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CiviCRM is now 100% translated to French

6 months 2 weeks ago
CiviCRM is now 100% translated to French usha.makoa Wed, 04/15/2020 - 07:21 CiviCRM is now 100% translated to French

CiviCRM is now 100% translated to French (the Core interface and 66% of extensions).

Thank you to all past contributors (here and there, and before a lot of people) .

And now ? A new Challenge! CiviCRM still needs you to speak French! #superCiviCRMAvril2020challenge.

https://lab.civicrm.org/dev/translation/-/wikis/wikis/translation-guides/french/SuperCiviCRMAvril2020challenge with @allinappli

CiviCRM est traduit à 100% en Français

Youpi Civicrm 100% traduit en français ! (et 66% pour les extensions).

Merci à tous les contributeurs passés (ici et , et avant d'autres encore !) qui ont consacré du temps (beaucoup de temps) à traduire progressivement depuis le début !

et maintenant ? le #SuperCiviCRMAvril2020challenge
CiviCRM a besoin de vous pour parler Français complètement.

La traduction globale pourrait encore être améliorée et des ressources importantes restent à traduire (documentation, extensions...)

Quoi de mieux qu'un bon confinement pour contribuer collectivement avec le #superCiviCRMAvril2020challenge !

https://lab.civicrm.org/dev/translation/-/wikis/wikis/translation-guides/french/SuperCiviCRMAvril2020challenge avec @allinappli

Filed under Internationalization and Localization Comments Permalink michaelmcandrew Mon, 04/20/2020 - 05:46

Great work - thanks for sharing, Usha :)

usha.makoa

CiviCRM is now 100% translated to French

6 months 2 weeks ago
CiviCRM is now 100% translated to French usha.makoa Wed, 04/15/2020 - 07:21 CiviCRM is now 100% translated to French

CiviCRM is now 100% translated to French (the Core interface and 66% of extensions).

Thank you to all past contributors (here and there, and before a lot of people) .

And now ? A new Challenge! CiviCRM still needs you to speak French! #superCiviCRMAvril2020challenge.

https://lab.civicrm.org/dev/translation/-/wikis/wikis/translation-guides/french/SuperCiviCRMAvril2020challenge with @allinappli

CiviCRM est traduit à 100% en Français

Youpi Civicrm 100% traduit en français ! (et 66% pour les extensions).

Merci à tous les contributeurs passés (ici et , et avant d'autres encore !) qui ont consacré du temps (beaucoup de temps) à traduire progressivement depuis le début !

et maintenant ? le #SuperCiviCRMAvril2020challenge
CiviCRM a besoin de vous pour parler Français complètement.

La traduction globale pourrait encore être améliorée et des ressources importantes restent à traduire (documentation, extensions...)

Quoi de mieux qu'un bon confinement pour contribuer collectivement avec le #superCiviCRMAvril2020challenge !

https://lab.civicrm.org/dev/translation/-/wikis/wikis/translation-guides/french/SuperCiviCRMAvril2020challenge avec @allinappli

Filed under Internationalization and Localization
usha.makoa

CiviCRM is now 100% translated to French

6 months 2 weeks ago
CiviCRM is now 100% translated to French

CiviCRM is now 100% translated to French (the Core interface and 66% of extensions).

Thank you to all past contributors (here and there, and before a lot of people) .

And now ? A new Challenge! CiviCRM still needs you to speak French! #superCiviCRMAvril2020challenge.

usha.makoa

Progress on the civicrm.org Drupal8 upgrade

6 months 3 weeks ago
Progress on the civicrm.org Drupal8 upgrade bgm Sun, 04/05/2020 - 16:25

Back in September 2019, we had announced a plan to upgrade the content management system (CMS) running the civicrm.org website, as well as plans to make civicrm.org available in many languages. Today I'm happy to announce that we have reached a major milestone: most of the static content, user logins, blogs and many CiviCRM forms are now being served from Drupal8.

Before you login to see the shiny new toys available: please read this announcement first! We have done good progress, we are on track, but we are not done yet. A lot of the work is about getting moving to a more "modern" CMS, doing a lot of cleanup and otherwise providing feature-parity (or at least, we hope that the upgrade is not too disruptive). At this point, we are not asking people to actively test, but please report issues (in the marketing/civicrm-website issue queue) if you think that something important is broken.

What's new?

Contact Dashboard: If you click on the "Login" button in the top-right corner of the screen, we now default to displaying the CiviCRM Contact Dashboard. Tasks such as "Add blog post" or "Add new job posting" are now under the "Participate" menu (which may not be very obvious for now, but we will improve it eventually). Using the CiviCRM contact dashboard (instead of the Drupal user profiles) is part of the decision to leverage and promote CivICRM features where possible.

Blogs with Gutenberg: The blog now uses the Gutenberg content editor. People may have strong opinions about it, but we found that Gutenberg provides a great experience for content editing on Drupal. It addresses many of the criticisms about Drupal's user interface. We really wanted to simplify the interface, avoid having dozens of fields in a node just to comply with specific visuals. We wanted to avoid complex block configurations and panels. Finally, we also wanted to remove some hardcoded pages, such as the download page (which used to require changing PHP/template files in order to update the content, and now the page is a simple Gutenberg page that includes a Drupal block for the download links).

Languages

CiviCRM's user interface has been available in over 25 languages for a long time. I would argue that CiviCRM's powerful language features offers key advantages over other CRMs. Very few CRMs understand translation correctly, or can handle the complexities of countries or regions with many official languages, not to mention international organizations.

That said, while many techies understand English, having content in their own language is often a key factor for decisions makers and end-users. Many CiviCRM partners have highlighted that the decision to adopt or change a CRM is no longer a decision taken only by techies, but now increasingly a decision under scrutiny from their board of directors. In many regions, having a website and documentation available in their language can be a legal requirement for many organizations.

We have built on top of various previous community initiatives carried out in the past. We believe that by adding language support on the civicrm.org website, we will provide a more consistent and robust experience for all languages, and will make it easier to add support for new languages. More importantly, we hope it will reduce the barrier to entry for anyone who is not fluent in English.

For a glimpse of what it looks like, you can read about CiviCRM in Catalan or in French, or see a work-in-progress home page in French (note: this is not a design proposal for all languages, for now each language can create their own home page). Ah, and note how the home page in French is just a single Gutenberg node, with views/blocks inside it.

It will also be possible to have blogs in different languages. They will display language-specific content, if any, then any translations, if available, and finally they will fallback to English. So for example, the French-language blog may have blog posts specific to the French-speaking community, mixed with CiviCRM release announcements that have been translated, and will also display English blog posts that have not been translated. For now we encourage translators to focusing on translating static content (front page, "about CiviCRM", etc), rather than translating content that is only relevant for a short period of time.

CiviCRM forms (such as donation forms or event forms) will also eventually be available in other languages. We aim to build on top of Aidan's improvement to CiviCRM core which makes it possible to use different languages without enabling multilingual (read more), and we hope to improve core to implement something based on Bjoern's l10nx (i.e. a new mode for translations of content, such as contribution page titles or descriptions).

If you wish to get involved in translating the CiviCRM.org website, there is more information in the website translation wiki page.

A few technical notes

As mentioned earlier, most of the pages are being served from Drupal8, but not all. Notably, the English front page is still being served from Drupal7, as are a few of the "views" (listings), such as the Find and Expert page, and the extension releases.

We have been running two sites since November 2019. The two sites have the same theme (both Bootstrap-based, so it was easy to port the theme from Drupal7 to Drupal8). You can see whether the page is being served from Drupal7 or Drupal8 by looking at the page footer:

Technically, this was made possible using a proxy (nginx) that was sending specific pages to Drupal8, as we completed various sections. Since we knew that this was going to a be a long journey, we wanted to be sure that we could deploy features as soon as they were ready, to avoid feature-freezing the website for over six months. That being said, while it took a long time, we did not spend a lot of hours on the upgrade itself. We took a more minimalist approach in order to stay within budget (under $2000 so far, funded by the Core Team's regular budget, plus some pro-bono work).

Next steps

We still have to finish migrating important sections, such as the "experts" views/listings, case studies, events, extension management, as well as some more complex static-content pages. You can read more about it in the website tech revamp wiki page.

Once that is done, we can shift our focus back to content, design and adding features to the website (ex: improving the access-control features on CiviCRM itself, so that regional communities can more easily collaborate on civicrm.org).

Acknowledgements

Many people are contributing to the upgrade. Josh is doing most of the real work, making sure the end result and content make sense. Nic W has also been a long-time website contributor and supporter (and instigator of the 2019 translation survey). Francesc and Usha have helped beta-test translation. Luciano and Alejandro have been long-time instigators to have civicrm.org available in other languages.

Of course, using CiviCRM and Drupal8 has been possible only because many volunteers, partners and the Core Team are investing a lot of time to make it happen (and there's still work to do!). Hat-tip to the CiviCRM Entity folks (Mark, Karin, David S, Luke, Matt G, and others) for the Drupal8 Views integration, as well as to helpful support from the folks in the Drupal mattermost channel. Finally, thanks to someone (I think?) who went to a CiviCamp Amsterdam to demo Gutenberg on Drupal, and somehow that demo made its way to convince us to stay on Drupal and to adopt Gutenberg (if someone knows the story, please leave a comment!).

Filed under Tools Community Internationalization and Localization Marketing and Promotion
bgm

Progress on the civicrm.org Drupal8 upgrade

6 months 3 weeks ago
Progress on the civicrm.org Drupal8 upgrade bgm Sun, 04/05/2020 - 16:25

Back in September 2019, we had announced a plan to upgrade the content management system (CMS) running the civicrm.org website, as well as plans to make civicrm.org available in many languages. Today I'm happy to announce that we have reached a major milestone: most of the static content, user logins, blogs and many CiviCRM forms are now being served from Drupal8.

Before you login to see the shiny new toys available: please read this announcement first! We have done good progress, we are on track, but we are not done yet. A lot of the work is about getting moving to a more "modern" CMS, doing a lot of cleanup and otherwise providing feature-parity (or at least, we hope that the upgrade is not too disruptive). At this point, we are not asking people to actively test, but please report issues (in the marketing/civicrm-website issue queue) if you think that something important is broken.

What's new?

Contact Dashboard: If you click on the "Login" button in the top-right corner of the screen, we now default to displaying the CiviCRM Contact Dashboard. Tasks such as "Add blog post" or "Add new job posting" are now under the "Participate" menu (which may not be very obvious for now, but we will improve it eventually). Using the CiviCRM contact dashboard (instead of the Drupal user profiles) is part of the decision to leverage and promote CivICRM features where possible.

Blogs with Gutenberg: The blog now uses the Gutenberg content editor. People may have strong opinions about it, but we found that Gutenberg provides a great experience for content editing on Drupal. It addresses many of the criticisms about Drupal's user interface. We really wanted to simplify the interface, avoid having dozens of fields in a node just to comply with specific visuals. We wanted to avoid complex block configurations and panels. Finally, we also wanted to remove some hardcoded pages, such as the download page (which used to require changing PHP/template files in order to update the content, and now the page is a simple Gutenberg page that includes a Drupal block for the download links).

Languages

CiviCRM's user interface has been available in over 25 languages for a long time. I would argue that CiviCRM's powerful language features offers key advantages over other CRMs. Very few CRMs understand translation correctly, or can handle the complexities of countries or regions with many official languages, not to mention international organizations.

That said, while many techies understand English, having content in their own language is often a key factor for decisions makers and end-users. Many CiviCRM partners have highlighted that the decision to adopt or change a CRM is no longer a decision taken only by techies, but now increasingly a decision under scrutiny from their board of directors. In many regions, having a website and documentation available in their language can be a legal requirement for many organizations.

We have built on top of various previous community initiatives carried out in the past. We believe that by adding language support on the civicrm.org website, we will provide a more consistent and robust experience for all languages, and will make it easier to add support for new languages. More importantly, we hope it will reduce the barrier to entry for anyone who is not fluent in English.

For a glimpse of what it looks like, you can read about CiviCRM in Catalan or in French, or see a work-in-progress home page in French (note: this is not a design proposal for all languages, for now each language can create their own home page). Ah, and note how the home page in French is just a single Gutenberg node, with views/blocks inside it.

It will also be possible to have blogs in different languages. They will display language-specific content, if any, then any translations, if available, and finally they will fallback to English. So for example, the French-language blog may have blog posts specific to the French-speaking community, mixed with CiviCRM release announcements that have been translated, and will also display English blog posts that have not been translated. For now we encourage translators to focusing on translating static content (front page, "about CiviCRM", etc), rather than translating content that is only relevant for a short period of time.

CiviCRM forms (such as donation forms or event forms) will also eventually be available in other languages. We aim to build on top of Aidan's improvement to CiviCRM core which makes it possible to use different languages without enabling multilingual (read more), and we hope to improve core to implement something based on Bjoern's l10nx (i.e. a new mode for translations of content, such as contribution page titles or descriptions).

If you wish to get involved in translating the CiviCRM.org website, there is more information in the website translation wiki page.

A few technical notes

As mentioned earlier, most of the pages are being served from Drupal8, but not all. Notably, the English front page is still being served from Drupal7, as are a few of the "views" (listings), such as the Find and Expert page, and the extension releases.

We have been running two sites since November 2019. The two sites have the same theme (both Bootstrap-based, so it was easy to port the theme from Drupal7 to Drupal8). You can see whether the page is being served from Drupal7 or Drupal8 by looking at the page footer:

Technically, this was made possible using a proxy (nginx) that was sending specific pages to Drupal8, as we completed various sections. Since we knew that this was going to a be a long journey, we wanted to be sure that we could deploy features as soon as they were ready, to avoid feature-freezing the website for over six months. That being said, while it took a long time, we did not spend a lot of hours on the upgrade itself. We took a more minimalist approach in order to stay within budget (under $2000 so far, funded by the Core Team's regular budget, plus some pro-bono work).

Next steps

We still have to finish migrating important sections, such as the "experts" views/listings, case studies, events, extension management, as well as some more complex static-content pages. You can read more about it in the website tech revamp wiki page.

Once that is done, we can shift our focus back to content, design and adding features to the website (ex: improving the access-control features on CiviCRM itself, so that regional communities can more easily collaborate on civicrm.org).

Acknowledgements

Many people are contributing to the upgrade. Josh is doing most of the real work, making sure the end result and content make sense. Nic W has also been a long-time website contributor and supporter (and instigator of the 2019 translation survey). Francesc and Usha have helped beta-test translation. Luciano and Alejandro have been long-time instigators to have civicrm.org available in other languages.

Of course, using CiviCRM and Drupal8 has been possible only because many volunteers, partners and the Core Team are investing a lot of time to make it happen (and there's still work to do!). Hat-tip to the CiviCRM Entity folks (Mark, Karin, David S, Luke, Matt G, and others) for the Drupal8 Views integration, as well as to helpful support from the folks in the Drupal mattermost channel. Finally, thanks to someone (I think?) who went to a CiviCamp Amsterdam to demo Gutenberg on Drupal, and somehow that demo made its way to convince us to stay on Drupal and to adopt Gutenberg (if someone knows the story, please leave a comment!).

Filed under Tools Community Internationalization and Localization Marketing and Promotion
bgm

Progress on the civicrm.org Drupal8 upgrade

6 months 3 weeks ago

Back in September 2019, we had announced a plan to upgrade the content management system (CMS) running the civicrm.org website, as well as plans to make civicrm.org available in many languages. Today I'm happy to announce that we have reached a major milestone: most of the static content, user logins, blogs and many CiviCRM forms are now being served from Drupal8.

bgm

Community Council Election Results 2020

6 months 4 weeks ago
Community Council Election Results 2020 ayduns Thu, 04/02/2020 - 08:28

We are pleased to announce the results of the recent CiviCRM Community Council Election 2020.

The Council comprises 11 seats. Normally each council member will serve for 2 years but since this is the first annual election, half will serve for 1 year.

The following are elected for 2 years:

  • Alice Aguilar
  • Alison Barham
  • Detlev Sieber
  • Erik Hommel
  • Rose Lannigan

The following are elected for 1 year:

  • Andy Burns
  • Heather Oliver
  • Joe Murray
  • Michael O'Toole
  • Neil Planchon
  • Tricia Gbinigie

Many thanks to all those offering their services to the CiviCRM community by standing in this election, both those elected and those not.

CiviCRM Elections Team (Aidan Saunders, Joseph Lacey - elections@civicrm.org)

 

Filed under Community Comments Permalink usha.makoa Sun, 04/05/2020 - 15:38

Congratulations!

ayduns

Community Council Election Results 2020

6 months 4 weeks ago
Community Council Election Results 2020 ayduns Thu, 04/02/2020 - 08:28

We are pleased to announce the results of the recent CiviCRM Community Council Election 2020.

The Council comprises 11 seats. Normally each council member will serve for 2 years but since this is the first annual election, half will serve for 1 year.

The following are elected for 2 years:

  • Alice Aguilar
  • Alison Barham
  • Detlev Sieber
  • Erik Hommel
  • Rose Lannigan

The following are elected for 1 year:

  • Andy Burns
  • Heather Oliver
  • Joe Murray
  • Michael O'Toole
  • Neil Planchon
  • Tricia Gbinigie

Many thanks to all those offering their services to the CiviCRM community by standing in this election, both those elected and those not.

CiviCRM Elections Team (Aidan Saunders, Joseph Lacey - elections@civicrm.org)

 

Filed under Community Comments Permalink usha.makoa Sun, 04/05/2020 - 15:38

Congratulations!

ayduns

CiviCRM 5.24 Release

6 months 4 weeks ago
CiviCRM 5.24 Release dev-team Thu, 04/02/2020 - 06:26

CiviCRM version 5.24.0 is now out and ready to download. This is a regular monthly release.

Upgrade now for the most stable CiviCRM experience: https://civicrm.org/download

Users of the CiviCRM Extended Security Releases (ESR) do not need to upgrade, as there are no ESR-specific bugfixes or security issues at the moment.

Important announcements:

  • There will be a security release for 5.24.x on 2020-04-15. Please see security for more information.
  • As of CiviCRM 5.25, which will be released on 2020-05-06, the minimum supported version will be PHP 7.1. The recommended PHP version is PHP 7.3.
What's new in CiviCRM 5.24

This version changes the database schema, has changes to the API, as well as the usual bugfixes and minor feature improvements.

  • CiviCRM menu: Adds a new "Find menu item" search under the CiviCRM logo which allows user to quickly locate menu items by typing a few letters.
  • Advanced Search: Adds an option to find contributions without a soft-credit.
  • Contribution forms: Enable jQuery validate on public event/contribution forms.
  • Contribution invoice: Major layout cleanup, added display of the contact's country.
  • Contribution invoice: Count refunds when calculating amount due.
  • Event contribution invoice: ensures Contribution Invoices are not sent to the CC and BCC email address(s) configured for Event Confirmation purposes.
  • CiviMail: Fixed unsubscribe bug on multilingual sites, which could cause mass unsubscribes to all groups.
  • Reports: The relationship report has a new option to sort by relationship end date, new column option for "is active?".
  • CiviCase: many small improvements. CiviCase is great, you should try it!
  • Core: Performance improvement for civicrm/ajax/checkemail which is used when adding a cc email address to an email message among other places.
  • Core: On the Manage Groups form, add group type support for custom group types (makes it possible for extensions to expose custom group types and expose them in the filter).
  • Core: Fixed installation issues when installing in another language.
  • Core: New hook_civicrm_alterUFFields, which allows extensions to modify fields in a profile.
  • Core: Updates the Net_SMTP package to the latest version of the library and standardizes patches.
  • APIv4: Allows smart groups to be created with APIv4 params in addition to via search form values. Adds a user interface to save smart groups from the APIv4 explorer.
  • Drupal8: Improves the installation process for Drupal 8 by making it so civicrm-setup reports the pending action.
  • PHP: PHP 7.3 is now the recommended PHP version (this is the last release supporting PHP 7.0, CiviCRM 5.25 will require PHP 7.1 or later).

This is only a short overview. You can read the full release notes here. Big thanks to Andrew Hunt and Alice Frumin from AGH Strategies for putting up together release notes.

The complete list of 5.24.0 contributors (it's a huge team!) can be found here. Thanks to everyone for making this release happen!

Support CiviCRM

We are committed to keeping CiviCRM free and open, forever. We depend on your support to help make that happen.

Filed under Release v5.x
dev-team

CiviCRM 5.24 Release

6 months 4 weeks ago
CiviCRM 5.24 Release dev-team Thu, 04/02/2020 - 06:26

CiviCRM version 5.24.0 is now out and ready to download. This is a regular monthly release.

Upgrade now for the most stable CiviCRM experience: https://civicrm.org/download

Users of the CiviCRM Extended Security Releases (ESR) do not need to upgrade, as there are no ESR-specific bugfixes or security issues at the moment.

Important announcements:

  • There will be a security release for 5.24.x on 2020-04-15. Please see security for more information.
  • As of CiviCRM 5.25, which will be released on 2020-05-06, the minimum supported version will be PHP 7.1. The recommended PHP version is PHP 7.3.
What's new in CiviCRM 5.24

This version changes the database schema, has changes to the API, as well as the usual bugfixes and minor feature improvements.

  • CiviCRM menu: Adds a new "Find menu item" search under the CiviCRM logo which allows user to quickly locate menu items by typing a few letters.
  • Advanced Search: Adds an option to find contributions without a soft-credit.
  • Contribution forms: Enable jQuery validate on public event/contribution forms.
  • Contribution invoice: Major layout cleanup, added display of the contact's country.
  • Contribution invoice: Count refunds when calculating amount due.
  • Event contribution invoice: ensures Contribution Invoices are not sent to the CC and BCC email address(s) configured for Event Confirmation purposes.
  • CiviMail: Fixed unsubscribe bug on multilingual sites, which could cause mass unsubscribes to all groups.
  • Reports: The relationship report has a new option to sort by relationship end date, new column option for "is active?".
  • CiviCase: many small improvements. CiviCase is great, you should try it!
  • Core: Performance improvement for civicrm/ajax/checkemail which is used when adding a cc email address to an email message among other places.
  • Core: On the Manage Groups form, add group type support for custom group types (makes it possible for extensions to expose custom group types and expose them in the filter).
  • Core: Fixed installation issues when installing in another language.
  • Core: New hook_civicrm_alterUFFields, which allows extensions to modify fields in a profile.
  • Core: Updates the Net_SMTP package to the latest version of the library and standardizes patches.
  • APIv4: Allows smart groups to be created with APIv4 params in addition to via search form values. Adds a user interface to save smart groups from the APIv4 explorer.
  • Drupal8: Improves the installation process for Drupal 8 by making it so civicrm-setup reports the pending action.
  • PHP: PHP 7.3 is now the recommended PHP version (this is the last release supporting PHP 7.0, CiviCRM 5.25 will require PHP 7.1 or later).

This is only a short overview. You can read the full release notes here. Big thanks to Andrew Hunt and Alice Frumin from AGH Strategies for putting up together release notes.

The complete list of 5.24.0 contributors (it's a huge team!) can be found here. Thanks to everyone for making this release happen!

Support CiviCRM

We are committed to keeping CiviCRM free and open, forever. We depend on your support to help make that happen.

Filed under Release v5.x
dev-team

CiviCRM 5.24 Release

6 months 4 weeks ago

CiviCRM version 5.24.0 is now out and ready to download. This is a regular monthly release.

Upgrade now for the most stable CiviCRM experience: https://civicrm.org/download

Users of the CiviCRM Extended Security Releases (ESR) do not need to upgrade, as there are no ESR-specific bugfixes or security issues at the moment.

Important announcements:

dev-team

Community Council Election Results 2020

6 months 4 weeks ago

We are pleased to announce the results of the recent CiviCRM Community Council Election 2020.

The Council comprises 11 seats. Normally each council member will serve for 2 years but since this is the first annual election, half will serve for 1 year.

The following are elected for 2 years:

Alice Aguilar Alison Barham Detlev Sieber Erik Hommel Rose Lannigan

The following are elected for 1 year:

ayduns

Overhauling Search and Reporting in CiviCRM

7 months ago
Overhauling Search and Reporting in CiviCRM josh Sun, 03/29/2020 - 11:46

CiviCRM was built to be a CRM for organizational data with which users may leverage powerful components that provide a range of functionality and build complex workflows to manage constituent information, all under one system. There exist many ways in which data can come into CiviCRM, and there’s a far greater number of ways in which the data is used across the thousands of organizations that currently leverage CiviCRM.

But, once organizational data is in CiviCRM, how do organizations easily organize and act on it? Again, there are a few ways that’s done, but perhaps two of the most important are 1) search functionality and 2) reporting. This is probably fairly obvious because you have to search for the data that you wish to act on, and more than likely you’ll want to report on the impact of your actions.

CiviCRM addresses both of these through a range of search options and through CiviReport. But, let’s be honest for a second. Both search and reporting can be tough in CiviCRM. Take search for example. Where do you start? Basic search? Advanced search? Search builder? Custom searches? Or, do you just jump into the API explorer? Or, if you’re like many users, do you try to search for what you’re looking for through reports only to realize that reports, well, they just report on the data… they don’t allow you to take many other actions.

All of this is a long way of saying that CiviCRM’s search and reporting capabilities are in need of some lovin’.

Enter Search Builder

Thanks to an initiative led by WikiMedia Foundation, the CiviCRM Core Team undertook a discovery project that included research and review of various search and reporting interfaces, culminating in a recommendation to consolidate those in CiviCRM into single, unified utility. For now, we’re calling this “Search Builder”.

The recommendation is to leverage emerging developments, specifically APIv4 and Form Builder, to create a single, powerful search and reporting utility that will replace the current disjointed approach to both in CiviCRM. APIv4 will serve as the query builder for all future search, exports and reports, and a new user interface will be designed to replace the current Advanced Search and Search Builder UI’s.

Search and reporting has been an area in CiviCRM long ripe for improvement. In addition to discussion and reflecton how to do so, such as here and here, efforts have been made to start MIH campaigns to fund improvements, and extensions, such as Data Processor have been built to address many of search's shortcomings. The recommendation below includes a review of these approaches, review of WMF's specific needs, as well as a comprehensive review of competitor search interfaces.

The new search builder UI will be geared towards advanced users and will provide the ability to take actions on the data, such as creating smart groups, as well as to save configurations into custom searches and reports. These latter two items will benefit from the flexibility of Form Builder, allowing users to easily customize saved searches and reports through a drag and drop interface.

The new search builder functionality is in development starting with a first phase slated for completion by June 30, 2020. The first round of development is focused on improvements to APIv4, to implementation of a search builder interface powered by APIv4, and to smart group functionality, again powered by the APIv4 query engine.

For reference, interested users can view a summary of the new search builder and can track the progress on the first phase of development on Gitlab. Similar to Form Builder, this is a significant undertaking that stands to dramatically improve underlying functionality within CiviCRM. Community participation is vital to the success of the effort. Likewise, if you’re interested in supporting the initiative financially, please contact josh@civicrm.org.

Special thanks to WikiMedia Foundation for seeding the Search Builder overhaul initiative.

Filed under Form Builder API Comments Permalink usha.makoa Tue, 03/31/2020 - 14:50

That's a great news ! Thanks and I hope that we could help.

Permalink dtarrant Wed, 04/01/2020 - 13:07

Yes!!    Is there going to be a MIH?

josh

Overhauling Search and Reporting in CiviCRM

7 months ago
Overhauling Search and Reporting in CiviCRM josh Sun, 03/29/2020 - 11:46

CiviCRM was built to be a CRM for organizational data with which users may leverage powerful components that provide a range of functionality and build complex workflows to manage constituent information, all under one system. There exist many ways in which data can come into CiviCRM, and there’s a far greater number of ways in which the data is used across the thousands of organizations that currently leverage CiviCRM.

But, once organizational data is in CiviCRM, how do organizations easily organize and act on it? Again, there are a few ways that’s done, but perhaps two of the most important are 1) search functionality and 2) reporting. This is probably fairly obvious because you have to search for the data that you wish to act on, and more than likely you’ll want to report on the impact of your actions.

CiviCRM addresses both of these through a range of search options and through CiviReport. But, let’s be honest for a second. Both search and reporting can be tough in CiviCRM. Take search for example. Where do you start? Basic search? Advanced search? Search builder? Custom searches? Or, do you just jump into the API explorer? Or, if you’re like many users, do you try to search for what you’re looking for through reports only to realize that reports, well, they just report on the data… they don’t allow you to take many other actions.

All of this is a long way of saying that CiviCRM’s search and reporting capabilities are in need of some lovin’.

Enter Search Builder

Thanks to an initiative led by WikiMedia Foundation, the CiviCRM Core Team undertook a discovery project that included research and review of various search and reporting interfaces, culminating in a recommendation to consolidate those in CiviCRM into single, unified utility. For now, we’re calling this “Search Builder”.

The recommendation is to leverage emerging developments, specifically APIv4 and Form Builder, to create a single, powerful search and reporting utility that will replace the current disjointed approach to both in CiviCRM. APIv4 will serve as the query builder for all future search, exports and reports, and a new user interface will be designed to replace the current Advanced Search and Search Builder UI’s.

Search and reporting has been an area in CiviCRM long ripe for improvement. In addition to discussion and reflecton how to do so, such as here and here, efforts have been made to start MIH campaigns to fund improvements, and extensions, such as Data Processor have been built to address many of search's shortcomings. The recommendation below includes a review of these approaches, review of WMF's specific needs, as well as a comprehensive review of competitor search interfaces.

The new search builder UI will be geared towards advanced users and will provide the ability to take actions on the data, such as creating smart groups, as well as to save configurations into custom searches and reports. These latter two items will benefit from the flexibility of Form Builder, allowing users to easily customize saved searches and reports through a drag and drop interface.

The new search builder functionality is in development starting with a first phase slated for completion by June 30, 2020. The first round of development is focused on improvements to APIv4, to implementation of a search builder interface powered by APIv4, and to smart group functionality, again powered by the APIv4 query engine.

For reference, interested users can view a summary of the new search builder and can track the progress on the first phase of development on Gitlab. Similar to Form Builder, this is a significant undertaking that stands to dramatically improve underlying functionality within CiviCRM. Community participation is vital to the success of the effort. Likewise, if you’re interested in supporting the initiative financially, please contact josh@civicrm.org.

Special thanks to WikiMedia Foundation for seeding the Search Builder overhaul initiative.

Filed under Form Builder API Comments Permalink usha.makoa Tue, 03/31/2020 - 14:50

That's a great news ! Thanks and I hope that we could help.

Permalink dtarrant Wed, 04/01/2020 - 13:07

Yes!!    Is there going to be a MIH?

josh

Overhauling Search and Reporting in CiviCRM

7 months ago

CiviCRM was built to be a CRM for organizational data with which users may leverage powerful components that provide a range of functionality and build complex workflows to manage constituent information, all under one system. There exist many ways in which data can come into CiviCRM, and there’s a far greater number of ways in which the data is used across the thousands of organizations that currently leverage CiviCRM.

josh

Corona Crisis: Use CiviCRM to organise neighbourly help in your community

7 months ago
Corona Crisis: Use CiviCRM to organise neighbourly help in your community BjoernE Fri, 03/27/2020 - 10:39 We live in challenging times, and we should now help each other more then ever - especially when on lockdown.   We created a CiviCRM extension to coordinate help for the vulnerable and most affected members of your neighbourhood, community, town or county. It provides two simple public forms, where people can sign up either to request or offer help. These forms then create CiviCRM contacts with the help requests/offers stored in custom fields.   As a next step the included algorithm automatically matches and assigns the best suited helpers to the people in need, based on distance, type of help, and helper workload. All you have to do, is to confirm the created helper relationship and communicate the assignments to the people.   Types of help could simply be a general "any", or specific ones like "walk the dog", "do the shopping" or "pick up parcels". You can configure as many as you want, or simply stick with "any" to just connect people for whatever they need.   You can simply use your existing CiviCRM instance, or a fresh installation. All you need is the extension, and a working geocoder like Google or OSM.   Be aware that this extension is brand new, and has only yesterday been put live with one of our customers. We'd love to get feedback from you in the comments or on github, and we'd also be very happy to get some additional funding for bugfixes or new features as we've exceeded the budget quite spectacularly :)   Stay safe and healthy!
Björn, SYSTOPIA   Links:  
  1. The MutualAid extension: readme, repository, download
  2. XCM extension 1.7-beta used for contact matching and creation (required): readme, download
  3. OSM Geocoder (if you don't want to use Google): download
Filed under Tools Case studies and user stories Community Extensions Marketing and Promotion Tips Comments Permalink michaelmcandrew Mon, 03/30/2020 - 01:22

Hey there - great job getting the implemented and shared so quickly :)

Permalink nicol Tue, 03/31/2020 - 18:01

For anyone interested and wanting to discus Systopia's extension – there's a dedicated channel on Mattermost: https://chat.civicrm.org/civicrm/channels/covid-19. We're hoping to have a version you can try running on Spark soon.

Permalink jaapjansma Thu, 04/02/2020 - 01:34

Thanks for this nice extension. For anyone who want to have a play with it checkout https://corona.civicrm.jaapjansma.nl and login with username admin and password admin1234

Permalink SRQ_civicrm Thu, 04/02/2020 - 18:46

In reply to by jaapjansma

Grateful that you made this available. I'm failing to see where a requester or helper can specify help types. Enabling all the options in https://corona.civicrm.jaapjansma.nl/civicrm/admin/options Mutual Aid - Help Types Options didn't have any effect. Do you know how/where the respondent would specify the types of help needed/offered?

Permalink nicol Fri, 04/03/2020 - 11:53

In reply to by SRQ_civicrm

Maybe it's since been resolved but all the help types look like they are showing on the offer and needs forms?

BjoernE

Corona Crisis: Use CiviCRM to organise neighbourly help in your community

7 months ago
Corona Crisis: Use CiviCRM to organise neighbourly help in your community BjoernE Fri, 03/27/2020 - 10:39 We live in challenging times, and we should now help each other more then ever - especially when on lockdown.   We created a CiviCRM extension to coordinate help for the vulnerable and most affected members of your neighbourhood, community, town or county. It provides two simple public forms, where people can sign up either to request or offer help. These forms then create CiviCRM contacts with the help requests/offers stored in custom fields.   As a next step the included algorithm automatically matches and assigns the best suited helpers to the people in need, based on distance, type of help, and helper workload. All you have to do, is to confirm the created helper relationship and communicate the assignments to the people.   Types of help could simply be a general "any", or specific ones like "walk the dog", "do the shopping" or "pick up parcels". You can configure as many as you want, or simply stick with "any" to just connect people for whatever they need.   You can simply use your existing CiviCRM instance, or a fresh installation. All you need is the extension, and a working geocoder like Google or OSM.   Be aware that this extension is brand new, and has only yesterday been put live with one of our customers. We'd love to get feedback from you in the comments or on github, and we'd also be very happy to get some additional funding for bugfixes or new features as we've exceeded the budget quite spectacularly :)   Stay safe and healthy!
Björn, SYSTOPIA   Links:  
  1. The MutualAid extension: readme, repository, download
  2. XCM extension 1.7-beta used for contact matching and creation (required): readme, download
  3. OSM Geocoder (if you don't want to use Google): download
Filed under Tools Case studies and user stories Community Extensions Marketing and Promotion Tips Comments Permalink michaelmcandrew Mon, 03/30/2020 - 01:22

Hey there - great job getting the implemented and shared so quickly :)

Permalink nicol Tue, 03/31/2020 - 18:01

For anyone interested and wanting to discus Systopia's extension – there's a dedicated channel on Mattermost: https://chat.civicrm.org/civicrm/channels/covid-19. We're hoping to have a version you can try running on Spark soon.

Permalink jaapjansma Thu, 04/02/2020 - 01:34

Thanks for this nice extension. For anyone who want to have a play with it checkout https://corona.civicrm.jaapjansma.nl and login with username admin and password admin1234

Permalink SRQ_civicrm Thu, 04/02/2020 - 18:46

In reply to by jaapjansma

Grateful that you made this available. I'm failing to see where a requester or helper can specify help types. Enabling all the options in https://corona.civicrm.jaapjansma.nl/civicrm/admin/options Mutual Aid - Help Types Options didn't have any effect. Do you know how/where the respondent would specify the types of help needed/offered?

Permalink nicol Fri, 04/03/2020 - 11:53

In reply to by SRQ_civicrm

Maybe it's since been resolved but all the help types look like they are showing on the offer and needs forms?

BjoernE

Corona Crisis: Use CiviCRM to organise neighbourly help in your community

7 months ago
We live in challenging times, and we should now help each other more then ever - especially when on lockdown.   We created a CiviCRM extension to coordinate help for the vulnerable and most affected members of your neighbourhood, community, town or county. It provides two simple public forms, where people can sign up either to request or offer help. These forms then create CiviCRM contacts with the help requests/offers stored in custom fields.
BjoernE

CiviContact for Android and iOS released. Manage CiviCRM contacts, groups, activities on your device

7 months ago
CiviContact for Android and iOS released. Manage CiviCRM contacts, groups, activities on your device justinfreeman Tue, 03/24/2020 - 23:18

Hi CiviCRM community, I hope to bring a smile to all your faces with this simple announcement

CiviContact for Android and iOS has been released! This is a mobile app design to allow you to easily connect and manage CiviCRM contacts, groups, activities on your own device.

Here's a quick overview of the features:

  • Quickly connect to a CiviCRM site by scanning a QR Code or receive an authentication email
  • Sync CiviCRM contacts, groups, activities
  • Call and email contacts
  • Take notes and record your time
  • Add and edit contacts
  • Update custom fields
  • View calculated summary fields
  • View activities
  • And much more!

Check out the the CiviContact website, https://civicontact.com.au for demos of the app and instructions for setting it up with your CiviCRM site.

CiviContact is available right now for free. Download the app for your device:

In addition to the above, we have released this software as free and open source software under the same license as CiviCRM. Developers are free to fork, extend and fix bugs (yeah, nah, yeah!).

Source code is available on our Github repositories:

If you are interested in a customised version of CiviContact for your organisation then please contact Agileware to discuss your requirements and receive a quote.

Got questions, found bugs or need help setting up? Then try connecting to the #CiviContact channel on Mattermost, https://chat.civicrm.org/civicrm/channels/civicontact

 

Filed under Tools Community Extensions Comments Permalink jaapjansma Wed, 03/25/2020 - 01:16

Thanks for this nice app. Thanks for providing it as open source and even more well done with instructions on how to do customize the app.

justinfreeman
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1 hour 18 minutes ago
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