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A client would like to search for contributions by payment processor. The built-in search forms don't include a payment processor field, although the data exists within the Civi database.

As the answer to another question describes, I could create a custom search based on the basic Find Contributions form. I could then replace the default Find Contributions menu item with my new improved version.

But, hypothetically, could I instead use an extension to insert a field for payment processor into the basic Find Contributions form itself, along with some code to create the SQL query? Is such an approach possible and advisable?

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How about building an extension that creates custom report - where contributions can be e.g. filtered by or grouped by Payment Processor id? Much easier to create that and likely more useful too.

  • Hi Karin, thanks, that may be what I end up doing. But, just for the purpose of understanding Civi's limitations, I'm still looking for an answer to the question: could an extension modify the basic Find Contributions form itself? – Noah Miller Mar 13 '17 at 21:58
  • Yes - it could; but I think Reports are way easier - esp. when you're getting started w/ Extensions! – KarinG - Semper IT Mar 13 '17 at 22:24

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