New Tools in CiviCRM: SearchKit and FormBuilder

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Revision as of 21:55, 25 November 2021 by Gunner (talk | contribs) (Created page with "New Tools in CiviCRM: SearchKit and FormBuilder About CiviCRM: * https://civicrm.org * Civi plugs in to WordPress, Drupal, Joomla, Backdrop * free and open-source * has all y...")
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New Tools in CiviCRM: SearchKit and FormBuilder

About CiviCRM:

  • https://civicrm.org
  • Civi plugs in to WordPress, Drupal, Joomla, Backdrop
  • free and open-source
  • has all your data in one place (customer info, email systems, donations/transactions, event registrations, volunteer management, etc)
  • CiviCRM community chat via mattermost, at https://chat.civicrm.org/
  • new releases every month

use cases:

  • used for 11+ years; transitioned to Salesforce and then transitioned back :)
  • use for 15,000+ personal contacts
  • use Drupal+Civi for events, organizational coordination system and student management for HELP (Haitian Education and Leadership Program)
  • https://alcoholjustice.org/
  • Peace and Justice Studies Association (academic association) - been using for about 10 yrs, ex. https://www.peacejusticestudies.org/donate/
  • lots of progressive/radical tech projects use it internally and with clients: Palante Tech, MayFirst, Agaric, etc

new extension: searchkit

new extension: formbuilder

  • https://civicrm.org/form-builder
  • https://www.youtube.com/watch?v=1jiqLAlnjMM
  • can build two types of forms through GUI - submission forms and search forms
  • can customize layout and fields
  • can embed the form on a custom page to access it later - if for search form, will see the search results table as you've built it; for submission forms, will see the inputtable fields (e.g., registration form)
  • can associate form submission with an activity
  • trajectory is to use this for Civi's own internal UI
  • eventually would be a replacement for Drupal-Civi's webform_civicrm/civicrm_entity module approach to forms
  • development largely sponsored by wikimedia!