Questions tagged [custom-fields]

Questions about custom fields in CiviCRM.

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2
votes
1answer
63 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
42 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
170 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
43 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
324 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
148 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
1answer
19 views

When exporting data from CheckBox field, can value of be different from what is displayed?

When exporting data from a custom CheckBox field, can the value of the data exported be different from what is displayed? For example, the checkbox Multiple choice is labeled "Asked" but I would ...
2
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0answers
39 views

Use Civicrm with Callhub

I would like to use Civicrm in phone banking. I have managed to link Callhub and Civi together so that a phone call is recorded against a user's name. You can also record some of the call information ...
2
votes
0answers
18 views

Events Registration - Custom field widths shown too wide on actual web page

CiviCRM 5.21.0 with Drupal 7 I set up an event registration and added some custom fields and set the width to be smaller than default (usually 20 or 30 wide). In the preview from the Registration ...
2
votes
0answers
21 views

How to change the date format for a mailing token for a custom date field

We have a date field, custom, set to be dd-mm-yyyy but when we add a token for that custom field in a mailing it comes out as yyyy-mm-dd hh:mm:ss How do we change this
2
votes
1answer
30 views

Default Value for Custom Field

I have a created a custom group and a custom field within that group. One of the Custom fields is Date. Is there any way to autoload 'current date' (today) in the default value field Using a hook or ...
2
votes
0answers
18 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
2answers
61 views

Custom field default values at database level, not form level?

When you set a default value for a custom field, it only exists at the form level. Is there a practical way to enforce them at the database level? For instance, by altering the SQL table definition? ...
2
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0answers
29 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
44 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 ...
2
votes
0answers
31 views

Custom data sets, search and display in CiviCampaign

I am currently setting up CiviCRM for the small NGO I currently work for, and I am having a lot of trouble with CiviCampaign. We use CiviCampaign to record every fundraising campaign the organization ...
2
votes
0answers
42 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
2
votes
0answers
33 views

Change displayed value for customfield

I have a custom field of an individual that stores the ID of a group (as int). I would like to change the display of the field to show the actual name of the group instead of the ID (same as contact ...
2
votes
0answers
46 views

Include more than one profile at top of event page

I have a website with CMS Drupal 7.54 and CiviCRM version 4.7.16. On the CiviCRM event configuration page under "online registration" tab, there are two fields available to include profiles (Include ...
2
votes
0answers
42 views

crmEntityRef Populated with Custom Fields from a Custom Group

I would like to use crmEntityRef to load all the fields from a custom group I have created. I would like to have the list show the label for the field, and when selected it would return the id. The ...
2
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0answers
33 views

Mailing labels with multiple relationships

Hoping for a little advice on the best way to address the following situation. We have individuals with relationships to organizations. Each individual can have multiple relationships to ...
2
votes
0answers
21 views

Localised custom fields

Is is possible to create localised custom fields? For Swiss client I need to set up a custom field with the contact's profession. There are three official languages in Switzerland and we would like to ...
2
votes
2answers
57 views

Is it possible to have many to many relationships between custom field sets?

i tried to look for an answer but im pretty confused with what i found.. I'm trying to create a many to many relationship like in SQL.. for example: lets say i want to create a custom 'Event'(a ...
1
vote
3answers
63 views

Is is possible to restrict visibility of custom data sets?

Current install - WP5.0 / Civi 5.7.2 I'm just thinking through our Safeguarding / Child Protection process. We don't have any issues, but we're legally obliged to have a process. And I'd rather set ...
1
vote
1answer
57 views

Cannot set sort order of custom fields in profile

I created a custom group and populated with custom fields. When I preview all fields in group, it is in the correct order. When I use the custom group in a profile, the profile reverses the order. ...
1
vote
2answers
84 views

Exporting Contacts - Reporting?

Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
1
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2answers
126 views

Check custom data field value change to trigger activity status change

How would you recommend to check data change (with pre and post values) on a custom field (attached to a case) and then to mark an activity in that case as completed? I have looked at hooks like ...
1
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2answers
80 views

What does the error mean when enable honoree in contribute I get an error CiviCRM 4.6.8

CiviCRM 4.6.8: When I enable honoree in contribute (even with the default setting: Honor type: "In honor of", "in memory of " and Honoree profile: "Honoree Individual " ) I get a warning: "warning ...
1
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3answers
57 views

How to add extra date in contribution template? or best way to do it?

We have 10 Financial Types and different online contribution based on those. I need to add an extra date field in contribution such as "Date of sponsorship". I have already created 10 different ...
1
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2answers
45 views

Fetch Node data from drupal into CiviCRM

I am interested to know if it is possible to fetch node data from Drupal into CiviCRM. Is there anyway to do this? My End Goal is to to populate a "select list" with node titles from drupal and ...
1
vote
1answer
28 views

How to install the missing countries

When adding a new contact, I want to insert the address including the country. However, in the drop-down menu, only a few countries are listed. How can I add missing countries to the drop-down menu at ...
1
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3answers
64 views

Notes about participants

We need to fill some information about people that registered to specific event, for example room number where they will stay. Is it possible to store additional information about participants so that ...
1
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2answers
51 views

Dietary requirements in CIVI event

I'm looking for the dietary requirements in Civi Event an I can't locate the option. Please could you help? Thanks, Adam
1
vote
1answer
165 views

Importing Custom Field Checkbox Data

I have setup a custom field with 4 options. In my spreadsheet I've tried various combinations of columns which would allow me to import data and select required options. But nothing is working! ...
1
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3answers
140 views

Civicrm fields in Views, present with editable fields?

is it do able to be able to present an editable fields with civicrm custom field? as I tested using it was not available for select? update: Rephrasing my questions, I am trying to setup a views ...
1
vote
2answers
76 views

Is it possible to move data from a contact type to a component/extension?

I'm still figuring out how to organize our organization's data before importing it into CiviCRM. One question that came up is whether it would be possible (through the UI or through SQL) to move some ...
1
vote
1answer
27 views

Custom emails automatically generated based on participants filling in drupal forms

Hi to all and thanks in advance. I'm on Drupal 7 and Civi 5.20.2. I have the CiviRules and EmailAPI (CiviCoOp) extensions as well as Mosaico. We have participants to our events that apply for ...
1
vote
2answers
56 views

Set Default Value for Custom Field

I am trying to set custom fields in a Custom Group. Here is my code: function dfi_civicrm_buildForm($formName, &$form) { if ($formName == 'CustomData') { if ($form->getAction() == ...
1
vote
2answers
34 views

How to display only Time value in User Contact without the Current Date value

I have created a custom field selecting date type,selecting the date format and time.Actually I will need only Time field but the system doesn't alow to create custom field of type date, without ...
1
vote
1answer
26 views

Why would two distinctly separate custom fields share the same options?

Why would two distinctly separate custom fields {Constituent Info and Contribution Info} share the same options? How do I go about separating them? If I try to delete any option I get this ...
1
vote
1answer
106 views

How to display an Event's custom field on its registration form

I have a custom field set with fields used for managing extra data on the event. I want one of the custom fields' value to be shown in its registration form. What is the Smarty expression to put in ...
1
vote
1answer
145 views

Custom date field formatting with smarty

I'm trying to format a custom date field using smarty to send emails. What I want is to have the day of the week included, as "Wednesday, April 18, 2018". It seems that this should work: {contact....
1
vote
1answer
94 views

help needed in importing multi value custom fields

For the below custom fields, suppose a contact has two UG degrees B.Tech, BBA and two PG degrees M.Tech and MBA, I want to add additional set of custom field set, and then add the second degree. Like ...
1
vote
1answer
89 views

Custom Fields are not showing when trying to import a CSV

I have created some custom fields. I am trying to import contacts with values for those fields. But the fields are not showing up during the step 2 "matching civicrm field" though other custom fields ...
1
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3answers
248 views

Event invoice (receipt) - custom tokens

Can anyone provide guidance how to create tokens for custom participant fields, to be added into a Contribution Invoice Receipt for event registrations? Our tax system requires that VAT registration ...
1
vote
1answer
64 views

Search custom fields with multiple records

I'm not really sure how to describe this but hopefully I can describe it clear enough. I created a custom field set that holds borrowing information for items (like tools, equipment, etc.). It has 3 ...
1
vote
1answer
241 views

“DB Error: unknown error” when adding (custom) field

Adding a new field to a set of fields results in an error DB Error: unknown error In ConfigAndLog (real names are replaced by , and ): Mar 16 05:19:37 [info] $backTrace = #0 /home/<domain&...
1
vote
4answers
42 views

Custom Fields for Specific Individuals

I'm entirely new to CiviCRM and setting it up for the first time for our church. One of the needs is to record information for Weddings. This will mean that against the record for a Bride or Groom (...
1
vote
1answer
165 views

How to a create custom field that is multi-line text or text area?

I want to create a custom 'About Me' field for a web profile, but there doesn't appear to be anyway to make a text area or multi-line text custom field. I know I can set the field length to allow ...
1
vote
1answer
49 views

Export Gift Aid?

We have a gift aid tab as show on the attached image. I can search using the fields using the advanced search function but cannot export the data held in the gift aid fields. Is there a way I can do ...

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