0

I have a lot of Organizations, each with its administrator.

Authenticated users can contribute to those (for membership, participation, or simple donation), via Webforms including a Contribution page where the user can select "pay later".

For safety and ease reasons I don't want those organization administrators to use the Civi Contribution Search UI to update a "pay later" Contribution when they receive a check (Check # and Status). And I am looking for a solution to do that in a monitored way.

One way could be : a Views report can provide him with the Contribution_id number.

But then, what ? For instance, how could I use this contribution_id as a token to open a form to update this payment ?

I am open to any suggestion.

(I run Civi 4.7.16 / Drupal 7.54) (I tested Views VBO, but unsuccessfully) (I am not a Programmer)

Improve this question
4
  • I think you need to explain your workflow more thoroughly, like explaining the process of making coffee to a Martian. Eg when you say "user" what do you mean? Logged in, logged out, access CiviCRM back end or not.
    – petednz - fuzion ♦
    May 8, 2017 at 20:02
  • Thank you Pete for your comment : I have edited my question to make it more understandable.
    – Jacques-Marie Moranne
    May 10, 2017 at 6:29
  • are you using civicrm entity as well?
    – petednz - fuzion ♦
    May 10, 2017 at 21:13
  • I have CiviCRM_Entity installed, but I don't know how I could use it for this purpose
    – Jacques-Marie Moranne
    May 11, 2017 at 8:19

2 Answers 2

Reset to default
0

I do not know how exactly but I am sure there will be guys and girls around that do. But you should be able to link a Webform (with CiviCRM integration - check https://www.drupal.org/project/webform_civicrm) to a View and pass a contribution_id to that form.

Improve this answer
4
  • I use Webform_Integration a lot, but the only Contribution fields exposed are Contribution Amount, Contribution page (only for credit-card payments), and Contribution customized data fields. ... but no Contribution_id, nor check payment related field.
    – Jacques-Marie Moranne
    May 11, 2017 at 8:34
  • Then the answer is probably going to be that it will not be possible with Webform CiviCRM. Perhaps CiviCRM Entity can help you, but I have no experience with that module.
    – ErikH - CiviCooP
    May 11, 2017 at 9:56
  • I have none either.
    – Jacques-Marie Moranne
    May 12, 2017 at 12:14
  • Did you try using the contribution ID in the url? Not sure it has been done before but it could be a simple fix
    – petednz - fuzion ♦
    May 2, 2019 at 18:47
0

It sounds to me like you may need to add some new functionality to VBO so that these fields become available to you.

Improve this answer
1
  • It would, doubtlessly, be a good solution, but I am not able to do that (very basic programming skills), and I have no funding available. To be honnest, I was also thinking of developping a small Extension based upon the API, but I would be starting from the very bottom. All suggestions are welcome.
    – Jacques-Marie Moranne
    May 12, 2017 at 12:13

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge that you have read and understand our privacy policy and code of conduct.

Not the answer you're looking for? Browse other questions tagged or ask your own question.