By Mr Alan Bennett on Monday, 23 January 2023
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I am trialing your software to see if I can make a move from my current J3 sites use of Easy Profile and Membership Pro.

Three features I use and need in easy social/payplans are:
A. ability to generate a users membership number
B. the ability to have a drop down list in the profile where selection is linked to joomla user group setting
C. the ability to have a grace period for renewals where a subscription stays active for x days after the expiry date to give chance for offline payments to be received and processed

A has been discussed in the past but has the position changed (https://stackideas.com/forums/generate-a-member-number-not-based-on-joomla-member-id-and-display-it)

Any pointers please on how to achieve these please?
Hello Mr Alan,

>> A. ability to generate a users membership number

Do you mean you want to generate user membership numbers as per the subscription they purchased?
If not, please explain the details.

>> B. the ability to have a drop down list in the profile where selection is linked to joomla user group setting

We didn't get you quiet here. Can you explain with an example in detail?

>> C. the ability to have a grace period for renewals where a subscription stays active for x days after the expiry date to give chance for offline payments to be received and processed

Let us know if your plan is a fixed one or a recurring one. In the case of Recurring plans, there is a setting in payplans to "Wait for Payment before Expiring Subscription" under backend PayPlans >> Settings >> System.
In the case of fixed payment there is no such setting.

Looking forward to your response.
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Monday, 23 January 2023 21:24
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>> A. ability to generate a users membership number

Do you mean you want to generate user membership numbers as per the subscription they purchased?
If not, please explain the details.

The membership number is unique to the individual and is created when they first join the society. It is the same on all subscriptions they have which should be one active one at any time.

>> B. the ability to have a drop down list in the profile where selection is linked to joomla user group setting

We didn't get you quiet here. Can you explain with an example in detail?

So this is again is very straightforward. A subscription or easysocial user record can have custom fields. One of which is the ability to select values from a drop down list. What I need is the ability to link each value to a different Joomla User Group ID. When an item is selected in the list then the user is added to that user group and removed from all the user groups for the other list items. They can only select one item from the list.

>> C. the ability to have a grace period for renewals where a subscription stays active for x days after the expiry date to give chance for offline payments to be received and processed

Let us know if your plan is a fixed one or a recurring one. In the case of Recurring plans, there is a setting in payplans to "Wait for Payment before Expiring Subscription" under backend PayPlans >> Settings >> System.
In the case of fixed payment there is no such setting.

Thank, this may work.
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Tuesday, 24 January 2023 17:48
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Hey Alan,

>> The membership number is unique to the individual and is created when they first join the society. It is the same on all subscriptions they have which should be one active one at any time.

What i understand that this unique number is created in Easysocial when they join the site and you want to use the same unique key to the subscriptions ?


>> So this is again is very straightforward. A subscription or easysocial user record can have custom fields. One of which is the ability to select values from a drop down list. What I need is the ability to link each value to a different Joomla User Group ID. When an item is selected in the list then the user is added to that user group and removed from all the user groups for the other list items. They can only select one item from the list.

You want the custom fields in payplans or in easysocial or in both and linked to each other.
This custom fields as per joomla user group ? Or as per selected custom field value user should be assigned to Joomla user group ?

Looking forward to your response.
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Tuesday, 24 January 2023 21:45
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>>What i understand that this unique number is created in Easysocial when they join the site and you want to use the same unique key to the subscriptions ?

No. My site doesn't use any of your extensions at present. This capability is provided at present by Membership Pro. I am revising the site to include Easysocial and I thought it would be simpler to use Payplans instead of Membership Pro. All the things I have asked about are standard in Membership Pro but I cant work out if I can re-create them in a combination of Easysocial and Payplans. This feature would ideally be in Easysocial but could be in Payplans if necessary.


>>You want the custom fields in payplans or in easysocial or in both and linked to each other.
This custom fields as per joomla user group ? Or as per selected custom field value user should be assigned to Joomla user group ?

I need selected custom field value user should be assigned to Joomla user group and removed from those linked to the other field values.
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Tuesday, 24 January 2023 22:51
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Hey Alan,

Thank you for the detailed explanation.

>> No. My site doesn't use any of your extensions at present. This capability is provided at present by Membership Pro. I am revising the site to include Easysocial and I thought it would be simpler to use Payplans instead of Membership Pro. All the things I have asked about are standard in Membership Pro but I cant work out if I can re-create them in a combination of Easysocial and Payplans. This feature would ideally be in Easysocial but could be in Payplans if necessary.

Currently, there is no such thing that exists in PayPlans to generate the unique membership number when they join, but you can use the Subscription key which is an encrypted form on the subscription id and every subscription has a unique one.

In Easysocial how it can be achieved is already explained in the other thread.
https://stackideas.com/forums/generate-a-member-number-not-based-on-joomla-member-id-and-display-it

What is the purpose of using this unique number?

>> I need selected custom field value user should be assigned to Joomla user group and removed from those linked to the other field values.

To be honest it's still not clear. Can you share examples of how it can be done, so we'll be able to assist you better?
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Wednesday, 25 January 2023 20:10
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For Joomla Groups please see https://membershipprodoc.joomservices.com/basic-setup/custom-fields/assign-to-joomla-groups which is how it is implemented on Membership Pro
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Thursday, 26 January 2023 00:46
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Hey MR Alan,

Sorry for the delayed response.

Thank you for sharing the document.
Currently, in PayPlans, there is no such feature to assign a Joomla user groups as per the custom fields.

Right Now, PayPland has a Joomla User Type app. With this app, you are able to assign Joomla User Groups for the users as per subscription status when they subscribed to a plan.


Let me know if you have any queries.
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Friday, 27 January 2023 13:03
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