civicrm - advanced topics dave greenberg [email protected] michal mach [email protected]

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CiviCRM - Advanced Topics Dave Greenberg [email protected] Michal Mach [email protected]

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Page 1: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

CiviCRM - Advanced Topics

Dave [email protected]

Michal [email protected]

Page 2: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Topics Preview upcoming releases Data model overview Integrating, customizing and extending

administrator configured forms and directories customized templates public APIs Hooks

Permissioning and ACLs Localisation and translation

Page 3: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Upcoming Releases 1.8

Last release for PHP4 and MySQL 4 Duplicate detect and merge API architecture changes Price Sets and RSS for events CiviReport - BIRT

2.0 Data model improvements: custom data, locations Search re-write Component architecture

Page 4: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

CiviCRM Data Model Xml/schema Contacts and location data Groups and tags Option groups and values Relationships Activities Custom fields and data Profiles

Page 5: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Integrate, Customize and Extend

Administrator configured forms and directories (profiles - settings and fields)

Customizing templates API overview and examples Hooks Custom components

Page 6: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

CiviCRM Profiles

Expose search, listings, and contact sign-up (create) forms w/o coding

Configure sets of core and custom fields Linked to user registration, user account, or

other components (CiviContribute) and modules (e.g. eCommerce…)

Module-rendered OR standalone forms

Page 7: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Using API’s in Simple PHP snippets

EXAMPLE…Get sorted listing for members of a

'named' group using search API

Page 8: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Reporting with BIRT

Requirements Creating and customizing reports

Page 9: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Two-way Integration w/ Hooks

Rationale / Benefits Demo / Key integration points Code review and tips Issues and Hacks in current release

Page 10: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Future Directions / Feedback On our “radar”

Easier to extend with custom components Better developer doc and more examples Remote API invoke via REST Search improvements (UI / API) - flexible query building

(AND / OR, grouping, more operators…) Command-line import (large datasets)

?? What’s important & missing or “needs work” ??

Page 11: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Resources Project Home

http://civicrm.org Documentation

http://documentation.civicrm.org Community Forum (support and discussion)

http://forum.civicrm.org Developer Mailing List

http://lists.civicrm.org (civicrm_dev) FAQs

http://faq.civicrm.org Downloads

http://civicrm.org/download Issue Tracker

http://wiki.civicrm.org/jira/browse/CRM

Page 12: CiviCRM - Advanced Topics Dave Greenberg dave@civicrm.org Michal Mach michal@civicrm.org

Drupal and CiviCRM

Thanks for the invaluable input, contributions and support from our partners and colleagues in the CivicSpace and Drupal communities!