Questions tagged [profile]

Questions about the CiviCRM profiles system.

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2
votes
3answers
362 views

How to build a profile using Activity data

I need a logged in user to be able to add an activity but Civi keeps telling me "Profile search, view and edit are not supported for Profiles which include fields for more than one record type." Here'...
2
votes
1answer
161 views

How to include "Same as Billing/Home address" in a payment processing page?

I know This can be easily done by webform. But Civicrm webform does not allow the price set to be included. So its a limitation... We use paypal website pro service. A profile is included to the ...
2
votes
1answer
30 views

Green Box in Profiles

I want to remove these green boxes that appear on Civi Profiles automatically. They do not appear in the source code at all. Is there an option to remove or a place in Civi where I can disable and ...
2
votes
1answer
63 views

Multi-records Custom Field

i have a simple Custom Field set that has 2 text field to capture "Year" and "Class". This custom field is set to keep multiple records/values. The idea is to track the person's class information ...
2
votes
1answer
75 views

How can I tell if Remote Profiles are in use?

Remote profiles are difficult to configure safely, so they're turned off by default on modern CiviCRM installs. However, if I have an old CiviCRM installation, how can I tell if this feature is in ...
2
votes
1answer
60 views

Anonymous users can't View details of a Contact in a public directory Listing

Currently on CiviCRM 5.1.2 / WordPress 4.9.6 in my dev site and on my Live site on CiviCRM 5.0.2 / WordPress 4.9.6. The reason for the CiviCRM difference was it was my last attempt to see the cause ...
2
votes
1answer
35 views

Profile - Organisation Details but add employee/voluntter

I am creating a profile for Organisations to complete on our website and it seems straighforward. Until it gets to finding how to add employees/volunteers as part of the profile. How do I get an ...
2
votes
3answers
132 views

Question for current employer field

This is actually a very common use case which in CiviCRM, it doesn't seems to be a way to deal with it yet. Scenario: a CiviCRM integrated site that keeps both users and their employment information ...
2
votes
1answer
75 views

Hide profile icon when using Profile in listing mode

We're using a Profile to create a members directory that is only accessible when members are logged in. The profile search is working fine, and we've restricted access so users only see what we want ...
2
votes
1answer
229 views

WordPress / CiviCRM permission?

The is a screen for an individual contact to update their own information. We use Profiles and just added it to the WordPress page via shortcut. As you can see in attached screenshot, some pieces of ...
2
votes
1answer
181 views

Multi-value fields in profiles - how to?

When I add a multi-value custom fields to a profile, Civi only allows visitors to enter the fields once - as a simple fields. How to configure custom fields and profile to get form with multi-field ...
2
votes
2answers
78 views

How do you change the default status message that shows when one submits a profile form?

At the moment it says 'Thank you. Your information has been saved' after one submits a form. I can't work out where to change this. Any ideas?
2
votes
2answers
156 views

"Is deceased" checkbox and Views

We have a simple directory built with Views and a few exposed filters for searching. One of the (non-exposed) filters is intended to make sure all listed contacts are not marked as deceased. However, ...
2
votes
1answer
25 views

How to hide individuals from Directory and only show organizations

I can't get the membership directory on my website to show only organization information. It leaves a line for each individual who signs up on behalf of the company (see image.) It doesn't "show&...
2
votes
1answer
14 views

How can you remove or disable some US states from showing up in profile?

How can you remove or disable some states from showing up in profile? We really only want a few showing up - Latest CiviCRM - not using webform - this is for profiles.
2
votes
1answer
29 views

CREATE action for profile missing (v3)?

I want to create a profile but I don't see that in the action dropdown. Have attached an image Please help.
2
votes
1answer
54 views

I can see Age in a Contact Summary. How can I add Age to a Profile?

I can see Age for a contact in the Contact Summary screen, which is not a built-in field, but is apparently calculated from the Birth Date field. I can add the Birth Date field to a Profile. How can I ...
2
votes
1answer
33 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 ...
2
votes
1answer
92 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 ...
2
votes
1answer
54 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, ...
2
votes
1answer
52 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 ...
2
votes
2answers
48 views

Custom profile only displaying one result in search

I've been trying to build a profile to customise the columns shown in search results. I have the profile working, showing the columns I wanted, but for some reason the results page is only displaying ...
2
votes
2answers
88 views

Request login on edit mode profile form

I'm using CiviCRM 4.7.31 on WordPress with the Members plugin. I created a new profile, then embedded that form in edit mode within a WordPress page: [civicrm component="profile" gid="35" mode="edit" ...
2
votes
2answers
191 views

Display a form in a widget (footer, sidebar)?

I'd like to add a form/profile in a footer or sidebar widget. I tried the Shortcode Widget plugin recommended in a Jan'18 question and placed the widget in the left column of a footer, but the form ...
2
votes
2answers
75 views

CiviCRM profile search not working when integrated with Wordpress

We're currently facing an issue. We are running Wordpress 4.9.8, and running CiviCRM. We're looking to publicly display a search widget on one of our wordpress pages, to search within a specific ...
2
votes
1answer
204 views

CiviCRM WordPress shortcode embedded within a tab shortcode does not load

I have a CiviCRM profile that I am using in order to allow a logged-in user to edit his/her address information. In addition, I want to display the user dashboard. Normally, one would e.g. create a ...
2
votes
3answers
98 views

Why can't I add more CiviCase fields to my Profile?

I have created a new Profile to prompt the user to complete a new Case within CiviCase. However, when adding fields to the Profile, it only offers the 'Case Subject' field from CiviCase. What have I ...
2
votes
1answer
42 views

Employer on Profile - Mismatching

I saw a few with similar questions, but not exactly the same on a major point. If moderators see value in merging this, go for it. We have a problem where people sign up for an event which includes ...
2
votes
4answers
133 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
2answers
157 views

Why Can't I use an Organization Profile type in a Contribution Page?

I want to create a contribution page for organizations specifically. So, I create a profile with the "Organization Name" field. This makes the profile type Organization (as opposed to Individual). ...
2
votes
1answer
182 views

Unable to create Joomla user account through CiviCRM profile

Running Joomla 3.5.1, CiviCRM 4.7.7 with the user registration profile set to require Joomla account creation, a new civiCRM user profile is created, but a Joomla user account isn't created. The user ...
2
votes
1answer
64 views

Account Creation Form not showing In Contribution Page

I created a profile and enabled account creation required. I attached the profile at the Contribution Page, but the account sign-up form is now showing up when I am not logged in. I am using Wordpress ...
2
votes
1answer
82 views

Redirect anonymous users to login when trying to view profile

On our Drupal 7.38 and CiviCRM 4.6.8 site, the "profile listings and forms" permission is set to authenticated users and above. Accordingly, anonymous users receive the standard warning when trying ...
2
votes
2answers
42 views

Profile creation workflow message, where is it located?

I would like to modify format and content of profile creation notification email message. Which template is it?
2
votes
1answer
46 views

Can a profile submission redirect to a PDF?

On CiviCRM 4.5/Wordpress 4.1, I'd like to create a profile that, when filled out, automatically downloads a PDF. Is such a thing possible? It didn't work when I put a URL to the PDF in the "Redirect ...
2
votes
1answer
68 views

How to prevent public use of profile, while still allowing use via HTML snippet

I would like to disable access to specific profiles via their public URL, while still allowing HTML snippet access, i.e. I'd like to allow POST only. Is this possible? We have fake spam contacts ...
2
votes
1answer
32 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 ...
2
votes
1answer
24 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 ...
2
votes
1answer
61 views

launch custom profile from Edit button?

Civi 5.9.1. WordPress 5.0.3 I built a profile for my organization's staff to use when adding an Individual with a specific subtype ("Farmer"). I created a New Farmer menu item under Contacts>New ...
2
votes
1answer
38 views

CiviCRM & Joomla Username Check Availability

I am trying to get CiviCRM (5.3.0) and Joomla (3.8.10) working with the Username Check Availability link. I have checked the code and found the following: <a id="checkavailability" href="#" ...
2
votes
1answer
56 views

CiviEvent multiple participant registration does not save all field values to contact

I've come across a weird problem while trying out the CiviEvent participant registration that I would like to share with you and hear your thoughts. Here is the scenario: So, I created an event in ...
2
votes
1answer
157 views

Set Default View for Views For Display Contacts in Advanced Search Form

I want to change the columns that are shown in the advanced search results. I have created a Search Views Profile and this shows up in the dropdown list of the Search Views on the Advanced Search ...
2
votes
1answer
97 views

Change order of custom profile fields on Drupal register page

I have created a custom profile in CiviCRM (Administer > Custom Data and Screens > Profiles) designated to be displayed on the Drupal registration page (see second screenshot), for users creating a ...
2
votes
2answers
179 views

Multi-value fields in profile

Can someone explain to me step by step, please, how to create the multivalue fields illustrated in the User Guide under the title Multi-value fields in profiles? (It shows work experience list, but I ...
2
votes
1answer
38 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
94 views

How to make an Event registration form where you can choose which event you are registering for?

Let's say I want to make 3 Webinars, I want a registration form where people can enter their contact info and then select the Webinar (which is an event) and than click submit. I can do it with custom ...
2
votes
1answer
137 views

Campaigns, surveys, custom fields...?

Scenario: based on a set of custom fields, we want to send a invite out to individuals for them to join a research study (set up as a group in civi). I thought the way to go was to create a profile ...
2
votes
1answer
25 views

Registration Form (profile) with selected groups only?

I try to set up a user registration form (for the Front End) using a profile. Within the profile the groups should be listed, but just selected ones, not all. I could not find a switch for this. Is ...
2
votes
2answers
22 views

How can we give Admins more control on what is shown for non-existent pages such as contribution pages

What happens when an Event is deleted, or a contribution page is disabled, or a profile no longer exists? Links i am thinking of include CONTRIBUTION PAGE http://dmaster.demo.civicrm.org/civicrm/...
2
votes
1answer
158 views

Personalised link using checksum tokens leads to empty page

When testing the functionality of checksum tokens for a mailing, the link is properly created according to this wiki entry for profile pages (.../?page=CiviCRM&q=civicrm/profile/edit&reset=1&...

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