08 August, 2018

In this blog post I want to show how you could use the new form processor extension to handle form submissions from an external website.

My (imaginary) organisation provides buddies for young people and the form on our website is submitted when somebody is interested in becoming a buddy for a teenager. We ask for the name, address, e-mail, telephone number, birth date and gender.

After the person has submitted the form one of our employees should make an intake phone call with the person and this should happen within a month.

When the form is submitted we want to have the following situation in CiviCRM:

  • A new individual with subtype Buddy is created
  • The new individual is added to the group 'Interested in becoming a buddy'
  • An activity of type 'Intake' is added and scheduled a month ahead

In this blog post I am going to show how you could create...

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10 July, 2018
Filed under Tools, Tips, Training

Last year at #17NTC, I met a consultant who reminded me of the dreaded phone call, “Hey, a colleague referred me to you and I want to get a quote for moving to CiviCRM.” Those phone calls are often challenging, as the client hasn’t done much in the way of organizing their needs and helping us help them.

Since that time, the consultant (Betsy Block at B3 Consults) and her partners (Public Profit) released a toolkit funded by the SH Cowell Foundation to help our clients be great clients—the Making Wise Decisions toolkit. The toolkit asks folks to take a brief quiz first and helps nonprofit organizations think about their system readiness. The toolkit itself helps nonprofit organizations organize their materials around:

  • Objectives in implementing new system

  • Program...

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10 June, 2018
Filed under Tools, GSoC, CiviCRM

Hi everyone! I'm Andy, and I'm working on the OSDI integration project for GSoC 2018. If you want more information about what this project is all about, check out the GitLab here. The source code is here. The OSDI standard is a set of standards for interoperability between products in progressive movements. For more information about OSDI, click here.

A few services that support OSDI integration are:

  • Action Network
  • ActBlue
  • CallHub

For a more detailed list, look here.

The purpose of this project is to support easy sync between resources on OSDI-compliant third parties and CiviCRM. For instance, this extension could hypothetically sync users consistently between CiviCRM and Action Network and...

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13 March, 2018
Filed under Tools, API, Architecture, Extensions

I have finished a working prototype of the form-processor and action-provider extension. See my previous blog post for where the idea came from.

Below I will explain what you can do with this extension. Lets assume we have an external website where students can signup to volunteer in a summer program. When a student has signed up we want this data to be present in CiviCRM and the student added to the group student volunteers.

So first we have to install the action-provider and form-processor extension. After that we can create our form processor, go to Automation --> Form Processor --> New Form Processor.

We then have a screen where we can enter the name, define the input fields (in our case email address)...

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12 February, 2018

Last week we had a Sprint in the wonderful city of Brussels. This blog post is a recap of what I have been up to.

Form Processor

I started the sprint to work on a new extension the form processor.  This idea came to my mind as I had a few clients at which I had to develop a custom api for data coming from their website (in those cases CiviCRM was separated from the website). And my idea was that I wanted to give system administrator and implementers a tool in which they could create those kind of API by themselves. So the form processor was born.

Below is a sketch of the screen of the form processor (click the image for a larger preview):

The form processor is designed so that the user first defines the...

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24 January, 2018
By totten
Filed under Tools, API, Architecture, WordPress

The civicrm-setup library aims to replace the CiviCRM installer. Following the December/January iteration, it's available for use as a CLI installer and as a web-based WordPress installer.

What's wrong with the old installer?

  • Entropy: The main installer's code has grown messy. For example, it mixes...
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23 January, 2018
Filed under Tools, API, CiviCRM

The power of Workplace by Facebook is now available for CiviCRM users!

New button in the User Profile opens up a communication channel within CiviCRM for work chat, team groups, project updates, instant messages or alerts (see pic. 1 below). The functionality will noticeably improve communication across organization inside or outside the office as it falls back on all the strengths Facebook has to offer, the most prominent being the user-friendly familiar interface and secure collaboration.

pict. 1 - runing Workplace by Facebook from CiviCRM

Workplace by Facebook is your own version of Facebook which is a really convenient tool for internal communication. There are enough...

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21 July, 2017

CiviCooP and Systopia and Palasthotel have been working together on CiviProxy and CiviProxy. This blog is a round up of what we have achieved in the last couple of days. The first thing we have achieved is that we had fun and a very good work atmosphere. We made long days and made lots of progress.

What are CiviProxy and CiviMcRestFace?

CiviProxy is a script to act as an application firewall for CiviCRM. It could be used to put your civicrm in secure network. CiviProxy is the gatekeeper to which external systems, such as your website, connect (this is for example when a user signs a petition on your website and the website submits this data to your CiviCRM). CiviProxy will make sure the call is from the right place (ip-adress) and is only doing what allowed to do. 

CiviMcRestFace (CiviMRF) is a framework to be used in other systems (such as your external website) to connect to CiviCRM. The framework itself is...

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17 July, 2017
Filed under Tools, Drupal

If you are a Drupal developer coming new to CiviCRM, it can be a bit of a "culture shock" to realize that CiviCRM is not your typical Drupal module.

CiviCRM has a separate and independent evolution and ecosystem, and its standard practices and APIs reflect that. From installation of the module itself, to creating customizations and modifications of its standard behavior, you are entering into a different "world" when you implement and develop client solutions with CiviCRM.

CiviCRM Entity can help a Drupal developer make the transistion by enabling them to use some of the standard Drupal API features they have grown accustommed to, while still providing insight into the data structures and interconnections of CiviCRM.

For people who spend the majority of their time developing in CiviCRM, it can feel the same way, in reverse. For all-day CiviCRM developers, CiviCRM Entity can be an...

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11 July, 2017
Filed under CiviMail, Tools, Partners, CiviCRM

CRMs are must-have for any organization, large or small. There is some debate over what the “C” in CRM stands for - client, constituent, customer, etc., but at a very base level it manages information about your contacts. Organizations now understand that communication is not always linear, flowing to one central point. To further complicate things, organizations have a splintering of data from a multitude of tools. For example, maybe you are using Evite for event registrations, Salesforce to manage your customer communication, PayPal to collect donations, and Constant Contact for your email blasts. How can your organization get visibility into all of this data with it spread out amongst various systems and databases? The solution is CiviCRM.

Editor’s Note: I was initially going to make this one blog article, but since there are so many great features to talk about in CiviCRM, I’ve decided to break this up into...

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