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Questions tagged [workflow]

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1 vote
1 answer
35 views

Civievent 'Cancel' clarification - does 'Cancel' generate a refund / balance

I've recently had to deal with cancelled event and refunds. At the moment my workflow is to: Issue a refund via the payment process (PayPal) PayPal updates contribution with refund transaction. I ...
1 vote
2 answers
32 views

Permissions and admin approval of additions and edits

I'm setting up an instance on Drupal for an organisation to use with delegated data entry roles. The main admin person would like a workflow step that requires her to approve any additions or edits to ...
2 votes
1 answer
36 views

Enforcing the uniqueness of fields/entities (e.g. phone numbers)

I'd like to ensure that phone numbers of a certain type (let's say Mobile) are unique across our Civi instance. A given contact should be able to have no more than one Mobile number, and no two ...
1 vote
1 answer
70 views

Automating CiviCRM?

What kind of features and extensions are available for automating different tasks in CiviCRM? I currently know of "scheduled reminders", CiviRules, and CiviCase. I am looking for stuff that performs ...
1 vote
1 answer
38 views

Bulk move contacts to new group after message sent

I would like to set up a workflow that will automatically bulk move contacts out of Group A and into Group B after an email is sent to Group A. Is this possible?
0 votes
1 answer
71 views

Create custom entity in CiviCRM with its UI form for data entry?

I want to create new custom entity in the Drupal-CiviCRM with its form from where user can data. In my case I want to have something like : User can register new application for keeping dangerous ...
3 votes
1 answer
82 views

Does Veda Consulting's dedupe workflow extension work on 4.7? Or is it now in Core?

Does Veda Consulting's dedupe workflow UI extension,which looks really cool, work on Civi 4.7, Drupal 7? and if so, from where and how exactly do I install/git clone it? The latest commits are at ...
2 votes
2 answers
120 views

Is CiviCRM a good choice for a website front end AND membership management?

We are looking for a CMS (or similar) for our Big Band. We need A page for the public to see our next gigs Membership management to keep a list of band members, deputies; An events calendar diary ...
2 votes
3 answers
76 views

Webforms vs Contribution pages - workflow

On a clients site, we are using several contribution pages, and some of them are duplicated in webforms. I have a hard time deciding when to use what. I prefer the webforms, but I always end up ...
4 votes
1 answer
100 views

Can we add an approval process/queue to emails sent through CiviCRM?

We're a fairly large NGO that is trying to consolidate and control emails to major gift donors (VIPs). We have an accounting department and a student sponsorship department that produce different ...
0 votes
1 answer
54 views

Workflow for New Event Registration

When I create a new event, I want someone to be notified via email when it is saved. How best to do this? I see in the admin console that there is System Workflow Messages under Message Templates, ...
2 votes
1 answer
21 views

How can I create branching scripts that a caller can use as part of a membership signup workflow, etc?

We're on Drupal and Civi 4.6.16. I want to create forms with branching scripts for staff to use when doing membership signup calls, fundraising asks, etc. I've created a webform using webform-...
4 votes
2 answers
72 views

Premoderation for webform submission before contact record change

We've a Webform which picks and updates existing contact's data. Is it possible to add a "check data" step somehow after webform submission has been made but before actual contact record change? There ...
2 votes
1 answer
67 views

How would one go about creating a workflow for activities?

I'm thinking something like the following: Employee enters an activity entitled Check Request and submits it. It is automatically submitted to his/her supervisor(based on preconfigured rule). ...
4 votes
2 answers
55 views

Can we export from membership search and include fields for groups?

I'm managing a country-wide organization's membership database with 1 membership type (you're either a member or you're not). Each region or province/state is represented by a Group. This allows us ...
2 votes
1 answer
72 views

How to make an efficient to-do-workflow for back-end staff?

CiviCRM is very flexible, to be able to be adjusted to the needs of many different use cases. One thing that is not set up by default, but is very helpful, is to set up to-do-lists for staff member. ...