CiviCRM cheatsheet¶

Custom Entities & Extensions¶

• A new Entity (think: Contact, Event) can be added to CiviCRM via an extension
  • Use the civix commands to create the extension.
• To create core fields on the new extension, edit the XML file of the extension. Reference this guide for the options.
  • To add custom fields on the new extension, follow this guide. It is also helpful to read about managed entities before tackling custom fields.
    • If you've already created custom fields/groups not on the custom entity, but on another entity that you would like to use in the extension, then you can export the CustomField from the APIv4 explorer and paste the results in a filed named OptionValue_cg_extends_objects.mgd.php within the managed folder of the extension (see detailed steps below).
• You can include configured Search Kit searches and Form Builder forms in your extension.
  • Search Kit
    • Create, configure, and save your search and any desired displays
    • Go to Support > Developer > API Explorer v4
    • Set the Entity to Saved Search and the Action to export (You will need the id of the saved search, so if unknown, do a get first)
    • Fill in the id of the saved search and click Execute
    • On the upper right corner of the results box, change View as JSON to View as PHP
    • Copy the results
    • Paste the results in a new file named SavedSearch_name-of-saved-search.mgd.php within the managed folder within the particular extension's folder. Note that you might need to create the managed folder as civix does not generate it automatically, but if you created custom fields as noted above, then you will have already added it. Also make sure that you add <?php to the top of the file!
  • Form Builder
    • Create, configure, and save your forms
    • In the root folder of your extension, create an ang folder if it does not yet exist
    • Move the files (both the html and json) related to your form(s) from their default location into the ang folder of your extension
      • The default location, such as for WordPress sites is /wp-content/uploads/civicrm/ang