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Project60 / org.project60.membership

CiviCRM extension to facilitate the "European" membership concept
GNU Affero General Public License v3.0
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Can't select custom field with membership-number in Quicksearch options #59

Closed eptbertram closed 2 years ago

eptbertram commented 2 years ago

I created a custom field for membership number and use it for integration with this extension. It is searchable.

But there is no possibility to select this field in Quicksearch options. Is something missing or am I doing some other thing wrong?

(Release 0.7-dev, CiviCRM 5.48.0 on WordPress 5.9.3, Ubuntu with PHP 7.4.3)

bjendres commented 2 years ago

But there is no possibility to select this field in Quicksearch options. Is something missing or am I doing some other thing wrong?

I don't think this has anything to do with this extension, the quicksearch options are provided by the CiviCRM core. You might want to have a look at this extension though.

@eptbertram Does that answer your question?

eptbertram commented 2 years ago

dear @bjendres this extension is obsolet, because it was included in CiviCRM Core from version 5.8.0+ and I can't install it.

I can see other custom fields in my quicksearch options, but not this one. It's a pity...

bjendres commented 2 years ago

Hm, that's a pity indeed. I does feel like it should be possible to add a custom field to the quick search - maybe you could raise a question on StackExchange.

eptbertram commented 2 years ago

SE, of course! There was someone with the same problem.

Quicksearch looks for contacts, not memberships. Creating a new custom field on contact and fill it with the membership id via CiviRules will do the job. https://civicrm.stackexchange.com/questions/34233/searchable-custom-field-doesnt-appear-in-quicksearch-options-list-and-is-not-a

eptbertram commented 2 years ago

Hm, can't get CiviRules to write a custom field from membership to a custom nor normal field of a contact. What action shall I use?