Fields, forms, departments, roles and countries

From MyMemberSoftware wiki
Jump to: navigation, search

Fields

In MMS there are 70 "Fixed" fields. With these fields, most of the associations can administrate members in every way. You can change the field names in the label area, important is that you only use letters and numbers in the value label: no . (dot) / (slash) , (comma) or '" quotes. The field types can be altered (from text field to selects for example). There is no comment field to add explanation about fields: they should be self-explanatory, also there is no dependancy on other fields.

Fields have 3 (max 4) extra options:

Field options.png
Field options icon search.png

"Search" = Search on this field in member overview and export.


Field options icon group.png

Fields with select or checkbox type can also be a "group field". With this option, Groupadmin can be created.


Field options icon show.png

"Overview" = Show field in member overview, applicants and export v2.


Field options icon name.png

"Name" = Combine this field into the Joomla fullname and the parent name label. The order will be the same as the fields are represented when editing a member.


A special field is "gewijzigd", which means "changed". In this field, the last date/time of the Joomla Server Time Zone will be displayed on which the record was changed (updated). The field "gewijzigd" can be used for data interfaces, for example to financial administration software.

Other fields

If there are fields that aren't in the fixed fields list, there are 75 "Other fields". They are definable by the organization to their needs. The label can be used to give a variable field a name. The type is the sort of value that is in the field. These are possible:

Text

Text (and numbers) on 1 line with maximal 100 characters, including spaces.

Numeric

Integer numbers.

Text block

Text on multiple lines, but with a maximum of 100 characters.

Image

Select

The select can be filled with predefined values, so that there won't be many ways to type the same, for example colors: Yellow, light Yellow, Dark Yellow. These are all yellow. The syntax for this field values is:

[{"value":"1","label":"Yellow"},{"value":"2","label":"Blue"},{"value":"3","label":"Green"}]

Tip: don't use special characters in the select like "&", "'", "-". etc. These may act like javascript, which we don't want.

Checkbox

Yes or no value, in the database the possible values are "on", "off" or empty ().

Password

Date

In the database, the date is stored unix format (yyyy-mm-dd). For sorting purposes this is the most logical format. In the exports and in the user interface, we use the format that is dependent on the Browser of the user.

EN/US format:

User interface dateformat.png

Dutch format:

User interface dateformat nl.png

The different browsers and their result:

  • Firefox: The date format is determined by the language of the firefox installation. With a Dutch Firefox the date format will be: dd-mm-jjjj, with a English (US) version it will be: M/d/jjjj. Different versions of Firefox are available Here
  • Chrome: The date format is determined by the displaying language:
Settings chrome lang.png
  • Internet explorer: the date format is determined by the Country/Region notation:
Settings windows notation.png

Bank

Without encryption enabled in the options, any field can get this type and Iban syntax will be checked. It will be stored in the default markup with Capital characters, and numbers without spaces, dots, .... In encryption mode, bank values will be stored encrypted with gpg keys. For this to work, Configuration_MyMember_Subscription gpg has to be installed.


Iban

Iban syntax check, unencrypted.

The 4 different forms in the backend.

Forms

In My Member Software, we use 3 different forms. The different forms are accessed via the menu item type "MyMemberAdmin Forms". Each form can contain other fields, with other rights. Every Role has 3 forms.

Application form

This is the form that visitors (guests) can apply for the association. It is the default method to get new members in your administration. The form can appear with or without a Joomla account creation. This is chosen in the menu item tab "Form settings" : switch the joomla account on at "Show Joomla Account registration".

After filling in this form, a member administrator needs to activate this applicant.

The form is always in plain form, without tabs.

Without Joomla account

Online applications without Joomla registration should always have an e-mail address on mandatory: the online application should always contain an e-mail address. If it doesn't, the check to test if an e-mail adddress already exists will be wrong (empty e-mail addresses ion the application table) and the confirmation mail cannot be sent to the applicant.

This view of the form can also be used for users on your website who already created an account, but didnt apply yet in the member administration. Be sure to enable the e-mail read-only on the form, it will be filled with the e-mail address of the logged in user.

With Joomla account

A Joomla account is in most cases part of the application: members need a Joomla account to log in to the website. If the e-mail address can be found in the member table, the Joomla user has access to his/her member data. When a guest creates a Joomla account, this is called "Register" (an account). When a guest applies for the organization, this is called "Apply" (to become a member of the organization).

At application forms with the creation of a Joomla account, the email address at the form settings should be off. Else it will be duplicate. We use the core Joomla registration function so that should be turned on.

When creating an account, the order of registration / application is important: the Joomla account should not be created prior to the application. This is because e-mail address needs to be unique in the Joomla users table. When people already have an active Joomla account (Registered), create a menu item for them to apply but without creating an account and access only to default Joomla user group (Registered mostly).

Personal profile form

With this form, members can edit their data.

Administrator form

With this form, (group)administrators and boards can edit the data of members.

Departments

Roles

Attach existing Joomla groups to Roles in the member administration; Minimum are the roles: "Member Administrator", "Member type x", "Guest" (for applying to the association).

Possibility to add, edit or delete available countries in the backend.

Countries

Edit, create and delete countries for the frontend forms.

Every member lives in a country. Your installation is delivered with all known countries in the world, in 5 different languages: English, Dutch, German, Spanish and Italian. Associations normally have members in a few selected countries, and the list with all the countries might be unnecessarily long.

If you want to make the list of countries shorter, you can delete the countries where your members are not living. Warning: don't delete countries that are in use in the table 'leden'. All the countries that members have their address should be present in this section.

Or add countries which aren't in the list. Every language has its own countries (translations). Before you can add a country in the nl-NL language, you will have to install the Dutch language pack in Joomla.