Question

Photo of Cody Tindall

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Customize the "New Family" wizard

1

**Project Background**

I'm trying to adapt the default "New Family" wizard to our ministry, I would like for it to prompt the user entering the information for additonal attributes that will trigger other workflows/activities. Specifically, I want Visit, Relationship, and 2 additional custom attributes to be required when creating the new contact and for those responses to trigger other workflows/actions designed for our follow up team .

**Question**

Is there a way I can copy the existing New Family wizard (looks like a workflow in and of itself) and build on that or do I have to completly rebuild that in a new workflow and then add the pieces we need?

 

Thanks in advance for any help!

Cody

  • Photo of David Turner

    0

    Technically, you could copy the AddFamily.ascx user control, and then modify your copy as a custom block, however, the existing block does allow for prompting user for additional person attributes. Take a look at it's block settings, it has an 'Attribute Categories' setting. Any category you select with that setting will result in an additional page/step being added to the add family process, and if you set your attributes to be required, the user will be required to enter them when adding a new family.