Customising civicrm
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The document discusses various customization options for CiviCRM, focusing on features such as custom data fields, profiles for user data collection, styling through CSS and JavaScript, template and PHP overrides, and integration with CMS modules. It highlights the importance of planning for custom data and provides insights into utilizing existing CMS modules for better functionality. Additionally, the document touches on new CMS-agnostic extensions available for CiviCRM users.
Customising civicrm
- 1. CUSTOMISING CIVICRM Melbourne CiviCRM meetup, 29th October Chris Ward @chrischinch
- 2. Almost too customisable! • Default options • Custom Data • Profiles • CSS / Javascript • Template Overrides • PHP Overrides • CMS modules • Extensions
- 3. Default options • Customise default: • Tags • Activity Types • Suffixes/Prefixes • Locations • And many more…
- 4. Custom Data Custom field sets for collecting specific information in specific situations.
- 5. Custom Data • Create a set • Assign it to component • Set other options
- 6. Custom Data • Add fields • Wide variety of data types and display styles • Hard to change, so plan!
- 7. Custom Data • Shows on: • forms • front end • searches (searchable) • Reports • Watch your ACL
- 9. Profiles Methods of collecting data from users in a variety of places
- 10. Profiles • A variety of options depending where and how you want to collect data
- 11. Profiles • Add fields from most sources • Configure settings
- 12. Profiles • Use as a form link or HTML snippet
- 13. Profiles demo…
- 14. CSS/JavaScript • Use CMS theme • Custom folder beyond this • JavaScript… It depends
- 15. Template Overrides • Override most aspects of look and feel • Separate from CMS theme • Override folder location must be set • Smarty
- 16. Template Overrides • Find relevant file from URL path • A little hit and miss • Mentioned somewhere in page code • Duplicate exact structure from templates folder • Go crazy!
- 17. Template Overrides • ‘Extra’ files • Especially JavaScript • Same process • ‘template_to_append_to. extra.tpl’
- 19. PHP Overrides Pretty much the same as Templates but logic Be careful…
- 20. CMS modules • If you need your CMS to react to CiviCRM actions or work better with it • Many existing • Webform integration a standout • Best support in Drupal
- 21. CMS Modules • Utilises ‘Hooks’ triggered during CiviCRM program flow • Write code to be processed when those hooks are triggered • Drupal module • Joomla! plugin • Wordpress custom php
- 23. Extensions • New CMS agnostic ‘modules’ • Downloadable tool to get you started • Extension can show to all CiviCRM (4.2) users
- 24. Extensions Demo…