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Questions tagged [custom-fields]

Questions about custom fields in CiviCRM.

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Civievent 5.73.2 register participant is different from online registration

I have an online registration with a profile that has the participant role field and custom participant fields that depend on the chosen participant role. When I use the register participant link to ...
Axelvds's user avatar
  • 21
1 vote
0 answers
15 views

CiviCRM Events approval process

I am trying to configure CiviCRM 5.73.2 for a non-profit organisation that helps children with bereavement. They run camps which children can sign up for and I have configured them as events. They ...
Axelvds's user avatar
  • 21
3 votes
2 answers
86 views

Attachment not saved for Contribution

We have a custom field of type file for a contribution. We use this field to store invoices for payment. After we did the CiviCRM upgrade to 5.73.1, the field stopped saving the file. We upgraded ...
FullStack-Dev's user avatar
1 vote
0 answers
14 views

Contribution: How to create membership with contribution?

I have tried to created a profil with field that are coming from different data group but it's telling me that I can't mix the data group ''organisation'' and ''contact''. So I have decide to create ...
Caroline de Alcala's user avatar
2 votes
1 answer
15 views

Modifying advanced search query based on custom fields

I have got a multi-select autocomplete-select custom field that I am trying to use with advanced search. It works however I would like to optimize/make some adjustments to fit my needs better: is ...
Lucas Kay's user avatar
1 vote
0 answers
22 views

Unordered radiobutton options in Form-Builder

I'm working on a long form with "radio-button" type options and conditional rules to display the options. All good with this. The problem is that when I have created a new container with the ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
24 views

How can I implement a select-or-other widget over a plain text field?

I have a field which normally expects a value selected from a managed list (e.g. a list of courses, a list of colleges). The client would like the visitor to be prompted with one of the managed list ...
Alan Dixon's user avatar
  • 6,861
0 votes
0 answers
18 views

Exception when adding case type to custom field set

I have a custom field set that is used for cases of a certain case type. Adding a second case type brings up the following popup after saving: Warning: You have chosen to remove one or more subtypes. ...
Jan's user avatar
  • 107
0 votes
0 answers
20 views

Some problems with the configuration of the "Profile Conditionals" extension

I've created a profile to register new contacts from this page: https://crm.ingenium.org.mx/solicitud-de-admision/ The ID of this Profile is "18". So, this profile uses some fields from a ...
Suri Gang's Hallen's user avatar
2 votes
1 answer
60 views

Conditionally link radio options to other questions?

I've created a public profile with some custom fields. This is the page in question: https://crm.ingenium.org.mx/solicitud-de-admision/. I would like to link the radio button options of the last ...
Suri Gang's Hallen's user avatar
2 votes
1 answer
25 views

How to get a feedback statistic using civicrm custom field?

I have created a set of custom fields with 5 questions. It has 5 radio button rating 1 to 5. Then the questions were used in a profile to receive feedback from customers for the services they are ...
Tapash's user avatar
  • 3,004
0 votes
2 answers
36 views

Custom fields for event are not saving data

I want to use two custom fields for an event named Friend Day. One field is a dropdown the other is a Contact Reference. I created a set of custom fields to be used for Participants where Event Name = ...
YOBC's user avatar
  • 145
0 votes
0 answers
23 views

Custom Fields drop-down options based on selection in another drop-down?

When I create a Custom Field drop-down, it possible to have a second custom drop-down that the selctions are populated based on the selection of the first drop-down? EXAMPLE: If Drop-down A has no ...
jsherk's user avatar
  • 583
2 votes
1 answer
76 views

Can I modify the Field Label name once the custom field has existing records?

Can I modify the Custom Field Label Name once the custom field has existing records? Will it cause any errors in the database, or are there any concerns that I should be aware of?
Chen Ya Yin's user avatar
0 votes
1 answer
14 views

Profile on contribution page doesn't show membership custom fields

On a very simple Drupal 10.1 + CiviCRM 5.69.2 site. Add a custom fieldset for memberships (e.g. with a simple text field). Include the custom field from that fieldset in a profile. That field does not ...
Alan Dixon's user avatar
  • 6,861
3 votes
2 answers
31 views

Print custom field group from multiple records

Currently we have a group of custom fields "Date" and "Medical Note" that are displayed in the table tab and that allow multiple records. We need all these fields to be printable ...
Suri Gang's Hallen's user avatar
0 votes
0 answers
18 views

Block "edit" after filling a group of custom fields?

Custom fields can be assigned to Contacts, Campaigns, Activities, etc. and these custom fields can be filled with information and edited. In our organization we believe it is important to be able to ...
Suri Gang's Hallen's user avatar
1 vote
1 answer
43 views

Adding Custom Fields to Open Case Screen

I have created a custom data set of items to open a case that I was hoping would show in the new case screen: But these fields are not showing up in the open case area nor are they showing in the ...
Mary's user avatar
  • 145
2 votes
1 answer
30 views

Copy the contents of Custom Field to external_identfier field for all contacts

Loving civicrm, just getting to grips with it. I've imported a load of contacts but I've made a rookie error and instead of importing my unique ID number for each contact into the 'external_identifier'...
Steve Middleton's user avatar
0 votes
0 answers
27 views

Allow multiple values in custom fields for activities?

It is of utmost importance to our organization to allow multiple registrations in a custom field specifically for new activities. It seems that custom field groups that allow multiple records are only ...
Suri Gang's Hallen's user avatar
0 votes
1 answer
24 views

Block custom fields after a single registration?

We currently have a set of custom fields specifically for CiviCRM activities. We would like to enable the record lock feature after registering a single occasion so that the user cannot modify or ...
Suri Gang's Hallen's user avatar
0 votes
0 answers
23 views

Which ACL is needed to view custom fields in search listings?

We want to display custom search results to our CRM users. We have enabled a default profile for search lists that combines core fields and custom fields. Admins see search results with all these ...
icaria36's user avatar
1 vote
1 answer
48 views

CIVICRM: Custom Field that uses financial type id

I'm new to Civicrm PHP and extension development so I'm sorry if this is a dumb question. ^-^ I'm making an extension that creates a new custom field group, the custom field group is meant to ...
BellaDoll's user avatar
3 votes
3 answers
259 views

How do I create a SearchKit report that segments data based on a multi-valued custom field?

I have a custom field that allows users to select multiple options using a checkbox input. The custom field has: Option A Option B Option C ... The user can pick one or more of these, e.g. A+B or A+...
William Mortada's user avatar
1 vote
1 answer
79 views

Custom Field Groups: "Tab with Table" display style missing

[Edited from original question] When editing a custom field group for Individuals that allows multiple records, the Display Style option changes from Tab with table to Inline. Seems like a regression/...
Justin657's user avatar
  • 365
0 votes
1 answer
27 views

Add a Financial Type to Existing Custom Field Profile

Years ago, when we started using CiviCRM, I added a custom field to the New Contribution dialog on the backend of Civi (we're using it on WordPress, if that makes any difference). I'm not asking about ...
RiverRunner's user avatar
0 votes
0 answers
52 views

Custom Data not appearing on Event Info and Settings form

We recently migrated our Drupal/CiviCRM site to a new server, and the oddest thing: on the Event Info and Settings form, no custom field data is appearing on the form. Some details: The data is in ...
zip's user avatar
  • 165
0 votes
1 answer
53 views

How to set TODAY as default date for a custom date field placed on a contribution page?

How to set default date today on a custom date field that is added on a contribution page via profile? I have tried to add this in my extension but doesnt seem to work and getting populated as 01/01/...
Tapash's user avatar
  • 3,004
0 votes
1 answer
29 views

Custom fields not appearing in advanced search

I have a custom field set called "My Custom Info." In this set I had fields named "Group" and "Mentor" along with 4 other fields but, for a good reason, I deleted Group ...
Tom's user avatar
  • 131
0 votes
0 answers
17 views

How can I manage multiple memberships for an individual with multiple addresses for each membership?

I'm using civi memberships to, among other things, manage a subscription service. Two problems we're having: We have five subscription types, one of which is an annual subscription. These are all set ...
Icarchris's user avatar
1 vote
1 answer
62 views

Advanced Filter for an Entity Reference Custom Field doesn't filter by Contact Groups

I'm looking to convert a few custom fields from type "Contact Reference" to "Entity Reference". However when I convert the fields, the autocomplete "advanced filter" ...
Justin657's user avatar
  • 365
1 vote
1 answer
59 views

How to Search for Contacts stored in a Contact Reference Custom Field

Got a Civi newbie question. I'm looking to use a Contact Reference custom field as a foreign key in a many-to-one entity relationship, but I don't see how to build the search query properly in ...
Justin657's user avatar
  • 365
0 votes
1 answer
32 views

Participants vs Activities vs Cases for custom functionality

I plan to add some semi-custom functionality and I'm not sure if the best way to implement this would be through participants, activities, cases or perhaps even something else. Here is a sketch of ...
Lars SG's user avatar
  • 4,073
0 votes
2 answers
48 views

Creating extensions for custom tables

we have some custom tables and in the menu, Support -> Developer -> Api Explorer v4, currently those custom tables are not available. Since we are new to this, in order for those custom tables ...
Learn CiviCRM's user avatar
1 vote
1 answer
54 views

Custom fields not always displaying on profile

I'm having an intermitent issue with custom fields on a profile. Sometimes they are displaying fully and correctly, sometimes not (though name and email continues to be visible). It seems if I go into ...
Cozy4907's user avatar
  • 487
0 votes
1 answer
20 views

Certain fields missing from profile when viewing contribution page as anonymous versus logged-in user

I'm including a profile in the configuration of a contribution page to collect information about UK Gift Aid eligibility and the preferences of the donor to sign up to various newsletters. The ...
gillenpj's user avatar
  • 171
2 votes
1 answer
26 views

Add Custom Field Set to Contributions Edit/View

I have a bunch of custom field sets used for contributions. Most of them show up as collapsed groups when I edit a single contribution, but one of them does not. Is there a method to show a custom ...
erin's user avatar
  • 241
0 votes
0 answers
25 views

Duplicating Multi-Fields in Saving Webform

I'm having an issue with D7's Webform CiviCRM Integration 5.8 duplicating entries in Civi. This wasn't an issue in 7.x-5.3 which is why I postpone upgrading to 5.8. Basically, I have a Drupal Webform ...
Kristine's user avatar
  • 1,173
0 votes
1 answer
47 views

Custom logic for fields

One of the requirements for a project was for the system to generate a unique ID for each of the members coming in. The logic of the unique ID is slightly complex. The unique ID will take the first ...
Cas's user avatar
  • 73
1 vote
0 answers
25 views

Drop down custom field values do not work in multi-valued custom groups in profiles

We have a profile which exposes a custom group that allows multiple records. One of the fields is a drop-down list. In the profile, after clicking on Edit, you cannot see the drop-down list on the ...
Stephen Palmstrom's user avatar
1 vote
1 answer
29 views

Grouping custom field sets into one Tab?

As we grow, the number of custom field sets keeps growing and getting added onto. We add each new custom field set as a TAB, which works okay, except this number of tabs keeps growing. Is there a way ...
jsherk's user avatar
  • 583
1 vote
2 answers
24 views

Contacts custom field of FILE type- how to search if file attached?

I created a custom field type of FILE and it does have Searchable=YES but it does not come up as an option to search in Advanced Search. I am trying to list contacts that have a file attached to this ...
jsherk's user avatar
  • 583
1 vote
1 answer
40 views

Custom field post help results in "Unable to load help file."

The blue help bubble has stopped working on all my custom data fields. The error is shown in the snippet below, "Unable to load help file." Help for non-custom fields continues to work as ...
wil_SRQ's user avatar
  • 703
1 vote
1 answer
47 views

SearchKit: search for Cases with criteria relating to a custom field

In SearchKit, I am trying to search for Cases which have a specific value assigned to a custom field ("Case Subtype"), or for which the custom field is not populated. I don't seem to be able ...
Simon Thornton-Wood's user avatar
0 votes
1 answer
29 views

How to list records from the given custom group via API?

I've custom data stored in custom fields. I've submitted few records as part of the same Contact. I can use the following API to fetch information about custom group by: $result = civicrm_api3('...
kenorb's user avatar
  • 131
0 votes
1 answer
32 views

How to add a Custom field that requires a certain value in civicrm contribution page?

in my Contribution Page I'd like to ask the donor to accept some privacy rules. For that I'd like to add a custom field into a Profile, add that to the Contribution Page (that works) and only accept ...
mplh's user avatar
  • 121
1 vote
0 answers
44 views

Is it possible to set a currency for a custom field (Money)

I'm writing CRM extensions allowing to see clculated summary of transactions for each contact. Each currency has it's own custom group with set of custom fields. One of custom fields id ...
Artur Śmigielski's user avatar
1 vote
1 answer
24 views

Case Activities Hanging No Such FIeld

I'm on Drupal 7, CiviCRM 5.57.2. Lately, I've been cleaning up a lot of custom fields in by deleting and adding new ones. I have one case activity type with 112 fields across three custom field sets (...
Kristine's user avatar
  • 1,173
1 vote
1 answer
17 views

Too Many Custom Fields show up in form

We have created a Custom Data Group call Certifications. The Certification fields are 5 multi-select check boxes. The problem is when we create more than 22 of these Certification Data Fields, then ...
James F's user avatar
  • 21
0 votes
0 answers
25 views

api pull custom field value based on id not label

Using API 4 (php), how do I retreive a custom field value for a specific contact, using the custom field id instead of the custom field name. This works (for contact with id=1234), but requires the ...
jsherk's user avatar
  • 583

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