Customising civicrm

CUSTOMISING CIVICRMMelbourne CiviCRM meetup, 29th October

Chris Ward

@chrischinch

Almost too customisable!• Default options• Custom Data• Profiles• CSS / Javascript• Template Overrides• PHP Overrides• CMS modules• Extensions

Default options

• Customise default:• Tags• Activity Types• Suffixes/Prefixes• Locations• And many more…

Custom Data

Custom field sets for collecting specific information in specific situations.

Custom Data

• Create a set• Assign it to component• Set other options

Custom Data

• Add fields• Wide variety of data types and display styles

• Hard to change, so plan!

Custom Data

• Shows on:• forms• front end• searches (searchable)• Reports

• Watch your ACL

Custom Data demo…

Profiles

Methods of collecting data from users in a variety of places

Profiles

• A variety of options depending where and how you want to collect data

Profiles

• Add fields from most sources

• Configure settings

Profiles

• Use as a form link or HTML snippet

Profiles demo…

CSS/JavaScript

• Use CMS theme• Custom folder beyond this

• JavaScript… It depends

Template Overrides

• Override most aspects of look and feel

• Separate from CMS theme

• Override folder location must be set

• Smarty

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!

Template Overrides

• ‘Extra’ files• Especially JavaScript• Same process• ‘template_to_append_to.extra.tpl’

Template Overrides demo…

PHP Overrides

Pretty much the same as Templates but logic

Be careful…

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

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

CMS Modules demo…

Extensions

• New CMS agnostic ‘modules’

• Downloadable tool to get you started

• Extension can show to all CiviCRM (4.2) users

Extensions Demo…