Questions tagged [webform-civicrm]

Questions about the Webform CiviCRM Integration module for Drupal.

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1
vote
1answer
96 views

How to target record id for multiple record custom field set in Webfom?

Drupal 7.40 Webform-Civi Integration 7.x-4.13 Similar to Graham's question here. Use case: Setting up goal plans that look like this: Long-Term Goal 1 Short-Term Goal A Short-Term Goal B Short-...
3
votes
1answer
41 views

Recalculating final payment value on Civicrm Webform

I'm trying to recalculate the final payment value of a contribute page that I'm using on a webform. Depending on the value of certain fields recorded when submitting the form (the fields are custom ...
7
votes
4answers
248 views

Webform CiviCRM Paypal Button not Working

Using CiviCRM 4.4.4, Webform 7.x-4.11, Webform CiviCRM Integration 7.x-4.12, Paypal Website Payments Pro, Drupal 7.39 When I set up a payment through CiviCRM, credit card payment and Paypal payment ...
1
vote
0answers
69 views

Webform check permission

I have a CiviCRM Webform that creates a contact with some custom fields on submission. It throws DB Constraint error intermittently On Webform submission I get this error: The Druapl Reports Logs ...
3
votes
2answers
212 views

Disable opt-in e-mails for joining groups

I use a custom Drupal Webform for contacts to join groups. This happens within a restricted environment, the user is logged in and managing his/her own profile behind a password. I don't want any e-...
2
votes
1answer
173 views

Webform civicrm not creating contacts

Something is not right with my webform civicrm installation (version 7.x-4.12 with webform 7.x-4.11, CiviCRM 4.5.4). Creating a contact (even with one field included) fails, with this constraint ...
1
vote
1answer
61 views

How do you create a new custom table tied to case type?

Drupal 7.39 CiviCRM 4.6.8 Webform Civi Integration version 7.x-4.11. None of our case managers see any of the Civi back-end. All of their interaction is through Drupal, Views and Webforms. This ...
2
votes
1answer
110 views

How to select a default event in webform where event is repeating

Using webform I have created event registration for a nightshelter that runs continuously for 4 months at various different churches. I have set this up as a repeating event so each day is a different ...
3
votes
2answers
53 views

Any best practices/tips for creating a query view against contacts to used with webforms?

I've created a view to query up existing contact and I was able to create a link to a webform with a specific id. I added a combined filter for first name, last name and email. Before it filters you ...
3
votes
2answers
215 views

Recording Separate Contributions in a Membership Webform

Working on a Civi 4.5.5 site. I've configured a membership renewal contribution page to record a membership fee, and (voluntary) additional donation. By setting the Contribution Page Financial Type ...
3
votes
2answers
186 views

How can I update a particular activity/case via a webform?

Here's the use case: A user submits reports via a webform on a frequent basis. Each time they submit a report the webform creates a new case, and populate a custom activity type with the data that is ...
8
votes
3answers
233 views

Has anyone come up with an easy way to enter a household, the members, create the relationship, share the address, etc.?

Civicrm is extremely flexible with relationships. The downside of that is it's a pain to enter new household and their members. My users complain bitterly about how many steps it takes. Yes, there ...
3
votes
4answers
81 views

How can I get webforms to show household and household members?

I tried to follow the instructions here http://wiki.civicrm.org/confluence/display/CRMDOC/Webform+CiviCRM+Integration but I must be doing something wrong. I created a webform that has household as ...
1
vote
1answer
17 views

How can I automatically advance to the next member of a filtered group upon webform submission?

I've created a webform for a phone caller to use when calling members of a Civi Group who have already signed a card, to sign the Group members up for follow up activities. Once the phone caller ...
1
vote
0answers
153 views

How are multiple record custom fields handled in Drupal webforms?

Can't find anything on this from my searches, so thought I'd put the question here: If I use fields from a multiple-record custom field set in a Drupal webform via the webform_civicrm integration ...
3
votes
1answer
98 views

Webform CiviCRM and Gift Membership

Is it possible to use Webform CiviCRM Drupal module to create Stand Alone Forms for gifting a membership to a third party?
5
votes
1answer
81 views

CiviCRM Webform - Dedupe issue when using a shared address

We use webforms to register adults and children for events and memberships within the organisation. We require that adults register with an e-mail address but for children we do not expect this. We ...
1
vote
1answer
28 views

Event registration using External Id to match contact.

Is is possible using a webform or profile to register for events using only the external id number. Matching the contact via email address (when a user is not logged in) always ends up being messy.
0
votes
1answer
225 views

How can I make a civi event registration form that collects the individual's information as well as the organization to which they are affiliated?

How can I make a Civi event registration form that collects the individual's information as well as the organization to which they are affiliated? Would I have to use a webform? We're on 4.6.8, Drupal....
0
votes
3answers
136 views

Custom drupal contact display fields?

We have a situation where staff will be filling in a Drupal webform in order to record an activity on a contact within Civi. We are looking for a way to pull out some data from Civi into the webform ...
2
votes
2answers
174 views

Webform created for case activity and multiple case types

Drupal 7.39 Webform Civi Integration version 7.x-4.11. Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
1
vote
1answer
45 views

Sync name and address with drupal user page via civicrm webform

I am trying to sync the CiviCRM first name and address fields to a Drupal user account page but I cannot figure out the configuration. I am hoping it is something simple that I am missing out. ...
0
votes
2answers
102 views

is there a jobboard in civiCRM

new to civiCRM;-) is there a jobboard in civiCRM or to ask it in other words: does civiCRM has a board constructed more in the realm of an Applicant Tracking System OR does it allow to function as ...
4
votes
2answers
215 views

Webform CiviCRM Integration and duplicate contacts

I’m using Drupal 7.39, CiviCRM 4.6.7, and Webform CiviCRM Integration 7.x-4.12. I have a webform built whereas I’ve enabled the ‘Existing Contact’ field as I want the fields in the form to be filled ...
2
votes
1answer
60 views

How to create public and front end form through extension?

I need to create a public and front-end form through an extension which is native extension that need to compatible with all CMSs like civicrm.com/civicrm/form civicrm.com/form.
5
votes
3answers
456 views

Will Stripe Payment Processor work with CiviCRM 4.6 and/or Drupal Webforms?

We are planning to use stripe payment processor with CiviCRM 4.6.x and are considering using it in Drupal Webforms. Currently the extension is only marked as compatible with 4.5 but there is a 4.6 dev ...
1
vote
3answers
113 views

How can I (on page 2) show First Name of an Existing Contact - static (on page 1) without dragging it to page 2?

The First Name must also show on page 1 (and page 3/4/5/6 etc). If I'd just have two pages I could show Existing Contact on page 1 (display name) and then show First Name on page 2 but I've got 3/4/5/...
3
votes
2answers
70 views

Two users completing separate webforms on Drupal that create one activity on CiviCRM

For example: User 1 completes Webform 1 on Drupal to give details of a volunteering project, which when submitted creates an activity on CiviCRM. An email then gets automatically sent to User 2 with ...
3
votes
1answer
194 views

Cannot edit prefix, suffix, first name or last name of new or existing Individual

After upgrading my CiviCRM to 4.6.4 (& 4.6.6 after that in trying to fix this problem) I cannot see or edit suffix, prefix and first or last name of Individuals on the Contact Screen. Even when ...
3
votes
2answers
95 views

How do I get the External ID to appear in my contacts through Webform?

On the CiviCRM Webform Integration, I setup the External ID to appear as a textfield. Once the form is submitted, the External ID is captured in Webform, but not in the CiviCRM contacts. Is this a bug ...
2
votes
1answer
134 views

Suggested Approach for Cart style donations (Donation Pages) for Crowdfunding P2P site

My Question is: For the current 4.6.4 CiviCRM are there any suggested solutions / recipies to create a crowdfunding / P2P site with shopping cart style options ? Also, please comment if this is ...
5
votes
2answers
176 views

How can I assign tag when certain profiles are submitted

Anyone who signs up online for a membership on our site must create a Drupal user account at the same time (advanced setting on profile used for membership sign up). This gives them access to member-...
4
votes
3answers
128 views

Membership not inherited if child added via webform

Civi 4.6.4 / Drupal 7.38 Goal: Allow a constituent to add family members to their membership. Issue: When a constituent adds family members, via a civi web form, the relationship is created properly,...
2
votes
2answers
67 views

Use activity or event?

my organization would like to let users (anon and auth) be able to submit a request for a workshop via a drupal webform which would then be approved or denied based on various criteria by management. ...
1
vote
1answer
57 views

Webform: Only Open Case if Condition is True

I am just starting to learn the Webform integration with CiviCRM. I know that I am able to open a case via the webform module. However, I only want to open a case if a condition is met. For example, ...
2
votes
1answer
44 views

How to add Each Contact Membership fee using webform civicrm in drupal7

I have 2 contacts(Contact1 & contact2) in webform, I Want each contact get membership fee.(like In civicrm while creating new membership with Record payment Registration, it will create membership ...
1
vote
0answers
16 views

Mail Accounts form fails to submit data

I have CiviCRM (4.6.3) plus CiviHR installed on a Wordpress 4.2.2 (multisite installation). I go to Administer=>CiviMail=>Mail Accounts. Then I try to create a new account or edit the default one. I ...
3
votes
1answer
74 views

Permit member-only pricing

Goal: Provide member discount pricing for some events and member exclusivity for other events. I realize cividiscount can provide membership discounts - is it required or can it be achieved via price-...
1
vote
1answer
84 views

Embed webforms into site that is custom php

Our site is all custom php/html. It is not built using tools like Joomla or Drupal. Is it possible to embed webforms directly into our site?
3
votes
1answer
64 views

Webform and multiple memberships with same Member Organisation

When we create several membership types, with the same "Membership Organisation", it looks as if the previous membership has been replaced by the latest one. Assume we have two, MEM1 with 1 year ...
3
votes
1answer
208 views

Webform Event Registration skips payment processing

Following the tutorial at Civiteacher.com on "How to: Register for Multiple Events With Webform," registering for an event works, but it skips the payment procession section. Logs report this error: ...
3
votes
4answers
309 views

How to create a Drupal View of CiviCRM Activities with an edit link to the corresponding Webform?

Goal is to have a filterable and sortable Drupal View of CiviCRM Activities (not a view of Webform Submissions) created with a Webfom with a link to edit the webform submission. I can painstakingly ...
3
votes
3answers
359 views

How do I setup a webform so that an existing activity in a case is updated?

Here's the scenario: A user submits a webform that creates a case. An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
5
votes
1answer
207 views

How to make the contact autocomplete in Webform Civicrm to search for contacts that contain a search term, not start with

When you add an existing contact field to Webform Civicrm the autocomplete searches for contacts that start with the search term. How do you change the autocomplete function to search for contacts ...
4
votes
2answers
433 views

Can Drupal Webform Integration update matching contacts

On the CiviCRM profiles you have the ability to set it update matching contact. I don't see this functionality with the Drupal webform CiviCRM Integration module. Is it there and I'm simply missing it?...
2
votes
2answers
176 views

Recurring contributions with Webform-CiviCRM?

Does Webform-CiviCRM support recurring contributions for donations or memberships?
5
votes
1answer
77 views

Activity assignee email not being sent from webform

Emails are not being sent out from a CiviCRM webform to the activity assignee. Not sure why but there is a notice in Drupal: - Notice: Undefined index: act in wf_crm_webform_postprocess->...
2
votes
1answer
49 views

Civi webform: change error message for unique entry

Civi webform where I have a field 'existing contact' as an autocomplete. It needs to be unique i.e. one per contact (in this case contact = Constituency), so I have checked 'Unique' in the field ...
4
votes
2answers
70 views

Issues using 'Related Permissions Module' with v4.6 of CiviCRM. Will there be an upgrade soon?

We are using CiviCRM Webforms to allow parents to sign-up their events for there children. I am restricting access to related contacts using groups but would like to enforce permissions using 'Related ...
3
votes
1answer
116 views

How to make a single form that works with an individual, and organisation and their Relationship in Wordpress

Most of the Memberships for my organisation reside with Organisations which are then represented by a named individual. Is it possible using CiviCRM in Wordpress to design a website form which ...