2

Is there any recipe to build a Drupal webform with the possibility to choose to contribute as an individual or as an organization?

I have tried enabling contact 1 as individual, contact 2 as organization and enabling a contribution page.

But if I fill contact 1 data, contribution is recorded successfully. And if I fill contact 2 data no contribution is recorded. Seems that webform contribution is only associated to first contact.

There is some way or some trick to achieve this?

2 Answers 2

4

Yes: you can use Webform CiviCRM to make a Contribution of behalf of an Organization -> make Contact 1: the Organization; and make Contact 2: the Individual;

No: you can not present this as a choice on the same webform - as the Contribution will be assigned to Contact 1; So: make a screen/page ahead of the webforms - with two nice buttons: "Contribute as Individual" "Contribute as Organization" -> and then link these to two different webforms;

5
  • In the absence of a solution that allows choice between a person and an organization contribution on the same webform I have chosen your suggestion to create two webforms separately. Anyway, I have an issue not seeing organization submited data on sent contributions receipts for organizations. It seems necessary to embed a profile on the contribution page with organization fields but this isn't possible. See civicrm.stackexchange.com/questions/12640/…. Any suggestion to solve it? Nov 6, 2017 at 22:58
  • 1
    How about generate a receipt from the Drupal side? Nov 7, 2017 at 0:12
  • Yes, it seems the most realistic option while it is not possible to solve it in the other way. Nov 7, 2017 at 8:35
  • And as a bonus you can make that Email really nice on the Drupal/webform side 😀 Nov 7, 2017 at 13:40
  • What I’ve started doing since is use CiviRules to trigger an Email (using a Message Template) to be sent out -> react on Post Contributiom. Because when you click Submit on the Webform the transaction has not happened yet. I used to create tokens for last contribution id, trxn_id, total_amount, etc but I think these are available in Fuzion’s CiviToken extension now. Feb 10, 2019 at 13:18
1

Instead of 2 links in my menu to two different webforms, I made an image of a Yes Checkbox.Checkbox with Yes

At the top of my primary form (individual) I added a Markup component and put in the following code

<label >This donation is from an organization </label><a href="/donate-org" style="text-decoration:none; color:#444;"><img src="sites/default/files/images/BoxYes.png " alt="Donate from an organizations here" style="width:49px !important;">

This still feels like it is part of the form to donors but it actual is a link to my other form.

On my other form (organization) I did the same thing but pointed back to my individual form.

screenshot of webform

2
  • Clever solution, but the usability flaw is that when they start filling out the form and then click the button, all their entered data will be wiped.
    – Coleman
    Feb 12, 2019 at 15:56
  • That is why I have the Org question at the top of the form
    – Iowa Boy
    Nov 29, 2019 at 21:49

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.