Details
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Type: New Feature
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Status: Done/Fixed
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Priority: Major
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Resolution: Fixed/Completed
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Affects Version/s: None
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Fix Version/s: 1.3
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Component/s: None
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Labels:None
Description
1. Custom Groups may 'extend' Activity, Phonecall, Meeting, Group and Contribution Classes (in addition to existing options to extend Contact, Individual....Location...).
NOTE: Contribution is a new class - schema has been implemented in trunk.
1.1 Add/Edit Custom Group (uf/group)
-Modify 'Used for' (extends) select values to include new options
Change ' all contact types -' default label to 'All Contacts'
- Display Style is always 'Inline' for groups which do NOT extend All Contacts or one of the contact types
1.2 Data values are stored in civicrm_custom_value with appropriate entries for entity_table (civicrm_contribution, civicrm_activity, etc.) and entity_id (PK of associated gift or activity).
1.3 All defined custom groups are included as fieldsets in the Add/Edit Form and View for the applicable class (handled the same as Inline groups for Contacts)
2. Profiles (UF_Group) may now include core and custom fields belonging to different classes
2.1 Add/Edit Profile Field (uf/group/field) - CiviCRM Field Name drop-down (civicrm_uf_field.field_name) includes all core fields for contact, activity, meeting, phonecall and contribution, AND all enabled custom fields - regardless of which class they extend. For readability, we should group the fields by class and use null separator options:
- Contact Fields -
First Name
... - Custom Contact Fields -
Marital Status
... - Activity Fields -
Subject
Scheduled Date
... - Custom Activity Fields -
Foobar
(etc.)
2.2 Modify Profile form processing code so that it can handle insert or update of multiple objects/classes from the same form (e.g. insert a new contact AND an activity or contribution record)