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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)

  • 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 '17 at 20:02
  • Thank you Pete for your comment : I have edited my question to make it more understandable. – Jacques-Marie Moranne May 10 '17 at 6:29
  • are you using civicrm entity as well? – petednz - fuzion May 10 '17 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 '17 at 8:19
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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.

  • 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 '17 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 '17 at 9:56
  • I have none either. – Jacques-Marie Moranne May 12 '17 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 at 18:47
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It sounds to me like you may need to add some new functionality to VBO so that these fields become available to you.

  • 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 '17 at 12:13

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