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What would be the best way to display custom contact fields in the contact dashboard (civicrm/user).

We're using custom fields to store waiver/agreement statuses and would like users to be able to get a quick view of all waivers from the dashboard.

  • what CMS are you using? would a solution (ie a profile) that showed on their login page, rather than their civi contact dashboard be acceptable? – petednz - fuzion Sep 3 at 19:28
  • We're using Drupal 7. I would like for it to be a part of the dashboard but I can give it a try with a separate view. – Chankster Sep 4 at 13:41
  • Then pls consider my answer below – petednz - fuzion Sep 4 at 19:05
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If you are using Drupal, one option is to create a View as a Block and then set the Block to show at the Contact Dashboard page.

WP may have a similar solution based on using a CiviCRM Profile and having that set up (via some WP approach I do not know) to show at the Contact Dashboard path

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You can put a file called UserDashBoard.extra.tpl in your extension in the templates/CRM/Contact/Page/View folder, and then put your html in it and use smarty's crmAPI to retrieve the data based on the value of $contactId which will contain the user contact id.

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    This is pretty useful and may solve my issue. Is there a way to keep everything styled the same as it seems to put the extra stuff outside the crm-main-content-wrapper block? – Chankster Sep 4 at 17:42
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    It would be a bit hokey but you could use some jquery in the tpl to manipulate the DOM and move it. See api.jquery.com/insertafter where it says "We can also select an element on the page and insert it after another". – Demerit Sep 4 at 17:45
  • If Demerit's jQuery suggestion in hokey, then most Civi developers are hokey. That's a pretty standard technique these days for injecting content in place. Tim Otten's work on afform will hopefully render this technique obsolete, but that's a ways off yet. – Jon G - Megaphone Tech Sep 4 at 22:30
  • He he - I won't confirm or deny if I've used it myself several times... – Demerit Sep 4 at 22:42

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