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Questions tagged [custom-fields]

Questions about custom fields in CiviCRM.

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2
votes
1answer
60 views

Multi-Record Custom Data Set - Permissions (View/Edit)

I am using some multi-record custom data sets and they are working well. I have been able to import records, use them in reports, use them in searches, add/edit and delete records. All seems to work ...
2
votes
1answer
57 views

How do I make a new Custom Field Set visible in the Tab Display Style?

I have created a new Custom Field Set. When I set Display Style = Inline, the tab shows as expected. However, when I set Display Style = Tab, it disappears. There is no Custom Fields tab either? ...
2
votes
1answer
45 views

Why is filtering by custom country multi-select in a Drupal View not working?

I have a searchable directory listing a group of users, made with a Drupal View. The user profile includes a list of countries where they have relevant work experience, and this data is stored in a ...
2
votes
1answer
50 views

Generating links or a popup to edit a single multivalue custom field record in CiviCRM 4.7

I have a custom report generated for viewing some contact data and I would like to include a link to send the user to an edit form for a single multi-value custom field record. I would then use ...
2
votes
4answers
116 views

How to Create a New Participant Profile

I want to create a new Participants Profile which includes Participant custom fields. How can I do that ? The only way I see is by copying/renaming the "reserved" Participant Status Profile, and ...
2
votes
1answer
182 views

How to get url for custom image field

I have currently created a custom field in CiviEvents to upload an image for my event. When viewing the eventinfo page I can see the image in a collapsible field which shows the thumbnail of the image ...
2
votes
1answer
50 views

How do I create a Smart Group of Participants using a Custom Data Field in Events?

We use the Events module to offer three main types of classes: adult art classes, youth art classes, and professional development workshops. Students register online. What I would like to be able to ...
2
votes
1answer
83 views

Change multi select custom field to single select?

We need to convert a multi select box to single select, and the option for doing this in the Change Field Form window looks scary. Warning: This functionality is currently in beta stage. Consider ...
2
votes
2answers
1k views

How do I pass a variable to a smarty template?

Big picture: I'm working on a module that will display view-only custom data on a specific contribution page. Please understand, if you're not aware of this already, view-only custom data is not ...
2
votes
2answers
216 views

Add fields in Matching CiviCRM fields on Import Contact

We are importing contacts into our CRM. Our CSV file contains a District column, but while importing contacts, there's no such field present in CiviCRM--we need to add the district field. URL: ...
2
votes
1answer
213 views

Is it possible to change Custom Field types?

I have a custom data set with a number of custom fields set as alphanumeric text fields - it's become clear that some of these would be better as note/text areas. Because I'm increasing the size of ...
2
votes
1answer
407 views

Custom Group and Fields using API v3

I'm trying to query the API on CiviCRM 4.4.6 for a Custom Field (Attachment) on a Case and an Activity. I've tried the examples here: http://wiki.civicrm.org/confluence/display/CRMDOC/Using+Custom+...
2
votes
1answer
78 views

Event custom fields not carried over to repeat events

When we set up a recurring event, data in custom event fields isn't carried over to the repeated events. Similarly, if a recurring event is edited and we tell it to overwrite all the occurrences, only ...
2
votes
1answer
49 views

Custom contact reference field with “New Organization”

I would like to create a custom contact reference field (for CiviGrants) that also has the ability to add a new contact on the fly. It should be like the default Contact field used in (for example) ...
2
votes
1answer
49 views

Add large amounts of custom data to contacts

I have "contacts" that are websites. I want to add large amounts of custom data to my contacts. An example of the type of data I want to add can be seen in this "report" https://freephile.org/...
2
votes
1answer
71 views

Participant Custom Data not saving

I have created custom fields for a site. All of them work except those connected to Participants. When data is entered into the backend, data will not save, and no error is issued. The fields also ...
2
votes
2answers
124 views

Why is format returned for multi-select custom field API different for Contact vs. Relationship?

I have contacts with an Alphanumeric/CheckBox custom field on, and I have relationships with an Alphanumeric/CheckBox custom field on. (The former is legacy and is copied into the latter.) These seem ...
2
votes
1answer
30 views

“Use (create mode)” button is missing

WordPress 5.2.2, Civi 5.15.1 I just created a custom profile containing custom Membership fields, and want to get its URL so I can add it to the Navigation Menu. However, the Use button does not ...
2
votes
1answer
60 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
2
votes
2answers
29 views

Change 'Used for' contact type of custom fields

I have custom field group set as used for 'individual' but I want to change it to limit it to a contact subtype. What is the best way to achieve this - I could create a new field group and copy data ...
2
votes
1answer
56 views

How to retrieve custom field image files?

How can I retrieve images uploaded in custom field sets for contacts? Could you get a URL for them the same way you can for the contact "image_url" in the API? When I look up the custom field for the ...
2
votes
1answer
36 views

Multiple custom field sets in one contact tab (not the main one)?

Drupal 7.59, CiviCRM 5.5.1, Shoreditch alpha24. Within a contact you can display a custom field set as an additional tab (or on main tab). On the main tab you can have groups of fields, including ...
2
votes
1answer
19 views

Selecting all checkboxes for field reverts to one value

On Wordpress 4.9.8 and Civi 5.4.0. It shows multiple values as long as you do not select all of the options. If you select them all, then it reverts back to just one (petitioning in this case) for ...
2
votes
1answer
35 views

Should participant custom fields be available under events on webform

Custom fields for participants in Civi are not being presented for addition to Drupal Webform. Event registration is selected and working but the custom field set for participants are not showing up ...
2
votes
1answer
31 views

Custom fields for individual using tab with table causes 404 not found for popup

just recently started with CiviCRM 4.7.23 and Wordpress 4.8.2 and most everything seems to work the way that we are needing it to. However, tried creating some custom fields for individuals to capture ...
2
votes
1answer
35 views

How can I collect custom contribution data in an event registration form?

People register for events. As part of that registration I want to collect some data that will be stored as part of their participant record. No problem. I'd also like to collect information that ...
2
votes
1answer
74 views

Custom fields in the Report Templates

I've managed to generate new fields but I can't add them into the report templates. How can I do that? Thank you
2
votes
1answer
79 views

Displaying Custom Fields in Views Calendar

Is there a way to display custom fields in a Views Calendar (Drupal 7, CiviCRM 4.7.18)? I have custom fields in a table assigned to a certain contact (with the option to add more rows). One of these ...
2
votes
1answer
54 views

CiviCrm Custom Fields - Random Number Generation

Is there anyway to generate a random number using Custom Fields in Civi. any Ideas would be greatly appreciated
2
votes
1answer
25 views

Automatically transferring info from Casenote to indivudial client form

How do I automatically populate the individual contact form with information from the case note (civicase)? I'm using Wordpress. I'm using civicases for our intake sheets and I've chosen that because ...
2
votes
1answer
43 views

Error with Contact Custom Field in Advanced Search

We had an issue with the addresses of our contacts, so for now we added a temporal custom field that saves the province of that contact, so we can easily filter them. The thing is that when I do an ...
2
votes
2answers
115 views

Error creating Custom Data - DB Error: already exists

When I try to create Custom Data ( Administer-->Customize Data and Screens-->Custom Fields ), I get the following message. The query info is different depending on the type of Custom Data I am trying ...
2
votes
1answer
41 views

Creating custom fields: 1) previous address 2) number of years at this address

I would like to create a set of custom fields, whereby the user is asked to enter data relating to the location of the contact's previous address, and another field specifying the amount of time the ...
2
votes
1answer
40 views

Show all contacts

I am trying to create a navigation menu item (under 'contacts') that displays a list of all contacts. I found an old thread that suggest to create a new menu item and use the following URL: civicrm/...
2
votes
1answer
55 views

Repeatable Custom groups w/ required field

I am unable to save a contact with a that has 2 or more repeatable custom groups with a required custom field. The validation fails. I am using CiviCrm 4.7.9. Has anyone else experienced this?
2
votes
2answers
42 views

Change of custom field type to bigint

I have a custom group where one of its custom fields is of type varchar(64). This field is storing huge numbers only (something that I did not know during development) so I want to convert it into a ...
2
votes
1answer
116 views

Custom Data: Multiple Contact References

What is the easiest way to add a custom field that contains multiple contact references a la Activity Target Contacts. I.E. Custom Data:::::Extends Organizations Field Set Name: Investment Round ...
2
votes
1answer
49 views

API vs GUI language code inconsistency or how to best use ISO 639-3?

I am comparing the values that appear in GUI Administration > Localization > Preferred Language options with the ones returned with the API. There you can see that Chinese Taiwan and Chinese China ...
2
votes
1answer
47 views

Is it possible to populate a set of custom fields with data from a postcode dataset?

My organisation (and others I presume) would find it useful to populate a set of custom fields based upon a contact's postal code. The dataset is the Scottish Index of Multiple Deprivation (SIMD), ...
2
votes
1answer
49 views

Need to be able to update a Custom Data but nothing else

Before posting I search a lot and try few combinations without success... What I would like to put in place is the following scenario : create 2 user groups, one that is able to create new contact ...
2
votes
1answer
61 views

Forms generation with CivicRM Profiles under Wordpress

When trying to use a profile for form input on a page, one of my profiles is available but the others are not. Any ideas on what I may be missing?
2
votes
1answer
38 views

Customize Bookkeeping Transactions Report: Print custom field option value instead of name/label

I am using custom fields to store additional (cost accounting) data for contributions. Using the bookkeeping transactions report, I am able to export the data. However, when we are trying to import ...
2
votes
2answers
145 views

Custom field API and Custom field Machine name

We are working on a roll out which will include approx 100 instances of CiviCRM being created for an org. The organisation is Federal in so far that there is a central org and then a significant ...
2
votes
1answer
41 views

Duplication of multi records on tab

I can't reproduce this on the Joomla demo site running 4.6.0, and I didn't have this problem before. Now on my 4.6.6 site, if I display custom fields with multi records in a tab, the set of records ...
2
votes
1answer
315 views

How to use the API to query custom fields on activities?

Looking at the API explorer on the demo site it appeared that it's possible to query custom data on activities using the API. However it seems that while the UI helps you select custom fields and set ...
2
votes
2answers
130 views

How to create a multiple-record custom field set for a Membership?

Short version: Using the standard New Custom Field Set form, it is currently not possible to create a multiple-record field set for memberships. Is there some other way to achieve this? Long version: ...
2
votes
0answers
15 views

CiviEvent: Limitations for workshop as part of a conference

I created an event for a conference. The conference consists of a gernal part for every participant AND of workshops/panels with limited number of participants (each workshop/panel with its own ...
2
votes
0answers
182 views

Warning: htmlspecialchars() expects parameter 1 to be string, array given in …/civicrm/packages/HTML/Common.php on line 144

Has anyone else seen the above error under Joomla and CiviCRM 5.11.0 when running the Event Report: Attendee List? I've done a bit of troubleshooting and it appears it seems when a custom form value ...
2
votes
0answers
26 views

How to Implement Funds that Different Grants Belong to?

How would I go about implementing funds that different grants belong to? There would be annual funding rounds based on them. CiviGrant by itself doesn't provide this functionality. Two ways to ...
2
votes
2answers
35 views

Can custom Tokens for pledges be created?

I need to include the amount pledged and the amount they need to pay (which are different values) within an email I'm sending from CiviMail to let our pledgers know when/how to pay and how much. This ...