Questions tagged [custom-fields]

Questions about custom fields in CiviCRM.

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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
12 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
  • 6,786
3 votes
2 answers
28 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
40 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
29 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
23 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
22 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
41 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
212 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
72 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
  • 185
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
50 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
  • 163
0 votes
1 answer
42 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
  • 2,950
0 votes
1 answer
21 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
14 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
39 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
  • 185
1 vote
1 answer
56 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
  • 185
0 votes
1 answer
29 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
  • 4,008
0 votes
2 answers
43 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
44 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 ...
Andrew Metheven's user avatar
0 votes
1 answer
18 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
22 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
  • 209
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
44 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
24 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
27 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
  • 541
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
  • 541
1 vote
1 answer
38 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
  • 693
1 vote
1 answer
40 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
27 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
  • 129
0 votes
1 answer
25 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
  • 101
1 vote
0 answers
39 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
22 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
0 votes
0 answers
15 views

Error importing data to custom fields

I'm trying to input data from a CSV file to custom fields. I'm getting a noticeable error on checkboxes only. I'm separating the multiple options with commas. Dato 1,Dato 2 Example in image: These ...
Suri Gang's Hallen's user avatar
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
24 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
  • 541
0 votes
0 answers
26 views

unable to get hook_civicrm_post and _custom to work

I'm using CiviCRM 5.57.3 to implement some voucher management functionality See this question. I'm now trying to get a hook working, to set my voucher ID in the custom field. I've create a file ...
Flavio C's user avatar
1 vote
1 answer
36 views

Update custom fields with profiles?

Actually I would like registered contacts to be able to fill out some custom fields in the easiest way possible. I was thinking of a "form" type link and here they can enter their contact id ...
Suri Gang's Hallen's user avatar
1 vote
2 answers
38 views

How to add Contact and Case custom fields to an Activity report?

Awhile back, I have made a copy of the the CRM/Report/Form/Activity.php, placed it under custom_php and added additional custom Contact and Case fields to the report by updating protected $...
Charlotta Beavers's user avatar
0 votes
1 answer
41 views

webform CiviCRM integration problem with custom fields and individual sub-type

We have set of custom fields assigned to an individual contact sub-type (Child Summer Camp). In CivCRM 5.45.x the custom fields are available in the CiviCRM integration section of a webform. In ...
EricLB's user avatar
  • 375
0 votes
0 answers
18 views

Can I have more than 5000 options for a custom field?

Running Drupal 7.94/CiviCRM 5.57 I've created a custom field for an activity that contains 5,000 choices. Seems to work fine on the CiviCRM Admin side, but when I add that same field to a Webform I ...
V3rmie's user avatar
  • 377
0 votes
1 answer
13 views

Changing custom Contact Reference field from single to multi-select causes failure

I had a user report an issue with using a custom field. The field records who is the interviewer for a particular interview and uses a contract reference type field, and, on inspection, allows you to ...
ChumKui's user avatar
  • 737
1 vote
2 answers
84 views

FormBuilder( BackDrop CMS) ... how to add fields?

Evaluating CiviCMS for a non-profit. Looks like lots of good features! Trying to make some custom forms for volunteers to fill out online. I made a custom field set, populated with lots of fields. The ...
rceditor's user avatar
1 vote
1 answer
44 views

How can I edit the names (not just the labels) for custom field names?

I'm working with some historic data in a Civi database. For about ten years now we have created a custom field set each year to collect the same two pieces of information via an annual survey. We did ...
Graham's user avatar
  • 3,965
1 vote
0 answers
15 views

Non-read-only custom fields appear as read-only in profiles

We have been seeing custom fields added to a profile, though not set to read-only, appearing as read-only in the profile preview. Clearing the cache temporarily cures the problem, but it recurs later. ...
Stephen Palmstrom's user avatar
1 vote
1 answer
11 views

How do I edit the type in a field set?

I am trying to link a field to specific types of cases. there id a field already set up which is linked to the wrong cases and I need to change it. How do I do this?
Heather Rowlands's user avatar
2 votes
1 answer
88 views

Search Preferences set a custom Profile quick search - autocomplete fields drop down stops working. This is Why!

pretty sure this is related to TypeError: array_flip(): New install, CiviCRM 5.55.2 on drupal9 php7.4 setup few custom fields for INDIVIDUAL in new group, fields searchable. Not View only! Create ...
Eldon Leeburstroghm Allison II's user avatar
0 votes
1 answer
54 views

Populating custom field set name with a sub-field in layout

I have a custom field set that allows multiple entires. They represent "outreaches" for organisations. eg: City Office, Rural outreach office etc. Each field set has a bunch of information - ...
tanbog's user avatar
  • 317

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