Upcoming Events
San Francisco CiviCRM Meetup - February 8th, 2012
February 8th, 2012
Come meet others from the Bay Area who are interested in, using or developing (more...)
UK usergroup - London meetup
February 8th, 2012
Come and meet others from the UK that are using CiviCRM or are interested in (more...)
London user and administrator training
February 23rd, 2012
A comprehensive two day hands on training course covering the configuration, (more...)
CiviCRM London sprint Feb 2012
February 27th, 2012
Following the CiviCRM training here in London, we will have a CiviCRM code (more...)
Philadelphia - CiviCRM Meetup for Q1 2012
March 13th, 2012
UK South West - CiviCRM Meetup
March 20th, 2012
Come meet others from the Area who are interested in, using or developing for (more...)
[Bristol, UK] user and administrator training
March 21st, 2012
A comprehensive hands on training course covering the configuration, (more...)
San Francisco user and administrator training
March 29th, 2012
A comprehensive two day hands on training course covering the configuration, (more...)
CiviCRM Usability, Test and Code Sprint - San Francisco (March 2012)
March 29th, 2012
This usability, code and test sprint is targeted at CiviCRM users and (more...)
CiviCon 2012 San Francisco Bay Area - April 2nd 2012
April 2nd, 2012
CiviCon is THE annual event bringing together the people who use, develop, (more...)
CiviCRM Documentation, Test and Code Sprint - after CiviCon San Francisco (April 2012)
April 4th, 2012
This sprint is targeted at CiviCRM users and developers who want to work on (more...)
2.2 Test-drive - Multi-record Custom Fields
- Not Just a Contact Database
-
These optional components give you more power to connect and engage your supporters.

civiCASE
Case management for clients and constituents.

civiCONTRIBUTE
Online fundraising and donor management.

civiEVENT
Online event registration and participant tracking.

civiMEMBER
Online signup and membership management.

civiMAIL
Personalized email blasts and newsletters.

civiREPORT
Report generation and template management.
Do you wish you could configure custom fields to store Employment History, Educational Background, Volunteer Skills or other types of information where you may need to enter multiple sets of values for a contact? Starting with CiviCRM 2.2, you can do just that.
For example, if you need to collect Employment History - you might have fields for Job Title, Start Date, End Date, and Reason for Leaving. Enabling the "multiple records" setting in that custom data group will allow you to enter that information for multiple jobs. You can also set the maximum number of records which can be recorded per contact (you might only want data for the three most recent jobs).
How do I set up a multiple-record custom data group?
- Go to Administer CiviCRM » Customize » Custom Data
- Click "New Group of Custom Fields"
- Select Contacts, Individuals, Households or Organizations for "Used For" record type.
- Check the box for "Does this Custom Data Group allow multiple records?" and select Tab as the "Display Style".
- If you want to limit the number of records per contact, enter a number for "Does this Custom Data Group allow multiple records?"
- Complete other form fields as needed and click "Save"
- Add one or more custom fields to your group.
That's it. When you view a contact and click on the tab for your new custom data group - you will find a link within the Edit form allowing you to create multiple records.
The team is still working on the functionality needed to DELETE any specific instance of a set of values. This should be ready by beta 2. But the rest of the feature set is part of beta 1 and ready for you to try out. Post any questions, feedback and examples of your use cases for this in the 2.2 Release Testing forum board. Extra karma points to anyone who can find and post a reproducible bug in this feature (and super karma if you also include a patch to fix it).
Any gotchas?
There are definitely some restrictions and limitations in the 2.2 implementation:
- It is restricted to custom data used for Contacts (including individuals, organizations and households). You can't use it for other record types (e.g. contributions, memberships ....).
- You have to use the Tab display style (i.e. Inline display is not supported).
- You can't import or export custom fields that use the multiple records feature.
- You can't use custom fields in Profiles when they're configured for multiple records.
We hope to address most or all of these limitations in 2.3+.
Under the covers...
For you semi-geeky readers (a moniker I proudly wear), the database implementation of this feature is pretty simple. Starting with 2.0, custom field values have been stored in separate tables by custom data group. Using our Employment History example again, if you had created a custom data group with those 4 fields - the values would be stored in a civicrm_value_employment_history table with a column for each field and an entity_id column which is the foreign key to the contact record for that row. As planned, this feature leverages the new schema - any number of additional rows linked to the same contact ID can be inserted in the "value" tables. :-)







Comments
Not available in (Drupal) views
I've noticed that multiple-record custom data groups are not available in views. I found a fix but I'm unsure of the consequences. See http://forum.civicrm.org/index.php/topic,17658.msg80183.html#msg80183
Is this fix viable and/or is there a plan to get multipl-record custom data groups to show up in views?
You can't import or export
Is the data retrievable/savable via the API then?
--
Dave Hansen-Lange
Web Developer
Advomatic LLC
http://advomatic.com
Hong Kong office
currently not ..
but a code contribution to do so would be nice and gratefully accepted :)
lobo
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Cool
That's what I've been waiting for :).
Is it going to be possible to take existing custom data and implement this retroactively?
yes, u can convert a custom group to have multiple values ..
since this does not involve data loss :) but you cannot convert from multi->single (in 2.2)
lobo
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Is there a way to use that in the profiles ?
I'm going to use civi to smoothe the recuitement process, and was going to use a profile to let the candidate fill a form instead of spamming a poor mail box.
X+
Not now, but will be there in a future release :)
when we restructure and merge profiles and custom groups a bit more, we'll add this feature :)
lobo
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Kinda of a 'gotcha' for a
Kinda of a 'gotcha' for a client who would use this right now. Would a contribution of time assist?