13
votes
Accepted
How to add a checkbox like "I agree following terms & conditions..."
You can definitively do that with a custom field! Custom Field -> Used for: Participants -> choose Field Type: checkbox; make one multiple choice option (Label: 'I agree to the terms and conditions'); ...
- 15.1k
11
votes
How and when should I create custom data fields?
Welcome to Civi! A great place to start is this wiki post about Groups vs Tags vs Custom Fields:
http://wiki.civicrm.org/confluence/plugins/servlet/mobile#content/view/86213742
There are also ...
- 4,994
7
votes
Accepted
How do I use custom fields in Drupal views?
Saw the same issue here.
We noticed that the field appeared twice in the list of fields. We'd selected it as CiviCRM Contact: My Field - but it also appeared as CiviCRM Custom: My Field.
When we ...
- 2,365
7
votes
Accepted
List Parents of Children having certain values
Yes, using Advanced Search (Search menu » Advanced Search). Set up the search the same way you would in order to find the children. Additionally, set the "Display Results As" at the top to "Related ...
- 38.5k
7
votes
Why can't I see different financial types in contribution reports
You're looking for some advanced reporting: install this extension: fuzion extended reports -> and then look for report template: Extended Report - Price Set Line Items.
- 15.1k
7
votes
Unique custom field - contact creation
The "external identifier" field on contact records is available so you don't need a custom field. It won't allow duplicates.
- 21.7k
7
votes
Accepted
Limit contacts in "Assigned to" field of an activity to a specific group
There is, I think, already an extension that will do this. It's here and here and used by one of my (former) clients. It's being actively used and cetainly works at 5.35.2 release level.
- 4,720
6
votes
What are the files and fields in CiviCRM?
Sounds like you're new to CiviCRM - Welcome to the community. Here's a link to the CiviCRM data architecture page on the CiviCRM wiki.
You can create multiple custom fields in CiviCRM so you should ...
- 2,826
6
votes
Spanish custom last name solution
"Lastname" is the field intended to insert both surnames for the contacts they have. The translation of the field in Spanish also indicates it: "Apellidos".
For more than 5 years we have worked with ...
6
votes
Accepted
How to get "Last contribution amount" and "Last contribution date" into report?
The way we have approached this in the past is to install/enable the Summary Fields extension, and set that up so it calculates the Last Date and Last amount, which are then available as custom fields ...
- 28.1k
5
votes
Accepted
How to request bug fix for LTS
The process to get a bug fix included is to submit a Pull Request ("PR") to that branch on Github.
This is documented in the civicrm wiki: How to Submit a Patch to a Version Branch
Get yourself a ...
- 9,892
5
votes
Best practice for dealing with electoral district / constituency?
It sounds like you want to look at the Electoral API extension and at Using CiviCRM for e-advocacy more generally.
The Electoral API extension is in beta - we have it in production for a few clients. ...
- 38.5k
5
votes
Exporting Contacts - Reporting?
If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (...
- 148
5
votes
Accepted
Importing Custom Field Checkbox Data
The correct answer is to put the text
Red,Blue
without quotes in a single cell of the CSV that you're trying to import.
You also need to make sure that the field you're importing into allows ...
5
votes
Is there an extension for adding a custom field type calculated field?
[UPDATED FOR 2023]
The closest equivalent is using SearchKit. You can use either Data Segmentation or text rewrites with Smarty.
At the bottom of this answer is a screenshot of a Data Segment to ...
- 38.5k
5
votes
Accepted
How to remove "Extended Demographics"?
The easiest would be if you can find it in the CiviCRM custom groups? Using Administer/Customize Data and Screens/Custom Fields. If that does not work, check the table civicrm_custom_group. You will ...
- 11.8k
5
votes
Accepted
How to create a custom field for a file upload, and make it private
CiviCRM files are never directly web-accessible. If you are also using Webform integration to submit the file, then a copy of the file is also stored in Drupal. You could either make your Drupal files ...
- 17.5k
5
votes
Accepted
Adding extra information to event registration
You will want to make the Custom fields on the Participant record (not on the Event). Then you'll be able to add them into a Profile and add that Profile to the Online Registration section for your ...
- 15.1k
5
votes
Is it possible to create nested multiselect custom field?
This is not possible via Custom Fields - this is possible via Tags.
- 28.1k
5
votes
Need to enlarge the field box size
I usually change the field type to be 'Note' when I need a longer length - then you specify length and number of lines - and it's expandable - if the user needs to add more they can resize the box.
- 4,720
5
votes
Accepted
Custom date field formatting with smarty
Found the answer. The civi field token must be captured to a Smarty variable first:
{capture assign=arr}{contact.custom_105}{/capture}{$arr|date_format:"%A, %B %e, %Y"}
- 1,367
5
votes
Cannot set sort order of custom fields in profile
The weight of the custom fields only controls the order in which they appear on the back end. The profile sets its own order. You can set the order from Administer menu » Customize Data and Screens »...
- 38.5k
5
votes
Add Custom Field to Core Field Group
You can use JS to move custom field from custom group accordian to demographics accordian.
https://docs.civicrm.org/dev/en/latest/framework/resources/
https://docs.civicrm.org/dev/en/latest/...
- 30.6k
5
votes
Add Custom Field to Core Field Group
You may find this new feature could deliver what you need - the MIH is still open and nearly fully funded iirc
https://civicrm.org/blog/colemanw/want-to-customize-the-contact-summary-screen
- 28.1k
5
votes
Accepted
Custom dropdown for specific relationship type
You can create custom group of fields for a specific relationship with your custom relationship type filter. This custom field will only be visible when you select relationship type from the drop down
...
- 30.6k
5
votes
Accepted
Missing more menu options three dots/vertical ellipsis (⋮) within administration interfaces
If you have CiviCRM shoreditch extension enabled on your site than try adding below line in your theme css file
.crm-container span.btn-slide {
display: unset !important;
}
Thanks
Pradeep
- 30.6k
5
votes
Accepted
Survey Questions vs Contact Info
There are limitations in CiviCRM profiles mixing Contact and Activity fields (survey responses are stored as activities). If your profiles work as you expect during testing, there won't be any hidden ...
- 38.5k
5
votes
Accepted
Validation on custom field
There are many ways you can achieve this
Implementing hook_civicrm_validateForm() hook via extension/module/plugin to add php code .
code:
function MYMODULE_civicrm_validateForm($formName, &$...
- 30.6k
5
votes
Accepted
Is it the case that to change a field type in CiviCRM there are only 3 steps?
Sometimes its possible to change the field type from UI, but it totally depends upon from what field type you want to convert to.
An easy win would
Single select to radio or vice versa(change the ...
- 30.6k
5
votes
Default value for custom date field
/**
* Implements hook_civicrm_buildForm().
*
* @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_buildForm
*
*/
function extensionname_civicrm_buildForm($formName, $form) {
...
- 30.6k
Only top scored, non community-wiki answers of a minimum length are eligible