Prefill webform with civicrm activity dataHow do I setup a webform so that an existing activity in a case is updated?How to set up the filtering in Drupal Views to target the correct CiviCRM ActivityCustom drupal contact display fields?Any best practices/tips for creating a query view against contacts to used with webforms?How do you create a new custom table tied to case type?Updating Civicrm Activities with Drupal WebformsShould the link between an Activity and any Follow Up activity be visible through the UIHow to recover deleted (?) activityDrupal Webform for Activities - CiviCRM Permissions

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Prefill webform with civicrm activity data


How do I setup a webform so that an existing activity in a case is updated?How to set up the filtering in Drupal Views to target the correct CiviCRM ActivityCustom drupal contact display fields?Any best practices/tips for creating a query view against contacts to used with webforms?How do you create a new custom table tied to case type?Updating Civicrm Activities with Drupal WebformsShould the link between an Activity and any Follow Up activity be visible through the UIHow to recover deleted (?) activityDrupal Webform for Activities - CiviCRM Permissions






.everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty,.everyoneloves__bot-mid-leaderboard:empty
margin-bottom:0;









1


















I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.



Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.










share|improve this question



























  • What about VBO to modify a field ?

    – Jacques-Marie Moranne
    Oct 1 at 20:54











  • For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

    – KarinG - Semper IT
    Oct 1 at 21:20











  • Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

    – KarinG - Semper IT
    Oct 8 at 13:20

















1


















I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.



Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.










share|improve this question



























  • What about VBO to modify a field ?

    – Jacques-Marie Moranne
    Oct 1 at 20:54











  • For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

    – KarinG - Semper IT
    Oct 1 at 21:20











  • Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

    – KarinG - Semper IT
    Oct 8 at 13:20













1













1









1








I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.



Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.










share|improve this question
















I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM activities. These activities may or may not be associated with a case, so let's assume they aren't. I've turned on "Update Existing Activity" in the webform for all of the statuses.



Can someone confirm that I can do this, and if so, what is the proper form of the URL for the link in the view? I've tried a bunch of different ones and can't seem to get it.







drupal webform-civicrm activities






share|improve this question















share|improve this question













share|improve this question




share|improve this question








edited Sep 30 at 20:23









KarinG - Semper IT

12.8k1 gold badge8 silver badges40 bronze badges




12.8k1 gold badge8 silver badges40 bronze badges










asked Sep 30 at 14:43









guyiacguyiac

3231 silver badge9 bronze badges




3231 silver badge9 bronze badges















  • What about VBO to modify a field ?

    – Jacques-Marie Moranne
    Oct 1 at 20:54











  • For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

    – KarinG - Semper IT
    Oct 1 at 21:20











  • Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

    – KarinG - Semper IT
    Oct 8 at 13:20

















  • What about VBO to modify a field ?

    – Jacques-Marie Moranne
    Oct 1 at 20:54











  • For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

    – KarinG - Semper IT
    Oct 1 at 21:20











  • Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

    – KarinG - Semper IT
    Oct 8 at 13:20
















What about VBO to modify a field ?

– Jacques-Marie Moranne
Oct 1 at 20:54





What about VBO to modify a field ?

– Jacques-Marie Moranne
Oct 1 at 20:54













For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

– KarinG - Semper IT
Oct 1 at 21:20





For Bulk operations - absolutley. But it’s a lot of overhead to update a single activity.

– KarinG - Semper IT
Oct 1 at 21:20













Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

– KarinG - Semper IT
Oct 8 at 13:20





Guy: did you have a chance to review the screenshots I posted? Let me know of there is anything else I can add to help you make this work.

– KarinG - Semper IT
Oct 8 at 13:20










3 Answers
3






active

oldest

votes


















5



















Below please find some screenshots to illustrate how to do this:



1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153



enter image description here



2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;



enter image description here



3. Let's edit the subject e.g. ->



enter image description here



4. Result:



enter image description here



5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
enter image description here



Add on:
I've double checked that this is (still) working on our latest webform civicrm 5.x



root@f4d0afb6c36d:/var/www/html/sites/default/modules/webform_civicrm# git log
commit 76b444bf5192ddf4663a0222540684a230d8e39e
Merge: b54ddfd ef2a518
Author: Karin Gerritsen <KarinG>
Date: Thu Sep 12 11:24:26 2019 -0600
Merge pull request #251 from colemanw/rel7
Use api to retrieve relationship data


Add - on config notes:



  • ensure your views field is configured such that commas are stripped from cid and aid before passing them into the webform


  • ensure your webform is configured to allow an activity of the type you want updated -> setting it to -user select- will ensure that






share|improve this answer



























  • I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

    – guyiac
    Nov 19 at 20:52











  • Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

    – KarinG - Semper IT
    Nov 19 at 22:06


















2



















Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.



Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).



In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.






share|improve this answer


































    0



















    This should work but is a bug in the latest version of Webform CiviCRM. Will open a ticket.
    (Update)
    Webform requires that the form is configured a certain way on the civicrm tab for activities in order to load the activity. It appears that at least 1 contact on the form needs to be set as a participant on the webform for the autoload to work. nb. I'm going to investigate further if other combinations will or will not work.






    share|improve this answer



























    • I think this is right. I've tried all the iterations for the URL and I can't get it to work.

      – guyiac
      Oct 1 at 14:19











    • If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

      – KarinG - Semper IT
      Oct 1 at 15:27











    • I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

      – KarinG - Semper IT
      Oct 1 at 15:51











    • Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

      – KarinG - Semper IT
      Oct 3 at 12:10











    • Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

      – Jamie Novick
      Oct 5 at 11:41












    Your Answer








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    3 Answers
    3






    active

    oldest

    votes








    3 Answers
    3






    active

    oldest

    votes









    active

    oldest

    votes






    active

    oldest

    votes









    5



















    Below please find some screenshots to illustrate how to do this:



    1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153



    enter image description here



    2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;



    enter image description here



    3. Let's edit the subject e.g. ->



    enter image description here



    4. Result:



    enter image description here



    5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
    enter image description here



    Add on:
    I've double checked that this is (still) working on our latest webform civicrm 5.x



    root@f4d0afb6c36d:/var/www/html/sites/default/modules/webform_civicrm# git log
    commit 76b444bf5192ddf4663a0222540684a230d8e39e
    Merge: b54ddfd ef2a518
    Author: Karin Gerritsen <KarinG>
    Date: Thu Sep 12 11:24:26 2019 -0600
    Merge pull request #251 from colemanw/rel7
    Use api to retrieve relationship data


    Add - on config notes:



    • ensure your views field is configured such that commas are stripped from cid and aid before passing them into the webform


    • ensure your webform is configured to allow an activity of the type you want updated -> setting it to -user select- will ensure that






    share|improve this answer



























    • I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

      – guyiac
      Nov 19 at 20:52











    • Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

      – KarinG - Semper IT
      Nov 19 at 22:06















    5



















    Below please find some screenshots to illustrate how to do this:



    1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153



    enter image description here



    2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;



    enter image description here



    3. Let's edit the subject e.g. ->



    enter image description here



    4. Result:



    enter image description here



    5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
    enter image description here



    Add on:
    I've double checked that this is (still) working on our latest webform civicrm 5.x



    root@f4d0afb6c36d:/var/www/html/sites/default/modules/webform_civicrm# git log
    commit 76b444bf5192ddf4663a0222540684a230d8e39e
    Merge: b54ddfd ef2a518
    Author: Karin Gerritsen <KarinG>
    Date: Thu Sep 12 11:24:26 2019 -0600
    Merge pull request #251 from colemanw/rel7
    Use api to retrieve relationship data


    Add - on config notes:



    • ensure your views field is configured such that commas are stripped from cid and aid before passing them into the webform


    • ensure your webform is configured to allow an activity of the type you want updated -> setting it to -user select- will ensure that






    share|improve this answer



























    • I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

      – guyiac
      Nov 19 at 20:52











    • Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

      – KarinG - Semper IT
      Nov 19 at 22:06













    5















    5











    5









    Below please find some screenshots to illustrate how to do this:



    1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153



    enter image description here



    2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;



    enter image description here



    3. Let's edit the subject e.g. ->



    enter image description here



    4. Result:



    enter image description here



    5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
    enter image description here



    Add on:
    I've double checked that this is (still) working on our latest webform civicrm 5.x



    root@f4d0afb6c36d:/var/www/html/sites/default/modules/webform_civicrm# git log
    commit 76b444bf5192ddf4663a0222540684a230d8e39e
    Merge: b54ddfd ef2a518
    Author: Karin Gerritsen <KarinG>
    Date: Thu Sep 12 11:24:26 2019 -0600
    Merge pull request #251 from colemanw/rel7
    Use api to retrieve relationship data


    Add - on config notes:



    • ensure your views field is configured such that commas are stripped from cid and aid before passing them into the webform


    • ensure your webform is configured to allow an activity of the type you want updated -> setting it to -user select- will ensure that






    share|improve this answer
















    Below please find some screenshots to illustrate how to do this:



    1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite results: Output this field as a link -> to the webform URL with case-worker-form?cid2=[contact_id]&aid=[id] and bootstrap classes btn to make it a button] -> the URL that is constructed is case-worker-form?cid2=41218&aid=19153



    enter image description here



    2. The webform case-worker-form -> receives this data. That form is set up such that cid1 = the logged in user (the social worker); cid2 = the client; aid = activity id of the activity to be updated;



    enter image description here



    3. Let's edit the subject e.g. ->



    enter image description here



    4. Result:



    enter image description here



    5. Note the Webform just has Update Existing Activity set to None (as we're matching by aid)
    enter image description here



    Add on:
    I've double checked that this is (still) working on our latest webform civicrm 5.x



    root@f4d0afb6c36d:/var/www/html/sites/default/modules/webform_civicrm# git log
    commit 76b444bf5192ddf4663a0222540684a230d8e39e
    Merge: b54ddfd ef2a518
    Author: Karin Gerritsen <KarinG>
    Date: Thu Sep 12 11:24:26 2019 -0600
    Merge pull request #251 from colemanw/rel7
    Use api to retrieve relationship data


    Add - on config notes:



    • ensure your views field is configured such that commas are stripped from cid and aid before passing them into the webform


    • ensure your webform is configured to allow an activity of the type you want updated -> setting it to -user select- will ensure that







    share|improve this answer















    share|improve this answer




    share|improve this answer








    edited Oct 1 at 16:37

























    answered Sep 30 at 20:19









    KarinG - Semper ITKarinG - Semper IT

    12.8k1 gold badge8 silver badges40 bronze badges




    12.8k1 gold badge8 silver badges40 bronze badges















    • I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

      – guyiac
      Nov 19 at 20:52











    • Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

      – KarinG - Semper IT
      Nov 19 at 22:06

















    • I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

      – guyiac
      Nov 19 at 20:52











    • Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

      – KarinG - Semper IT
      Nov 19 at 22:06
















    I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

    – guyiac
    Nov 19 at 20:52





    I figured out why mine wasn't working. Seems obvious now, but I missed it. On ANY contact field that you are sending the info for in the URL, you have to check the "Use contact id from URL" checkbox under "Default value" for that webform field. If any of the contact fields that you sending the value for do not have that box checked, none of the form will load. So the final form of the URL I used was yourdomain/yourwebform?cid2=xxx&aid=xxx&cid1=xx. Thanks for the help.

    – guyiac
    Nov 19 at 20:52













    Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

    – KarinG - Semper IT
    Nov 19 at 22:06





    Yes passing cid via arguments does require the Contact Element to be configured as such. Happy to hear you got things working.

    – KarinG - Semper IT
    Nov 19 at 22:06













    2



















    Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.



    Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).



    In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.






    share|improve this answer































      2



















      Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.



      Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).



      In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.






      share|improve this answer





























        2















        2











        2









        Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.



        Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).



        In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.






        share|improve this answer
















        Having "Update Existing Activity" setting turned on, prefills the form with the matching activity based on Type and Status. In case of multiple activities, it prefills/updates the first one.



        Adding '&activity1=activityID' in your webform url, irrespective of the 'Update Existing Activity' setting, will prefill and update the activity (with id=activityID).



        In case of revisioning you might need to provide latest activity ID in url or it might not work. Think you could have some custom code or configuration in view to fetch the latest activity id for a contact, to make it work.







        share|improve this answer















        share|improve this answer




        share|improve this answer








        edited Sep 30 at 21:43

























        answered Sep 30 at 18:24









        Deepak SrivastavaDeepak Srivastava

        3461 silver badge6 bronze badges




        3461 silver badge6 bronze badges
























            0



















            This should work but is a bug in the latest version of Webform CiviCRM. Will open a ticket.
            (Update)
            Webform requires that the form is configured a certain way on the civicrm tab for activities in order to load the activity. It appears that at least 1 contact on the form needs to be set as a participant on the webform for the autoload to work. nb. I'm going to investigate further if other combinations will or will not work.






            share|improve this answer



























            • I think this is right. I've tried all the iterations for the URL and I can't get it to work.

              – guyiac
              Oct 1 at 14:19











            • If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

              – KarinG - Semper IT
              Oct 1 at 15:27











            • I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

              – KarinG - Semper IT
              Oct 1 at 15:51











            • Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

              – KarinG - Semper IT
              Oct 3 at 12:10











            • Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

              – Jamie Novick
              Oct 5 at 11:41















            0



















            This should work but is a bug in the latest version of Webform CiviCRM. Will open a ticket.
            (Update)
            Webform requires that the form is configured a certain way on the civicrm tab for activities in order to load the activity. It appears that at least 1 contact on the form needs to be set as a participant on the webform for the autoload to work. nb. I'm going to investigate further if other combinations will or will not work.






            share|improve this answer



























            • I think this is right. I've tried all the iterations for the URL and I can't get it to work.

              – guyiac
              Oct 1 at 14:19











            • If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

              – KarinG - Semper IT
              Oct 1 at 15:27











            • I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

              – KarinG - Semper IT
              Oct 1 at 15:51











            • Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

              – KarinG - Semper IT
              Oct 3 at 12:10











            • Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

              – Jamie Novick
              Oct 5 at 11:41













            0















            0











            0









            This should work but is a bug in the latest version of Webform CiviCRM. Will open a ticket.
            (Update)
            Webform requires that the form is configured a certain way on the civicrm tab for activities in order to load the activity. It appears that at least 1 contact on the form needs to be set as a participant on the webform for the autoload to work. nb. I'm going to investigate further if other combinations will or will not work.






            share|improve this answer
















            This should work but is a bug in the latest version of Webform CiviCRM. Will open a ticket.
            (Update)
            Webform requires that the form is configured a certain way on the civicrm tab for activities in order to load the activity. It appears that at least 1 contact on the form needs to be set as a participant on the webform for the autoload to work. nb. I'm going to investigate further if other combinations will or will not work.







            share|improve this answer















            share|improve this answer




            share|improve this answer








            edited Oct 5 at 11:43

























            answered Oct 1 at 14:16









            Jamie NovickJamie Novick

            5382 silver badges9 bronze badges




            5382 silver badges9 bronze badges















            • I think this is right. I've tried all the iterations for the URL and I can't get it to work.

              – guyiac
              Oct 1 at 14:19











            • If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

              – KarinG - Semper IT
              Oct 1 at 15:27











            • I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

              – KarinG - Semper IT
              Oct 1 at 15:51











            • Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

              – KarinG - Semper IT
              Oct 3 at 12:10











            • Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

              – Jamie Novick
              Oct 5 at 11:41

















            • I think this is right. I've tried all the iterations for the URL and I can't get it to work.

              – guyiac
              Oct 1 at 14:19











            • If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

              – KarinG - Semper IT
              Oct 1 at 15:27











            • I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

              – KarinG - Semper IT
              Oct 1 at 15:51











            • Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

              – KarinG - Semper IT
              Oct 3 at 12:10











            • Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

              – Jamie Novick
              Oct 5 at 11:41
















            I think this is right. I've tried all the iterations for the URL and I can't get it to work.

            – guyiac
            Oct 1 at 14:19





            I think this is right. I've tried all the iterations for the URL and I can't get it to work.

            – guyiac
            Oct 1 at 14:19













            If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

            – KarinG - Semper IT
            Oct 1 at 15:27





            If you think there is a bug please do let us know - we've got this working on a number of sites though; URLs in this format: case-worker-form?cid2=41218&aid=19153 work fine as long as the receiving webform is configured properly.

            – KarinG - Semper IT
            Oct 1 at 15:27













            I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

            – KarinG - Semper IT
            Oct 1 at 15:51





            I just ran a test with our webform civicrm 5.x latest - commit 76b444bf5192ddf4663a0222540684a230d8e39e Merge: b54ddfd ef2a518 Author: Karin Gerritsen <karin@semper-it.com> Date: Thu Sep 12 11:24:26 2019 -0600 Merge pull request #251 from colemanw/rel7 - and all is working well. Will add screenshots to my answer.

            – KarinG - Semper IT
            Oct 1 at 15:51













            Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

            – KarinG - Semper IT
            Oct 3 at 12:10





            Jamie: can you please either open an issue with details on how to reproduce or acknowledge there is no bug - that passing on aid in URL works as described by me in both 4.x and 5.x?

            – KarinG - Semper IT
            Oct 3 at 12:10













            Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

            – Jamie Novick
            Oct 5 at 11:41





            Hi @karinG-SemberIT - Sorry ran out of time last week. I've done some more investigating and it seems that the activity ID is loaded but only in certain scenarios where the source/target/assignee fields are being set by the form. There may also be a bug with the "none" option. In your example above you set the activity participants to be contacts on the form.

            – Jamie Novick
            Oct 5 at 11:41


















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