looked more closely and see that there is an actual "Date" column and all log entry values are blank for that field.

Sure enough all of the values for run_time in the job_log table are NULL.  I updated one and refreshed the job log display in Civi and it showed up.

What is keeping the run_time value from being set??

UPDATE #1 : Well lookie there.  What in the world would cause this schema?  I didn't do anything special that I can recall.

mysql>  describe civicrm_job_log;
+-------------+------------------+------+-----+---------+----------------+
| Field       | Type             | Null | Key | Default | Extra          |
+-------------+------------------+------+-----+---------+----------------+
| id          | int(10) unsigned | NO   | PRI | NULL    | auto_increment |
| domain_id   | int(10) unsigned | NO   | MUL | NULL    |                |
| run_time    | timestamp        | YES  |     | NULL    |                |
| job_id      | int(10) unsigned | YES  |     | NULL    |                |
| name        | varchar(255)     | YES  |     | NULL    |                |
| command     | varchar(255)     | YES  |     | NULL    |                |
| description | varchar(255)     | YES  |     | NULL    |                |
| data        | text             | YES  |     | NULL    |                |
+-------------+------------------+------+-----+---------+----------------+

UPDATE #2 : I just performed a completely new Drupal 7.56, CiviCRM 4.7.29 install and before I did anything else I checked the schema for civicrm_job_log and it has the exact same problem - NULLable, without Default: CURRENT_TIMESTAMP, and without attribute on update CURRENT_TIMESTAMP.

Upon a more direct web search I ran across "The date is no longer kept in the scheduled job logs" in the CiviCRM Jira from Feb/March 2017.  It has been closed by Nicolas as "most probably not related to CiviCRM". Not buying that unless somebody can explain.

Closed JIRA

https://issues.civicrm.org/jira/browse/CRM-20165

I just looked at a Civi 4.7.27 install I have and it does not have the same problem.

For now I guess I'll modify them manually but I'd like to know if anybody else running 4.7.29 (perhaps new vs upgraded) have the same problem.

The run_time field is set to current timestamp by default and its a not null field which mean that run_time will never NULL values. Can you please check you schema for civicrm_job_log. I am pasting below for CiviCRM version 4.7.29

mysql> DESCRIBE `civicrm_job_log`;
+-------------+------------------+------+-----+-------------------+-----------------------------+
| Field       | Type             | Null | Key | Default           | Extra                       |
+-------------+------------------+------+-----+-------------------+-----------------------------+
| id          | int(10) unsigned | NO   | PRI | NULL              | auto_increment              |
| domain_id   | int(10) unsigned | NO   | MUL | NULL              |                             |
| run_time    | timestamp        | NO   |     | CURRENT_TIMESTAMP | on update CURRENT_TIMESTAMP |
| job_id      | int(10) unsigned | YES  |     | NULL              |                             |
| name        | varchar(255)     | YES  |     | NULL              |                             |
| command     | varchar(255)     | YES  |     | NULL              |                             |
| description | varchar(255)     | YES  |     | NULL              |                             |
| data        | text             | YES  |     | NULL              |                             |
+-------------+------------------+------+-----+-------------------+-----------------------------+
8 rows in set (0.00 sec)


Change membership expiration rules We want membership signups or renewals to expire at the end of the following year if made after July 1. So for example you sign up today (Sept 2018), then your membership is good through Dec 31, 2019.
Is there any way to do that?

You can do this by:

Going to Administer menu >> CiviMember >> Membership Types.
Next to each membership type you'd like this to apply to, click the "Edit" link (see screenshot 1 below).
On the Membership Type screen, set Membership Type Plan to "Fixed", set Fixed Period Start Day to "January 1st", and Fixed Period Rollover Day to "July 1st" (see screenshot 2 below).
Press Save.


Incorrect Resource URL error when they're correct Since the upgrade to CiviCRM 5.13.4, I have noticed a lot of websites receiving the 'Incorrect Resource URLs' even though they are correct and most of them are just the default settings.

I checked, double checked and even tripled check a good portion of these websites and deduced that they definitely have the correct URLs and everything else on the websites work as expected.

There are no other errors in any of the logs or the console and it seems this issue applies to others as well as me.

I am using Civi on Drupal 7 with PHP 7.1.

We deduced that this error message comes from the timeout being too small in the public function  fileExists($url, $timeout = 0.50) in civicrm-core/CRM/Utils/Check/Component.php.

The timeout is not long enough for all sites which is why the message pops up despite the settings being correct.

This can be resolved by either hacking the source code and increasing the timeout to something bigger, for example 1.0 or turning off the check.

You can see the gitlab issue here for more information regarding this: https://lab.civicrm.org/dev/core/issues/1035

I believe that the Civi team are working on a fix for this as well to avoid having to hack the source code.


MailChimp extension certificate error Anyone seen this particular error before when trying to sync Civi contacts to Mailchimp?

API call to lists/batch-unsubscribe failed: SSL certificate problem: unable to get local issuer certificate

Googling this didn't turn up much that was helpful; I've inquired of Mailchimp but have yet to hear back.

CiviCRM 4.4.14/Mailchimp extension v 1.7

Thanks in advance,
Lesley

If you are on Linux, I found this explanation (https://www.drupal.org/node/2477693) :

  The Root CA used to sign *.api.mailchimp.com was removed from Mozilla NSS CA > Certificates bundle in February 2015, and was removed from Debian 8's
  ca-certificates package in January 2016.

I used this method to solve the problem :

Download cacert.pem file from here: https://curl.haxx.se/ca/cacert.pem
Add this Mailchimp CA cert at the end of cacert.pem :

GTE_CyberTrust_Global_Root
==========================
-----BEGIN CERTIFICATE-----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-----END CERTIFICATE-----

Save the file in your PHP configuration folder.
Open your /etc/php5/apache2/php.ini file and add this line:

curl.cainfo="/etc/php5/apache2/cacert.pem"
Restart your Apache server and that should fix it.


Are there Spreadsheets (samples) with Google Apps script to work with CiviCRM? Has anyone heard of some CiviCRM contact or data import tools made with Google Spreadsheets / Google Apps Scripts that can be customized for specific use?
I do a lot of various semi-automatic data processing in spreadsheets and creating proper CSVs every time is a challenge.

Here's an example. We have a WP-hosted Civi install using the v3 API. This pulls contact records from some smart groups and dumps the entries as a table in a google sheet. Other pages on that sheet automatically parse/filter the data table. I'm a novice coder, so perhaps clunky, but it will give you the guts of the API calls and sheet filling.


How to get a participant list of multiple events ordered by event name I want to get a list of participants of multiple events ordered by event name (primary) and participant name (secondary) but I don't know how to accomplish this with CiviReport. The result should look like this:

I'm only able to sort by the participants name. And group by event name results a list of events, not participants.

Currently I'm using CiviCRM version 4.6.10. In 4.3.4 it was possible to accomplish such a list but I'm not able to reuse those reports (blank screen on request).

Which report template are you using?

I'm able to bring up a list like this using the Event Participant Report (list), just by sorting by Event and then name - by default it sorts by name first - and not using any grouping.

It doesn't change the column layout - it still has the name first, but it is ordered by event first.

(I have noticed some old saved reports failing after upgrades, but haven't had problems recreating them)


Best way to manage common contacts between 2 CiviCRM databases? The situation is that we have 2 separate non-profit sport organizations. Org A has 1000 paid members and 10000 contacts. They are just now starting the process to switch to CiviCRM as their membership is in a large spreadsheet. CiviMember will likely be a key tool of Org A. I am on the technical committee of Org A.

Org B is a completely separate non-profit created specifically for an annual event that Org A is sponsoring financially next year, and with volunteers from Org A's list of contacts. CiviEvent will be a key tool of Org B. I am the president of Org B.

Currently, Org B has no list of contacts list at all as it is new. We want to keep some organizational separation between A and B, since they are both separate legal entities, and also because in the future there may be little or no need to link them. They both currently have separate web sites, FB pages, etc and both Orgs will be using WordPress.

There are some commercial membership software that allow "sub-accounts", that is, a parent organization with sub-organizations. I do not believe this to be the case with CiviCRM, but correct me if I'm wrong. Also, I don't see any built-in way to "link" 2 CiviCRM instances unless one does custom development, again correct me if I'm wrong.

My question is, if Org A has their own CiviCRM and Org B has our own CiviCRM installation, would it be best to manage volunteers for Org B's event in Org A's CiviCRM, or just maintain separate CiviCRMs and export those volunteers over to Org B's?

(or is there another solution I'm missing?)

EDIT: after doing a bit more research, I did find some info on WordPress Multi-site, but since both Orgs are hosted with different web hosts I don't think that will work for us, again correct me if I'm wrong.

thanks

I am by no means an expert or experienced with multi-site or multi-org implementations but this is my take on it.

If the two Orgs were going to be perpetually involved with each other then it would make sense to setup one Civicrm instance and share the database. Utilizing the Multi-site and Multi-org settings found here.

However, since the two Orgs will not be perpetually involved that doesn't really make sense (at least to me). I would, if I were implementing this instance, setup Civi for each Org separately. I would obtain an export (hoping Org A allows it) of their contacts and import those contacts into the Org B's Civi install for an initial load. That way you would start out with identical contact databases. You could occasionally obtain an export from Civi OrgA's contacts and import into Org B's civi install utilizing a de-dupe rule.

You could also, if you have a developer or want to pay for it, create an extension or script that would sync the contact databases at regular intervals.


How to start contributing for GSoc 2016? Hi I am new to CiviCRM and I would like to ask how I could start contributing to the org. Also is there a list of project ideas I could refer to?

Thanks for your interest.

As one of the admin for this year, I'm going to try to explain a bit more the process.

So right now, we are in the process of applying to be selected as one of the organisations Google supports, until this is done and if we are chosen again, you will then need to wait a bit more before being able to apply to the GSoC and propose a project with CiviCRM

For the detailled timeline: https://developers.google.com/open-source/gsoc/timeline

As a student, you will need to show us that you are interested by our organisation, are motivated and have the skills -or will get them quickly- and work well with your mentor and the community at large.

So definitely, doing things like participating here and asking or answering questions, hanging out in IRC or in the GSoC part of our forum are all good steps, you are on the right track!

This year, we will be stricter on the selection process, both because we want to get students that have a high chance of succeeding their project and because we want them to have a positive first experience contributing to an opensource project and hopefully stay after the summer... and who knows, find a job thanks to that summer once they finish their studies.

So we will expect the students

to have installed civicrm (the development version)
being able to use git to modify files and create pull requests
being able to report daily on what they have done and where the need help
having good contacts with their mentors, and weekly update

We will want that reporting and communication as light as possible, but not lighter.

We will test these points, we will have tests around the git workflow, and you will need to work with your mentor to prepare the project proposal and have something both the student and us feel will be doable in the timeframe and useful.

Right now, we have a discussion with other organisations that participated to GSoC and are compiling the best how-to and processes, we should publish our own version tomorrow.

Stay tuned...


Drupal views recipe for displaying Civievent Participants using a jump menu selector I managed to do this once before, but can not remember how to do it again.  I'm still new to all this.

I need to display a list of participants for all active events using Drupal Views with a Jump Menu selector.

I have managed to create a view showing a table of current participants grouped by event title. But now I need another Views page that shows a jump menu containing the name of the event and and the number of attendees.  When I select an event and push the go button, a table showing the names of the attendees for that event are displayed.

Any help would be appreciated.

Add an Exposed Filter in your view -> and if you also have Better Exposed Filter module installed - then you have some more configuration options like bypassing the Apply button.


How do you properly setup scheduled job for report mailings? Our cron is setup correctly - however I am not sure our parameters for the job mail_report are.

instanceId=[82] format=[print]

Also, do I have to create a separate job for each report or can I create one job for all reports? Lets say I just want an HTML print out embedded in the body of the email for all reports in which there is an email  setup.

The format is

instanceId=1
format=csv

No brackets. The format parameter value can also be print for printer-friendly HTML. If no format is specified it will send as PDF.

If you are doing this in the UI, you have to setup a separate job for each report. That is useful, because you may want some reports mailing at a different frequency.


Give anonymous users access to a report's contents? I want to make a CiviReport accessible to anonymous users.  I can set the report's "Access" to allow anonymous users, but I want them to see the results of the page without giving them the permission to view any data except what's on the report.
This is how Views works, and Webform-CiviCRM and Caldera Forms allow you to explicitly override contact viewing permissions for selecting anonymous contacts.  Short of overriding a function in the report template, is there a way of making a report's contents available to anonymous viewers?

How about creating an ACL(View only) on a group and restricting the report based on custom permission?
Isn't creating a view or report using dataprocessor not an option?


How do I export contact data records? I am attempting to export to contact data records from the CiviCRM application. How do I export this information?

Without more information, it's hard to answer your question definitively.  There are a number of ways to export contact data.

However, the most common way is covered in the documentation under Exporting Your Contacts.  There's much more detail there, but the general principle can be summed up in the first three steps:

Search for contacts. Carry out a search based on your desired criteria using one of the available search tools, e.g. Quick search, Find Contacts, Advanced search, Search Builder, or a custom search.
Select contacts you wish to export. Select all records, or choose individual records for export using the check-boxes to the left of each record.
From the - actions - dropdown menu, choose Export Contacts. This takes you to the export wizard.


Which payment processor offers line item capability? We have a membership sign up that has membership fee and a contribution amount. We have enabled the contribution section.

  Contribution Amounts section enabled

Using PayPal standard, only one amount is returned for the transaction. Which processor will offer multiple line items returned? We need the membership fee and donation returned to civicrm as separate amounts. The treasurer needs to send the money to different recipients. Is there another way to handle this?

I don't think there is a payment processor the will do what you want, it needs to be handled on the CiviCRM side.

If you create a price set with the membership fee as one field and the contribution amount as second field, you assign different financial types to each component of the transaction.  So although it looks like one contribution, the amount for each financial type will be recorded separately in the line_item table.

If you install the Extended reports extension and use the Contribution Based Line Item report you can get a breakdown of income by financial type.


Why does civi sets employer relationship on sharing address – even if api triggered? I wonder why civi triggers relationship and employer changes when our users let a person share an organization's address. Existing works-for-relationship is being deactivated.
This also happens when we share an address by api call. I just wrote a script which migrates addresses of related contacts that are aequivalent but not shared to shared addresses. Civi duplicates the relationship :/

Problem here is that a significant part of our contacts works for multiple organizations.

If this is not configurable shouldn't it be restricted to work location?

I suspect this is the result of poor assumptions. When you configure an individual to use a shared address of an org, Civi creates an employer/employee relationship with that org -- which makes sense. But it also assumes that employer/employee relationship is the current employer for the individual, which may be too much of an assumption.

In your description you indicated that it "deactivated" the existing relationship. I ran a quick test and found that the org I've just shared an address with becomes the current employer, but the existing relationship is still preserved and enabled -- it just isn't flagged as the current employer. Are you seeing something different? If you're seeing the relationship become disabled, that is more significant IMHO.


Recurring donations are receiving recurring email receipts after update I updated to 4.6.27, and recurring donations started re-sending out email receipts each month. The old behaviour was to send an email receipt when they made their contribution but not a monthly email.  I'm using the Stripe payment processor.

We do not use Stripe so this might not help. But this is how it works for iATS.

Go to Administer > CiviContribute > iATS Payments Settings (the very bottom option)
One of the check boxes is "Enable email receipting for each recurring contribution" If this is checked you will be sending a receipt with each donation.


PayPal standard recurring payments fail with "Access Denied" CiviCRM version 5.30.0, Wordpress 5.5.1, PHP 7.2.34
Single payments passed to PayPal proceed fine, but recurring payments are blocked by PayPal, reporting "Access Denied.
You don't have permission to access "/subscriptions?business=info [...]
PayPal technical support claims "Since your query parameter strings was passed with the special characters like "/wordpress/civicrm/?Dcivicrm%252F" which causing the access denied issues. "
We are using the standard CiviContribute resources with no special templates or other items.
Has anyone else hit this brick wall?  How did you manage to resolve it?
Incidentally, we were able to create new recurring contributions until about 2 weeks ago with no system changes around the time of the failure.

PayPal appears to have resolved whatever firewall blockage was preventing access to their subscription services.  We are again able to set up recurring contributions without having changed anything within our site configuration.


Impossible to Run Cron after civicrm-4.7.14-wordpress update I just update my civicrm-4.7.14-wordpress, and the Cron don't run anymore.

Here is the displayed message in the log :

  [10-Dec-2016 08:15:01 UTC] PHP Fatal error: require_once(): Failed
  opening required '../civicrm.config.php'
  (include_path='.:/opt/cpanel/ea-php56/root/usr/share/pear') in
  path-to-html-root/wp-content/plugins/civicrm/civicrm/bin/cron.php on
  line 29

Many thanks for the help !

Regards

MG

When updating civicrm, I've always found the need to update the permissions in root/wp-content/plugins/civicrm/civicrm/bin/cron.php (or cli.php) to be executable.  Hope this solves your problem.


What is the status of the make it happen for permissions on activities and cases? The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon?

(I emailed the make it happen lead and one other address associated with make it happen and haven't heard anything yet) Thanks!

The project has been funded for a "phase 1" MVP targeting 4.7 release in late January, which in brief will:

Provide an acl hook for cases and option lists
Not create a UI at this time
Leave the door open for other entities to be affected by this hook such as activities, but that work will likely be 6 months or so away


How to make status always 'Completed' for activities added to a case? A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence but... when an activity is added to such a case it defaults to a status of 'Scheduled'.  Both of my clients want to normally record activities after the fact, so for them the status should default to 'Completed'. I don't see how this can be done in the UI.  Can anyone either tell me how this can be done with the UI or in the code?  If it can't be done in the UI then adding a default status for new case activities seems like a desirable feature.

Might be easiest to update the database is_default field. Works for me on a 4.6 site:

update civicrm_option_value set is_default=0 where option_group_id=26 and name='Scheduled';
update civicrm_option_value set is_default=1 where option_group_id=26 and name='Completed';

You may need to change the 26 but it's a stock option group. To confirm first can do:

select id from civicrm_option_group where name='activity_status';

or go to admin - system settings - option groups and see what the id in the link is. Ideally you'd be able to set default value on that screen but it doesn't seem to offer it.


CiviVolunteer jobs in drupal views? Is there a way to use the CiviVolunteer job opportunities in Drupal views?
If not would this need work on the CiviVolunteer extension or the CiviCRM entities module?

We are looking for a way to expose the vacancies in a nice and flexible way in our drupal views.

Presently CiviVolunteer does not have a direct integration with Drupal Views. I have worked with the CiviCRM/Views integration before, but it's been quite a while now, so I'm not sure what's changed... that said, my work was integrating CiviCRM core fields with Drupal Views. I'm not sure what it would take -- or even if it would be all that different -- to integrate Drupal Views with entities defined by a CiviCRM extension.

As of version 2.0, CiviVolunteer does provide a filterable list of available volunteer opportunities. Here's an example. Perhaps this obviates the need for a Views integration?


CiviCRM translations on staging server not working We made a copy of the live site for making a staging site. We did the updates and everything is working fine. Except for te translations not working (anymore).

Under 'CiviCRM » Localization » Languages, Currency, Locations' we set Default Language to Dutch (Nederlands). After the updates we saw that in the Civi module folders "l10n" and "sql" where empty. So i copied the files back from the production environment en put them back.

From documentation, this should be it to make it work but everything is still in english.
After searching for a full day i don't know where to look anymore. Resource url should be ok and no other errors on the site.

Searching online for this problem does not give much results.

Information:
Drupal V7.69
CiviCRM V5.23.3

Thanks

If you are still busy with this you can better download the latest version of the translation from the download-page CiviCRM: the localization files. The directory sql is only used for new installments, so the l10n-part will do.
You can switch the language first to English to force the system to re-translate the menu and set then the language back.
I have a working extension (standalone) to update the translation using the sql-file for single language systems, you can then use the latest translations for upgraded CiviCRM installments because great parts of CiviCRM are only translated during the installation and the translation in Transifex is always behind the new versions of CiviCRM. Let me know if you want to try my extension on your development system.


Install Shoreditch Extension Downloaded and installed Shoreditch Extension 0.1-- alpha12.zip on CiviCRM 4.7.27, WordPress 4.8.3, yet I cannot see any change in the theme.

Haven't found any evidence of installation errors so far. Tried uninstalling and reinstalling, no change.

There is now an option under Resource URLs - Custom CSS for Shoreditch, but when I select that option I lose all CiviCRM menus.

Does anyone know what else I have to do to make this extension go?

Ultimate goal is to get Mosaico extension installed.

It looks to me like a bug in the shoreditch theme. It reduces the z-index of the civicrm menu, which causes it to be hidden behind the wordpress menu.

I've found a bug report on this, and a pull-request which fixes it. Hopefully that will make it into the next version.


How can we have more than 3 file attachments per note? How can we have more than 3 file attachments per note?

CiviCRM 4.7.1

Thanks,

Go to Administer/System Settings/Misc...you should see an option for the maximum number of attachments?


Exact Search Results Is there a way for e.g. searching by last name, of producing exact search results.

So if I searched for Last Name, Head.  I currently get email addresses with head in etc not just people with the surname head.

Thanks.

CIVICRM 4.5.8
Drupal

It can be done navigating to Administer -> Customize Data and Screens -> Search Preferences, the first option is Automatic Wildcards, disable it.

  If enabled, wildcards are automatically added to the beginning AND end of the search term when users search for contacts by Name. EXAMPLE: Searching for 'ada' will return any contact whose name includes those letters - e.g. 'Adams, Janet', 'Nadal, Jorge', etc. If disabled, a wildcard is added to the end of the search term only. EXAMPLE: Searching for 'ada' will return any contact whose last name begins with those letters - e.g. 'Adams, Janet' but NOT 'Nadal, Jorge'. Disabling this feature will speed up search significantly for larger databases, but users must manually enter wildcards ('%' or '_') to the beginning of the search term if they want to find all records which contain those letters. EXAMPLE: '%ada' will return 'Nadal, Jorge'.

Please note: forgot to mention that changing this option will change the behaviour for all contact search forms, not sure if that's what you want to achieve, if it's not, @petednz comment is a very good and better answer


How to handle donors that pay by wire transfer My foundation has donors. People who become a donor, promise to pay at least €10 per year to the foundation. Because as a result, the whole family gets benefits, I have set this up a membership called 'Donateur'. Memberships are entered on the household.
We don't have a payment processor as we need to keep everything extremely low-cost (as in: there is no IT-budget except in-house computers and web hosting).
The challenges I'm facing are these:

How can I automatically renew these memberships so they are extended but waiting for payment?
How can I enter multiple payments for donors who split up their payments (as rediculous as it sounds, I have one who pays €2,17 every quarter), or for those who pay more but in multiple instances?
How can I tell which households still need to pay (part) of their fee?
How can I send an e-mail to donors when the e-mail address is on (one of the) household members and not on the household itself?

Or should I completely reconsider the usage of memberships for this type of setup entirely and do something different.
We're running CiviCRM 4.7.9 on Joomla 3.6.0.

I copy and paste your questions in slightly different order and intersperse them with my responses in an attempt to provide a clear answer:

Should I complete reconsider the usage of memberships for this type of setup entirely and do something different?

      Since, as you state, the entire family gets benefits as a result of a single donor making a donation, using memberships makes sense to me.

How can I automatically renew these memberships so they are extended but waiting for payment?

      if you were to use a payment processor like iATS who offers ACH capabilities and who works specifically with non-profit organizations and has developers who are dedicated to the development and maintenance of their CiviCRM extension, you might actually end up saving money since you would be able to set up recurring membership payments directly through Civi on whatever schedule your donors prefer (or your donors would be able to do so themselves online), and you would free up staff time to do other things than to re-enter financial information for payments handled outside of Civi.

How can I enter multiple payments for donors who split up their payments (as rediculous as it sounds, I have one who pays €2,17 every quarter), or for those who pay more but in multiple instances?

      Ah, if you want to speak of the ridiculous, how about a donor that asks to split a $18 contribution to 6 different funds? Joking aside, if you still choose not to use a payment processor, then as Eli suggests, using pledges to be paid in installments is the method that I am most familiar with, but this means maintaining memberships separate of financials which may not be the best process for you.

How can I tell which households still need to pay (part) of their fee?

      Again, the use of pledges is a process that I am more familiar with than the use of membership contributions, but if you continue to manually record these contributions in the back-office, you can enter a membership contribution with a status of "partially paid" or "pending" (in the case that no payment was received upon initial creation of the membership).

      To search for pledges with balances still due, Contributions > Pledges > Find Pledges and select the pledge status of Pending, In Progress, Overdue, and Partially paid

      To search for memberships contributions that are either pending or partially paid, you can use Contributions > Find Contributions, select the relevant pending statuses, and select the financial types you use for those membership contributions.

How can I send an e-mail to donors when the e-mail address is on (one of the) household members and not on the household itself?

      For this, you would either need to have the email address of the primary member on the household record, or you would need to maintain the memberships on the individual record (and related contacts would be provided membership according to the membership type configuration). The latter method is the one we recommend to clients given that when members login, they typically do so with an an individual login, not a household login - if you eventually open up the option for online membership signup, you will then have a mix of household vs. individual memberships that may become difficult to manage and report on consistently. Detailed instruction on how you would set up memberships to manage this process can be found at the following link: https://docs.civicrm.org/user/en/stable/membership/defining-memberships/#membership-types

      If the purpose of your email is to remind members of renewal, you can use scheduled reminders - documentation for setting these up on memberships can be found at the following link:
      https://docs.civicrm.org/user/en/stable/email/scheduled-reminders/#chasing-members-who-have-not-sent-membership-payments

So, as you can see, there is quite a bit of research to be done, but the best way to figure out the best way to track this information is to learn through testing to see if the end result provides you with easily obtained information through reports that already exist within CiviCRM.

Good luck,
Tamar


Detect price group term period on CRM_Member_Form_MembershipRenewal or CRM_Member_Form_Membership I have a price set which has the same membership with different terms i.e. 1 year, 2 year, etc.

When using the x_civicrm_postProcess($formName, &$form) hook, I can't find the term selected in the $form dump data. I need this term for a custom calculation. How do I retrieve this value from this $form when using this hook?

Use this function:

There is a field price_ which contains the ID of the price set selected

Iterate through price sets to find this ID, and if membership matches, use this number of terms

Be sure to set membership type ID as $membership_type_id

                $membership_num_terms = 1;

                if (isset($form->_values['fee'])) {

                    foreach ($form->_values['fee'] as $index => $values) {

                        if (isset($form->_params['price_' . $index])) {
                            $id = intval($form->_params['price_' . $index]);
                        } else {
                            $id = null;
                        }

                        foreach ($values['options'] as $option_index => $option_values) {
                            if (($option_index == $id) && ($option_values['membership_type_id'] == $membership_type_id)) {
                                $membership_num_terms = $option_values['membership_num_terms'];
                            }
                        }
                    }
                }


Add another profile link not working None of the "add another profile" links on the Event/Online Registration tab are working. The page just refreshes. This is the first time I have tried to edit an Event with this version of civicrm -- I recall this this worked previously. As shown below, my form lacks quite a few buttons.

Example from demo site:

Example of my form:

Thanks to Kevin in the comments section. It was a plugin called Kadence Slider causing the problem. This plugin and the Kadence themes are not compatible with CiviCRM.


Contribution Amount via Webform Conditionals (Error) I use CiviCRM Webform Integration for Event Registration and Payment ; and I use Conditionals to calculate the Contribution Amount :

If ... Then Conditional Amount is set to 45,00  (french format)

When I submit the registration, I get the following error :

Warning : preg_match(): Compilation failed: nothing to repeat at offset 464 dans webform_number_format_match() (ligne 831 dans /home/paroisse/public_html/test/drupal/sites/all/modules/webform/components/number.inc).
Contribution Amount field value must format numbers as "12 345,68".

(But, if I set this Conditional Amount = 45,00 manually, the submission is OK.)

Is there any explanation for this error ?

Seems to be a Drupal problem :

Even if you work in french, you must define every numeric Webform fields in english format (coma thousand separator, period decimal separator).

Contribution amount is an example, but the same problem exists also for any numeric Webform "new component".


Displaying Custom Fields in Views Calendar Is there a way to display custom fields in a Views Calendar (Drupal 7, CiviCRM 4.7.18)? I have custom fields in a table assigned to a certain contact (with the option to add more rows). One of these fields, is a date/time field. I'm trying to display this field in Views Calendar. I tried going to "add view from template" and then choosing the option: "A calendar view of the 'custom_45' field in the 'civicrm_contact' base table." However, I'm getting the error:

SQLSTATE[42S22]: Column not found: 1054 Unknown column 'civicrm_contact.custom_45' in 'field list'

Weird because I am able to list all these fields in a table fine.

That error appears when Drupal can't recognise your CiviCRM SQL Tables.

You can find guidance on how to update your settings.php file here: https://wiki.civicrm.org/confluence/display/CRMDOC/Views3+Integration


Your database settings don't appear to be correct. All green, but still error! trying to install CiviCRM with Wordpress and I get the red DB error BUT all the line items are green.

Any suggestions?

Thanks!

WP: 4.9.10
CiviCRM: 4.7.30 Wordpress
Mysql: 5.7 on Azure

Added comment:

I also ran this:

<?php
echo "* SQL CONNECT TEST **";
include('./config.php');
// print_r(get_defined_constants(true));
#phpinfo();
$dbcnx = mysqli_connect(DB_HOST, DB_USER, DB_PASSWORD, DB_NAME);
if (!$dbcnx)
{
          print ("

Param(s): " . DB_HOST ." / ". DB_USER ." / ". DB_PASSWORD ." / ". DB_NAME . "
\n");
          die ("

Error:" . mysqli_connect_errno() . "
\n");
}
echo "
Connected to the database server!
\n";
echo "
\n";
echo "
End of script!
";
?>

Came out clean, connected and all (config.php is a copy of the Wordpress config file)

So I checked to see if somehow CiviCRM was using mysql_connect() instead of mysqli_connect(), but it's not.

Really at a loss here :-|

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

So you should be able to temporarily change that line to

$conn = $this->connect($server, 'username@server', 'your password');

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

See also CiviCRM on Azure Not Finding the Server

Based on your screenshot it looks like you have a "control character" as the first character of your server name, which usually happens when you copy and paste from a website page. i.e. a character that isn't actually a letter but might be a tab or non-ascii character.

In any case the error says it can't find mysql on that server, so check that the server name is correct.


Error importing custom date fields when the day of month is above 12 Am new at this. I have created custom fields called Date Left and Date Reinstated in the dd/mm/yyyy format. When I try to import the data, days bigger than 12 are shown as errors, and up to 12 come in, but as mm/dd/yyyy. We have already imported into built-in date fields successfully using dd/mm/yyyy. Am using CiviCRM 4.6.2 on Joomla!3.4.1.

In the CiviCRM engine the usuall date format is YYYYmmdd hhmm. You could try that date format. You could leave out the hhmm part.

Explenation of the format
- YYYY = year in four digits (2014)
- mm (months in 2 digits, 01 for january)
- dd (day of month in 2 digits e.g. 21)


New Contacts and Profiles - Is there a way to update the source field? We use some profiles - some of which are embedded on external sites. It would be helpful if the Contact Source could be updated to reflect the source of the contact being the profile.

I know this can be done using Drupal and WebForm - but I am specifically interested in Profiles.

This has been asked before - but its been a few years - so hopefully we will get some fresh answers. :)

One option is very similar to this question/answer.

Add contacts created by the profile to a group and use CiviRules to populate the source field when the contact is added to the group - it's not "clean" and honestly a PR/extension to allow profiles to set any field using tokens (including a token for "profile name".) would probably be a better long-term solution.

Alternatively a PR to CiviRules to directly support profiles.


How does one download the CiviCRM 4.6 User Guide in PDF? Civi Peeps.

Almost embarrassed to ask this ask this question, but only almost.

On its documentation site, under "About this book", Civi states:

"This book is freely available to read online and download in multiple formats."

I haven't yet found a way to download the entire guide in PDF or any other format.

The link to that page is here:

http://docs.civicrm.org/user/en/4.6/introduction/about-this-book/

Please advise.

Many thanks.

Looks like PDF isn't available, but a downloadable copy of those docs in Markdown format is available from the Github repository linked in the top right of http://docs.civicrm.org ("Edit in Github").

github.com/civicrm/civicrm-user-guide => Download ZIP

This (zipped) download is in a quite readable format, even in a plain text editor. Which tool you view it in will determine whether some features like inline images are displayed; search for a Markdown editor for your OS if you want support for images / visual formatting.

Bonus: it's a great format to submit docs fixes! Perhaps your first submission will improve on "This book is freely available to read online and download in multiple formats." in docs/index.md :)

In that linked Github repo, you'll see a mkdocs.yml file indicating that CiviCRM's docs are built via MkDocs. According to this FAQ answer on readthedocs.org,  the Markdown/MkDocs format doesn't provide us with automatic PDF generation (yet) but it does make it easy for people to contribute improvements.


Cannot find the Contact Dashboard I am running 4.7.8 on Wordpress and cannot find the Contact Dashboard.  I see Dashboard for Contributions, Events and Mailings but not under Contacts.

Thanks

Steve

Steve - there is not a Dashboard per se just for Contacts as there is for Contributions etc. If there was, what would it be showing in your opinion in case that clarifies your question enough to point you to what does exist.


Where to put api wrapper class in an extension I just wrote an extension with short-name "genderselfidentify" (it's cool, you should check it out), which implements hook_civicrm_apiWrappers. This hook requires you to declare a class for your api wrapper functions, but the docs for it don't say exactly what you should name the class or where you should put it. The example given is:

function example_civicrm_apiWrappers(&$wrappers, $apiRequest) {
  $wrappers[] = new api_v3_APIWrapperExample();
}

Which implies that

The class name should start with api_v3_
It should be placed in the extension's api/v3 directory
(noting the lack of require_once in the example) it will be autoloaded by CiviCRM.

I found all the above to be true, naming my class api_v3_GenderselfidentifyAPIWrapper the autoloading and wrapper functionality worked great... but then I noticed something strange in the API Explorer:

Why is my wrapper class showing up as if it were an entity?

The example in the wiki was problematic. If you look at the wrappers included with core, they're never placed under the api/v3 folder -- they're always under CRM/Utils/API. (I've updated the wiki to use a different name.)

That's merely a matter of convention, though. The API-wrapper system doesn't impose any constraints on where to put the class or how to name it. As far as that system is concerned, you can use any valid PHP class (as long as it implements the API_Wrapper interface).

The limitation here is in the reflection mechanism (MagicFunctionProvider->getEntityNames() and getActionNames()) which maps between API entities/actions and files/folders/functions. This is tricky to do because the naming conventions have been traditionally loose/ambiguous, so the current implementation uses a general rule of thumb: if you put any PHP file under "api/v3", then it will be reported as an entity name.


CiviEvent - capturing billing information, interaction (or not) with contacts I may be missing something obvious, but what is the best way to capture billing information for an event registration, including for a registration of multiple people?

What I mean is, in addition to providing a credit card option, we allow optionally providing billing name, address, fax, and email.

Currently we are using a profile for the additional billing information (billing name, address, fax, and email), which gets attached to registrant #1. This caused a problem at first - an email address supplied for billing would overwrite the email address on registrant #1. "Solved" by replacing the email field in the billing profile with a new text field that is just for the profile (but unfortunately is not an email field, so is not validated for email).

Is there a better way, to collect this information and have it attached to the event registration itself, not to one of the contacts?

When you say registration, do you mean "of membership"?

If it's just registration of being part of your organisation, perhaps attach it to an activity of type "Registration" on the contact.

However, your message concerned me. In general CiviCRM isn't used for credit card information - there are a lot of laws surrounding how that information is stored. Tangentially, you should also read: https://en.wikipedia.org/wiki/Payment_Card_Industry_Data_Security_Standard

In general we would advocate using a dedicated payment processor extension and only storing transaction Ids in Civi.


Is it possible to access contribution tokens in hook_civicrm_tokenValues? I’m trying to make a custom token to present grouped donations in a thank you letter in a friendlier format. If I use the ‘Group contribution by contact’ option the {contribution.total_amount} and {contribution.receive_date} tokens generate something like this:

Donation Amount $ 5.00, 10.00

Date of Donation September 14th, 2019, September 12th, 2019

I’ve setup hook functions to define a new token meant to display each donation and date on the same line, and to provide a total at the end of the list.  If I could access the donation tokens in my function for hook_civicrm_tokenValues I could easily re-arrange the data as desired.  But even though the $tokens parameter indicates that my template uses {contribution.total_amount} and {contribution.receive_date}, the $values parameter does not include the relevant contribution tokens, just contact tokens:

$values (as displayed by a temp debug token)
Array
(
[2] => Array
(
[contact_id] => 2
[display_name] => Don Alexander
[postal_greeting_id] => 1
[postal_greeting_display] => Dear Don
[postal_greeting_custom] =>
[address_id] => 1891
[street_address] => 1069 Steele Hollow Rd
[supplemental_address_1] =>
[city] => Spencer
[postal_code_suffix] => 8133
[postal_code] => 25276
[state_province_id] => 1047
[civicrm_value_spouse_tokens_7_id] => 1
[custom_16] => Mary
[custom_17] => Don Alexander, Mary Wildfire
[postal_greeting] => Dear Don
[state_province_name] => West Virginia
)
)

Is there any way to access/modify contribution tokens from within hook_civicrm_tokenValues?

I think I can self-answer this after exploring various methods to create end of the year thank-you letters for recurring/multiple contributions - the donation tokens are not passed in the $values array, and are not otherwise easily accessible from within the hook function.

In theory it may be possible to access an array of contribution data passed in the Smarty variables, but it was way easier to simply make a custom token that does it's own queries to create a small table showing all donations made in the previous calendar year (including donations made by a spouse)...


CiviMail Social Media Media Integration I'd like to know if there is anything newer than this August, 2013 post regarding how to include social media "share this email" links in CiviMail.

Thanks.

Okay, I'll bite, I've got a client with the same request and I'll bet lots of people would use it if it was there.

The post you reference has some code for how to create a token that can be used in manually building some html to include in your email, which in theory is all your really need.

What would be nice is:
1. A series of tokens for each of the different social media share options to simplify the civimail editor's job.
2. A test by those tokens that would hide the share links on emails that aren't configured for public archiving.

Sounds like a simple extension. Or what was your experience?

As an aside, here's what a CiviCRM competitor is offering: https://blog.aweber.com/email-marketing/social-share-buttons-in-your-emails.htm


Problem with incoerent local currency in contribution I have a problem after upgrading to civicrm 5.4.1 from 4.7

When I confirm the record of a payment for a contribution the operation goes on forever and I have to exit the page although when I enter the contribution again the payment is registered.

When I look into the ajax requests with the Chrome DevTools I see that when the "record a new payment" popup is loaded it loads this script from the server (extract):

<select class="eight crm-select2 eight crm-form-select required" name="currency" id="currency">↵
<option value="EUR" selected="selected">EUR (€)</option>
</select>&nbsp;<input size="6" maxlength="14" name="total_amount" type="text" value="1.00" id="total_amount" class="eight six crm-form-text required" />
&nbsp;
Balance Owed:&nbsp;€ 1,00

Why is the value in total_amount 1.00 and the value showed in the Balance Owed 1,00?

When I confirm and register the payment the loading of the page goes on forever and when I look into the DevTools I see that this happens as the ajax request answers with an error:

  Sorry, due to an error, we are unable to fulfill your request at the
  moment. You may want to contact your administrator or service provider
  with more details about what action you were performing when this
  occurred. amount is not a valid amount: 1.00

Can anyone help with some ideas?

Looks like the decimal delimiter present at civicrm/admin/setting/localization?reset=1 is configured as a comma (,) instead of a default ..

Civi might not be handling this correctly when the record payment form is loaded. The value of the total amount defaults to 1.0 instead of considering the delimiter configured for your site, i.e, 1,0. Either this might be a bug which needs to be fixed OR you can try using the default . in the above settings and check if it fixes for you.


Updating Memo/Rich Text Editor Fields with the API I have in my CiviCRM a custom field which is a memo field with a text editor. If I update the contents of this field through the user interface contents is saved correctly as html. E.g.
Hello world

However when I use the api (for example through the api explorer) the html gets malformed. Entering the same html results in the following: &gt;&lt;Hello world&gt;/p&lt;

How do I update the contents of a custom field which should html code?

Update: I disocvered there is an API Wrapper in place which encodes the html input. This wrapper gets executed for every api call. See https://github.com/civicrm/civicrm-core/blob/master/CRM/Utils/API/HTMLInputCoder.php#L147

Thanks,
Jaap Jansma

I created a contact custom field with data type "Note" and field type "RichTextEditor" and then ran this API call:

CRM.api3('Contact', 'create', {
  "contact_type": "Individual",
  "id": 180,
  "custom_15": "
foobar
"
});

The value was stored as-is, and shows correctly in the UI.

This part of CRM_Utils_API_HTMLInputCoder should ensure that custom fields of type RichTextEditor are excluded.

One scenario in which this might not work: Let's say you have another API wrapper that renames a parameter from, say, food_preference to custom_22. If the renaming API wrapper runs after CRM_Utils_API_HTMLInputCoder (not sure what the order is there, I'd guess core ones run first), food_preference would already be encoded before it gets to your wrapper.


CiviCRM won't install (blank screen on initial configuration, GoDaddy shared hosting) I successfully installed CiviCRM using FTP on the backend of my wordpress site hosted by godaddy. when I go to click on configure CiviCRM the next screen comes up blank

What am I doing wrong? I did install Charity theme from ThemeForest. But I went in and deactivated all of the plugins...

Unless something has changed, I have never been able to get Civi to work properly on cheaper shared hosting like GoDaddy. Just not enough resources and such given to each account.


Network error related with permissions? When I log in with the username of certain users and try to edit a field and save, I get a Network Error. However, If I log in with another users or as the admin, I can edit the field with no problem at all. Same computer, same profile to edit.

Why this network error depending on the user?

Thanks!

This looks like a Javascript error.  You may want to check out the Troubleshooting Javascript forum post for help on this.


How to enable authenticated user editing their own record in Drupal Using CiviCRM 4.6.9 and Drupal.

We need to have a form that allows users to update their own contact data.  While we could do this by creating a specific profile, it seems this is already supported via a connector to Drupal with the form exposed here:

/user/1/edit/name_and_address

This works for administrators, but for regular authenticated users the fields don't show up - although there is a "Save" button down at the bottom.

What do we need to do to enable this for regular authenticated users?

Rob - that tends to work by default on the sites we set up using the 'out of the box' drupal permissions for civi relating to Profiles etc. Is it possible that you have removed some permissions that would have let users submit profiles (don't have them in front of me right now)


Creating a report listing contacts grouped by an employer-group How can I create a report that lists contacts & their employer, but groups them by a employer group?

I.e.

Sports

John - Adidas
Jane - Nike

Food

Jim - Kraft
Jack - Nestle

And so on.

If you are using Drupal and are familiar with or willing to explore Views then I would expect a grouped display like this based on a 'tag' or whatever characteristic 'food' is would be do-able. Happy to explain more if that is a solution you can use.


Does the Stripe extension process payments for companies based in Spain? I have a client running Drupal 7.58 and CiviCRM 4.7.19 that I would like to install the Stripe extension for. Stripe assures me that they process payments for merchants based in Spain, but the Civi documentation only says USA CA and UK. Stripe suggested that I check with the extension maintainers to make sure that it will work for merchants based in Spain. Anybody that can give a definitive answer on this one?

I don't know for sure but Mollie is a great alternative. It works with the omnipay module of CiviCRM.


What broke the contribution thermometer blocks in the CiviCRM 4.7 upgrade? How to resolve the issue? Upon upgrading from CiviCRM 4.6.x to 4.7.x, the CiviCRM contribution thermometer within a Drupal block stopped functioning. Please see the current state of the block:

I have found some posts that sound related to what we are seeing:

https://issues.civicrm.org/jira/browse/CRM-17965

https://issues.civicrm.org/jira/browse/CRM-17970

I posted a reply to the CRM-17965 post as to trying the suggested patch back on CiviCRM 4.7.3, which did not change what we see displayed in the block... however it did achieve the test URL displaying HTML rather than nothing, so I would have hoped for some change in behavior of the actual Drupal block.

Suggestions how to get this resolved?

I am thankful,
Michael

I experienced the exact same issue you described and used the fix that Marty Wright described in https://issues.civicrm.org/jira/browse/CRM-17965 to resolve on several sites.  Once the file change was made, I did have to clear my Drupal cache for the site to update.  Hope this helps you.


Addresses not showing in walklist I tried following this guide: https://book.civicrm.org/user/current/civic-engagement/everyday-tasks/

And created my surveys and reserved respondents but for some reason when we generate the report it only shows the name, and street number, and name is blank. Does anyone have any idea what the issue could be? I've also tried to re-install CiviCRM.

Thanks,
Steve

Steps I followed on Demo site now to test were

confirm you have turned on address parsing by clicking on Administer > Administration Console> Configuration Checklist > Address Settings, then in the Address Editing area, check the box for Street Address Parsing.)
confirm you have Scheduled Job for Geocode and Parse Addresses running at civicrm/admin/job?reset=1
create New Campaign civicrm/campaign/add?reset=1
create new Survey
reserve some respondents
go to All Reports, find one you created above from
should see the Parsed address fields display results (in my case at this report for next few hours http://d46.demo.civicrm.org/civicrm/report/instance/38)

I suspect you might have not run your Geocode and Parse Address job.

hth


How can I most easily import Activities and Contacts together? I'm working on some scripts to export data from our current CMS (a custom in-house tool) to CiviCRM. This is a first import, and CiviCRM is a blank slate.

When importing activities it seems like the "Source Contact" column must be a civicrm ID.

I think this means I have to first import all the contacts, then pull a mapping from their CiviCRM ID to their external ID, and then import activities with the source contact column updated to match the CiviCRM ID.

Of course, this is entirely feasible, but if there's a simpler way to do this I'd love to know about it.

If it's a new civi installation (with no contacts) it's not bad because all of the external identifiers are available.

I don't know of a way to do them in one fell swoop.

We typically import contacts using their old id as the external identifier and then import the activities.


Exporting relationships I have an individual who receives from one to many honors. The honors are listed and an organization.  I created a relationship and have loaded the relationship. If I look at relationships in the contact record I am able to see them.

I want to export the relationships or at least the contact numbers so I can take them to another database and bring the records together. I am using a "Software as a Service", I don't have access to the database.

I tried this on 2 Civi systems one at 4.6.5 and the other one at 4.7.8.

Have you tried Reports > Contact Reports > Relationships? The contact IDs of both Contacts A and B are concatenated with the name in parenthesis, and you also have the option to add the contact ID for Contact A as a column as well as other fields you might need.

Hope this helps,
Tamar


Civirules intent to select contact with address of one type with the exclusion of another type I have created a type of address labeled "Old" for keeping a record of addresses that are no longer valid for a given contact.
I want to create a Civirules rule for tracking the contacts where the "Old" address is set and no other address is available.
I was hoping the condition "Address is unique" was meaning that there was only one type of address available for a given cntact, but I discovered that this condition is always valid when there is no other contact in the database with the same address.
I would like to know how I can solve my problem: creating a group with all the contacts having an "Old" address and no other address (like "Home", "Work", "Other", etc...).

This is not a direct answer but potentially this extension might help you to keep track of old addresses? https://civicrm.org/extensions/former-communication-data


Why would CRM_Utils_Hook::entityTypes($entityTypes) return results with a non-civicrm table? I've traced a crash in dedupe to a NULL entity. I've worked around that, but I should figure out why the entity is NULL. I've gotten as far as CRM_Utils_Hook::entityTypes($entityTypes)

it's return value seems to refer to a TEAM table that doesn't exist in CiviCRM. I may have created such a table in the same DB months ago, but I don't think it ever followed a naming convention that would have 'fooled' CiviCRM into categorizing it as a core table.

I plan to keep digging, but now seems like a good time to ask for advice. Anyone seen anything like this before?

You might have extension or module that implements entityTypes() hook. Try grepping TEAM inside your module or extension directory, if found either remove the code if its implemented in entityType hook or disable the extension or module if not in use


Drush civicrm-install failing with 'undefined function module_enable' I'm using Drush 8, Drupal 7 and CiviCRM 4.7.18

The civicrm.drush.inc file that comes with CiviCRM (and is moved to ~/.drush/) has a call to a function called module_enable() which is not defined anywhere.

Error: Call to undefined function module_enable() in drush_civicrm_install() (line 367 of /root/.drush/civicrm.drush.inc) #0               [error]
phar:///usr/local/bin/drush/includes/command.inc(422): drush_civicrm_install()
#1 phar:///usr/local/bin/drush/includes/command.inc(231): _drush_invoke_hooks(Array, Array)
#2 phar:///usr/local/bin/drush/includes/command.inc(199): drush_command()
#3 phar:///usr/local/bin/drush/lib/Drush/Boot/BaseBoot.php(67): drush_dispatch(Array)
#4 phar:///usr/local/bin/drush/includes/preflight.inc(66): Drush\Boot\BaseBoot->bootstrap_and_dispatch()
#5 phar:///usr/local/bin/drush/includes/startup.inc(458): drush_main()
#6 phar:///usr/local/bin/drush/includes/startup.inc(365): drush_run_main(false, '/', 'Phar detected. ...')
#7 phar:///usr/local/bin/drush/drush(114): drush_startup(Array)
#8 /usr/local/bin/drush(10): require('phar:///usr/loc...')
#9 {main}.
Error: Call to undefined function module_enable() in /root/.drush/civicrm.drush.inc on line 367 #0 phar:///usr/local/bin/drush/includes/command.inc(422): drush_civicrm_install()
#1 phar:///usr/local/bin/drush/includes/command.inc(231): _drush_invoke_hooks(Array, Array)
#2 phar:///usr/local/bin/drush/includes/command.inc(199): drush_command()
#3 phar:///usr/local/bin/drush/lib/Drush/Boot/BaseBoot.php(67): drush_dispatch(Array)
#4 phar:///usr/local/bin/drush/includes/preflight.inc(66): Drush\Boot\BaseBoot->bootstrap_and_dispatch()
#5 phar:///usr/local/bin/drush/includes/startup.inc(458): drush_main()
#6 phar:///usr/local/bin/drush/includes/startup.inc(365): drush_run_main(false, '/', 'Phar detected. ...')
#7 phar:///usr/local/bin/drush/drush(114): drush_startup(Array)
#8 /usr/local/bin/drush(10): require('phar:///usr/loc...')
#9 {main}
Error: Call to undefined function module_enable() in drush_civicrm_install() (line 367 of /root/.drush/civicrm.drush.inc).
Drush command terminated abnormally due to an unrecoverable error.

Changing it to drush_module_enable ends in another error:

Drupal\Core\Extension\MissingDependencyException: Unable to install modules civicrm due to missing modules civicrm. in                     [error]
/opt/compucorp/core/lib/Drupal/Core/Extension/ModuleInstaller.php:85
Stack trace:
#0 /opt/compucorp/core/lib/Drupal/Core/ProxyClass/Extension/ModuleInstaller.php(83): Drupal\Core\Extension\ModuleInstaller->install(Array,
true)
#1 phar:///usr/local/bin/drush/commands/core/drupal/environment.inc(131): Drupal\Core\ProxyClass\Extension\ModuleInstaller->install(Array,
true)
#2 phar:///usr/local/bin/drush/commands/core/drupal/environment.inc(198): drush_module_install(Array)
#3 /root/.drush/civicrm.drush.inc(367): drush_module_enable(Array)
#4 phar:///usr/local/bin/drush/includes/command.inc(422): drush_civicrm_install()
#5 phar:///usr/local/bin/drush/includes/command.inc(231): _drush_invoke_hooks(Array, Array)
#6 phar:///usr/local/bin/drush/includes/command.inc(199): drush_command()
#7 phar:///usr/local/bin/drush/lib/Drush/Boot/BaseBoot.php(67): drush_dispatch(Array)
#8 phar:///usr/local/bin/drush/includes/preflight.inc(66): Drush\Boot\BaseBoot->bootstrap_and_dispatch()
#9 phar:///usr/local/bin/drush/includes/startup.inc(458): drush_main()
#10 phar:///usr/local/bin/drush/includes/startup.inc(365): drush_run_main(false, '/', 'Phar detected. ...')
#11 phar:///usr/local/bin/drush/drush(114): drush_startup(Array)
#12 /usr/local/bin/drush(10): require('phar:///usr/loc...')
#13 {main}

Are you certain you're looking at Drupal 7? module_enable() is a core function in that version, but was removed in Drupal 8. Files like core/lib/Drupal/Core/Extension/ModuleInstaller.php also indicate a Drupal 8 codebase, not Drupal 7.

As of April 2017, CiviCRM is not yet fully functional on Drupal 8, so I'd suggest you try again with Drupal 7 if you want a working solution today, or get involved with the effort to make Drupal 8 happen (see previous link for how).


How can I update CiviCRM installed with Drupal 8 using Composer? I've got CiviCRM installed and working Wirth Drupal 8 using Composer via https://gitlab.com/roundearth/drupal-civicrm-project

What I'm not clear on is how best to update CiviCRM using Composer. Is it as straightforward as runnning something like:

composer require roundearth/civicrm-composer-plugin civicrm/civicrm-drupal-8 civicrm/civicrm-core:5.19.3

I can't find any documentation on updating.

I've been updating it using the following:

composer require civicrm/civicrm-core
composer civicrm
cv upgrade:db

That is after making a backup first.

Has worked for my installation.


Did you know - WordPress plugin SEO Ultimate's open Graph Integrator causes a warning? This took a while to find so I thought I'd post it here...

If you are using CiviCRM in wordpress, and have the "SEO Ultimate" plugin, and its "Open Graph Integrator" module enabled, you may see the following error:

Warning: Missing argument 2 for CiviCRM_For_WordPress::single_page_title() in /home/civicthe/public_html/wp-content/plugins/civicrm/civicrm.php on line 1273

I'm not sure if this causes problems in the backend, but I'm hoping its the cause of some of mine.

Fix:
Disable the "Open Graph Integrator" module
Install the similar "WordPress SEO by Yoast" plugin instead - it's open graph module does the same functionality but WITHOUT the error.

I hope this helps someone.

This is a bug in the SEO Ultimate plugin. You should report that they are incorrectly calling:

apply_filters( 'single_post_title', $post->post_title )

in three places:

modules/opengraph/opengraph.php (line 116)
modules/titles/titles.php (line 179)
modules/titles/titles.php (line 184)

The call should read:

apply_filters( 'single_post_title', $post->post_title, $post ).

Their support page is here:
https://wordpress.org/support/plugin/seo-ultimate


Revisting Family Memberships I am looking at how we implemented Family Memberships in our 3 year old instance of CiviCRM.  It's never worked very well for us, but I am not sure if it's not configured right, we should use another approach or what.  Our use case is a professional membership society where sometimes both spouses are members of the profession.  They don't think of one or the other of them as the "primary" member.  They are equals.  So each needs the ability to renew their Family Membership, and when that happens the other spouse's membership should be marked as renewed as well.

Currently we have it set up where membership is granted via related contacts.  One is marked as Primary in the database. We have troubles when the non-Primary member wants to do the renewal.  It rarely "just works", some editing is necessary.

It seems the alternative is to use Household memberships, and mark each of them as permissioned to manage the Household membership.  Will this solve our problem?

Advantages and disadvantages of each approach?

Thanks

It sounds like the ideal solution for you would be if the 'on behalf of' Membership could be made to work for Households. I don't think I have seen anyone tackle this, and it was also discussed in this question


Issues using 'Related Permissions Module' with v4.6 of CiviCRM. Will there be an upgrade soon? We are using CiviCRM Webforms to allow parents to sign-up their events for there children. I am restricting access to related contacts using groups but would like to enforce permissions using 'Related Permissions Module', however this does not seem compatible with v4.6. Will there be an upgrade soon

Good question!

It adds fields to the relationship_type form - & the methodology for that broke in 4.5 I believe. So, I believe that if you install the github version Related permissions on 4.6 the relationship type form is likely to, at the very least, need testing. The added fields are the ones that force particular relationship types to always be permissioned. I think the earlier version doesn't offer that functionality & also doesn't require the entity_settings module. If you auto-installed you probably have that earlier version.

The way the fields are added to the form is by declaring it to the entity_setting module - which added them via extra.tpl - but they were winding up outside the form - so the alterContent hook was moving them around in the DOM to an appropriate place. Wasn't much fun & is now broken - but not sure a good way to inject fields into settings forms without doing a tpl override


Why is the content of a Receipt for New Memberships different to that for a Renewed Membership There is a key data element that is missing from the Renewal receipt. "Financial Type" is present in a receipt for a new Membership but is NOT shown in the receipt for a renewed Membership.

We use Financial Type to differentiate between Member Subscriptions and Annual Donations / Sponsorships. For Tax purposes, the word Donation in the receipt is key for a donor to claim a partial refund.

So the issue is can the Financial Type element be made available for a renewal receipt. Alternatively is there a suggested work around that can be inserted in the HTML code?

The receipt templates are at Mailings > Message Templates > System Workflow Messages

Under Memberships, there are two receipt templates for on-line and off-line.  From a quick look at those, I'm not clear how your problem arises.

What version are you on?  Templates do get changed so your problem may already have been fixed in later versions.

Are you using the default versions?  If not, it will show you a 'Revert to Default' and 'View Default' menu link as well as 'Edit'.  If changes were made to your templates a while ago then they may be very different to the current default version.  In this case, you need to compare your customised version with the default version.

If you are on the default version then you can easily experiment with some changes and use the 'Revert to Default' if you mess up.  Otherwise, you can save a copy somewhere, try changes and copy back your original saved version.

Hopefully that gives you enough to get started and narrow down the issue to a specific template and area of the file.  If you update your question with more detail someone can help you further.


How are timezones handled in CiviCRM? We were running into issues with how CiviCRM activities are showing in Drupal Calendar (Views). Drupal is adjusting the provided activity date/time based on the user configured time zone. For us, this is desired behavior because we have users crossing multiple time zones who want to see the time the activity is executed in whatever time zone they are in.

After a little research (and finding these threads:
https://issues.civicrm.org/jira/browse/CRM-9683,
https://forum.civicrm.org/index.php/topic,23411.msg98329.html#msg98329,
What timezones should we use on the server and database?, though there are many more tangentially related ones)
 it appears that CiviCRM assumes that all users will be in the same timezone and stores activity date/times as the local time into the database. Drupal expects that the stored times are in UTC, hence our issue. Would a "simple" fix of converting the activity datetime column format to a timestamp format in mysql be a reasonable fix? I'm worried that we're going to run into this in multiple places...

Thanks!

As an aside, I think it would make sense as a future change for CiviCRM to respect the Drupal user configurable time zones.

For us, there were a couple of changes that made this to work. First, in the database, the civicrm activity_date_time type was modified to be a timestamp. This made it so that when CiviCRM saved the date and time it was stored in the database as UTC once the Drupal timezone was also set to UTC (but users are able to select their own timezone and it behaves appropriately). According to developers in the CiviCRM IRC, this change can be made for any CiviCRM date time type. We also set our OS time to UTC. With just these changes, the Calendar View was still not displaying correctly because it was being adjusted twice. To fix that, we set tz_handling to 'none' in the function civicrm_date_views_fields in civicrm.views.inc.

Hope it helps somebody else!


Sharing data betweeen Multiple Databases We have a main organisation with civi multi-site build but finding it a little complex in terms of granting permissions for various sub departments. Thee are also clashes over mailings and issues with GDPR over accessing data.

Is it possible/feasable to have a main civi build and then import data from other 'seperate' civi builds through the API...?

That way each sub department can have their own database and (Drupal) website and information for 'all' the departments will also be stored on the main database. The only issue I see is the contact ID and my thought would be that this is listed as the 'external ID' on the sub (departmnent) builds.

Any thoughts on this or any suggested alternatives.

Many thanbks Robbie

Don't think there is any existing solution for this.

Though it should be possible by building an extension on your main site and pushing the data to the child sites everytime an entity is created/updated.

For eg, Create separate groups for each child sites, eg ChildA, ChildB and ChildC.

while creating a contact if Group A is selected, this contact will be pushed to the first child site.

We have done similar implementation for one of our client but it needs some pre-requisite information to be stored in the ext files, eg site key, API key, etc.

If interested to check our ext, get in touch at jitendra@fuzion.co.nz.


Restrict CiviCase Status changes Does anyone know how to restrict available CiviCase Status types based on what the current status is?

I.e. I want not to be able to go to "application rejected" until it has passed through "application awaiting review".

If this isn't possible out of the box, does anybody know what would be involved in developing that functionality?

Thank you,

John

The form validation hook:
http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_validateForm

When you say "until it has passed through...", in the hook you could look up the prior activity revisions.


End-user fillout form dropdown instead of checkbox for Group(s) Using Civicrm version 4.6.11, WordPress 4.4.2
I've created a fill out form that allows our site visitors to sign up for an email newsletter. One of the required fields is the Group (core) field (using the predefined Goup(s) from backend Profile set up. The selection option defaults to check boxes allowing users to choose more than one group. We need them to be able to select one and only one group membership. The group field is one of the core fields rather than a custom field. Is there a way to either change the check boxes to select or radio or is there a way to use a custom field that will populate the core field of Group(s)? We need the user selection to apply to the primary group(s) that we have set up in the civicrm backend that we then use for specific email lists.
Thanks!

I found a solution. Not sure if it's the best way, but it works. I use a script and put the checkboxes inside a table with the  using the class called in the script:

<td class="example">
<input type="hidden" name="group[11]" value="" />
<input class="example"  skiplabel="1" id="group_11" name="group[11]" type="checkbox" value="1" />
Utility Advocate
</td>
</tr>
</table>

<script>
jQuery(":checkbox").on('click',function(){if(jQuery(this).is(':checked')){jQuery('td.example :checkbox').prop("checked",false);jQuery(this).prop("checked",true);}});
</script>

If anyone has a more elegant solution, please, I would love it hear it. : )


Logged in user information doesn't populate profile fields Perhaps there's an easy way out of this - so I'll keep the details down (for now).

A new user signs in to Wordpress and
CiviCRM reliably adds this user's email to the contacts.
The user gets redirected to a page with a CiviCRM profile on it to get more information on the user.

-> The information entered does not populate the new CiviCRM contact, but adds a new one OR if one enters the user's email address it signals that there's a duplicate entry.

Now the documentation says:

  For websites that have logged-in users, you may want to allow people to provide additional information as they register for an account on your website. Similarly, when people fill out a profile form you may want to encourage (or force) them to sign up for a user account.

Latter works (in a different use case); but it's the former option that fails - no matter what I try to tweek in the settings.

Cheers

Stefan

I'd added the CiviCRM profile via the button to add short code - and skipped over the obvious:

Click "Edit" instead of "Create".

I didn't find the mistake until I read over short code I'd inserted, which read:

[civicrm component="profile" gid="18" mode="create" hijack="0"]

and should have:

[civicrm component="profile" gid="18" mode="edit" hijack="0"]

Cheeers


case details field not available through UI Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM?
This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the community first.
It seems like it can be pulled into a view or webform, but not viewed in Civi!

It's initially populated with the details of the open case activity and depending on your philosophy should or shouldn't be linked with the open case activity. In the compucorp version of civicase you can see/edit it.


If membership status is 'Cancelled' get 'Lifetime' error message when trying to renew I have seen this a couple of times in the past and wonder if others have seen it specifically linked to the membership status of 'cancelled'.

When a member tries to renew a membership that has been cancelled they get the error message:'You already have a lifetime membership and cannot select a membership with a shorter term.' regardless of their initial membership type.

The work around is to manually amend the status of the membership to expired, but this is obviously not a good work flow and frustrating for both users and admin.

Also possibly related:
Membership on behalf of multiple organizations error
Some users get a lifetime membership message when they try to renew

I wrote a patch for this bug some time ago - but I didn't find time to follow up and improve it the way my reviewers requested.  If you feel comfortable applying this though, it will solve your problem for now.


Good resource for learning civicrm and drupal I want to learn civiCRM and drupal.
Please tell me some good resources and tutorial with example.

Thanks in advance.

There are lots of tutorials available for CiviCRM. Here are some of the links that were useful for me while i was training someone 2-4 years ago.

https://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=38994278
https://docs.civicrm.org/
https://www.youtube.com/watch?v=XxexhDSzSME
https://www.youtube.com/channel/UCbmFxo3HyO9gaNG40byQjiQ
https://www.youtube.com/watch?v=a5bjr0s02NQ -- CiviCRM 101 Webinar
Series for Newbies
https://www.youtube.com/watch?v=ERGOSCIny0c -- CiviCRM 101 Webinar
https://www.youtube.com/playlist?list=PLjSU7YfE0E01HW7JPVAI80XDI0sgOSPDs

You can also look to past CiviCRM conferences. A lot of presenters upload their notes to the session pages or visiting local events if they are held nearby your places.

Similarly you can find lots of videos and documentation on drupal.

If you have good knowledge of PHP, MYSQL, Javascript then try to submit a patch for open issues or feature request.

HTH

Pradeep


CiviMail error: "Sorry an error occurred and your information was not saved" CiviCRM 5.6.1, WordPress 4.9.8, PHP 7.1.22, MySQL 5.7.23, WordFence 7.1.16

I just started getting this error when trying to create a mailing. It happens with Mosaico and traditional mailings. I previously saw this issue when first using the WordFence security plugin and found a discussion here suggesting to disable WordFence's XSS check, which I did with success until now. That was months ago. The option is still disabled and I even tried disabling WordFence entirely, but no luck. I haven't made any significant changes recently that I can think of. I had no problems with my last weekly mailing.

I also checked with my hosting provider to see if they had made any mod_security rules changes. They hadn't. I don't see anything interesting in the logs. Any ideas?

I've run into this error for three reasons:

1: I copied and pasted in text and there was a special character in there that CiviCRM did not like. I figured out which one it was by pasting in only pieces of the text and watching to see when it quit saving and instead gave me the error.

2: I'd upgraded CiviCRM and the permissions weren't correct on some files (I'm logged in as root and therefore have to change owner/group when I upload).

3: A modsecurity issue. My host was able to look at the logs and whitelist the URI that was causing the issue. Last time it was: /civicrm/ajax/rest


Can I tell if a contact has used their checksum to view/change their info? I sent out an email message to people.  I included a link with their checksum to a profile so they can review/update their info.

I can tell from the civicrm_log or civicrm_contact if they changed any of their contact info, but what if I want to know just if they visited the page even if they didn't change anything?  Or if they changed something in the profile that is a custom field which doesn't update the log or contact?

Is there something on the drupal side maybe?  The contacts don't have a drupal user.

We set up a group specifically to track who has completed the profile and use the profile setting option to auto-add them to this group.

This way we have a group of everyone who completed the profile that we can exclude from future mailings prompting them to complete again.

This obviously won't track if someone has just visited the page, but for us, we're only interested in submissions.


CiviEvent Scheduled Reminder using SMS I have to following use case:

I need to send SMSes to the guardians / parents of the event participants when the participants did not attend/no-show 15 minutes after the event starts.

I am incline to write a scheduled job to scan the civicrm status and then send out the SMS via the CiviCRM REST APIs.

Would this be the correct approach or there is already building blocks that are out-of-the-box that I can leverage on to implement the use case.

thanks.

You could use the two extensions CiviRules and SMS API.

We are using those two in combinations, to send a sms whenever certain triggers and conditions are met.


CiviRules - What does 'Compare with original value (before the change)' do? There is a checkbox for the field value comparison that is Compare with original value (before the change)?

What functionality does this do? I looked at the docs (https://docs.civicrm.org/civirules/en/latest/basic-example-field-value-comparison-condition/) but didn't see an explanation.
My use case is I have a custom field that is a set of checkboxes. I am adding an activity based on a a specific custom field value being selected but I don't want it to do trigger my action (in this case an activity) each time the fieldset is saved if the value is already selected. I thought that this option may be checking if the field value changed but it still added the action.
FWIW, I created a regular group that the CiviRule adds them to. My condition checks Not in Selected Group [the group] to get it to work.

This comparison is pre-change. For example if I changed my surname from Smith to Jones and setup a condition to check surname = 'Smith' then setting this checkbox (Compare Original) would match to 'Smith' as that was my surname prior to the change I made. Hope that makes sense!
In terms of your use case - I think you've solved it the right way i.e. having a marker to indicate you've processed the contact already.


What permission are required to select an existing event location in CiviEvent? We are using CiviCRM 4.7.19 with Drupal 7.56. When creating or editing a CiviEvent our super users can use an existing location from a drop down:

We also use another role in our organisation with more limited permissions but still enables event add/edit. However in the Event Location tab while they can enter an address the 'Choose Location' block is not visible:

What permissions need to be set to allow the choose location block to be visible when editing/adding a CiviEvent? (We use Drupal Access Control to set permissions for CiviCRM)

If you're able edit an event, I don't think you need any additional permission to add existing location for an event.

The reason why you don't see an option could be because you haven't yet created any event location on this site? If this is the case, try adding a location for this event and then create a second event - you must be able to choose location on this newly created event.


'To' field not populated in the 'email contact' screen upon clicking on email in contact screen On the contact screen, I click on the contact's email address, the 'email contact' screen pops up but the "To" field is blank.
This works correctly on the demo site.

Set-up: Joomla 3.4.3, CiviCRM 4.6.8 (but have had this issue w/ previous Joomla and CiviCRM versions)

Is this a corruption of one of the files? What can I check on?

Thank you!

Figured it out: In Administer >> Customize Data and Screens >> Display Preferences: The WYSIWYG field was set to "Joomla Default Editor" (it didn't matter what the default editor in Joomla's Global Configuration was set to - tried them all and the issue kept occurring).

When I set WYSIWYG in CiviCRM's Display Preferences to "CKEditor" or "TinyMCE" all is well.


ACL controls not working with smart groups? I submitted a bug on an ACL problem in Nov 2014. CRM-15662. It was fixed in 4.5.5, and I tested it as working.

This appears to be broken again in 4.7.1. I have not tried to use this feature in a year so I don't know what happened since I last tested it as working. The organization needs this feature now. The target purpose is that chapter staff be able to view and edit their own members. A smart group is used to define the data they can see.

I think this was an issue of misunderstanding. An ACL can have a target of a Smart Group, but the Group that contains the people who are permitted to access the target contacts must be a standard group.

The discussion was shifted to this ticket afaik.