There are three new custom fields on the prospect tab and all need to be searchable
- Estimated Capacity
- Planned Giving Score
- Planned Giving Segment
| • NNichols | |
| Mar 23 2022, 7:24 AM |
| F35031193: image.png | |
| Mar 31 2022, 4:05 AM |
There are three new custom fields on the prospect tab and all need to be searchable
| Subject | Repo | Branch | Lines +/- | |
|---|---|---|---|---|
| Add 3 new custom fields on the prospect tab on dev | wikimedia/fundraising/crm | master | +55 -2 |
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
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.....
As promised I've updated https://wikitech.wikimedia.org/wiki/Fundraising#Custom_fields with relevant data
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
Change 775809 merged by Eileen:
[wikimedia/fundraising/crm@master] Add 3 new custom fields on the prospect tab on dev