CiviCRM cheatsheet » History » Version 3
Brienne Kordis, 10/12/2022 07:59 PM
| 1 | 1 | Brienne Kordis | # CiviCRM cheatsheet |
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| 3 | ### Custom Entities & Extensions |
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| 4 | * A new Entity (think: Contact, Event) can be added to CiviCRM via an extension |
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| 5 | 3 | Brienne Kordis | * Use the `civix` [commands](https://docs.civicrm.org/dev/en/latest/extensions/civix/) to create the extension. |
| 6 | 1 | Brienne Kordis | * To create core fields on the new extension, edit the XML file of the extension. Reference this [guide](https://docs.civicrm.org/dev/en/latest/framework/database/schema-definition/) for the options. |
| 7 | * To add custom fields on the new extension, follow this [guide](https://docs.civicrm.org/dev/en/latest/step-by-step/create-entity/#121-making-our-entity-available-for-custom-data). It is also helpful to read about [managed entities](https://docs.civicrm.org/dev/en/latest/api/v4/managed/) before tackling custom fields. |
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| 8 | 3 | Brienne Kordis | * 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). |
| 9 | 1 | Brienne Kordis | * You can include configured Search Kit searches and Form Builder forms in your extension. |
| 10 | 2 | Brienne Kordis | * _Search Kit_ |
| 11 | 1 | Brienne Kordis | * Create, configure, and save your search and any desired displays |
| 12 | * Go to **Support > Developer > API Explorer v4** |
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| 13 | * 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) |
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| 14 | * Fill in the id of the saved search and click **Execute** |
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| 15 | * On the upper right corner of the results box, change *View as JSON* to *View as PHP* |
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| 16 | * Copy the results |
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| 17 | * 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! |
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| 18 | 2 | Brienne Kordis | * _Form Builder_ |
| 19 | 1 | Brienne Kordis | * Create, configure, and save your forms |
| 20 | * In the root folder of your extension, create an *ang* folder if it does not yet exist |
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| 21 | * Move the files (both the html and json) related to your form(s) from their default location into the ang folder of your extension |
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| 22 | * The default location, such as for WordPress sites is `/wp-content/uploads/civicrm/ang` |