Add/edit registrants to an existing registered organizations

[https://id.mayfirst.org/jamie]

Right now, when you register as an organization, you can choose to add as many individuals as you need.

However, once you have completed the registration, you are not able to add/edit those registrants.

We're starting to get a stream of people who are confused about that and are asking how to do it, so I'm adding this ticket and putting it on the critical list.

[http://josephlacey.myopenid.com/]

I've started to create the add form for this functionality. The ussf_regtype is 'org_add', so the URL will be:

/civicrm/event/register?id=4&reset=1&ussf_regtype=org_add

I've pushed the code changes for the initial profile and price logic into the php and tpl files. This is based on the above registration type and a count of existing additional participants which is currently hardcoded. We'll need to do this count as we pull the contact and registrations records for the primary participant and declare them.

Some quickly surfacing issues:

1. Do we include the Helping Hand donation request? Not so complicated to exclude if need be.
2. CiviCRM thinks the first page of the form (an additional participant in this case) is a primary registrant. We'll need to undo this designation to avoid conflicts in the og creation process, and instead attach them to the existing og. Should be easy to unset this from $_SESSION, perhaps on the Confirm page, but this might be unnecessary depending how the next issue is dealt with.
3. The email address on this first page of the form is required to send the receipt of the transaction, but presumably the receipt needs to go to the primary registrant that has initiated this process, not the first added additional participant. We should have this email address from the lookup at the initiation of this editing mode. But CiviCRM converts the email field in the profile for this receipt purpose, and we can't have two fields in the same profile asking for the contact's email address. This reveals a few further problems with the creation of the contact and registration records, as the system will assume that the receipt email is associated with the First and Last Names of the contact. I assume, like with the organization record creation, we can use custom data fields to create the contact and registration records, but CiviCRM may not like this very much as there would be no contact record to associate the registration record with until we create it. I'm not sure on which ring of hell we'll end up as we work through this complication. It could be a pretty deep one.

[https://id.mayfirst.org/jamie]

Hi Joseph - great to see the progress!

I'm sitting here with Mark - and we both agree about ditching the helping hands.

As for issues 2 and 3... ug. That's really complicated. Mark has suggested we schedule a chat sometime in the next day or two to try to work through our options.

jamie

[http://josephlacey.myopenid.com/]

I've committed the module (ussf_community_org_add) and template changes for the form to add participants to an existing organization's participation record. It uses the contribution form with id=8,

/en/civicrm/contribute/transact?reset=1&id=8

Several remaining items to sort out for the additions: logging in the user when sent from organize, usability and information to the user particularly on the Thank you page and the receipt, and verifying reporting.

[http://josephlacey.myopenid.com/]

I've committed another round of changes for the add form. It includes some code clean up and notes, Spanish translation, a few bug fixes and usability improvements. I've also tested the reporting and and searching that all seems fine. A few remaining items: logging the user in when directed from organize, the URL on the Thank You isn't correct, and finalize and translate the directions for editing the new additional participants:

To personalize these participants, please return to:

[http://josephlacey.myopenid.com/]

This has launched. The only outstanding thing on this ticket is the Spanish translation for part of the interface. I'm refactoring this ticket to reflect its new condition.

[https://id.mayfirst.org/malloryk]

Just shortened to a trimmed summary rather than full body.