Prefill webform with civicrm activity dataHow do I setup a webform so that an existing activity in a case is updated?How to set up the filtering in Drupal Views to target the correct CiviCRM ActivityAny best practices/tips for creating a query view against contacts to used with webforms?How do you create a new custom table tied to case type?Removing Membership Status Message on Front End WebformUpdating Civicrm Activities with Drupal WebformsShould the link between an Activity and any Follow Up activity be visible through the UIHow to recover deleted (?) activityDrupal Webform for Activities - CiviCRM Permissions
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Prefill webform with civicrm activity data
How do I setup a webform so that an existing activity in a case is updated?How to set up the filtering in Drupal Views to target the correct CiviCRM ActivityAny best practices/tips for creating a query view against contacts to used with webforms?How do you create a new custom table tied to case type?Removing Membership Status Message on Front End WebformUpdating Civicrm Activities with Drupal WebformsShould the link between an Activity and any Follow Up activity be visible through the UIHow to recover deleted (?) activityDrupal Webform for Activities - CiviCRM Permissions
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I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.
Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.
drupal webform-civicrm activities
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
add a comment
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I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.
Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.
drupal webform-civicrm activities
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
add a comment
|
I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.
Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.
drupal webform-civicrm activities
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.
Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.
drupal webform-civicrm activities
drupal webform-civicrm activities
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
edited 3 hours ago
KarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
11.6k1 gold badge8 silver badges39 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
asked 8 hours ago
guyiacguyiac
3051 silver badge7 bronze badges
3051 silver badge7 bronze badges
add a comment
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add a comment
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2 Answers
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Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153
2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;
3. Let's edit the subject e.g. ->
4. Result:
5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
add a comment
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Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.
Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).
In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
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2 Answers
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active
oldest
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2 Answers
2
active
oldest
votes
active
oldest
votes
active
oldest
votes
Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153
2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;
3. Let's edit the subject e.g. ->
4. Result:
5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
add a comment
|
Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153
2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;
3. Let's edit the subject e.g. ->
4. Result:
5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
add a comment
|
Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153
2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;
3. Let's edit the subject e.g. ->
4. Result:
5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
Below please find some screenshots to illustrate how to do this:
1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153
2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;
3. Let's edit the subject e.g. ->
4. Result:
5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
answered 3 hours ago
KarinG - Semper ITKarinG - Semper IT
11.6k1 gold badge8 silver badges39 bronze badges
11.6k1 gold badge8 silver badges39 bronze badges
add a comment
|
add a comment
|
Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.
Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).
In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
add a comment
|
Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.
Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).
In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
add a comment
|
Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.
Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).
In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.
Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).
In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
edited 1 hour ago
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
answered 5 hours ago
Deepak SrivastavaDeepak Srivastava
2211 silver badge6 bronze badges
2211 silver badge6 bronze badges
add a comment
|
add a comment
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