Can't create a new event template from an existing event template in Civi 4.5.4 I'm trying to create a new event template from an existing template.
When I do that, I start at this screen:
/civicrm/event/add?action=add&is_template=1&reset=1

When I select an existing template, functionality is expected - the page is populated with the details from the existing template. The page's URL stays the same.

However, when I click continue, I suddenly get transferred to an event creation page. The URL changes to: /civicrm/event/manage/location?action=update&reset=1&id=128  (ID being the eventID)

A new event (of ID 128) has been created and there's no sign of a new event template.

Is this a bug that's been fixed somewhere that I haven't been able to find, or am I missing something here?

Thanks for your help!

I dont think cloning an event template was planned as a feature. I think event templates were meant to be used for creating new events.

So the above behavior is probably doing what was designed.


Clean Up Caches and Update Paths Running CiviCRM 4.3.8 on Drupal 7.37 (for now, but we're in the long process of a major upgrade of our website). Often I have to update the paths because they revert to a different docroot which may have been originally set up for testing purposes. (Let's call them A and B, A is the correct one and B is the wrong docroot.)

When it reverts seems to be at random and I cannot find the cause, but it causes problems such as emails going out with links to a test website in B's docroot, the reports will not load, etc.

Update file paths settings will show:

Old Base Directory -
/var/www/html/B/docroot/sites/default/files/

New Base Directory -
/var/www/html/A/docroot/sites/default/files/

Edit: The CiviCRM installation is in a separate docroot from the Drupal installation (for now) and uses symlinks in sites/all/modules in order for Drupal to find it.

Our CiviCRM was installed outside of the Drupal root in order to circumvent performance issues with Drupal commons. I have re-engineered so that CiviCRM is now inside the Drupal root and upgraded. I also noticed multiple instances of Drupal in /var/www/html so I moved all other copies to a backups folder outside of the html folder.

We no longer have this problem.


Civi Error loading homepage I am getting this message when I load my website. Is this a Civi Issue?

Warning: Cannot modify header information - headers already sent by (output started at /home/aflbs/www/www/wp-content/plugins/civicrm/civicrm.php:305) in /home/aflbs/www/www/wp-includes/pluggable.php on line 1216

I changed my cache plugin and that seemed to fix the problem.


Webform contact default token doesn't work - why? I have a webform with an existing contact, which is normally prefilled but can be changed with autoselect, then up to 5 new contacts. The existing contact can then enter up to 5 new contacts. By the way, the existing contact is a person who is nominating children for Christmas presents!  It all works well, however I'd like the existing contact name that's selected to be stored in the new contact records, in a custom field (so we can quickly see who added the record). I've not found a way to do this, so have tried to default it from the token [current-user:civicrm-contact]. This doesn't work, and also saw this from 2016 but that didn't work. Any ideas on how to fix this, or any alternative methods? Civi is at 5.28.3 and of course it's Drupal 7.

"I'd like the existing contact name that's selected to be stored in the new contact records, in a custom field" ->
Quick solution and better from a data point of view -> use Relationships.
That way you can not only see who has nominated a child for a present but also get a list of all kids nominated by a certain contact.
Cool project!


All search modes redirect me to search page over and over. The problem: Every time I try to use any of the search functions (Find contacts, Advanced Search, full-text searh, etc), I fill out the fields, and when I hit "search", it takes me back to the blank search form.

Background:
We recently changed service providers and hosting for our entire site. At first, it seemed like CiviCRM did not get moved over, I was getting error messages like this:

Eventually, the IT service we work through (who arent specific to CiviCRM), got it to this:

Finally, he decided to instead uninstall and re-install CiviCRM. This worked, except he was then having trouble importing the existing Civi database. At this point the search was working, because I could use "Find Contacts", leave it blank and get two entries (the user doing the installation, and the organization I work for).

I know he has finally been able to import the database, because if I use the corner quicksearch, i can look for  each individual contact, no problem, but trying to get a list of contacts has become impossible.

I've looked through the old forum and previous stack exchange questions but havent found anything. Any help, or pointing in the right direction would be greatly apprecieated!!!

It sounds like your site is misconfigured at this point.  There should never be a situation where QuickSearch shows more contacts than your other searches.  Based on the initial screenshots, I'd look at the settings in civicrm.settings.php.  However, at this point, you should consider hiring a CiviCRM professional to fix the issue - you may want to consider contacting someone from the CiviCRM Service Providers Association.


Where is invoicing information stored? I enabled "Billing address required" on my event. Registering now shows fields to fill in.

But where do I look to retrieve it? It's not in the registration nor in the payment info, as far as I can see.

It's on the contact itself. It has become one of the addresses, the billing address.


Migrating IPN's from Ubercart to Civicrm, OR syncing membership payments from Ubercart to membersips/contributions in Civi This is a copy of this thread from the forum, since the forum is deprecated for answering questions.

Similarly to this thread (see the above forum post for the link, I can't post it b/c of stack exchange limitations), which describes bringing ARB information from Authorize into Civicrm in order to have Civicrm manage memberhips and renewals on existing recurring payments, I am wanting to switch from Ubercart, which has a bunch of existing recurring Paypal payments for membership roles on the site, to Civicrm. Would it be possible to, in a similar way, migrate the IPN data into CiviCRM and have Civi listen for IPN's? Or is the ipn url entered in Paypal on a per-transaction basis in a way that's difficult to change? (Or, more deviously, if it's too difficult to change the url, could CiviCRM override the notification url provided by Ubercart so that it can read them too before passing along to ubercart?)

-- or --

Another approach was to just use code to sync membership payments to Civi from Ubercart. It seems this might be easier. A more recent response from petednz, http://forum.civicrm.org/index.php/topic,32376.msg153915.html#msg153915 , was to use Rules to do the same thing. However, as I am trying to sync membership payments from ubercart to CiviCRM until people's cc's have expired and they sign back up with Civi, and the Drupal 6 versions of the Rules-related modules don't seem to have the actions necessary to create contribution records or update memberships, I wonder if writing module code is the best way to go.

What do people think is the best approach to this problem? Am I missing something in Rules that would allow me to enter a contribution towards a membership in Civicrm when Ubercart gets notified of a recurring payment (and, for that matter, create the membership in Civi if it doesn't exist yet)? Thanks.

I've been trying to reverse engineer this problem also, and here's my partial answer so far:

It seems like the IPN is a post back to a url specified in the initial request. I don't see any way to change that postback url for an existing recurring contribution.
The Ubercart postback url looks like  /uc_recurring_hosted/paypal/ipn/<id>
The CiviCRM postback url looks like
<path to civicrm module directory>/civicrm/extern/ipn.php

So .. part one is to set up an apache rewrite rule to redirect that POST to the civicrm one.

Having done that, the next trick will be for civicrm to actually handle that IPN - to do that, you'd need some records in civicrm (i.e. the contribution_recur table) that allow civicrm to handle the ipn.

If you inspect a successful Paypal recurring contribution in CiviCRM, it should give you enough clues about what you need to add for the 'migrated' recurring contribution.

Of course, this will only work if the contents of the POST are not specific to ubercart vs. civicrm. The fact that the ubercart postback includes an id, but the civicrm doesn't is a little bit of a flag, but we'll have to see ...


Fatal error on Export in 5.18.1 I just updated to 5.18.1 to resolve a bug caused when selecting " Exclude contacts with "do not mail" privacy, no street address, or who are deceased." But now I have a new issue:

I set up an export with a saved field mapping. Under Merge Options I select "Merge All Contacts with the Same Address". I then click [Continue], accept my existing saved field mappings, and click [Export]. I then see a fatal error message.

In error logs, I see the following, which I think is failing because of the extra comma after is_deceased VARCHAR(16), :

CREATE TABLE `civicrm_tmp_d_export_e92589f8a1e163117ff1d83e45c03029`(
id INT UNSIGNED NOT NULL AUTO_INCREMENT,
prefix_id VARCHAR(255),
first_name VARCHAR(64),
last_name VARCHAR(64),
suffix_id VARCHAR(255),
street_address VARCHAR(96),
supplemental_address_1 VARCHAR(96),
city VARCHAR(64),
state_province VARCHAR(64),
postal_code VARCHAR(64),
country VARCHAR(64),
preferred_language VARCHAR(5),
organization_name VARCHAR(128),
custom_32 VARCHAR(255),
home_phone_phone VARCHAR(32),
email VARCHAR(254),
custom_31 VARCHAR(255),
groups TEXT,
middle_name VARCHAR(64),
nick_name VARCHAR(128),
display_name VARCHAR(128),
tags TEXT,
deceased_date VARCHAR(32),
do_not_mail VARCHAR(16),
is_opt_out VARCHAR(16),
addressee VARCHAR(255),
postal_greeting VARCHAR(255),
email_greeting VARCHAR(255),
street_name VARCHAR(64),
household_name VARCHAR(128),
civicrm_primary_id VARCHAR(16),
master_id VARCHAR(128),
state_province_id VARCHAR(255),
postal_greeting_id VARCHAR(16),
addressee_id VARCHAR(16),
is_deceased VARCHAR(16),
,
PRIMARY KEY(id),
INDEX index_street_address(street_address),
INDEX index_household_name(household_name),
INDEX index_civicrm_primary_id(civicrm_primary_id) ) ENGINE = InnoDB DEFAULT CHARACTER SET utf8 COLLATE utf8_unicode_ci

Anyone else experiencing this? If not, any ideas why I would?

Yes I think you're right. This one seems to be an issue with the combination of "Merge All Contacts with the Same Address" and using Selected Fields instead of primary fields.

I'll put up another ticket: https://lab.civicrm.org/dev/core/issues/1302

Fix looks like it will be in 5.18.2
https://github.com/civicrm/civicrm-core/pull/15452


Paypal Express No Button When using PayPal Express as my payment option, there is no button appearing to take the user to PayPal. I've checked everything I can imagine, cleared caches, etc. and feel that I must be missing some little thing. But, for the life of me, I have no idea.

Please help!

Two settings that can cause this issue are:

The link to the button image is missing in the payment processor settings. The setting is called "Button URL" and it should normally point to https://www.paypal.com/en_US/i/btn/btn_xpressCheckout.gif.
The page is configured for membership signups and has the option turned on to allow "Separate Membership Payment" in the contribution page's membership tab. This setting is currently incompatible with Paypal Express. In some versions of CiviCRM this setting causes the Paypal Express button to be hidden. In others an explicit error is given when clicking on the button. See: https://issues.civicrm.org/jira/browse/CRM-8221


civicrm dashboard won't load civicrm 4.6.8/joomla 3.4.1/php 5.6.11

moved civi to new server

everything seems ok EXCEPT the civi home page which hangs trying to display the dashboard

here's the log dump from the error

http://pastebin.com/JY0xM3A6

so civi is losing connection to mysql ???

if i enter civi via another url
(eg  http://..../administrator/?option=com_civicrm&task=civicrm/event/manage&reset=1)

all is well.  and i can navigate to every other civi screen and function without a problem.  in place editing works fine.

but obviously hanging on the home page is a real problem for users.

my php environments are very similar (new host is slightly newer version).

http://yea.org/tmp/ChangeDetection%20-%20Comparison%20of_%20phpinfo().html

yellow stuff is new host

tried trunc'ing dashboard_contacts

php error_reporting is the same as on the old site

any ideas to try?

In my experience, this kind of thing is usually caused by something (a hosting setting?) trying to use a www.- site URL and CiviCRM using a non-www. site URL in the civicrm.settings.php files, or the othe way around.


Why have menu links to extensions eg DataViz, CiviDiscount, LogViewer now give the civi home page After upgrading to 5.3.1 and clearing out templates_c and doing two drush cc all we are still finding sites where then menu link to eg CiviDiscount or LogViewer just show the civi home page

What is the long term fix for this?

We know one quick fix is to resave the Directory page civicrm/admin/setting/path?reset=1

(Note: we tested with making a minor change then saving but it may work with just using Save)

Looking for other broken sites so I can next test
 civicrm/admin/setting/updateConfigBackend?reset=1


When adding an activity, a new contact can be created, but it only asks for name and email. How to configure (add fields)? When a CiviCRM user adds an activity, there is an option of adding a new contact through a pop-up (instead of selecting a contact). I can't find any documentation on whether/how this form can be customized. I'm also not a programmer.

For the organization I work for, it would be extremely helpful to be able to add a bit more info at this stage (at least the phone number, ideally a few other fields). To do so, do we need to modify code (and if so, where) or is there an easier way to configure which fields appear here (ideally through profile, I suppose)?

Thanks!

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

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

HTH

Pradeep


Adding additional admin fee on top of civicontribute membership signup I need to create a membership signup price with the following price:

Membership Fee: £500.00 + Vat and Administration fee: £20 + Vat

I manage to add the membership fee and vat but I could not figure out how to set additional admin fee and vat.

Can anyone please help me how I can achieve it.

Thanks in advance.

If you haven't tried using priceset then i would recommend you to use priceset

The best way to have membership fee and administration fee would be using a price set which allows you to have multiple option

reference:
https://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Price+Sets

https://docs.civicrm.org/user/en/4.6/membership/membership-price-sets/

I guess this helps !!!


Alert Admins when changes are made? If someone with access to the Civi dashboard makes a change to any contact information, is there a way to send an email alert to the site Administrators?

Civi 5.2
WordPress 4.9

***ADDITIONAL INFO ADDED 11/30 ****

I am experimenting with CiviRules.  It looks promising, but I still haven't found a solution.  I am going to spell out more what I am trying to do and hopefully someone can clarify if Civirules can achieve that.

We have about 60 volunteers sorted in a group.  Occasionally a member of the staff will make a change to a volunteers contact information.  The Coordinator who oversees this group of volunteers wants to receive an email alert anytime a change is made to any contact within that group.

It looks like we might be able to do that with CiviRules, but I am not yet seeing how to apply a rule to a specific group and how to get it to email a specific person when a change is made to that group.
I have the Linked Trigger set to "contact of any type is changed"
I am not seeing anything that sounds like it fits in Linked Conditions or Linked Action, such as email this coordinator when a change is made.
I guess I am still not understanding how it works.

I am not sure I understand completely what you want to achieve, but if you want to send an email to checks@example.org every time a contact in group Special changes here is what you would have to do:

install the Email API action (https://civicrm.org/extensions/e-mail-api) which will also add the CiviRule action Send Email
add a new Rule with trigger Contact of Any Type is Changed
add condition Contact is in Group and select group Special
add an action Send Email and add email address checks@example.org


HTML Editor for Mailings Not Displaying We recently upgraded to 5.4 and now when we create a new mailing, we are unable to enter any HTML content. The HTML area shows without the white editor area and any HTML options. The plain text area shows fine.

See the screen capture - the HTML area is blank while the Plain Text area has a white space to enter content.

I've seen this when the CiviCRM plugin directory is not actually located inside wp-content/plugins but a symlink is used instead. The solution is my case was not to use a symlink.


Create a Google Map showing positions for every contact in a group we need to create a web page which shows a Google Map of an area, having pins of all contacts in that area.

is there an extension that could manage the dataset creation?
If not, what are the SQL tables and fields we need to consider to create it?

TIA

This should be possible out of the box. CiviCRM has mapping capabilities documented here https://docs.civicrm.org/user/en/latest/initial-set-up/mapping/

There is an extension using open source v google mapping if you want: https://github.com/eileenmcnaughton/org.wikimedia.geocoder

Once you have your mapping working, then you should be able to do a Search and use the Action 'Map Contacts' (or something similar)

For Drupal you can also use Views and Leaflet which may give you more options

Hope above helps

And as Demerit mentions (just to try and get all the good bits in one answer) - Go to Search - Custom Search - Proximity Search, then from the results action dropdown choose map contacts


Fixing the CiviCRM db when someone deleted "phone" from system dropdown menu options Got a problem with how someone (I suspect) has gone in to CiviCRM » Administer CiviCRM » Option Groups » Phone Type Options and thought "hey, we don't need a dropdown item of "phone" because that's kinda dumb" and summarily deleted it.

Now all the phone numbers whose type is set to "phone" (landline) are missing that part of the designation when it comes to displaying a contact record as this phone number type is essentially un-hooked (no pun intended) or disconnected (okay, couldn't resist that time).  Also, you can't designate it in new/updating phone numbers in the records as the drop-down phone type is no longer available.

A separate (technically savvy this time) staffer thought it would help if he added "phone" in as an option (without taking a briefing from me on the issue) which now has ID #7 associated with it and still hasn't restored the effectively lost data in the slightest.

This, as I suspected, requires a deep dive in to the database to fix the damage and restore the phone type options and values.  I've had a look and discovered that phone_type_id is the item we are looking for and that the phone (landlines) were using a value of 1.  I can find where there are tables such as civicrm_option_group and civicrm_option_values but my greater sense is that I'm more likely to bollox something at this stage as I really know little of how the database is organised and what everything really means.

Does anyone have some handy instructions to effectively restore the 'phone type options' data to what they originally were?  Much appreciated.

Yes, we have backups but it was about a week before the issue was discovered and other updating and transaction work has happened in the interim.

If you have logging on then take a look in the log_ tables related to the above - you will then be able to a/ see who did what when, and b/ have a template that may help you to restore the missing options


What is a jailed shell and should I use one for my hosted site? Say I am using a hosted site on Bluehost or a2 or another hosting platform which runs cPanel. I'm being required to use a 'jailed shell'. What is a jailed shell and should I use one? I found some documentation on jailed shells here - https://docs.cpanel.net/knowledge-base/accounts/virtfs-jailed-shell/

If you are using cPanel on a shared platform then you pretty much have no choice i.e. for you to access the server via SSH it will be a jailed shell account you'll be presented with.
This is because you won't actually have access to the OS libraries etc but just the section of the server where your hosting resides so you can run some basic commands etc.
If you were hosting your own server and installed a panel access platform like Plesk or cPanel then you would also have non jailed SSH access as you'd have access to all of the server and its installed components.


Can CiviDiscount be used on a Contribution Page without Membership I have seen references to CiviDiscount on contribution pages for memberships.  Can it be used for a fundraising dinner?  Note - I often struggle between creating an event or contribution page for fundraising dinners - both have tradeoffs

Here is a proof-of-concept extension that shows how to override bits of CiviDiscount to make it possible. It might be better to fix this in CiviDiscount itself, but meanwhile it's a good way to test and better define the requirements.

https://lab.civicrm.org/extensions/discountcontributions

This is copy-pasted code from a project. I tried to package it as an extension so that it can be re-usable, but I have not tested it at all. If you find it useful, please contribute to it. There are hardcoded Contribution Page IDs and PriceSet IDs, which should be converted to settings.


Is there a way to have a Send Email button on an Activity? When an email comes in as an Activity and we view the Activity It would be nice to have a button on the ACtivity to reply to the person and it create a Send Email action for that user.

Has anyone done this with an extension?

It's likely that someone has written an extension to do this but if there isn't one in the extension directory (I presume that you've looked) then you have to assume that no-one has taken the time to publish it.

I suppose I could end the answer there, but here's a bit more thought on how you would develop it...

Since this is a fairly reasonable thing to expect to do, would be fairly easy to implement just adding a link to a URL of the format civicrm/activity/email/add?action=add&reset=1&cid=[CID]&selectedChild=activity&atype=[ATYPEID] and an addition that is unlikely to break anything, then it might make sense as an addition to core. (I'm not sure we've worked out exactly how to draw the line on how to add it / this one seems borderline).

Implementing as an extension would be a good first step.

Note: adding the text of the incoming email would be a little harder, and need a bit more thought, though there would be a fairly straight forward way to do that - it's not rocket science.


How do I set up an email auto-reply? I am running Civi on Joomla and want to set up an email auto-reply. How do I do this?

Thank you!

how about using Civirules to send email when Inbound activity is recorded?


Multi-value custom fields for events I have events that often include downloadable materials. Whether or not there are downloads, what exactly they are, and the number of downloads related to a particular event is variable and unique to each event. Right now I have to add download links to the body of the event description.

This is a situation that would be perfectly handled by a multi-value custom dataset attached to the event, but alas, as far as I can tell you can't yet add multi-value datasets to events. Anyone know of a plugin, work-around, patch, or even a plan to change the functionality in the near future?

Multi-Value custom dataset is only available for Contacts and Contact Type custom fields. But i believe it is possible to make it available for Events by creating an extension and adding code using hooks to hack the current behaviour in CiviCRM. I am not sure if anyone has a plan or willing to add this functionality in future version of CiviCRM.


404 Error with all links on Administer Page I just installed fresh CiviCRM 4.6.10 on Wordpress 4.4

Everything seems to be working fine and it looks like this crm is perfect for our needs but I am running into one problem-

If I go to Administer > Administration Console on the dropdown menu, every single link on that page brings me to a 404 not found error. EX: clicking on Organization and Contact info this is the URL I am getting a 404 not found http://(site)/civicrm/admin/domain?action=update&reset=1

But, if I go on the dropdown menu to Administer > Administration Console > Configuration Checklist and edit settings from links in there.. everything seems to be fine. URL for Organization Address and Contact Info is http://(site)/wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fadmin%2Fdomain&action=update&reset=1&civicrmDestination=%2Fwp-admin%2Fadmin.php%3Fpage%3DCiviCRM%26q%3Dcivicrm%2Fadmin%2Fconfigtask%26reset%3D1

Seems like something is wrong and the full URL isn't linked in the Administration Console?

Any help is appreciated. Thanks

Have you set the base URL correctly?

You can set this at: http://[site]/wp-admin/admin.php?page=CiviCRM&q=civicrm/admin/setting/updateConfigBackend&reset=1

The default setting for this is: http://[site]/

See the Wiki for more details.


Use Mosaico or easy editor to edit email system template I'm using 4.7.29 CiviCRM with latest Wordpress version.

Is it possible to edit email template (i.e. "Events - Registration Confirmation and Receipt (on-line)") with Mosaico ? Or with another extension ?

Because edit email template seems to be an horrific work...
I don't know where begin to edit template, there are too much conditional and informations...

In the event configuration, it should be possible to choose which template to use for which event for registration confirmation.

Thank you !

There is nothing in Civi that provides this, and no Extensions I am aware of that provide this. No it cannot be done using Mosaico.


Online receipt change in 4.7: Wrong template is being used We upgraded to 4.7 and using WP 4.4.1.
The Online receipt for payments has changed -- something is telling the system to use the summary receipt and I can not find out what it is.

See pics.
How can we get the full receipt back or is there something else wrong?

Before update:

After update:

You can update your CiviCRM ticket to tell them that $contributeMode is being set to "notify" for credit card payments, which is why credit card information isn't being printed.


Linking events participants and contributions We are currently batch importing data from our previous homemade event management system.

So far, we've managed to import contaributions and event's registrations for each user but we are stucked in the process of matching those contributions (event fees) with each event and updating the registration (paid status).

How could we proceed ?

We are running CiviCRM 4.6.2 on WP 4.2

you have a create participant record in civicrm_participant table which will have the Event Id in the table, participant and contribution should be linked using civicrm_participant_payment which will have contribution_id and participant_id. This is how you have to do

One more suggestion: before doing anything data import install a fresh copy of civicrm and delete all the relevant table records and make a test process by creating Event and registering the event for an member and look which are the tables been affect and please update the values based on the test


How do I allow multiple monetary display formats on the same installation? I'm trying to duplicate a donation form in two different languages, Canadian French and English. I have the correct languages installed with i18n Internationalisation and translation is working based on the language inherited from Drupal 7. There is only one currency required, CAD.

Money and date formats differ between Canadian English and French, however. The cheat sheet here outlines the settings I want, but I only need it for a single page.

http://wiki.civicrm.org/confluence/display/CRMDOC41/French+Canadian+localization+settings

As far as I can tell, the localization settings at civicrm/admin/setting/localization?reset=1 apply to the entire site and won't switch with the language. I have made numerous jQuery functions in my Main.tpl, OnBehalfOf.tpl and BillingBlock.tpl override templates to perfect the colloquial wording in various sections, but the money format also needs to change dynamically. This is an example:

$1,000.00 === 1 000,00 $

Is there must be a better way to run a bilingual site? Can you override the localization settings for a single page?

Here is an extension that might help a bit with money formatting issues in Canada:
https://civicrm.org/extensions/canadianbacon
It basically sets the CiviCRM money settings dynamically when it detects the fr_CA or fr_FR language. We have been using these kind of hacks for a while, but had never bothered to make a proper extension, hoping it would be fixed in core (which is more complicated to fix than expected).


Specified return fields in contact get do not get returned If I do a api3 contact 'get' with no return fields specified, it obvs returns all the fields including address fields.
What I want to do is only retrieve certain fields for my needs, just to reduce overhead.
If  I specify to return only 'state_province_name' or 'geofield1', they are not returned.
Is there a way to do this in a single call?

If include 'state_province' in return param it should return you state_province_id, state_province_name and state_province.
For geofield1 you need to use 'geo_code_1'.
If you search for primary address in return field drop down under api explorer you should see the exact name for fields to retrieve for address.
$result = civicrm_api3('Contact', 'get', [
  'sequential' => 1,
  'return' => ["address_id", "city", "postal_code", "state_province", "geo_code_1", "country"],
  'state_province_name' => ['IS NOT NULL' => 1],
]);


ARCHIVE not enabled by default on MariaDB 10.1 The ARCHIVE storage engine is enabled by default on MariaDB 10.0, but no longer from 10.1.

Therefore, you get a DB unknown error when CiviCRM tries to create a logging db table when logging is active (admin=>system=>misc), for instance when creating a new custom field.

From MariaDB 10.1, the plugin needs to be specifically enabled, for example:

INSTALL SONAME 'ha_archive';

More on https://mariadb.com/kb/en/mariadb/archive/

My strong advice to you would be to change the tables to be anything but ARCHIVE. Even InnoDB would be fine and preferred over ARHCIVE. We've had a number of sites have their entire audit schema's become corrupt and its been down to the storage engine being ARCHIVE.

Also you'll probably want to add indexes into the audit schema otherwise you cant access the change log without waiting for minutes.

I think later versions of CiviCRM do not use ARCHIVE storage format by default


Duplicate entries in Views I'm using Views to display lists of CiviCRM contacts (4.5.2). I'm finding that several contacts appear in Views twice. Any ideas what might be going on here?

The culprit is often the website field which has no filters that enable you to specify which of a number should show and hence they produce multiple rows. But like others say, it could be Address, Email or Phone if you haven't specified either the location type or Primary only. Or multiple relationships etc.


Is there any simple way to replicate sections in CiviMail message templates? Is there any simple way to replicate sections of email templates (for example, a section corresponding to one story) without having to copy and paste and guard to catch all the tables and other elements in the section?

MailChimp solves it with a property repeatable http://templates.mailchimp.com/getting-started/template-language/

At this year's Denver sprint or con, Veda consulting demoed a working extension. The core stuff is supported by the upstream editor itself, so I don't think any smarty hacks were required. That's the limit of my knowledge though — I wasn't there. Hopefully we'll get to see it for 4.7 if not before.

Here is the code:
https://github.com/veda-consulting/uk.co.vedaconsulting.quickbulkemail

It also seems to simplify bulk mailing, but does not appear to be compatible with 4.6.

In 2016, they developed an extension to integrate mosaico.io into civicrm. See more about it here: https://civicrm.org/blogs/parvez/a-new-beginning-for-civimail%E2%80%A6


What is the root url needed for extension pages? I've installed the API CSV import GUI extension extension which directs you to  "go to the url civicrm/csvimporter/import" to go to the import page, but when I go to Mysite.com/civicrm/csvimporter/import I get an empty page.

I'm having a similar error with Civivisualize which directs you to go to "yoursite.org/civicrm/dataviz". In both cases I'm getting the a blank page.

What am I missing here?

=====

I'm on CiviCRM 4.5.5 and Wordpress 4.1.1

The URL formula is different for each CMS. The most accurate approach is to open a CiviCRM page and examine its URL. For example, I logged into the public demo sites for v4.5, navigated to "Contributions => Dashboard", and the URL of each page:

WordPress: http://wp45.demo.civicrm.org/wp-admin/admin.php?page=CiviCRM&q=civicrm/contribute&reset=1
Drupal: http://d45.demo.civicrm.org/civicrm/contribute?reset=1
Joomla: http://joomla.demo.civicrm.org/administrator/?option=com_civicrm&task=civicrm/contribute&reset=1

All of these are displaying the same logical page, which is canonically identified as "civicrm/contribute". However, each CMS requires a slightly different prefix to it. You can construct URLs for other pages by swapping the "civicrm/contribute" part. So csvimporter's page (if it were installed) would be:

WordPress: http://wp45.demo.civicrm.org/wp-admin/admin.php?page=CiviCRM&q=civicrm/csvimporter/import&reset=1
Drupal: http://d45.demo.civicrm.org/civicrm/csvimporter/import?reset=1
Joomla: http://joomla.demo.civicrm.org/administrator/?option=com_civicrm&task=civicrm/csvimporter/import&reset=1

It doesn't seem like a good idea to ask an extension-user to figure out this URL by themselves. Instead, the extension should compute the URL and display it. This can be done with CRM_Utils_System::url() -- e.g. "CRM_Utils_System::url('civicrm/csvimporter/import')".


Linking Price Set to new event I must have missed this step, I have the price set all updated but it I cannot find where to link to this years new event.  I appreciate your help.  tj

Go to Manage Events

Find the Event

Click on Configure and then to Fees and set the Price Set there


Can I use Smart Groups to dedupe? I am helping someone who is trying to segment their contacts into smaller chunks as they go through to dedupe, so they have created a smart group to try to filter the dedupe rule on. (e.g. a subsection of contacts based on state, or a custom field).

When they prepare to dedupe, they have an option to select a group:

However, they are experiencing some strangeness in the results, including people showing up in the potential duplicates list that aren't in the smart group at all.

This brings up two questions:

Does deduping work with Smart Groups? (This post suggests it should have been fixed way back in Civi 2.1, but this documentation says it doesn't work)
Does deduping on a group compare only the people in the group to each other, or does it compare the people in the group to anyone else in the database (whether they are in the group or not)?

Our understanding is:

Yes it does work =]
Using this feature compares everyone in the
smart group with everyone in the database (whether they are in the group or not). But this still dramatically reduces the number of comparisons.


Getting an error trying to add contacts to a group from an activity report. Getting this error when trying to add contacts to a group from a report.

Table 'childpsy_civicrm.Array' doesn't exist

It's this 'xxx_civicrm.Array' doesn't exist that puzzles me. I'm getting it on another site, but not on others. The CiviCRM Demo site works fine. But that's 5.8.1

Also when viewing a contact, to see what groups they are in....the smart group membership does not work. Using v 5.6.

Can anyone repeat this?

OK my bad. Upgraded to 5.6.1 and problems disappear.


Civimail open tracking is not working for some mailings - inserts var/www/html into path for some mailings but not others Civimail is inserting a path for the open tracking image that includes var/www/html

example where it does not work https://(domain.org)/var/www/html/sites/all/modules/civicrm/extern/open.php?q=nnnn

for some mailings the path is correct:
https://(domain.org)/sites/all/modules/civicrm/extern/open.php?q=nnnn

The tracking works when I manually remove the var/www/html from the path for a given url and the open report shows the open

There have been no changes to the default directory or resource paths.

Anyone else see this behavior?  It seems to have started in November (2016) but is inconsistent.  Any suggestions on where to look?

A workaround is to change the root civicrm token to an absolute path
(Credit due to Eli Lisseck for research and workaround solution)

Under Resource URLs, change CiviCRM Resource URL from [civicrm.root]/ to sites/all/modules/civicrm/

(Note that civicrm.settings.php has the following setting for sites that work correctly and sites that do not work correctly.
$civicrm_root = '/var/www/html/sites/all/modules/civicrm';)

So, while this appears to be a workaround, it is hiding the "root" problem.


Can Quick Search be set up so External ID does not have to be exact match to work? Tested on dmaster.

Give Contact external ID eg fz123456

then set QuickSearch for External ID and enter

fz123 - no result
fz1234 - no result
fz12345 - no result
fz123456 - yay

Ah, see this applies to Internal ID too, namely

2 - Muller
20 - ah.olsen@
202 - demo@
2% - Muller

Can you reset QuickSearch so these match with wildcards?

I originally wrote it that way to avoid confusion. If you want to pull up contact id 20 you'll be overwhelmed with irrelevant results (201, 202, 203, 120, 220, 320, and so on). You'll get so many results that the one you actually wanted might not even be in the list!

That said, if someone had time and/or money for the project, I'm sure there could be something smart added to the query that made the exact match show up first in the list followed by partial matches.


Thank You Mailing for Permissioned Relationship after Renewal I'm trying to setup a scheduled reminder to send a Thank You message after a membership is renewed. Note that this is for organisation memberships

I only want this message to go to the permissioned primary contact that logs in and renews the membership.

I know that I can use the Membership entity in scheduled reminders to send the Thank You message for new members using the Membership join date option. This correctly send the Thank You message to the permissioned primary contact.

However, I don't have an option when using the Membership entity to configure it to send the messsage after a membership is renewed.

I can use the activity entity but that would send the thank you message to all the related employees and not just the permissioned employee.

Does anyone have any workarounds for this?

Thanks

As mentioned by Rebecca, try creating a smart group based on your condition for choosing recipients. Use Membership Renewal activity for sending reminders ad limit the recipients to 'select group'.


The same name distinction in Civicrm i doing customize CiviCRM 5.29.1 for Wordpress 5.5.1 last version.
i have many student the same lastname,midlename,lastname
Ex:
Student 1:Nguyen Hoang Phuong, ID:123456
Student 2:Nguyen Hoang Phuong, ID:123457
Student 3:Nguyen Hoang Phuong, ID:123458
All my student only have ID, not email address. only ID difference
ID is my custom field. can i change email to ID when select student in soft credit?
easy for select right student.
see attached

Thanks

Under Administer - Customize Data and Screens - Display Preferences, near the bottom, there's a setting for "Individual Sort Name Format". You can add in some tokens here. Not all tokens work so I don't know if there's one for your custom id, but if there isn't you might be able to find another useful field.

Note when you click save it won't automatically update existing contacts. You'd need to edit and re-save those.


Unsupervised reserved rule for individuals not working Am running CiviCRM 5.9.0 on WordPress 4.9.9, PHP 7.1.25.

When I use a contribution page for memberships that worked before on another hosting provider and on a previous version of CiviCRM, the unsupervised reserved dedupe rule worked fine. Now, every time someone renews their membership online, I get a duplicate record. Not sure when this broke, when we moved over from our old hosting provider, when I updated CiviCRM, or if there's another reason why it doesn't work. I do know that it definitely worked late last year when we started getting some early renewals for 2019 and the system was on our old provider, running an older version of Civicrm and possibly an older version of PHP.

If I manually run the rule, it brings up the duplicates and I can merge them. The merge screen shows that the email, first name and last name are exactly the same. In fact, if I enter the exact same contact information for all contact fields, it still doesn't dedupe.

There is an error in the error_log, and not sure if this is the reason:
[14-Jan-2019 14:00:52 America/Toronto] PHP Warning:  A non-numeric value encountered in /home/xxx/public_html/wp-content/plugins/civicrm/civicrm/CRM/Contribute/Form/Contribution/Main.php on line 900. This line is contained in a "// return if this is express mode" section.

If I have to manually dedupe all of our online membership renewals, this will be a real pain, so any hints are greatly appreciated.

I am not sure if its somehow related to one of the regression for 5.9.0 for Anonymous user ACL permission which is fixed in 5.9.1. Would be worth trying after upgrading CiviCRM to 5.9.1 or applying patch from here!

HTH

Pradeep


Can't install CiviCRM on Joomla I can't install the CiviCRM onto my Joomla.  When trying to install it looks like it's working then it goes back to the install screen and nothing is installed.  I have tried the zip file and tmp folder.

Make sure you are running the update database action, but it sounds like you might be installing a bad package or timing out. Could you share a screenshot? I might not be able to help much tonight, but I'd be happy to help you later this week if you don't have it resolved by then.


Activities not displaying and weird json message civi 5.9.13 WP 5.2.2
civi In a contract screen activities tab no activities are listed
error popup says "DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information about this error, please see http://datatables.net/tn/1"
EEK!
I've recently deleted various mysql data related to civivolunteer - hope this didnt break anything

PS I tried the fix here: DataTables Warning: Cannot view Activities after upgrade to 4.7.28
didn't work

Answering my own question.
On checking logs it was in fact missing civivolunteer custom fields.
restored them from backup and all good now.

Is this bad behaviour for an extension?


How to remove transfer or cancel message from event confirmation emails. We are using Civi 4.7.22 on Wordpress 4.8.22

I just realized that the below message goes out in all event confirmation emails whether or not the box in the event configurations is checked.   I would really like to remove this message.  Can someone tell me where to do that?

You may transfer your registration to another participant or cancel your registration up to 96 hours before the event. Cancellations are not refundable.
Click here to transfer or cancel your registration.

Thank you.

Found it.
Message templates > System Workflow Messages > Events (receipt only).
Modify the lines on the bottom of HTML Format.


Searches generate error 'CiviCRM_API3_Exception: "Constructor failed"' Either toolbar searches or advanced searches on Joomla/Civi latest version generate the following error (with full debugging/backtrace on - and reformatting to make more legible, the actual error looks like below):

CiviCRM_API3_Exception: "Constructor failed"
#0 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Form.php(1394): civicrm_api3("address", "getoptions", (Array:4))
#1 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Contact/Form/Search/Criteria.php(415): CRM_Core_Form->addSelect("world_region", (Array:3))
#2 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Contact/Form/Search/Advanced.php(150): CRM_Contact_Form_Search_Criteria::location(Object(CRM_Contact_Form_Search_Advanced))
#3 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Form.php(606): CRM_Contact_Form_Search_Advanced->buildQuickForm()
#4 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/QuickForm/Action/Refresh.php(62): CRM_Core_Form->buildForm()
#5 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/packages/HTML/QuickForm/Controller.php(203): CRM_Core_QuickForm_Action_Refresh->perform(Object(CRM_Contact_Form_Search_Advanced), "refresh")
#6 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/packages/HTML/QuickForm/Page.php(103): HTML_QuickForm_Controller->handle(Object(CRM_Contact_Form_Search_Advanced), "refresh")
#7 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Controller.php(351): HTML_QuickForm_Page->handle("refresh")
#8 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(309): CRM_Core_Controller->run((Array:4), (Array:0))
#9 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(84): CRM_Core_Invoke::runItem((Array:13))
#10 /var/www/html/sitename/administrator/components/com_civicrm/civicrm/CRM/Core/Invoke.php(52): CRM_Core_Invoke::_invoke((Array:4))
#11 /var/www/html/sitename/administrator/components/com_civicrm/civicrm.php(121): CRM_Core_Invoke::invoke((Array:4))
#12 /var/www/html/sitename/administrator/components/com_civicrm/civicrm.php(40): civicrm_invoke()
#13 /var/www/html/sitename/libraries/src/Component/ComponentHelper.php(402): require_once("/var/www/html/sitename/administrator/components/com_civicrm/...")
#14 /var/www/html/sitename/libraries/src/Component/ComponentHelper.php(377): Joomla\CMS\Component\ComponentHelper::executeComponent("/var/www/html/sitename/administrator/components/com_civicrm/...")
#15 /var/www/html/sitename/libraries/src/Application/AdministratorApplication.php(101): Joomla\CMS\Component\ComponentHelper::renderComponent("com_civicrm")
#16 /var/www/html/sitename/libraries/src/Application/AdministratorApplication.php(159): Joomla\CMS\Application\AdministratorApplication->dispatch()
#17 /var/www/html/sitename/libraries/src/Application/CMSApplication.php(196): Joomla\CMS\Application\AdministratorApplication->doExecute()
#18 /var/www/html/sitename/administrator/index.php(51): Joomla\CMS\Application\CMSApplication->execute()
#19 {main}

This is happening on two Joomla 3.9.4 & CiviCRM 5.11.0 sites.

On the surface this was a memory issue - increasing PHP memory limit from 512mb to 900mb fixed the error and let search work as before.

The most likely cause was the ICU update for PHP 7.2.16 - http://site.icu-project.org/download/64 - which came out & was merged into FreeBSD the night before the problems emerged. I can't really take it any further than that. The ICU update referenced "Various Out-Of-Memory (OOM) issues have been fixed" so maybe that's a clue if someone else had the same problem and can't increase PHP memory limit further.


How do I filter out memberships (by relationship)? I have a report that generates a list of members who need to be called to renew, however I want to remove from the report all those with a Membership Type: Annual Member (by relationship). Any suggestions? Thanks!

Civi 5.3.1 on Drupal

You can use 'Membership Owner ID' filter under filters tab of report.

When you set 'Membership Owner ID' as 'is empty(NULL)' it will show all the primary membership owners that is membership not created by relationship

When you set 'Membership Owner ID' as 'is not empty(NULL)' it will show all the secondary membership owners that is membership created by relationship membership

PS: Don't miss to filter Membership type ;)

HTH

Pradeep


Can't edit or save CiviCase types I have a fresh install of CiviCRM v5.4.0 running on Wordpress. I wanted to modify the default CiviCase types, but the 'Save' button or the 'more' buttons are inactive, i.e. nothing happens when I click on them. Is this a known issue?

P.S. I'm running shoreditch theme 0.1-alpha22, but I have this issue regardless if I use the theme or not.

Yes, I think this is a core bug because of recent change. You can find temporary solution at CiviCRM 5.4, Unable to create case type (angular validation error)

HTH

Pradeep


Is it possible to populate a set of custom fields with data from a postcode dataset? My organisation (and others I presume) would find it useful to populate a set of custom fields based upon a contact's postal code.

The dataset is the Scottish Index of Multiple Deprivation (SIMD), which provides demographic information by postal code area. The data is available as a CSV file: http://www.gov.scot/Topics/Statistics/SIMD/SIMDPostcodeLookup

What would be the best way of implementing this?

There's an extension that provides this functionality called "CiviCRM Region Lookup".  It says it only works through CiviCRM 4.4; I'm not sure if anyone's tested it with a newer version, it might just work.

Note that it's not an easy process to set up for the very first time - but it's easier than writing custom code to handle this from scratch.  You may have follow-up questions, but that link should get you pointed in the right direction!


Redirect back to Event Registration after login fails I've implemented user accounts during Event registration by enabling the profile's advanced settings to give the user the option to create a Joomla account.

When a user registers for an event, they are correctly offered the chance to sign-up or login:

  If you would like to create an account on this site, check the box below and enter a Username and a password. If you already have an account please login before completing this form.

The 'login' word above is hotlinked to a page which allows the user to login and then CiviCRM should return the user back to the Event Registration page.  It does not - after logging in, the user just gets a blank page.

The reason seems to be that the redirect page is malformed; it is:

/index.php?option=com_civicrm&amp;task=civicrm/event/register&amp;reset=1&amp;id=60

when it should be:

/index.php?option=com_civicrm&task=civicrm/event/register&reset=1&id=60

The & concatenators in the URL are being incorrectly escaped.  Any ideas how to address this?

Fix proposed here to turn off the cleansing of the redirect URL:
https://github.com/civicrm/civicrm-core/pull/6183


Send Test and Next not clickable (greyed) due to missing value in reply_id field (i think) Similar to this question and this one but different issues. All required fields and tokens are filled in. But db is showing Null for reply_id field, whereas all earlier mailings have an '8' in that field. I can't see if this is settable via the UI and am unsure why this would either now be required, or the default is NULL. This site recently upgraded from 4.4.19 to 4.6.8 with no warnings related to this afaik.

Not sure if this is the answer, or a better identification of the problem.

I see that in Headers, Footers etc Auto-responder ID is '8' but is not set as default.

Not sure if setting it to default, and saving and reopening my mailing resulted in button being clickable or if that was the one I edited in DB.

Will have to look in to whether someone turned that default off or it is was a minor glitch in the upgrading.


Create profile not creating contact properly unless logged in on wordpress with civicrm 4.6 bit lost here

We have a newsletter signup page which has a form created using profiles.
When the user submits the information it should create a contact (then a civirule will add a new activity when the user gets added to the newsletter signups group)

At first, the issue that we were seeing was, when not logged in (when logged in, it all works fine), when civirules was trying to add the user to the group it would say "source_contact_id is not a valid integer"
Disabling the civirule gets you to the success page but doesn't fix the underlying issue.

When logged in the contact is created properly
The newsletter page responds as so:
First Name
tester
Last Name
test
Email
test@example.org

And adds the contact info to the contact

When not logged in it returns:
First Name
Last Name
Email

And doesn't add any contact info to the contact
The civi url would be for example: ?page=CiviCRM&q=civicrm/profile/view&reset=1&id=123456&gid=12

So in short, if the form is filled in and the user is logged in, everything works as it should. If it is an anonymous user the contact gets created but the name & email isn't created
Permissions are set up with anonymous being able to edit/create profiles and even just giving permission to everything doesn't help...
There's no errors either...

Please help!!!

The symptoms I thought there were, weren't there, the contact was being created correctly, my method of testing was wrong...

The problem is a bug in civirules, when creating an activity when not logged in, it doesn't have the "source_contact_id" parameter available for the API (when you look at an activity, it's the bit that says "added by"...

My solution (we're on wordpress) was to add
if(!is_user_logged_in()){
$parameters["source_contact_id"]=1;
}
before the API call in the plugin.

I've reported the issue over here https://github.com/CiviCooP/org.civicoop.civirules/issues/152 and will build in the method of being able to set a default contact for activities if the user isn't logged in (which I'll pr on the git repo), my fix is wordpress specific, hacky and needed to be done quickly


How to create a statemachine/wizard in a modal/popup? I wrote an extension with wizardized forms utilizing civi's statemachine. If I call the wizard in js with CRM.loadForm() it closes when postprocessing the first form.

As far as I can see loadForm() appends snippet=json to the url and on next click, the statemachine's perform() calls the form's mainProcess which directly serves json.

So how can I achieve a modal wizard? Am I missing something?

Thanks in advance // nielo

I'm not saying that civi statemachine has been done a decade ago and that it shows, but most of us would rather do something else than trying to use it ;)

How familiar are you with angular? You would end up with a nicer and smoother interface, and angular is now part of the core and with lots of useful helpers to interface with the api.

Look what @totten has done for the new civimail interface on 4.6 for instance for inspiration and an example of modal interface.

He and robin did a session about angular at civicon london that you can watch online:
https://london2014.civicrm.org/sessions/using-angularjs-enhance-user-experience


Thousand separator for number field in "Tab with table" display My custom field is a "number text" displayed in a tab with table. For example it's displayed 123456789.99 but I need thousand separators, I mean that I'd like to read 123,456,789.99
How can I add this feature ?
I use CiviCRM 4.6.5 with the drupal version 7.38.
Regards,
Hashkey

Check the settings at Administer/Localization? There is a setting for thousands separator!


How would you anonymise (or redact) private data for developer stage? Private information is confidential. However for developers to debug errors they need a copy of your data that's close enough to production to effectively debug. How can we redact, strip or remove confidential data from CiviCRM?

Two options come to mind. I could spend time creating anonymous test data that covers  all the possible variants of our complex hierarchical contact relationship structure. The other option would be to go through a copy of production and anonymise it by overwriting private data with random strings. But we are talking here about some 9000 contacts. Working with API calls to anonymise could take hours, not really an option for a fast workflow.

Anyone with experience or ideas could share his thoughts on this subject?

Some thoughts

Anonymizing data is hard work.

Eg: Would it be OK if your developer could de-anonymize your contacts by identifying from geolocated data? What about identifying by "metadata", if suburb data is left in? Does your developer need a DB with activities from inbound email left in? Has the situation improved in the decade since WIRED Why 'Anonymous' data sometimes isn't, or gotten worse? (It got worse!)

As you anticipated, generating real-looking fake data is much slower than garbage data, and that's one tradeoff. The other is that a CRM has data in places you might not think to look, so you are safer treating the data as "mostly anonymized" even when you're done. (See that Wired article!)

One approach, which may also speed up your testing, is to remove data unless you know it's needed (and only anonymize what you didn't already remove).

Not testing mailing reports? Truncate those huge mailing tables.
Not testing custom data? Great, that stuff is hard to anonymize! Drop it!
Not testing performance? Cull your test DB down to 500 contacts before anonymizing.

What you choose depends on how you need to use it, and what's OK for your testing. As you say, for debugging developers need a "near exact" copy of the live data ... but the more a test data set matches your site's profile, the less anonymous it will be.

Some starting points

anonymize extension (xurizaemon/org.civicrm.contrib.anonymize) aims to anonymize a DB. Offers two strategies: Faker (slow, generates real-looking names like "King, Lesley") and SQL (fast, generates names like "Tdfv, Fnedftd"). With recent updates, this is probably your best bet - but you'll be an early user, so please direct feedback to Github!
Michael McAndrew's POP library is the most featureful IMO, its goal seems to be to populate a site with fake data rather than anonymize an existing DB. See the blog post Populate your CiviCRM site with fake data. A similar example using nodejs is civi-charlatan.
anonymiser (systopia/de.systopia.anonymiser) is another CiviCRM anonymiser extension under recent development as of June 2018. I haven't checked this out (and Sean and I didn't find it when we started work on anonymizer).
redaction_tool (johnff/redaction_tool) is another tool to redact contact data (WIP)
civicrm-fake-data (on github) is a ruby script to replace existing data with fake data.
civicrmanonymisation is an SQL approach to anonymising a DB.
encryptDB.php was in CiviCRM core, but it was a poor starting point; MD5 is not encryption, so what changes it does make are reversible. It also targeted a limited number of fields, so your DB would still contain identifying data even if not deanonymised ...
civicrm_obfuscate_db.php (based on encryptDB.php above) is another script I wrote several years back. It generates a set of SQL commands to obfuscate your DB. It's SQL-based so relatively fast, generates incomprehensible names ("bggerns srrssbb"), and like all the above options is not a complete solution.
Another option would be to construct a test environment with test only data that simulates all situations you need to test, and keep expanding it as you identify new bugs. Let's be realistic, few CiviCRM sites have budget for that

To recap: none of the above are complete working solutions for what you want, and the solution you need depends on your context. But please do contribute your experiences to the community - most of the above have a Github issue queue you could submit improvements / feedback to!

One particular sticking point for several of the above seems to be CiviCRM's "Database Logging" tables, which by default use a format which complicates sanitisation. If you're testing or using any of the above, you should definitely review whether those tables are being de-identified completely in the process.


Multi-Page Event Registration? Our event applications use profiles with a lot of fields.  Is there any way within the core of Civi to break up our application page into multiple pages so users don't see one huge form page with so many fields?  Like could we break things up by sets of fields or even by profile?

Or is this the time to start looking into Webform and it's CiviCRM integration module?

This is definitely the time to start looking into Webform and it's CiviCRM integration module! It provides page breaks and much more which is not possible with CiviCRM.


Can inherited members receive scheduled reminders? In the scenario that organizations that have memberships, and then people are associated with the organization by relationship (and inherit that membership), it would be good to be able to send a scheduled renewal notice to the people that currently have the relationship with the organization. (Let's call that relationship "Representative is / Representative of"). The organization itself may not have a valid email address, and even if they do, it is probably not the right one that renewal notices should go to. The people who are currently "Representative of" the organization may change over the years while the organizational membership remains constant.
I have been trying to set up such a flow (as follows):

Organization has membership
Individuals have a relationship with the organization that inherits the membership
A smart group filters these people (e.g. an active relationship, let's say) and this group is used in the scheduled reminders to limit reminders only to the appropriate people.
Cron jobs are being fired (and the "Send Scheduled Reminders" cron job in particular is being fired).

However, no reminders appear to be going out.
In researching, I found this PR and am trying to decipher if this relates.

After
A scheduled reminder is only excluded if

The membership triggering the reminder is inherited, and
The contact lacks relationship-based permission to edit the membership owner contact

Does this mean our entire scenario is unsupported? (ie. inherited memberships cannot receive Scheduled Reminders)?
There is also some description related to whether or not the relationship is permissioned for editing. In our scenario we would not choose to set this permissioning, but if that would solve this issue we might change our mind. I did a quick test and was not successful yet in getting a reminder to go out even with permissioning.

Confirm that they have ALL of following conditions met:

current employee relationship that is also permissioned
inherited membership


Renew Link showing - The page you requested is currently unavailable The affected renewing members are getting

"Sorry but we are not able to provide this at the moment. The page you requested is currently unavailable. Return to home page."

When attempting to click the Renew Now button from the dashboard.

For this case the originating contribution PageIDs were disabled. Once re-enabled the renewal button worked fine.


Adding Image using javascript I am trying to insert a new image using an extension and I am put that image into images directory (under the extension directory);

CRM.$(function($){
   cj("#civicrm-menu").prepend('

');
});

  I tried to put like this

src ="images/myimg.png"

But it is not working.

How to give a src path of that image ?

I looked in CRM.config to see if there was a helpful variable, but there isn't.  I think you need to add this variable via PHP.

From the CiviCRM Javascript Reference on Server-Side Variables:

In PHP:

$config = CRM_Core_Config::singleton();
CRM_Core_Resources::singleton()->addVars('myNamespace', array('extensionsUrl' => $config->extensionsURL));

In JS:

src = CRM.vars.myNamespace.extensionsUrl + "/images/myimg.png"


The theme that CiviCRM uses is the one! We've been looking for simple, mobile-first, CiviCRM friendly theme, to dovetail with a modernized version of our non-Drupal front end. The CiviCRM  site looks swell, y'all! I'm sure there were some custom moves made, but would you mind telling what you started with if anyone is around who knows?

Gratefully,

Clay Kilgore
San Francisco

I did not work on the site, but looking at the source code from View Source in the browser, it looks like the Bootstrap theme was the main theme, and then they created a subtheme called "civicrm_bootstrap" off of that.


How do i delete unknown addresses from a group I am generating a list to send a mailing to via postal mail. I have created the group and now need to delete contacts from the group who don't have an address.

You can use use Search Builder (Search > Search Builder) to search for contacts in a group and add another search field like contact City (Primary or whichever address field you are using) is empty.

You can then select the results and delete, or remove from the group.


WordPress Site Health contains critical errors unless CiviCRM is disabled I uninstalled all WordPress Plugins (except CiviCRM). Then, I uninstalled all CiviCRM Extensions and Components.

Only when I disable the CiviCRM plugin does this error disappear:

WordPress 5.4

CiviCRM 5.22.1 / 5.23.4

The REST API encountered an error
The REST API is one way WordPress, and other applications, communicate with the server. One example is the block editor screen, which relies on this to display, and save, your posts and pages.

The REST API request failed due to an error.
Error: cURL error 28: Operation timed out after 10000 milliseconds with 0 bytes received (http_request_failed)

Your site could not complete a loopback request
Loopback requests are used to run scheduled events, and are also used by the built-in editors for themes and plugins to verify code stability.

The loopback request to your site failed, this means features relying on them are not currently working as expected.
Error: cURL error 28: Operation timed out after 10000 milliseconds with 0 bytes received (http_request_failed)

Do not worry, the Health Check loopbacks and REST API checks are inaccurate. Nothing is actually wrong. You can install Disable Health Check.


How can I generate a report for the financial transaction entered by USERS of certain "drupal Role"? Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure out how can I generate the report for the contribution specifically created  by those staffs of “SHOP”. Any help would be appreciated. Thanks

You could sync your Drupal role to a Civi group with the CiviGroup Roles Sync module then use the group in the report filter criteria.


Drush error: "Command ... needs the following module(s) enabled to run: civicrm" I am trying to use Drush to run a CiviCRM command (for example, civicrm-sql-dump and although CiviCRM is enabled and running fine, I get the following type of error:

> drush civicrm-sql-dump > ~/dumpfile.sql

Command civicrm-sql-dump needs the following module(s) enabled to run: civicrm.
The drush command 'civicrm-sql-dump' could not be executed.

What is causing the problem?

For some reason the Drush cache is not up to date (for example, if you've recently upgraded CiviCRM). If you clear the Drush cache as follows, the command should work as expected:

> drush cc drush


Blank Mosaico templates Just newly installed Mosaico - I did the three extensions in the right order and the correct versions (afaik), but when I try to create a mailing, the templates are not there, just the text/title. There's no way to edit the template, either when creating a new mail or via the Mosaico Templates menu link.

It's also gone super slow - is this related?

I was going to do a screenshot but now the Mailing edit page won't load. No error message, it just displays the Title ('CiviCRM') and a blank page. Is this related? When I disable just the Mosaico extension, the speed almost returns to normal and the normal 'traditional' mailing component works as normal.

Turning off Asset Caching fixed this issue for us.


How do I set a "Case Type Category" in the Compucorp CiviCase extension I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database.  However, I can see no way through the user interface to change it.  This means, e.g, that I can't add multiple workflows for the Prospecting extension.  Am I missing something?  Or is this only available via direct edits to the database?

There was a long discussion about the concept but the key comment is probably this one where it says it's not meant to be in the UI (or at least wasn't on the immediate roadmap) and such categories would be created by other extensions behind the scenes and specific to those extensions: https://lab.civicrm.org/dev/core/issues/630#note_16827

So it seems that yes at the moment you'd have to do it yourself outside the UI if you want your own categories.


Number of contacts vs. hosting space required Apologies if these questions seem pretty elementary, but I am having a hard time finding definitive answers anywhere else on the web:

1) Is there a maximum number of contacts one can include in a CiviCRM database? A lot of free CRM options out there have a 10,000-contact maximum, and I wanted to make sure CiviCRM does not.

2) If there is no contact maximum, approximately how much hosting space would a 10,000-contact database require? What about a 25,000-contact database?

Thank you so much in advance for any help with answering these questions!

CiviCRM is distributed under a GNU AGPL 3 license; there are no legal limits as to the number of contacts or number of users you can have.

On the question of storage, it isn't easy to say definitively what a maximum number of contacts would be, or even how much disk space a certain number of contacts would require.

Contacts are only a small part of a CRM system. You're also recording event participation, contributions, memberships, mailings, and so on. The more numerous these data points, the faster your storage needs will multiply.
There can be huge variation in uploaded files like profile pictures, logos, or attached PDFs— these still count against any storage quota, even if they're not stored in the database.
Even considering the database alone, not every field of every record will be populated; turning off geocoding or stripping down greetings will make a difference.
Every site will have different custom fields, in number, type, and population.

Two identical databases can further differ based on the configuration of the system. For example, the number of characters you store in a database is different from the number of bytes of space it takes up. In a character set like Latin-1 (ISO-8859-1), all available characters can be stored in a single byte, but because UTF-8 includes a vastly larger range of characters, it might take up to 4 bytes (as of MySQL 5.6, MySQL will use up to three bytes) to do so. The differential will not be significant for Western European languages, but would be radically so if your database contained Chinese characters for example.

With MySQL, size limitations generally depend on the file system (which relates to the operating system). Since InnoDB tables can span multiple files, your db can be quite large indeed; however, the time and memory it takes to search through exceptionally large databases could render CiviCRM impractical, and this of course relates to how fast the hard disk is and how much memory is available, and how your MySQL is configured. There is a whole cottage industry around MySQL tuning, though many of the tools like MySQL Tuner wouldn't be usable in a shared hosting environment.

To illustrate, I have a CiviCRM 4.6.3 database with 2500 contacts in UTF-8 stored on an ext3 drive that is 202MB in size; there are various complex membership levels, monthly events, and frequent mailings maintained in CiviCRM. Another organization on the same server has almost 8800 records, also UTF-8, and 12 custom fields. Yet this database takes up only 13MB of space (!). That is because the vast majority of contacts are only a name and email address, and there are only a few dozen mailings stored in the system.


Scheduled FTP data import In my extension, I can now import some data (contact and membership) from a csv file through a specific download form.

I need now to create a scheduled import, that search, once a day, a folder for the csv presence. The php with the internal routed URL is now ready but I don't know how to periodically call it:

calling the routed page URL, ask me for credentials before executing
create a scheduled job, needs, from what I understand, a specific API

How can I do?

Thanks

You can create an API with civix generate:api. More information can be found under Add an API function in the Civix page of the Developer Guide.


Random Stripe Webhook Issues Latest CiviCRM - Latest Stripe - Wordpress

I am getting this error often:

Stripe Payment Processor Webhook: Credit Card (3)
Stripe Payment Processor Webhook: Credit Card (4)

From what I can tell - our stripe webhook is correctly setup.

I think the new version tries to create the webhook automatically. Maybe if it already exists in the Stripe account it can't create it -- have you tried deleting the webhooks in the Stripe account and then using the "Fix Stripe Webhook" (civicrm/stripe/fix-webhook) page in CiviCRM to regenerate it?


How to identify if the event is a repeat event? I want to identify repeat events and mark it as not paid event programmatically and only if the user has paid for the main event, I want to allow them for repeat events
Right now I don't see any value in event array which indicates that the event is a repeat event
How can I implement it?

 "id": "49",
            "title": "Title",
            "event_title": "Title",
            "summary": "Summary",
            "description": "Description",
            "event_description": "Description",
            "event_type_id": "2",
            "participant_listing_id": "1",
            "is_public": "0",
            "start_date": "2019-01-15 20:20:00",
            "event_start_date": "2019-01-15 20:20:00",
            "end_date": "2019-01-17 00:00:00",
            "event_end_date": "2019-01-17 00:00:00",
            "is_online_registration": "0",
            "max_participants": "22",
            "event_full_text": "This event is currently full.",
            "is_monetary": "0",
            "is_map": "0",
            "is_active": "0",
            "is_show_location": "1",
            "default_role_id": "2",
            "is_email_confirm": "0",
            "is_pay_later": "0",
            "is_partial_payment": "0",
            "is_multiple_registrations": "0",
            "max_additional_participants": "0",
            "allow_same_participant_emails": "0",
            "has_waitlist": "0",
            "allow_selfcancelxfer": "0",
            "selfcancelxfer_time": "0",
            "is_template": "0",
            "created_id": "2",
            "created_date": "2019-01-07 20:22:38",
            "is_share": "0",
            "is_confirm_enabled": "1",
            "is_billing_required": "0"
        }

The repeat entity is stored in civicrm_recurring_entity table so you might need to use the RecurringEntity api for this purpose. The following should result the repeating events for you -

$result = civicrm_api3('RecurringEntity', 'get', [
  'sequential' => 1,
  'entity_table' => "civicrm_event",
  'parent_id' => main_event_id,
]);

Similarly the api can also be used to find repeated activities.


looking for a tutorial for installation of civiCRM for wordpress on NAS Synology Iam looking for a tutorial for installation of civiCRM for wordpress on NAS Synology.
Could you hep me. is it possible ?
jf briois

I'm not aware of any guides for installing on NAS Synology but general installation instructions are at https://docs.civicrm.org/installation/en/latest/
It looks like you could either try to install in the Synology Web Station or create a Linux VM.


when upgrading should i delete all files AND all folders in templates_c directory? I am following the wordpress upgrade procedure here:
https://docs.civicrm.org/sysadmin/en/latest/upgrade/wordpress/

the instrucutions say to clear cached files by removing all files in the templates_c directory.

I have a  subdirectory en_US within the templates_c directory which has many further subdirectories.  Am i supposed to delete these too?  or just the files in the template_c director itself?

many thanks

Yes also the en_US subfolder. Actually especially that folder, since that's where the precompiled files get stored.

You can also use the menu option under Administer -> System Settings -> Cleanup Caches, which will do it for you.


When will 4.4 LTS end, and what will replace it? Official support for CiviCRM version 4.4 as a Long Term Support (LTS) version began in the fall of 2014. When will it continue to, and which version will become the next LTS?

4.6 will be the next LTS version. The switch from 4.4 to 4.6 will probably occur at the end of 2015, since the 4.6 branch will be quite stable by then.


Receipt not CC-ed for offline donations Why is a receipt not sent to the email addresses set in the Contribution Page for an offline receipt. For instance, online donations to the "Shoe" contribution page are all cc-ed to "bookkeeping". But when an offline donation is processed and the "Shoe" contribution campaign is chosen, no cc happens. Is this because it doesn't run through these page settings when sending the email?

Based on Ken West's comment here Why is offline contribution sending an online receipt? I'm guessing that's the case??

  "CRM_Contribute_BAO_ContributionPage::sendMail(). So there's an
  assumption that a Contribution Page is involved."

Is there not a way to simply set a CC, even if to say if no contribution page is involved, default the CC to bookkeeping? Even if it can't pick up the info on a page by page basis a default email is a better solution than no email.

Coming from a different angle, perhaps you could use CiviRules (along with the added extension Email API to enable CiviRules to send emails) so that any time a contribution is added, you could send an email to your bookkeeping address.  (And thus you wouldn't need the CC or BCC for the contribution pages).

Out of the box, you can set conditions for different financial types.  Another option: if you didn't want to go to use CiviRules for every contribution, just the off line ones, you could create a custom field for contributions indicating off line, and then use a CiviRules condition of Field Comparison for your new custom field, so emails get sent via CiviRules only when the back office is filling it out.


Why do I get a security alert AFTER installing 4.6.14? I just installed 4.6.14 on a test system, and still get the security alert popup message at the top right of the screen, and on the last line of the screen.  Is this an error?  I cleared caches (Civi & Drupal) but still get the message.  I know I can suppress them but I don't think they should be appearing at all.

There is an open issue on this: CRM-18156.

This logic is implemented in CRM_Utils_Version:: checkBranchForNewVersion() -

check as implemented in v4.6
check as implemented in master / v4.7

Update: Now fixed, cause was identified as data in the pingback / version check feed on CiviCRM.org. See JIRA issue CRM-18156 for details.


Rest API contribution get doesn't return display_name in my Civicrm 5.31 on Wordpress 5.5 I'm trying to retrieve contribution data via Rest API, using the apiExplorer I get the code:
wp-content/plugins/civicrm/civicrm/extern/rest.php?entity=Contribution&action=get&api_key=userkey&key=sitekey&json={"sequential":1,"return":"contact_id,contribution_source,total_amount,fee_amount,trxn_id,invoice_number","receive_date":{">":"01/01/2021"}}

but if I try to add the display_name it doesn't work. I try: contact_id.display_name and display_name

You're in a bit of a tough spot, I'm afraid.

The display name is attached to the contact, not the contribution.
You would typically use an API join to handle this.  However, joining to the Contact entity isn't supported in APIv3.  It is supported in APIv4 (and in fact is one of the main reasons behind API4).
However, API4 doesn't have a REST interface at present.

So you have two options:

Make 2 REST calls;
Try to use APIv3 chaining.  This will let you make a single REST call, but does NOT reduce the number of API calls made internally.  I've always found it to be more trouble than it's worth though, and I shudder to think about what that would look like over REST.


How to I add new records to a batch after it has been created? How do I add new records to a batch after it has been created in batch data entry.

From Contributions > Batch Data Entry. Select Edit next to the batch you have created, from here you can edit the number of items which will give you new records to add to the batch you've already created.


Restricting users in the same group to view/edit ONLY their own contact details Restricting users in the same group to ONLY edit their own contact details.

I do not want to create separate group for each contact and then put the restriction. I have many contacts in one group and would like to restrict users from updating each others' details.

Thank you in advance.

Unless you have other reasons for doing so, you do not need to give a user access to the back of CiviCRM to edit their own contact details.

In Drupal you can do this by setting any profile with the relevant fields to be Used For "View/Edit Drupal User Account".  This profile will then appear on the Drupal account information page when that user is logged in and they can edit their own details.

There is similar functionality for Joomla! and Wordpress, but I can see that the User and Admin guide is somewhat Drupal-centric in this regard and does not specify the equivalent Used For option for those. It looks like it may be "User account" and that the profile labelled "Name and Address" always has that option selected and is the only profile that can have that option selected in both Joomla! and WordPress.

Alternatively it could be that in Joomla! and WordPress any Contact profile can be exposed through the front-facing web pages to allow logged-in users to edit their own information if you follow the instructions in the Integrating with Joomla! or Integrating with WordPress sections of our User and Administrator Guide.

(I, too, am somewhat Drupal-centric.)


accessing civicrm in lan I am running Civicrm wordpress in my PC and I want to access it through LAN. When I am trying to run the site from other machines using http://myipaddress/site, the login page opens fine. but in the next links the URL redirects to http://localhost/

Should I have to change in code in all places from localhost to my ip address? any easy way to do it without missing any files?

Using WAMP 3.0.6

you need to update your Base URL with your IP address - because your base URL is pointing to localhost that is why your remote PC is redirecting to localhost

change the BaseURL to your IP address and that should fix the issue

I guess this helps!!!


Will Stripe Payment Processor work with CiviCRM 4.6 and/or Drupal Webforms? We are planning to use stripe payment processor with CiviCRM 4.6.x and are considering using it in Drupal Webforms. Currently the extension is only marked as compatible with 4.5 but there is a 4.6 dev branch on github.

I was looking into stripe in combination with CiviCRM <--> Drupal webforms and found that there had been issues, described here and here. I was however not sure if those were resolved (as indicated by the Drupal issue) or if there are still problems as the Github issue is still open.

I tried to contact Drastik on the stripe payment processor blog but the spam protection wouldn't allow me for some reason. I also tried the contact form and email but got no response.

I would love to get some feedback on 4.6 compatibility from the developer or anyone who has tried it.

We are using Stripe with 4.4.14 and had problems accepting payments for memberships using a webform. With investigation though, our developer installed a version of Stripe 1.9.1 from the github and the latest dev build of webform and it is now working for us.

Whether anything within 4.5/4.6 has changed to make our experience irrelevant, that I can not answer.

Whether it is useful or not, contrary to the information on some of the links you provide indicating it might be a problem with the webform module; in our case it was apparently the Stripe module that was the issue.


Who admits new Transifex Translators? CiviCRM's translations are managed on Transifex, I have been a coordinator of the German team for about two or three years. I noticed that new translators are admitted to the German language team regularly and I was wondering how that works.

I only know two other coordinators (there are six) and reached out to them but they don't do it either. I would love to be able to contact new translators before they actually translate strings in order to let them know about best practices.

So my question is: Who is the manager able to permit new translators on a Transifex team (particularly the German one)?

Currently Transifex has a setting to automatically accept new team members, but it is a global setting, not per language.

My recommendation would be to use the "reviewer" feature of CiviCRM. If you tag strings as reviewed, only reviewers can edit them. You can then more easily review strings that have been translated by new translators.

I agree, however, that it would be nice to have a better welcome process for translators. Currently the only help we have, is the text shown on the main CiviCRM Transifex project page, which says "help page" and leads to Translator Resources.


wp-cli and job.execute I'm trying to follow the WP set up instructions for scheduled jobs https://docs.civicrm.org/sysadmin/en/latest/setup/jobs/ using wp-cli

I can't figure out if I have things working correctly or not!

What response am I expecting when I run the wp-cli job.execute command?

I get:

Array
(
    [is_error] => 0
    [version] => 3
    [count] => 1
    [values] => 1
)

In the civicrm wp admin panel the system status shows last cron job run at approx the time when I ran the wp-cli command , so I guesss this means things are working ok?

But the logs in admin/system setting/scheduled jobs don't show any matching logs for the enabled jobs ?

figured it out now! the response , I think, is fine. logs only generated if the specific job runs which is determined by the Run Frequency settings


Unintentional removed CiviCRM compnents in Joomla, Re-Installation fails Joomla 3.9.1 - CiviCRM 5.7.2

Hallo Community,

I wanted to remove the CiviCRM components from a test site. Unfortunately I picked the wrong TAB (Test and live have very similar names) and removed the CiviCRM components from the "life" site.

I already checked the D/B. All tables are still in place.

When I try to reinstall civicrm components from joomla_site_root/tmp/com_civicrm the process seems to start, but followed by a blank page.

Is there any other way to recover CiviCRM without performing a complete backup. My last backup is about two weeks old, but we had a lot of data updates in this time.

Thank you for any hint!

Bert

Have you deleted /media/civicrm/templates_c? That's where Civi caches pages and can be a cause of white screen of doom. You could maybe try deleting/moving the entire media/civicrm directory (saving any files or extensions you've uploaded there) before installing. If that still doesn't help maybe try emptying the dbse tables:

civicrm_acl_cache
civicrm_acl_contact_cache
civicrm_cache
civicrm_group_contact_cache

If none of that works - then maybe you could try creating a new install of CiviCRM to a new database (making sure it's the same version as the one you deleted) and then change the dbse settings in

/components/com_civicrm/civicrm.settings.php
/administrator/components/com_civicrm/civicrm.settings.php

to point to your old dbse (and then deleting the templates_c directory again)


Create a smart group that excludes Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in Bakersfield, CA.

You can use custom search 'Include / Exclude Search' (CiviCRM >> Search >> Custom Searches >> Include / Exclude Search)

Create a smart group of donor who stay in CA
Create a smart group of donor who stay in Bakersfield, CA
Use Include / Exclude Search, to search contact in group #1 and exclude from #2

Thanks

Pradeep


Edit Contribution Form for receipt How do I edit a contribution form to show the name of the organization and to put a note in like membership allows?

You can achieve this by creating a custom fields for Contribution i.e by creating
1. contact reference field that will list Organization.
2. Note field that will give you option to add notes.

Ref: https://docs.civicrm.org/user/en/latest/organising-your-data/creating-custom-fields/

HTH
Pradeep


How should I add sign up forms into 3rd party sites? Our install is on Joomla, but Civi newsletter signup forms are needed also on other sites. They use everything from manual HTML (etc.) to other CMS platforms. How can I add group sign up forms to them?

The Civi book suggests using profiles and they do have a HTML generator. However the code it produces both doesn't work and the generator itself is not maintained (according to the core team), so it appears there is no out-of-the-box solution for integration into other hosts since 4.5.

What have you used, done in such situations? Please be explicit.

Non-programming approach:
Use HTML Snippets for the profile. If it is not working according to documentation in book it might be that a) the documentation needs to be updated, or b) there is a bug in this functionality, or c) there is a bug in the custom page that includes the snippet. I would expect that c), b) and then a) are the likely order of solving this.

NB: when using HTML Snippets, you should ensure that permissions to create all the objects needed for the form (eg custom fields, contacts, etc) are available to an anonymous user.

Programming approach:
a) If you are doing this to allow one other site to callback into CiviCRM, then I would have it call CiviCRM's API via REST - http://wiki.civicrm.org/confluence/display/CRMDOC/Using+the+API#UsingtheAPI-REST.
b) If you are expecting to reuse the form in multiple other sites, then I would create an iFrame via your CMS and include the iFrame from the other sites. The iFrame itself would still need to use the external services protocol at the above link rather than AJAX since in general it will not have logged in before posting.


Can a household register online? I'm testing CiviCRM for a camp, and some of the families that come to a week of Family Camp are very large (some have 10+ kids). I tried the "Register additional participants" method for a large test family, and it

Took forever,
Generated massively long email receipts, and
Didn't generate any family relationships, shared addresses, etc on the backend. This isn't surprising, but it was depressing to think how much manual cleanup this will require after every single registration.

Household registrations seem to be a good potential solution. I cannot find a mechanism for anyone to act as a household, but some of the settings, such as allowing a household to edit member's addresses, seem to indicate that this is possible.

Is there a way that an external constituent can register a household for an "event" (camp session)?

If you are using Drupal as your CMS, then the answer is "yes". The drupal Webform-CiviCRM Integration module allows you to set up a form to register one or more people for any number of events, with full control over creating relationships, sharing addresses, sending a concise email recipt, and customizing the look and feel of your form.

For more information, see the user manual, or this how-to video from CiviTeacher.


Intermittent "Your browser session has expired and we are unable to complete your form submission" errors In the midst of a fund drive and we're seeing intermittent instances of the message "Your browser session has expired and we are unable to complete your form submission. We have returned you to the initial step so you can complete and resubmit the form. If you experience continued difficulties, please contact us for assistance." on our contribution page.

This is on WordPress, CiviCRM 5.6, using the latest version of the Stripe plugin.

Nothing jumps out at me in the logs -- I do see some weird permission denied on wp-blog-header.php messages but those don't seem to be related in terms of the timestamp, and the site's behaving fine from what I can tell.

Any ideas on what might be causing this and how best to troubleshoot further? Thanks.

Based on further investigation and discussion this seems to have been related to the WP Super Cache "Don’t cache pages with GET parameters. (?x=y at the end of a url)" setting being disabled. Once we got a bit of a spike in donors some people started seeing the error, but luckily a donor notified us so we caught it pretty quickly, and I was able to flip back to a Gravity Forms donation form as a stopgap while we did some troubleshooting. Live and learn.


Non-admin user can't reserve survey respondents without getting error "Missing Interviewer contact." WordPress 4.9.10
CiviCRM 4.7.29

When I'm logged into CiviCRM as an admin, the process of reserving respondents for a survey works fine.  However, if I'm logged in with a WP "Contributor" role (which is the role all my civicrm users have) I get an error message when I try to reserve them, "Missing Interviewer contact.", as seen below.

Looking at the search criteria I see that there is no field to assign the interviewer as there is when I'm logged in as an admin:

I checked my survey-related permissions and I think I have it setup correctly so a person with the "contributor" role should be able to do this:

Is there something else permissions-related that I need to be setting, or is this maybe a bug?

Thanks for any help,

Ruth

I believe you also need the "CiviCRM: access contact reference field" permission, based on what you're reporting.


Problem with CiviMail Menu on Joomla 3.4.1 - CiviCRM 4.6.2 I upgraded to CiviCRM 4.6.2 on Joomla 3.4.1 last week.  Everything seemed to work fine, however, when I tried to send out a New Email today, the CiviMail page did not display, the CiviCRM menu did not properly display nor can it be used to navigate.

I tried to see if the same problem occurs on the Joomla Demo, but CiviCRM is only on Version 4.6.0 there.

The following images reflect what I'm seeing:

All other menu items under mailings display and work properly:

Just one example.

However, the new A/B test results in the same type of screen as in image 1:

I've cleaned out the Templates_C directly, along with the site & browser caches, to no avail.

I've got to get this mailing out to our members within the next few days.  Any assistance would be appreciated.

In my case the issue was the K2 component (version 2.6.9), Joomla 3.4.1 and CiviCRM 4.6.2, specifically its system plugin, which is required for K2 to function correctly. This plugin monkeys with the HTML  code and inserts Opengraph tags, but these are not escaped by CiviCRM, or they are inserted by K2 after CiviCRM has done its thing.

See plugins/system/k2.php - specifically this code section:

if (JString::strpos($response, 'prefix="og: http://ogp.me/ns#"') === false)
                    {
                            $searches[] = '<html ';
                                    $searches[] = '<html>';
                            $replacements[] = '<html prefix="og: http://ogp.me/ns#" ';
                            $replacements[] = '<html prefix="og: http://ogp.me/ns#">';
                    }

Change this to:

$app =& JFactory::getApplication();
            if ($app->isSite()){

                    if (JString::strpos($response, 'prefix="og: http://ogp.me/ns#"') === false)
                    {
                            $searches[] = '<html ';
                                    $searches[] = '<html>';
                            $replacements[] = '<html prefix="og: http://ogp.me/ns#" ';
                            $replacements[] = '<html prefix="og: http://ogp.me/ns#">';
                    }
            }

CiviRM bug tracker
JoomlaWorks / K2 issue report (and patch)