Registration/profile fields and exporting

We are using WP 3.5.1 with Buddy press v1.7 and S2Member Pro Version 130406 + s2Member® Pro v130406
We are using the Auth.net and pro forms to have people subscribe and pay.
The client is requesting these fields and specific formats for the fields to be captured and able to export out to send them in reports. Can this be done with S2Member?

Registration/Census information

EFFECTIVE DATE EMPLOYEE/MEMBER ID PRIMARY MEMBER ID RELATIONSHIP LAST NAME FIRST NAME MIDDLE INITIAL DOB GENDER ADDRESS ADDRESS 2 CITY STATE ZIP TELEPHONE EMAIL

4/1/2011 12345 12345 0 Smith Jane L 1/1/1970 F 14240 Old RD DALLAS TX 75244-3605 123-456-7890 janesmith@mail.com

4/1/2011 67890 12345 1 Smith John 1/1/1970 M 14240 Old RD DALLAS TX 75244-3605 123-456-7890

4/1/2011 54321 12345 2 Smith Johnny 1/1/1990 M 14240 Old RD DALLAS TX 75244-3605 123-456-7890

4/1/2011 9876 12345 2 Smith Janey N 1/1/1995 F 14240 Old RD DALLAS TX 75244-3605 123-456-7890

4/1/2011 24680 12345 2 Smith Joe 1/1/2000 M 14240 Old RD DALLAS TX 75244-3605 123-456-7890

Legend
Employee/Member ID – To be assigned by MedAdvantix – One for each family member. Use iPHC Member # with a suffix A for Spouse/Domestic Partner & B-Z for Dependents

Primary Member ID – This is the iPHC Member # of the registered iPHC/MedAdvantix Member

Relationship – 0 = the Member; 1 = Spouse or Domestic Partner; 2 = a Dependent

E-mail – Everyone has to have an e-mail address.

Note: Families need to be grouped on census form

Thank you for your inquiry.

The client is requesting these fields and specific formats for the fields to be captured and able to export out to send them in reports. Can this be done with S2Member?

Sure, you’ll want to set up your Custom Registration/Profile Fields here:

Dashboard -› s2Member® -› General Options -› Registration/Profile Fields

And you can export with s2Member Pro into a .CSV file here:

Dashboard -› s2Member® -› Import/Export -› User/Member Exportation

I don’t see any fields here that wouldn’t be possible with s2Member, but there isn’t much information to go on here. You’ll need to try and set it up yourself to know for sure.

Sorry, I should have been more specific… I have created most of the fields already as you mention… I also know how to do the export… The issues I need help with are:

– I need to be able to have multiple profile fields on the same line in the forms and be able to control their width (example – child 1 first name, child 1 last name, child 1 date of birth, child 1 gender – all on one line and field width just the size needed for the data) instead of each field being on its own line and beign the width of the form page

– I need to be able to have the system automatically generate the Member number based on their unique variables (Sequenced Member # with a suffix of A for Spouse/Domestic Partner & B-Z for Dependents, Relationship – 0 = the Member; 1 = Spouse or Domestic Partner; 2 = a Dependent)

– I need to be able to have multiple profile fields on the same line in the forms and be able to control their width (example – child 1 first name, child 1 last name, child 1 date of birth, child 1 gender – all on one line and field width just the size needed for the data) instead of each field being on its own line and beign the width of the form page

To do this you’ll need to edit the form with CSS, if what you’re looking to do it possible that way, or by using the information here:

Pre Sale FAQs » Is it possible to modify s2Member® Pro Form templates?

– I need to be able to have the system automatically generate the Member number based on their unique variables (Sequenced Member # with a suffix of A for Spouse/Domestic Partner & B-Z for Dependents, Relationship – 0 = the Member; 1 = Spouse or Domestic Partner; 2 = a Dependent)

You’ll need to run a hook for this. You can find the validation for the PayPal Pro Forms for regular checkout here. You’ll need to change the value of the level variable based on your Custom Registration/Profile Field.

/s2member-pro/includes/classes/gateways/paypal/paypal-checkout-in.inc.php

You should be able to use the ws_plugin__s2member_pro_paypal_checkout_post_attr filter to handle this.

That’s about as far as we can go with custom code. If you need further assistance, we recommend http://jobs.wordpress.net, or another freelance web site where WordPress® experts are offering their expertise through a bid on your project.