Customising civicrm
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Customising civicrm



The various methods to customise your CiviCRM installation to meet your needs and requirements.

The various methods to customise your CiviCRM installation to meet your needs and requirements.

From Melbourne CiviCRM, Oct 29th 2012



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Customising civicrm Customising civicrm Presentation Transcript

  • CUSTOMISINGCIVICRMMelbourne CiviCRM meetup, 29th OctoberChris 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… View slide
  • Custom DataCustom field sets forcollecting specificinformation in specificsituations. View slide
  • 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 OverridesPretty much the sameas Templates but logicBe 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…