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Customising civicrm

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Customising civicrm

  1. 1. CUSTOMISING CIVICRM Melbourne CiviCRM meetup, 29th October Chris Ward @chrischinch
  2. 2. Almost too customisable! • Default options • Custom Data • Profiles • CSS / Javascript • Template Overrides • PHP Overrides • CMS modules • Extensions
  3. 3. Default options • Customise default: • Tags • Activity Types • Suffixes/Prefixes • Locations • And many more…
  4. 4. Custom Data Custom field sets for collecting specific information in specific situations.
  5. 5. Custom Data • Create a set • Assign it to component • Set other options
  6. 6. Custom Data • Add fields • Wide variety of data types and display styles • Hard to change, so plan!
  7. 7. Custom Data • Shows on: • forms • front end • searches (searchable) • Reports • Watch your ACL
  8. 8. Custom Data demo…
  9. 9. Profiles Methods of collecting data from users in a variety of places
  10. 10. Profiles • A variety of options depending where and how you want to collect data
  11. 11. Profiles • Add fields from most sources • Configure settings
  12. 12. Profiles • Use as a form link or HTML snippet
  13. 13. Profiles demo…
  14. 14. CSS/JavaScript • Use CMS theme • Custom folder beyond this • JavaScript… It depends
  15. 15. Template Overrides • Override most aspects of look and feel • Separate from CMS theme • Override folder location must be set • Smarty
  16. 16. Template Overrides • Find relevant file from URL path • A little hit and miss • Mentioned somewhere in page code • Duplicate exact structure from templates folder • Go crazy!
  17. 17. Template Overrides • ‘Extra’ files • Especially JavaScript • Same process • ‘template_to_append_to. extra.tpl’
  18. 18. Template Overrides demo…
  19. 19. PHP Overrides Pretty much the same as Templates but logic Be careful…
  20. 20. CMS modules • If you need your CMS to react to CiviCRM actions or work better with it • Many existing • Webform integration a standout • Best support in Drupal
  21. 21. CMS Modules • Utilises ‘Hooks’ triggered during CiviCRM program flow • Write code to be processed when those hooks are triggered • Drupal module • Joomla! plugin • Wordpress custom php
  22. 22. CMS Modules demo…
  23. 23. Extensions • New CMS agnostic ‘modules’ • Downloadable tool to get you started • Extension can show to all CiviCRM (4.2) users
  24. 24. Extensions Demo…

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