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Questions about the CiviCRM profiles system.

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1answer
14 views

Error when trying to create a public form using a profile with a Grant field

I am trying to create a publicly accessible grant application page using a CiviCRM profile with form fields for Grant record information. To test this, I created a profile with only one Grant-record ...
1
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1answer
16 views

New Contacts and Profiles - Is there a way to update the source field?

We use some profiles - some of which are embedded on external sites. It would be helpful if the Contact Source could be updated to reflect the source of the contact being the profile. I know this can ...
1
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1answer
27 views

Can't search profile in Wordpress

I have created a new profile in CiviCRM that I want to use for searches of services offered by associate members. When I test the profile from CiviCRM it behaves as expected. If I embed the profile in ...
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2answers
29 views

Flush system cache does not work during installation of Drupal Profile

I am creating a distribution Drupal profile which is bundling CiviCRM and CiviCRM extensions. Background Currently, I am having an issue with extensions that CiviCRM settings, for example, Mosaico ...
0
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1answer
24 views

WordPress: Creating new WP Users from CiViCRM Contacts

My situation is I have an Individual database of 11,344 Contacts in Drupal Civi, and I want to turn them all into WP Users. I know I can convert Users into Contacts, but I want to do it the other way ...
0
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1answer
13 views

Can you change Added By information via a profile?

5.21.1 D7 Is it possible to change who added an activity/contribution - someone was logged in as someone else and well - its been an internal problem to say the least. I am being asked to change the ...
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0answers
13 views

Profile edits change dates on historic information

This client runs an urban gleaning program, harvesting fruit from residential trees and providing fruit to low income communities. A key piece of data is how much fruit is donated from each tree owner ...
1
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1answer
25 views

Can I save bulk update screens for future use?

I'm not sure if my title is 100% clear, but here's the situation I'm facing. We have custom fields that once a year we have to manually update for all current members. A smart group was created to ...
0
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0answers
19 views

Can searching via a Civi Profile form enforce Civi multisite/multidomain restrictions (WordPress)?

I'm running Civi (v.5.13) in a multisite/multidomain configuration hosted in a WordPress (v.5.2) multisite network. Each WP child site has its own Civi domain ID. The CiviCRM Multisite extension is ...
1
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2answers
88 views

Issue field DEDUPE “0 Argument 1 passed to”

After upgrading to civicrm version 5.21 we detected a problem in one of the fields of the form linked to a custom profile. For some reason, every time you try to insert that data from the form in the ...
2
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1answer
29 views

Is there a way to prevent CiviCRM profile fieldsets from nesting inside each other?

I'm working on a site using Drupal 7 with CiviCRM, and I created three CiviCRM profiles and added them to the Drupal user registration/account forms. I was expecting this to add three groups of fields ...
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1answer
22 views

Civicrm Custom Profile Wordpress

I have a wordpress site with CiviCRM. I use this to provide a 'members area' for contacts with a civicrm membership. When contacts first log on I would like to get each member to fill out a survey, ...
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0answers
31 views

how can a participant return to sign up more additional participants?

This question shares a lot of features with a question I asked a year ago (CiviEvent: how to collect different custom data for different event participant roles?) but I'm still faced with a use case I ...
1
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1answer
11 views

Display different profile (in Drupal) based on CiviGroup (or tag)

Thanks in advance Drupal 7 / CiviCRM 5.13 I am looking for a way to display different profiles, in Drupal, based on different groups that the contact belongs to in Civi (or based on different tags if ...
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2answers
31 views

Different profile based on membership selection

When our members join or renew online, I want to use a different profile to capture different information depending on the membership type. For example, if someone selects an "Educator" membership, I'...
1
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1answer
24 views

Wordpress newbie: Not show author, date at top and garbage at bottom of Civi registration profile

First-timer using Wordpress with Civi (and new to WordPress): We have set up online event registration for a Civi event that is integrated with a (empty, dummy) WordPress site. The registration shows ...
1
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1answer
15 views

Wordpress profile permissions to select contact reference field

We are in WordPress, which is new to me. We have a registration profile that includes a custom field which is a contact reference field filtered to include only a specific group of contacts. When I'm ...
2
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1answer
46 views

CiviCRM profiles / Caldera Forms: What to use when?

I am new to CiviCRM and CiviCRM profiles and Caldera Forms + CiviCRM seem to be two realisations for the same thing: Let users enter data. What are the advantages of the realisations? When to use ...
3
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1answer
24 views

New account creation during profile sign-up not creating Backdrop (Drupal 7) Account [SOLVED]

I am using the latest CiviCRM 5.18.4 and Backdrop 1.15.x-dev all up to date. I am new to CiviCRM, but have used Drupal 6,7 and 8 over the years. I have been following the excellent documentation, I ...
1
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1answer
24 views

Is there a way to connect the civisepa backend to the profiling in wordpress?

I'm trying to connect the payment attributes of my wordpress/civi profiles with civisepa, so that mandates will automatically be updated if a user changes his IBAN, etc. Is there any way to achieve ...
1
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1answer
22 views

Organization Membership Payment page not recording memberships

As background information, all of our client's members are organizations. I see that if I select "on behalf of organization" and "membership section enabled" I get two copies of the profile on my page....
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0answers
12 views

Custom View in Advanced Search not showing information

I'm having an odd situation where a custom view that I created for Advanced Search sometimes shows information and other times does not show information within the same search. Has anyone had this ...
3
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2answers
50 views

How to allow a user to edit certain Civi contact records without seeing others

I've been asked by a client if one of their members can be allowed to create and edit records for prospects (ie people who may or may not go on to become actual members). The first part - creating a ...
4
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1answer
41 views

Formatting profile forms

I'm looking for advice on formatting how my profile and event registration forms are displayed. In particular the positions of labels, pre/post form help etc. Is there a general guide to changing how ...
1
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0answers
21 views

How to add the employer organisation including custom field to the event enrollment form

Currently I do a project for an organisation that organizes events for employees in a certain industry. When a person enrolls in an event they want to record a number of his employer like: the ...
1
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1answer
36 views

Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?

An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
2
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0answers
12 views

Multilingual contribution and registration pages in Wordpress

I have a couple of forms on my multilingual website (French and Dutch, Wordpress + WPML plugin). I translated signup profiles and contribution pages in both languages. I can succesfully call the ...
0
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1answer
23 views

Cannot Edit CiviCRM Profile via Drupal

I have created a CiviCRM Profile called "Edit Details" i have checked: View/Edit Drupal User Account Standalone Form or Directory It Displays correctly with no issues however when i go to edit it ...
0
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1answer
36 views

Editing public profile listing view template

We are not wanting to have the links on a profile view page to query the data. For instance, an email link should be 'mailto:' and not search function. I viewed the page as see <!-- .tpl file ...
2
votes
1answer
20 views

How do I add the timezone field to a profile?

Timezone is one of the fields in the address table. I'd like to add it to a data entry profile but it's not listed in any of the dropdown menus. How can I add it to the profile even if it's not in the ...
0
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1answer
19 views

How to restrict Profile Edit/Create Visibility?

I have Profile which I need to provide access to only user who are Active Members, So I have restricted Listings to Active Members only but when I go to the civicrm/profile/edit?gid=20&reset=1 ...
2
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1answer
22 views

CiviCRM profile “used for” options are not allowing a CiviContribute option on wordpress

I'm running CiviCRM Version 5.13.5 on WordPress 5.2.2 When I set up on staging, I used CiviCRM Version 5.13.4, and the various Profile options were available, including : Used For Standalone ...
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2answers
57 views

Google geocoder prevents profile submission

I get the following error while doing a batch update via profile when Google geocoding is turned on or adding a record via a profile (donation page). The data doesn't even reach civi (no pending ...
3
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2answers
193 views

How can I disable a reserved profile?

I have a profile that was created by some user and and went into "Reserved Profile" List. The bots are attacking the profile and creating contacts, since the form is public facing and no captcha was ...
1
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2answers
34 views

Approach to dynamically filled custom field using member since date

I've been thinking about how to best approach this and I'm stumped as to how to best go about it. I want to add a custom field to a profile that is rendered on the Contact Summary page. I would like ...
1
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0answers
73 views

Wordpress CiviCRM Profile URL only showing dashboard

I am using are using Wordpress 5.2.2 and CiviCRM 5.13.4 Is there a way to use the url profile links (or shortcode) like "http://localhost/wp_test/profile/?reset=1&id=4&gid=16&force=1&...
0
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0answers
33 views

Profile form submit error page displays duplicate data entry fields

I’ve used a profile on a Wordpress page on our website to gather constituent demographic info, with required fields set at the profile level. If you’re on this page as a visitor to the website and ...
0
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1answer
25 views

Preventing duplicate entries from online profile form

We currently have an online profile form in place where new charity members complete their details - This then creates a new charity group on Civi. We are having instances where new members are ...
1
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1answer
49 views

How should a CiviCRM site that uses remote profiles be protected?

When remote profiles are enabled for a CiviCRM site, it says the following: Warning: External profile support (aka "HTML Snippet" support) is enabled in system settings. This setting may be prone ...
1
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1answer
24 views

Using profile for people to submit activities

How can I create a data entry profile that creates an activity? Example: We train peer leaders, who then meet with mentees. We'd like them to submit their meeting information (e.g. duration, # of ...
0
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1answer
28 views

Display related organization information using a profile

What is the best (or recommended) way to display related organization information in a profile? I use organizational membership so after registration I have an individual record (with Drupal account) ...
0
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0answers
49 views

“Error: CRM.url called before initialization” on contribution page

I am getting this - "Error: CRM.url called before initialization" when I select the country from 'country field' included in the profile. Steps to replicate: Created a profile including address ...
2
votes
1answer
22 views

How do I bulk update organization subtypes using a profile?

I've been trying to use the 'Update Multiple Contacts' feature from within a Group using a profile. The profile field is 'Organization Subtype' However, when I get the list of contacts to update, ...
5
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2answers
142 views

Remove CiviCRM and Drupal links / banner on profile form

we have setup an online profile form that new members to our charity can complete. The information then pulls directly into CiviCRM. When accessing the profile / form online there are drupal and ...
1
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1answer
25 views

How can I display message after form submission

I have created CiviCrm profiles. How can I display a message when user submits the profile? First It should display a message (pop or alert) and then redirect to another page.
3
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1answer
38 views

How can I add conditional profile fields (WordPress)

I would like to have conditional fields, that will be visible when certain conditions are met, for example: New Customer, IF group is business, show business address field, IF group is individual, ...
3
votes
1answer
29 views

Where has a custom field been used?

Drupal 7.65 CiviCRM 5.10.4 Hi everyone, Bit of a strange question here but I'll explain the context and hopefully there's a solution! So we have a custom field that asks for people's consent to ...
2
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1answer
27 views

Profile field for event not showing

I have set up a profile for an event we are running but one of the fields is not appearing and I am not sure why. When I view the preview it is there but not showing on the booking page for the event. ...
0
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1answer
66 views

Profile registeration interaction between wordpress and civicrm

I have been trying to get my head around using Civicrm (5.13.1) with wordpress (5.2) to create membership options for our organisation. I'm not sure I understand the process of creating a user account ...
0
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1answer
28 views

Use - Create Mode - URL error message

I am currently trying to setup an online membership signup form for our organisation. I am in the early stages at the moment but so far I have created the bare bones of the form by creating a profile ...

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