How to customize contacts fields

Posted by samstamport on March 11, 2015 at 1:05pm

My web site is for use locally only. I would like to set up a default for the City and State and do other customization of the Add Contact fields in RedHen. How can I do this?

Comments

Fields

Posted by edward.peters on March 11, 2015 at 1:58pm

If I understand your question, you must create a 'type' of RedHen contact, and you can then add whatever fields you need to it.

OK. So RedHen CRM/Contact

Posted by samstamport on March 11, 2015 at 2:31pm

OK. So RedHen CRM/Contact Types/Add Contact Type? When create this new type and add fields how does it integrate into RedHen/OpenOutreach? Is all of this done automatically?

Please pardon me if this is a dumb question. I am new to Drupal.

Play around a bit

Posted by edward.peters on March 11, 2015 at 3:11pm

Yes, it should. I suggest you play around and understand how it works at the user interface level first.

edit existing contact types

Posted by gcb on March 11, 2015 at 5:21pm

If there is already a contact type present, you should edit the fields on that one. OpenOutreach, I believe, should have come with a preconfigured contact type. If your site is already capable of creating contacts with addresses, you already have a contact type and you'll want to edit the fields on that contact type.

Just find the address field, edit it, and configure defaults for it.

Structure -> Redhen CRM -> Contact Types -> YOUR CONTACT TYPE -> Fields -> Address Field -> Edit

etc. This is basic field configuration, so any documentation around there about drupal field configuration should help you: you just find your fields on your Redhen Contact Type instead of on your Content Type or Taxonomy or whatever.

Unfortunately I'm not far

Posted by samstamport on March 11, 2015 at 6:50pm

Unfortunately I'm not far enough on the learning curve to figure out how to deal with the RedHen contact information.

When I go to Manage Fields for the General RedHen contact type the address (which apparently comprises street address, city, state, & zip code) has a field type of Postal Address and a widget of Dynamic Address Form. When I click Postal Address I get "Address has no field settings." When I click Dynamic Address Form I get Change Widget, but Dynamic Address Form is the only option. When I click edit there are no useful options for a default city name, default zip code, or default state. Since my web site will be only for local folks I don't want them to have to bother typing these fields.

If you visit:

Posted by bhosmer on March 11, 2015 at 8:42pm

If you visit: admin/structure/redhen/contact_types/manage/staff/fields/field_address you can enter a default value for the City, State and Zip Code. Fill in what you want and it will be set by default.

Sorry to be so much trouble

Posted by samstamport on March 11, 2015 at 9:39pm

Sorry to be so much trouble with this question ...

I get The requested page "/admin/structure/redhen/contact_types/manage/staff/fields/field_address" could not be found.

I am using Acquia with an installation on my local computer. Maybe that makes a difference?

defaults set once country is set

Posted by gcb on March 11, 2015 at 10:23pm

You were in the right place when you were on "edit" for the field. You should be able to select a country on that field and enter default values for any of the address fields.

If you cannot, it is an issue with OpenOutreach or the Addressfield module, not with RedHen.

This conversation is very much NOT redhen-specific, and you should probably do some more general Drupal tutorials. The "Build a Module" video series might be a good start. What you are trying to do here is configure the defaults for a "field instance". Check out the documentation for Field API, which is a core part of Drupal.

Thanks so much. I will take

Posted by samstamport on March 11, 2015 at 10:52pm

Thanks so much. I will take your advice and consider this thread resolved. I'll open up a new discussion in another part of Drupal Groups if I get stuck again.

Thanks to everyone who has posted comments on this thread today. I hold a couple of degrees in Computer Science, but have never tried to create a web site. I really think Drupal is the way to go, but it seems there is a pretty steep learning curve. I've watched several videos already and done some dabbling. I'm making progress in learning ...