mecachisenros / cf-civicrm

Caldera Forms CiviCRM Integration
GNU Affero General Public License v3.0
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Use a contact reference field to assign an activity to contact #142

Open KilakwaBT opened 4 years ago

KilakwaBT commented 4 years ago

In a form that creates an activity a feature to use a contact CiviCRM contact reference field to assign the activity to a contact. Here is the scenario we are working with.

We have a form that allows staff to enter upcoming data on events or presentations they are doing. The form creates an activity for either depending on a condition (event or presentation) it also sends the schedule data to a Google Calendar. The activities are used to collect data for reporting to funding sources, etc. We have a CiviCRM contact reference field that allows to select a staff member as the lead staff. This may or may not be the person entering the data. We would like to be able to assign this contact to the activity at the time of entering. Currently the assignee field is looking for either a set contact or a contact processor. I looked at creating a contact reference processor based on the contact reference field but don't see that as an option.

Please let me know if there are any questions regarding this request.

I appreciate all that has been done with this plugin. It has really created a lot of options for WordPress/CiviCRM implementations.

Thanks