Question

Photo of Ken Roach

0

Can you add a person from a workflow user form that captured their details?

1

I might have missed something - but is it possible to add a new person to the database, based on data provided in a workflow form?  I can't find any action to 'Add a person.'  Can this be done with SQL - inserting to the Group table and to the Person table?  This seems like a basic workflow action:  a person fills in an enquiry form, we capture their data, we decide to add them to keep the relationship, we have all the info in the workflow form so why re-enter it - just press button to Create New Person - and the workflow adds them.

 

  • Photo of Arran France

    0

    In short, the answer appears to be no. You could definitely add someone manually using SQL but for a look at how adding people is done already take a look at the Person Kiosk block.

    • Ken Roach

      Ken Roach

      Thanks Arran. Where do I find Person Kiosk block? Is this a block type? I can't see it my list of block types.
      And... do you know why the answer is 'no'? Is there some reason this can't be done?

      • Arran France

        Arran France

        Hey Ken,
        That may be a 4.0 block that I was playing with locally. You'd have to ask the core team but my thinking is that you'd have to do some matching between workflow fields with person fields. I'd do a feature request.

        • Ken Roach

          Ken Roach

          Added to Ideas Book as:


          NEW WORKFLOW ACTION: ADD A PERSON FROM FORM DETAILS


          I would like to be able to take the details of someone who has registered for an event through a form, and add them to the database through a workflow action. Obviously there is a minimum amount of data required. There may be a legitimate reason why this cannot be done?


          This might be superseded by the upcoming v4.0 Registration functionality.


          I am trying to work out how to capture someone as a 'prospect' then track them through to member. I'd like to be able to include them in data views/reports based on their conditions and status.


          When someone registers as a new user from the public site they become a 'Web prospect'. Can adding someone from a form do the same thing, and give them a 'Form prospect' status or something.


          I acknowledge I'm early in my understanding of the workflow functionality, and how it can be linked in to Groups and reporting...

          • Frank Grand

            Frank Grand

            From my understanding this can be done from the current Group Registration block...so there has to be a way to do it.