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There is no nicer way to say this. My client's end users couldn't follow instructions if they were tattooed on their hands.

It's time to renew memberships. All members are organizations, so all contributions are "on behalf of." The users can't be trusted to enter the names of their member organization correctly. Is there any way to make the "organization name" into a drop down based on relationship?

I can't think of another way to keep users from entering initials instead of the proper organization name. I swear, they will be so creative with input that I can't even design a dedupe rule clean up afterwards.

Help and guidance is greatly appreciated.

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  • is the issue here that you cannot be certain who will fill out the form? ie it may not be someone using a checksum? if a checsum is used then my expectation is that if a checksum goes to Pete, and Pete is a permissions current employer of Fuzion, then Fuzion will automatically show in the Org Name field.
    – petednz - fuzion ♦
    Commented Oct 29, 2019 at 19:11
  • If only life were so simple. The problem is that Pete, Xavier, Mary and Lourdes are all Pension fund administrators. Pete and Mary work on Fund ABC. Lourdes and Bob worked on Fund XYZ, but Bob retired and now Lourdes, Xavier and Pete all work on the fund. Tiny Fund used to be Bob's account, but now Mary took it over. No one at my client's office knows Mary. No one is the prime contact on a given fund and Mary just typed TF instead of Tiny Fund. That's more like it.
    – LyonsDigital
    Commented Oct 29, 2019 at 19:17
  • You said "Is there any way to make the "organization name" into a drop down based on relationship?" is the problem that you need to use a different relationship if so a/ knowing your CMS might help find a work around b/ we have done some work on an extension which might be helpful step for you (but no expectation is currently works in the OBO scenario) tinyurl.com/y4pndmak
    – petednz - fuzion ♦
    Commented Oct 29, 2019 at 19:26
  • That looks very interesting. I'll play around with it. As you can see in my example, we don't know from year to year, who will login on behalf of the organization. So each member may have several managers, who oversee the organization which itself is over multiple trustees. Parallel to all of that are associates who provide services to members and their trustees. The organizations are mostly consistent but all the contacts are subject to change.
    – LyonsDigital
    Commented Oct 30, 2019 at 14:19

2 Answers 2

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This is how we solved this problem for a client that has teachers as their constituents who all belong to a School Board/District. We're using the autocomplete functionality that webform_civicrm module provides to force teachers to select rather than to type. You can only imagine how many ways one could type "Grande Prairie Roman Catholic Separate School Disctrict No. 28" before we locked this down...

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  • i could imagine 'District' instead of 'Disctrict' - unless of course these areas are circular to match the shape of irrigated fields that one sees from a plane
    – petednz - fuzion ♦
    Commented Nov 30, 2021 at 2:23
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You might be able to do it with hook_civicrm_buildForm, removing the existing onbehalf[organization_name] field and replacing it with a field of the same name but as a dropdown that only has the logged-in user's related orgs.

e.g.

$form->removeElement(xxx...);
$form->addElement(xxx...);

Haven't tested that.

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