mecachisenros/cf-civicrm

Caldera Forms CiviCRM Integration

Caldera Forms CiviCRM

A WordPress plugin that integrates the Caldera Forms plugin with CiviCRM.

The Caldera Forms CiviCRM plugin contains a set of form processors that interact with CiviCRM's API to retrieve, create and update data in CiviCRM. With this plugin, you can create responsive forms that expose CiviCRM fields and entities like Activities, Relationships, Tags, Groups and more.

Note: this is the development repository for Caldera Forms CiviCRM integration. The plugin can be found in the WordPress plugin directory, unless you are developing or testing (dev branch) it's encouraged to install it from the WordPress plugin directory.

This plugin is in active development and is currently being tested with the latest CiviCRM version (5.x).

Features

• Add up to 10 Contacts on the same form
• Auto-populate form if the user is logged in
• Define Contact Type: Organization, Individual, Household, and Custom Contact Subtypes
• Map Custom Fields data
• Add Relationships to each contact
• Create Activities on form submission
• Select Email Template for notification (requires Email API Extension)
• CiviDiscount integration for Participant Registration and special field (requires CiviDiscount Extension)
• Open a Case on form submission
• Checksum support to auto-populate form with URLs like example.com/some-page?cid={contact.contact_id}&{contact.checksum}
• Add Memberships (CiviMember)
• Add Participants (CiviEvent)
• Add Contributions with Line Items (for live transactions a Caldera Forms Payment add-on is needed)

Requirements

To use this plugin, the following is needed:

• WordPress
• CiviCRM 5.x
• Caldera Forms v1.8.1 or greater to be installed

Using Caldera Forms CiviCRM

• Get an overview of Caldera Forms
• Setup CiviCRM Processors on your form
• Use Custom Fields
• Examples

Contribute

Please help improve this plugin by using the extension issue queue to report any troubles and to make requests for feature improvements. The issue queue is here: https://github.com/mecachisenros/cf-civicrm/issues

Issues submitted to the issue queue will be addressed based on time and interest. If you are a developer contributions are welcome.

cf-civicrm's Issues

Create activity assigned to user

I'm trying to have my Caldera form create a CiviCRM activity which is assigned to the logged in user.

I've got activity creation working (see the attached Caldera form, test1-export.json.txt). But is there any way to make it be assigned to the logged in user?

Auto populate contact data causes bad page load for logged in user

I'm using Woocommerce with a caldera-forms-civicrm form shortcode inside a custom product tab. If Auto populate contact data is enabled for Contact 1 (only on that contact - not enabled elsewhere) the page displays fine for a non-logged in user. If I log in as a non-admin user the page no longer loads properly:

• no product image
• no gallery images
• "Decription" and "Additional information" tabs work but the tab containing the form and 3 tabs after it displays but have broken links

Errors in the console show:
Uncaught ReferenceError: jQuery is not defined
at (index):13
jquery-migrate.min.js:2 JQMIGRATE: Migrate is installed, version 1.4.1
2comodosslseal.js:2 A Parser-blocking, cross site (i.e. different eTLD+1) script, https://secure.comodo.com/trustlogo/javascript/trustlogo.js, is invoked via document.write. The network request for this script MAY be blocked by the browser in this or a future page load due to poor network connectivity. If blocked in this page load, it will be confirmed in a subsequent console message.See https://www.chromestatus.com/feature/5718547946799104 for more details.
(anonymous) @ comodosslseal.js:2
edited out url*/#tab-seller_info Failed to load resource: the server responded with a status of 500 ()

Oddly, if I try this as admin logged into the WP dashboard the page loads OK.

This used to work about 5 months ago when it was last used. I have since gone through several WP, Woocommerce, Caldera, and master updates so I'm not sure at which point it got broken.

I have been using a non-standard theme - Generatepress. However, switching to Storefront theme gives the same result.

Is there a limit to the number of custom fields?

I am building a large form with may custom fields. All is working well except a couple of the custom fields are not showing in the processor. I added a new one and it didn't show up. Is there is a limit to the number the processor will handle. I have over 25 custom fields to process.

Let me know.

Thanks!

Auto Populate Parent Organization information if logged in

Hi,
Don't know if this is an issue, or user error, but I'm trying to figure out if this plugin will auto populate the users Parent organization information. I can get the form to update the organization info when the form is submitted, but need to display what is already in Civi. Is this possible? Thanks!

Installation instructions / getting started

Sorry for the newbie question - I'm new to caldera forms. Would it be possible to provide a brief getting started guide for how to get this caldera-forms-civicrm to work with a basic install of the caldera forms plugin?

Thanks so much.

Does Address Location Type need to be set?

While setting up contact processors I discovered that unless I explicitly set the "Address Location Type" in the Contact Address section the form fails to submit with an associated error:

PHP Fatal error: Uncaught CiviCRM_API3_Exception: [mandatory_missing: Mandatory key(s) missing from params array: location_type_id

Is a value for the location type required in CiviCRM?

Contact Processor 0.3 not adding contact to Group

When using the new contact processor on 0.3/latest version of master, contacts are not being added to the group. I have to add the other group processor for contacts to be added to the group. Thoughts?

API file warnings

When a Caldera Forms Civicrm form I'm working on is opened I get a lot of "failed to open stream: No such file or directory" warnings originating from
WARNING: D:\wamp\www\mysitename\wp-content\plugins\civicrm\civicrm\CRM\Utils\File.php:387 -

The following are reported:
fopen(api/v3/UFMatch/Getsingle.php): failed to open stream:
fopen(api/v3/UFMatch/Getfields.php): failed to open stream:
fopen(api/v3/Contact/Getsingle.php): failed to open stream:
fopen(api/v3/Contact/Getfields.php): failed to open stream:
fopen(api/v3/ContactType/Getfields.php): failed to open stream:
fopen(api/v3/CustomGroup/Getfields.php): failed to open stream:
fopen(api/v3/Address/Getsingle.php): failed to open stream:
fopen(api/v3/Address/Getoptions.php): failed to open stream:
fopen(api/v3/Phone/Getsingle.php): failed to open stream:
fopen(api/v3/Phone/Getfields.php): failed to open stream:
fopen(api/v3/Email/Getfields.php): failed to open stream:

Uploaded Image through Caldera Form for CiviCRM cannot be previewed

Hello there,

I was trying out the file upload field of caldera form for civicrm to upload a image. the result was that the preview image cannot be shown in the summary/preview of image but is displayed properly when the contact is being edited.  i checked the image URL for both the preview and during edit, and apparantly they are different:

Preview URL: (broken)
https://www.example.com/civicrm?page=CiviCRM&q=civicrm/file&reset=1&id=18&eid=62

Image URL: (OK)
https://www.example.com/wp-admin/admin.php?page=CiviCRM&q=civicrm/file&reset=1&id=19&eid=62

any advise on how this can be corrected? Thanks.

Error on Activity creation using Activity Processor

I got the following errors:

VM676:1 POST https://www.domain.com/cf-api/CF59fad8143de84 500 ()
(anonymous) @ VM676:1
send @ jquery.js:4
ajax @ jquery.js:4
request @ jquery-baldrick.min.js:1
c @ jquery-baldrick.min.js:1
(anonymous) @ jquery-baldrick.min.js:1
dispatch @ jquery.js:3
r.handle @ jquery.js:3
10:15:22.766 ajax-core.min.js:1 Uncaught TypeError: Cannot read property 'data' of undefined
    at Object.error (ajax-core.min.js:1)
    at Object.request_error (jquery-baldrick.min.js:1)
    at c (jquery-baldrick.min.js:1)
    at Object.error (jquery-baldrick.min.js:1)
    at i (jquery.js:2)
    at Object.fireWith [as rejectWith] (jquery.js:2)
    at y (jquery.js:4)
    at XMLHttpRequest.c (jquery.js:4)

In error.log:

[02-Nov-2017 09:15:22 UTC] PHP Fatal error:  Uncaught CiviCRM_API3_Exception: [mandatory_missing: Mandatory key(s) missing from params array: source_contact_id

  thrown in /web/domain/domain.com/wp-content/plugins/civicrm/civicrm/api/api.php on line 45

The settings of the Processor:

select2.js error conflicts with Wordpress post editor

An error in the dependency select2.min.js interferes with Wordpress post editor functionality: visual/text tabs and URL editor won't work, and visual editor plugins like Fusion Builder do not load.

Error message:

Uncaught Error: No select2/compat/dropdownCss 
	at j (select2.min.js:1) 
	at n (select2.min.js:1) 
	at select2.min.js:1 at D.apply (select2.min.js:2) 
	at new e (select2.min.js:2) 
	at new e (select2.min.js:2) 
	at HTMLSelectElement.<anonymous> (select2.min.js:3) 
	at Function.each (load-scripts.php?c=1&load[]=jquery-core,jquery-migrate,utils,jquery-color,jquery-ui-core,jquery-ui-widget,jquery-ui-mouse,jquery-ui-sortable,jquery-ui-posit&load[]=ion,plupload,jquery-ui-draggable,jquery-ui-slider,jquery-touch-punch,iris,wp-color-picker,wp-pointer,zxcvbn-async,password-stren&load[]=gth-meter&ver=4.8.2:2) 
	at a.fn.init.each (load-scripts.php?c=1&load[]=jquery-core,jquery-migrate,utils,jquery-color,jquery-ui-core,jquery-ui-widget,jquery-ui-mouse,jquery-ui-sortable,jquery-ui-posit&load[]=ion,plupload,jquery-ui-draggable,jquery-ui-slider,jquery-touch-punch,iris,wp-color-picker,wp-pointer,zxcvbn-async,password-stren&load[]=gth-meter&ver=4.8.2:2) 
	at a.fn.init.a.fn.select2 (select2.min.js:3)

Dedupe not working

I've tried with a few different Dedupe Rules and on two different sites, and in all cases the form submissions are creating duplicates.

Group link works in separate processor but not in Contact processor

I found that if I tried to create a group relationship from the optional dropdown in a contact processor it caused a failure in the form to submit. If, however, I create a separate group processor it seems to work fine and get carried over to Civi.

User account creation

On profiles there is an option to set a profile to

• No Account Creation
• Optional Account Creation
• Require Account Creation

Is this something we can do as well using this integration?

Install issue when there is no priceset

I installed version 0.4.4 with Caldera Forms 1.7.3 on a site that does not use price sets. I was looking to use the CiviCRM Contact reference field feature after seeing the demo by @danaskallman at CiviCamp Hartford. After activation I received an http 500 error. Reviewed the logs (see below) and saw it seemed to be looking for a price set. I added a simple price set and all is fine now. Here are the log entries:

[02-Oct-2018 20:42:22 UTC] PHP Fatal error: Uncaught exception 'Exception' with message 'Price sets transient could not be set.' in /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/includes/class-civicrm-caldera-forms-helper.php:639
Stack trace:
#0 /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/fields/presets/class-civicrm-price-sets-presets.php(33): CiviCRM_Caldera_Forms_Helper->cached_price_sets()
#1 /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/includes/class-civicrm-caldera-forms-fields.php(83): CiviCRM_Caldera_Forms_Price_Sets_Presets->__construct(Object(CiviCRM_Caldera_Forms))
#2 /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/includes/class-civicrm-caldera-forms-fields.php(44): CiviCRM_Caldera_Forms_Fields->setup_objects()
#3 /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/caldera-forms-civicrm.php(250): CiviCRM_Caldera_Forms_Fields->__construct(Object(CiviCRM_Caldera_Forms))
#4 /home/<>/public_html/wp-content in /home/<>/public_html/wp-content/plugins/caldera-forms-civicrm-0.4.4/includes/class-civicrm-caldera-forms-helper.php on line 639

Custom Fields in Relationship Processor

Wondering if having custom fields in the Relationship Processor can be done?

One use case is adding an Emergency Contact Relationship and asking what that relationship is, so a text box (but could be anything really).

Phone/Email won't appear if multiples of same location type

If phone Home:Landline and Home:Mobile are populated, the form returns blank.
Same as if 2 of the same location, email field is the same.
Is there a way to set the filter to Primary only?

Various Invalid argument supplied for foreach() warnings from processors

I'm getting a bunch or warnings and notices related to invalid arguments and undefined indexes when a page containing a Caldera form is loaded, even with no plugin processors active.
Here are the notices and call stacks fyi.

Warning	Invalid argument supplied for foreach()	1	wp-content/plugins/caldera-forms-civicrm/processors/contact/class-contact-processor.php:498	CiviCRM_Caldera_Forms_Contact_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/contact/class-contact-processor.php:498apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/address/class-address-processor.php:128	CiviCRM_Caldera_Forms_Address_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/address/class-address-processor.php:128apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/email/class-email-processor.php:126	CiviCRM_Caldera_Forms_Email_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/email/class-email-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/phone/class-phone-processor.php:126	CiviCRM_Caldera_Forms_Phone_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/phone/class-phone-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/website/class-website-processor.php:126	CiviCRM_Caldera_Forms_Website_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/website/class-website-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/im/class-im-processor.php:126	CiviCRM_Caldera_Forms_Im_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/im/class-im-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37
Undefined index: processors	1	wp-content/plugins/caldera-forms-civicrm/processors/contact/class-contact-processor.php:498	CiviCRM_Caldera_Forms_Contact_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/contact/class-contact-processor.php:498apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
--	--	--	--	--
1	wp-content/plugins/caldera-forms-civicrm/processors/address/class-address-processor.php:128	CiviCRM_Caldera_Forms_Address_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/address/class-address-processor.php:128apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/email/class-email-processor.php:126	CiviCRM_Caldera_Forms_Email_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/email/class-email-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/phone/class-phone-processor.php:126	CiviCRM_Caldera_Forms_Phone_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/phone/class-phone-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/website/class-website-processor.php:126	CiviCRM_Caldera_Forms_Website_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/website/class-website-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37	Plugin: woocommerce
1	wp-content/plugins/caldera-forms-civicrm/processors/im/class-im-processor.php:126	CiviCRM_Caldera_Forms_Im_Processor->pre_render()wp-content/plugins/caldera-forms-civicrm/processors/im/class-im-processor.php:126apply_filters('caldera_forms_render_get_form')wp-content/plugins/caldera-forms/classes/core.php:3965Caldera_Forms::render_form()wp-content/plugins/caldera-forms/classes/core.php:4670Caldera_Forms->shortcode_handler()Unknown locationdo_shortcode_tag()Unknown locationpreg_replace_callback()wp-includes/shortcodes.php:223do_shortcode()Unknown locationapply_filters('the_content')wp-includes/post-template.php:240the_content()wp-content/plugins/woocommerce/templates/single-product/tabs/description.php:33wc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:1126woocommerce_product_description_tab()Unknown locationwc_get_template()wp-content/plugins/woocommerce/includes/wc-template-functions.php:895woocommerce_output_product_data_tabs()Unknown locationdo_action('woocommerce_after_single_product_summary')wp-content/plugins/woocommerce/templates/content-single-product.php:79load_template('~/wp-content/plugins/woocommerce/templates/content-single-product.php')wp-content/plugins/woocommerce/includes/wc-core-functions.php:175wc_get_template_part()wp-content/plugins/woocommerce/templates/single-product.php:37

CiviCRM contact search box

Hi There,

Firstly, you efforts with this CiviCRM integration is fantastic! Well done!
My question:
Is there a way to add a CiviCRM contact search box to a form, so a user who is submitting my form, can search for another contact and select that contact. I'm using this to allow the user to select a contact that he/she is related to. I have a custom field (drop down) to allow the user to select the relationship type (like child of or spouse of). I'm able to do this using a profile in CiviCRM. I want to do the same with Caldera Forms.

I understand that you have catered for automatically adding a relationship between contact 1 and contact 2, but I want to be able to capture the contact details for all members in a household on my form, including all the relationships between each member. And I want the member to select the relationship type. Otherwise, If I use a relationship processor for contact 1 and contact 2 and for example, I specify child of, I have no control of enforcing that contact 1 must be the parent and contact 2 must be the child. Likewise, if I want to capture "husband of" or "wife of", the user might mix the two contacts up and you might get the husband being specified as the "wife of" the wife, if you get what I mean.

Activity Type Selection add component extra fields to map

In the Activity processor, it shows all acitivy types available in CiviCRM, if the component is enabled or not. However, the only fields available to map in the activity processor are those of the default add Activity to contacts in CiviCRM. The fields are those available through when using the Add Activity to contacts, like it is with Event Registration (since it's a component). Wonder if it's possible for those extra fields to display based on activity type selected?

Is it possible to show the extra fields available by some of the activity types in CiviCRM when that activity type is selected? Meaning the ones that come in core CiviCRM, not the custom fields we add to an activity type.

File upload fields mapping

I was attempting to map a file upload to a custom field and it doesn't seem to work. I created a custom field for an activity type using file upload option. When I had the field mapped the submission didn't work, if I removed it the form worked. Is this something that can't be done?

Checksum support

Hello, would you be able to point me to documents on how to use the checksum support for the plugin ? I have googled and didn't see any documents on how to use the checksum support particularly on how to form the right URL for this. Thanks.

Clement

Hide disabled custom fields

I'm using the Volunteer extension that adds a custom field. I disabled that field in CiviCRM however it still shows in the custom fields for the individual. Can disabled fields be hidden on processor too?

Map to Employer

Is it possible to have a select list field on a contact form that maps the individual contact to their employer? So a form with something like 'first_name', 'last_name', 'email', and 'employer_name', where the individual -> employer/organization relationship is created?

Prepopulate default country and state from CiviCRM

In the CiviCRM core localization settings there is a way to set default country and state, which is helpful when working with organizations that are state or city based. Is it possible that the state and country fields default to this if that setting is in place? Or an option to do so in the field setup?

Additionally, if that is setup, can state along be used without the country field?

Processors UI

I have been setting up a few forms and learning how to use Caldera forms in the process. And processors are where the integration points are created to 'sync' date into CiviCRM. Currently there are the following processors:

• CiviCRM Contact
• CiviCRM Activity
• CiviCRM Relationship
• CiviCRM Tag
• CiviCRM Address
• CiviCRM Email
• CiviCRM Phone
• CiviCRM Note

And there could be more, like Website/IM and then even more if we add ways to integrate contributions, memberships, events, surveys, petitions, etc. This can get unwieldy when using a lot of contacts. One form I'm working on that is asking for 10 contacts is using 28 processors.

Are there ways to have less overall processors and have more options within a processor. Maybe using the CiviCRM Admin menu as guide, basically the CiviCRM Components. Those would be:

• Contacts
• Contributions
• Events
• Malings
• Membership
• Campaigns

Based on whatever components are enabled on that specific instance of CiviCRM. This is an initial thought to brainstorm. I'll outline in a bit more detail what the CiviCRM Contacts processor could maybe do based on what' in place now.

State Field

The CiviCRM State field shows all states around the world after the country is selected.

In CiviCRM currently, using profiles, the country is added before the state in profile forms so that when the country is selected the state field then only shows states from what country. Is that something that is going to be able to be done here?

Activity Type Event Registration add Select Event

In the activity processor we can select Event Registration as an activity type. However, there is no way to connect that activity to an event. so someone submitting a form could be added as a participant, or multiple contacts/participants, to an specific event. I know in #25 there's a reference to paid events, however in this case I am imagining to be able to add participants to a free event, like:

• for parents registering children, or
• guests for a gala where a table was purchased

Website field in Contact 0.3 adding multiple times

When using the Process website for this contact. for contact processor in 0.3 the website gets added multiple times on multiple submissions. So for example the Main website or twitter website appear multiple time if the form is submitted more than once.

Case Processor?

Hi again,

Could this possibly be used to open a new case in CiviCase?

Thanks

Civi Country & State in notification emails

Great plugin - successfully creates a Civi contact, assigns group, adds activity as expected. Thank you for building and sharing.

In notification email to staff and autoresponder to form user, country and state are returned as (I assume) their Civi ID# - please see attachments.

Not such a big deal for staff but user might find it odd.

Bleeding edge alpha?

The README says the code is bleeding edge alpha stage. Is that still true or is that comment a leftover from when it was first posted?

Checking for existing contacts on registration form submit

Hi @mecachisenros,

first of all thank you for developing the plugin, it's amazing and very powerful!

I have a question regarding registering new contacts in CiviCRM via a registration form: I am currently using the contact processor to capture input from the user and finally creating a contact entry within CiviCRM. My problem is the fact that a duplicates are created when e.g the same name/email have been used. I tried the dedupe rules (Name/Email supervised and Name/Email unsupervised) but they don't seem to work. My solution would be to create a custom processor that attempts to retrieve a CiviCRM contact having the same first, last names and email and returning true/false wether they exist (and then return an error if a contact does exist). This leads to my question: is it possible to execute the processor before your contact processor is executed?

Best regards,
Ivan

Filter display of custom fields by contact type

Is there a way to display custom fields by contact type? Currently all fields appear no matter the contact type selected in Individual. I've added quite a few fields for a contact type Student, so they don't need to be used unless that is selected.

Force results on Contact Reference Field

Working with the new CiviCRM Contact Reference Field. This is a nice feature. Just wondering if it is possible to force the results. We have a group of locations that we want folks to select from. We would like to show them in a drop down list as opposed to having the user search. Let me know, I may be missing something.

Recent version has great additional features. Looking forward to diving in deeper. Thanks

Contact Autocomplete Select Field

In custom fields in CiviCRM we can create a Contact Reference field type that uses the Autocomplete-Select field type. Can this be a custom field type used in Caldera forms too? How complex would it be to implement?

Contact Custom fields don't display when returning to Edit a form processor

I've noticed on a couple of sites now that when a custom field is for Individuals, no sub-contact type, when I go back and edit a form those custom fields are no longer listed in the processor. When I first added the processor it was there, but not after I come back to edit. Those custom fields that are for sub-contact type of an Individual do appear. Thoughts on why this may be?

CFC-4: New activity getting created with invalid case.

Overview

We've a form configured which creates CiviCRM case and then an activity which uses the created case as a reference.

Now the problem is, In latest version of the plugin case is being created in processor whereas activity is being created in pre_processor.

So Activity processor is trying to create an activity with invalid case_id resulting the form failure.

Possible Solution

Modify the activity processor to create activity in processor instead of pre_processor.

We're working on fix for this and would have the PR ready for review shortly.

Comment

Agileware Ref: CFC-4

CiviCRM_API3 error Mandatory keys missing prams array: phone

We have a form up and are getting this fatal erro

Fatal error: Uncaught CiviCRM_API3_Exception: [mandatory_missing: Mandatory key(s) missing from params array: phone\n\n thrown in /var/www/m4bl/wordpress/wp-content/plugins/civicrm/civicrm/api/api.php on line 45\n'

Some of the submissions in Caldera appear like this (___)___-1___ and that's what gets passed onto Civi.

Not 100% sure they are related, but maybe. Thoughts on why? Or if it's even a related issue.

It's Civi 4.7.14, WP 4.7 and Caldera 1.4.7

Can't edit any Caldera Forms error message: One of parameters (value: ) is not of the type Integer

When I go to Edit a form it says this:

Sorry but we are not able to provide this at the moment.
One of parameters (value: ) is not of the type Integer

Return to home page.

And backtrace shows this:

#0 /public_html/wp-content/plugins/civicrm/civicrm/CRM/Core/Error.php(360): CRM_Core_Error::backtrace()
#1 /public_html/wp-content/plugins/civicrm/civicrm/CRM/Utils/Type.php(415): CRM_Core_Error::fatal("One of parameters  (value: ) is not of the type Integer")
#2 /public_html/wp-content/plugins/civicrm/civicrm/CRM/Core/DAO.php(1251): CRM_Utils_Type::validate(NULL, "Integer")
#3 /public_html/wp-content/plugins/civicrm/civicrm/CRM/Core/DAO.php(1168): CRM_Core_DAO::composeQuery("\nSELECT  v.label as label ,v.value as value, v.grouping as grouping\nFROM   ...", (Array:1), TRUE)
#4 /public_html/wp-content/plugins/civicrm/civicrm/CRM/Core/OptionGroup.php(248): CRM_Core_DAO::executeQuery("\nSELECT  v.label as label ,v.value as value, v.grouping as grouping\nFROM   ...", (Array:1))
#5 /public_html/wp-content/plugins/caldera-forms-civicrm/includes/functions.php(1081): CRM_Core_OptionGroup::valuesByID(NULL)
#6 [internal function](): cf_civicrm_custom_fields_options_presets((Array:4))
#7 /public_html/wp-includes/plugin.php(235): call_user_func_array("cf_civicrm_custom_fields_options_presets", (Array:1))
#8 /public_html/wp-content/plugins/caldera-forms/ui/edit.php(270): apply_filters("caldera_forms_field_option_presets", (Array:0), (Array:21))
#9 /public_html/wp-content/plugins/caldera-forms/classes/admin.php(1286): include("/public_html/wp-content/plugins/caldera-forms/ui/edit.php")
#10 [internal function](): Caldera_Forms_Admin->render_admin("")
#11 /public_html/wp-includes/plugin.php(525): call_user_func_array((Array:2), (Array:1))
#12 /public_html/wp-admin/admin.php(236): do_action("toplevel_page_caldera-forms")
#13 {main}

@mecachisenros is there a quick fix for this?

ETA for Events Processor

Hi @mecachisenros,

I'm so stoked that you are doing this! Do you have an idea of when you may get to an Events processor? It is essential for my anticipated use.

Finally we may be getting close to an equivalent to Webform Civicrm on Wordpress.

Plugin does not consider CiviCRM field limits and will attempt to submit data that exceeds the CiviCRM field data length

CiviCRM refuses to process the submission with invalid data (e.g. Contact's first name greater then 64 characters) and Caldera does not respond to this error at all. The Caldera form will remain in a "submitting" state, with no feedback to the end user about the error.

Steps to reproduce

1. Create a Caldera form with Two fields. First name and Last Name
2. Add CiviCRM Contact processor in form and assign these two fields to contact's first name and last name in processor settings.
3. Open the caldera form and submit the form with firstname and lastname where data in each field has more then 64 chatacters.
4. CiviCRM thrown an exception which is not caught by the processor.
5. Form remains in processing state and end user does not know about the error.

Our Approach to fix the issue

1. Find all the places in processors where the data is getting saved in CiviCRM.
2. Add the civicrm_api3 functions in try/catch block to catch the exceptions thrown from CiviCRM.
3. Update the transdata global array with the error caught from exception and return from the processor.

Agileware is happy to contribute some time in fixing the issue.

Map to membership

Hello

Is it possible to have a processor than can map a membership type (e.g. Full Member, Associate Member, Affiliate)?

Or am I missing something?

Thanks

Checkbox submission error

I am using a checkbox field, in both CiviCRM 4.7.14 and WP 4.7 and Caldera 1.4.6.1 I can choose one option in the checkbox but not multiple. So it submits file if I just select one, but get the following errors when I try to select more than one option in a checkbox field.

Warning: array_keys() expects parameter 1 to be array, string given in /var/www/m4bl/wordpress/wp-content/plugins/civicrm/civicrm/CRM/Core/BAO/CustomGroup.php on line 1509

Warning: implode(): Invalid arguments passed in /var/www/m4bl/wordpress/wp-content/plugins/civicrm/civicrm/CRM/Core/BAO/CustomGroup.php on line 1511

Fatal error: Uncaught CiviCRM_API3_Exception: [2001: 'latin, indian, middle-eastern' is not a valid option for field custom_9 thrown in /var/www/m4bl/wordpress/wp-content/plugins/civicrm/civicrm/api/api.php on line 45

Thoughts?

Activity processor fields limited to form fields

When filling out the activity processor form, it looks like the fields are locked into selecting a form field. For example, for "Subject" or "Details" I may want to type random text and then add a form field, like "Community event %event_date%" or some such. But you cannot edit the subject field directly, you can only select one of the form fields. Hopefully that is clear, see attached screenshot. I would suggest that these fields be opened to user edits.

Second contact not loading

I need to have the Contact 1 (Individual) be able to select their employer (Contact 2 - Organization) from a predetermined list, rather than just typing, to reduce duplicates. Ideally this could be an Autocomplete select based on a CiviCRM group, but in the meantime I'm trying to set the Employer up as a basic select dropdown. I exported Org names from CiviCRM and imported them as the select options, and chose a dedupe rule for the processor that only needs to match the Org name. Then I have a relationship processor set up to connect Contact 1 and Contact 2.

It seems this should work, however when I select an Org from the dropdown and submit, I get this:

Fatal error: Uncaught CiviCRM_API3_Exception: [undefined: Expected one Contact but
 found 0 thrown in /path/wp-content/plugins/civicrm/civicrm/api/api.php on line 45

If I turn off the Contact 2 and Relationship processors I can submit fine.

Any ideas?

Contact Type is removed not added on form submission

When I submit a form that uses either just the parent contact type like Individual, or a say Volunteer, or Student, it seems to remove any previous contact type that may have been associated with my contact record already. Is there a way the contact type can be help and added, so I can be multiple contact types, when a form is submitted?

Map multiple fields to the same custom field

I have a form that has several conditional fields that are shown based on the selection from the previous field. The situation is that the user selects a region and location field that has the values for that region appears. The selection from the location field is then sent to the custom field in CiviCRM. Is it possible when mapping the fields in the processor to apply the field that is submitted? For example %location_1%, %location_2%, etc.).

I can get it to work by creating multiple processors and adding conditions on each processor. But in this situation there are too many possible scenarios.

Not sure this is possible but any thoughts would be great! Thanks

Dedupe rule selection question 0.3 issue

I am curious about how the dedupe rule selection in the form works. I am testing a form where I am using my name and email and it has now created 3 contacts. I am using the Individual - Name and Email (reserved) - Surpervised rule. Shouldn't that just update my existing contact details or add an activity to an existing contact?

Troubleshooting form submission

I did a quick test in creating a form that has an activity attached and attempted to submit more than once. On the second time it did not work. The idea/use case would be creating a few forms for a team to add items like phone calls or meetings without coming into CiviCRM. Or if using the Civivolunteer forms could be created to log time for example.