60 lines
6.6 KiB
Plaintext
60 lines
6.6 KiB
Plaintext
{*
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+--------------------------------------------------------------------+
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| CiviCRM version 4.7 |
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+--------------------------------------------------------------------+
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| Copyright CiviCRM LLC (c) 2004-2017 |
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+--------------------------------------------------------------------+
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| This file is a part of CiviCRM. |
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| CiviCRM is free software; you can copy, modify, and distribute it |
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| under the terms of the GNU Affero General Public License |
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| Version 3, 19 November 2007 and the CiviCRM Licensing Exception. |
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| CiviCRM is distributed in the hope that it will be useful, but |
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| WITHOUT ANY WARRANTY; without even the implied warranty of |
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| MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. |
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| See the GNU Affero General Public License for more details. |
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| You should have received a copy of the GNU Affero General Public |
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| License and the CiviCRM Licensing Exception along |
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| with this program; if not, contact CiviCRM LLC |
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| at info[AT]civicrm[DOT]org. If you have questions about the |
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| GNU Affero General Public License or the licensing of CiviCRM, |
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| see the CiviCRM license FAQ at http://civicrm.org/licensing |
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+--------------------------------------------------------------------+
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*}
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{htxt id='profile_overview-title'}
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{ts}About Profiles{/ts}
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{/htxt}
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{htxt id='profile_overview'}
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<p>{ts}Profiles may be linked to specific modules, accessed via built-in CiviCRM URLs, or embedded into any web page using the HTML Form Snippet feature. Examples include:{/ts}</p>
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<ul class="indented">
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{if $config->userSystem->supports_form_extensions EQ '1'}
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<li>{ts}<strong>User Screens</strong> - One or several profiles can be linked to either the <strong>new user registration</strong> and/or view and edit screens for <strong>existing user accounts</strong>.{/ts}</li>
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{/if}
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{capture assign=configContribURL}{crmURL p='civicrm/admin/contribute' q='reset=1'}{/capture}
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<li>{ts 1=$configContribURL}<strong>CiviContribute</strong> - When you want to collect information from Contributors via online contribution pages, you can create a profile and link it to to your contribution page as a 'custom page element' (<a href='%1'>Configure Online Contribution Pages</a>).{/ts}</li>
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{capture assign=siteRoot}<{ts}site root{/ts}>{/capture}
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<li>{ts 1=$siteRoot 2='civicrm/profile?reset=1'}<strong>Contact Search and Listings</strong> - When you want to provide a search form and search result listings for some or all of your contacts you can create a profile with the desired search fields and link users to the path for that search form. When creating a link to search and listings profiles, add the corresponding profile ID to the end of your query string using the 'gid' parameter. For example, the link to display a search and listings page for a Profile with ID = 3 would be:{/ts} <em>{$siteRoot}/civicrm/profile?reset=1&gid=3</em>
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You can limit the search results to a specific group of contacts. EXAMPLE: You only want your organization's staff members to be searchable. You would do this by limiting your profile to only contacts in your 'Staff' group under the profile's Advanced Settings.
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</li>
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<li>{ts 1=$siteRoot 2='civicrm/profile/create?reset=1&gid=3'}<strong>Contact Signup Forms</strong> - Create link(s) to 'new contact' input form(s) for your Profiles using the following path: <em>%1/%2</em>. (This example links to an input form for Profile ID 3.){/ts}</li>
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<li>{ts 1=$siteRoot 2='civicrm/profile/edit?reset=1&gid=3'}<strong>Contact Edit Forms</strong> - Allow <strong>authenticated users</strong> to edit their own contact info with a Profile using the following path: <em>%1/%2</em>. (This example links to an edit form for Profile ID 3.){/ts}</li>
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<li>{ts}<strong>HTML Form Snippet</strong> - If you want more control over form layout, or want to add Profile input forms to non-CiviCRM blocks, pages and/or sites...click the HTML Form Snippet action link for a Profile below - and copy and paste the HTML form code into any web page.{/ts}</li>
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</ul>
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<p>{docURL page="user/the-user-interface/profiles"}</p>
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{/htxt}
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{htxt id='standalone-title'}
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{ts}Form Snippet{/ts}
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{/htxt}
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{htxt id='standalone'}
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<p>{ts}The HTML Form Snippet code will display a form consisting of the active fields in this Profile. You can copy this HTML code and paste it into any block or page on your website where you want to collect contact information.{/ts}</p>
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<p>{ts}By changing the relative URLs included in the snippet to absolute URLs (e.g. change "/sites/all/modules/civicrm/bower_components/jquery/dist/jquery.min.js?r=dXCgD" to "https://yourdomain.com/sites/all/modules/civicrm/bower_components/jquery/dist/jquery.min.js?r=dXCgD") you will be able to use the snippet on any website.{/ts}</p>
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<p><strong>{ts}If the web page you are pasting the snippet code to is hosted in a different domain from your CiviCRM site, you may NOT be able to include Country and State fields in the form (the script which dynamically loads the states based on selected country may not be able to execute across domains).{/ts}</strong></p>
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<p>{ts}You can control the web page that someone is directed to AFTER completing the form by modifying the contents of the hidden <strong>postURL</strong> input field. Replace the default value with any valid complete URL prior to saving the form code to the desired page(s).{/ts}</p>
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<p>{ts}EXAMPLE:{/ts} <strong><input type="hidden" name="postURL" value="{ts}http://www.example.com/thank_you.html{/ts}"></strong></p>
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<p>{ts}If the form is submitted with errors (i.e. required field not completed...) - the default behavior is to display the errors within the 'built-in' profile form. You can override this behavior - specifying your own error page - by adding a hidden <strong>errorURL</strong> input field.{/ts}</p> {docURL page="user/organising-your-data/profiles/"}
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<p><strong>{ts}Make sure the CAPTCHA feature is NOT enabled for this profile when you are grabbing the HTML code. CAPTCHA requires dynamic page generation. Submitting an HTML Snippet profile form with CAPTCHA included will ALWAYS result in a CAPTCHA validation error - which means that the information entered by the user can not be saved.{/ts}</strong></p>
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{/htxt}
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