Page MenuHomePhabricator

Three new custom fields on the prospect tab
Closed, ResolvedPublic2 Estimated Story Points

Description

There are three new custom fields on the prospect tab and all need to be searchable

  1. Estimated Capacity
  2. Planned Giving Score
  3. Planned Giving Segment

Event Timeline

Dwisehaupt set the point value for this task to 2.Mar 28 2022, 8:25 PM

The Estimated Capacity, Planned Giving Score, and Planned Giving Segment have been added to the advanced search. You can find them here: https://civicrm.wikimedia.org/civicrm/contact/search/advanced?reset=1

@Damilare the steps we need to do for this task and the related T304268 are

  1. Add the fields to our dev sites
  2. Ensure the fields have been added to triggers

Adding them to dev sites looks [something like this] (https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/775399)

The way I get the values to put in there is that I generally use the api explorer to get it in a json array & then I just edit it in - removing extraneous keys, converting to php, getting rid of double quotes & replacing option_group_id with an array of the options (you can also get those from api explorer

The second part, adding to triggers - can be done for all these new fields & also the new field I'm creating at once. It's gonna be a bit tricky right now because it needs to be balanced with https://phabricator.wikimedia.org/T304358 - so I'm going to try to sweep the trigger update for these fields AND for the field I need to create into one change & you can leave out of scope for this Phab and the other one you have.

What I WILL do is update wikitech with some notes on that - actually - I'll transfer the above to wikitech too.....

I learnt something- you can output in php from api explorer -

image.png (336×1 px, 33 KB)

Change 775809 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Add 3 new custom fields on the prospect tab on dev

https://gerrit.wikimedia.org/r/775809

Thanks @Eileenmcnaughton this and the documentation on WikiTech was really helpful.

Change 775809 merged by Eileen:

[wikimedia/fundraising/crm@master] Add 3 new custom fields on the prospect tab on dev

https://gerrit.wikimedia.org/r/775809

I moved this straight to resolved since there is no real need for deployment