Questions tagged [profile]
Questions about the CiviCRM profiles system.
412
questions
0
votes
1answer
18 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, ...
0
votes
0answers
24 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
vote
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 ...
0
votes
2answers
25 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
vote
1answer
23 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
vote
1answer
14 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
votes
1answer
35 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
votes
1answer
21 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
vote
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
vote
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....
0
votes
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
votes
2answers
47 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
votes
1answer
39 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
vote
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
vote
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
votes
0answers
10 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
votes
1answer
22 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
votes
1answer
29 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
votes
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
votes
1answer
21 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 ...
0
votes
2answers
55 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
votes
2answers
192 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
vote
2answers
32 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
vote
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
votes
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
votes
1answer
24 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
vote
1answer
37 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
vote
1answer
23 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
votes
1answer
23 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
votes
0answers
43 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
20 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
votes
2answers
129 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
vote
1answer
24 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
votes
1answer
36 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
votes
1answer
23 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
votes
1answer
52 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
votes
1answer
25 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 ...
1
vote
1answer
13 views
Case Type field not available to add to a profile
I would like to make a profile that I can use to change case types and update statuses. The Case Status field is available to add to a profile but Case Type is not. This is true in my instance (Spark) ...
0
votes
1answer
29 views
How to allow anonymous user to edit their contact details on CiviCRM?
I have created a profile with following fields
First Name
Last name
Street address
Postcode
Phone
My plan is to include the profile link to Contribution Receipt template with hash and let the donor ...
0
votes
0answers
13 views
Missing CiviContribute voice in “Used for” Profile section
I installed civicontribute and civimembership on my system.
I have a pre-existing CIVICRM installation (ver. 5.12.1) on Joomla (3.9.5).
My problem is that I can't associate the Profiles with the ...
0
votes
0answers
14 views
Bug copying profile in CiviCRM/Joomla
I was just trying to copy a profile in CiviCRM 5.12.3 and Joomla 3.9.5 and am receiving an error message.
An error has occurred.
0 @import url(/administrator/components/com_civicrm/civicrm/...
2
votes
1answer
40 views
Anonymous user filing out a profile unintentionally remove themselves from groups
When an anonymous user fills out a contribution or other form with a profile that includes the ability to select groups, the user may leave those checkboxes blank, like so:
If the anynomous user ...
4
votes
2answers
40 views
Alerting admins when certain fields are changed via profile & checksum?
Drupal 7, CiviCRM 5.10
I'd like to send out an "update details" email to contacts - a profile with checksum. It will include some other custom field questions but i want to be alerted specifically if ...
0
votes
1answer
60 views
Profiles in iframe
I am trying to include a subscription form (civicrm profile) in a static html using an iframe. Using '&snippet=1' in the url I can remove all the irrelevant page parts.
Works good when loading ...
0
votes
0answers
29 views
Set CiviCRM profile standard field as hidden and autofill it with a string in Wordpress
I want to publish an online form to collect info requests, putting them in CiviCRM Contacts.
I prepared a CiviCRM profile showing these standard fields:
First and Last Name,
Email,
Phone,
Contact ...
1
vote
1answer
28 views
Checksum profile links not opening on mobile
Using CiviCRM 5.10.4 with Drupal 7.64.
Trying to use a checksum link in an email being sent out to a group, for them to submit a profile which has been pre-filled in with their details.
My link is ...
1
vote
0answers
15 views
Issue updating multiple contributions
The date field seems to break when trying to update multiple contribution dates.
Drupal 7, Civi 5.10.4 and 5.11, Shoreditch enabled or disabled. Also happens to break the Menu, KAM, Shoreditch, or ...
4
votes
1answer
74 views
Change Member Listing Layout in Worpress
I was wondering what the best approach would be to change the layout of a member listing.
I'm using wordpress, and have inherited the maintenance of this association website - and believe civiCRM ...
