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View Petition list & Status

Petitions are available for both registered and anonymous CiviMobile users. For contacts who have an account and membership in the organization, “Petitions” menu item will be displayed on the left-side main menu bar. For anonymous users, petitions will show up in public area mode along with public events and news (Pic.17.1).

Pic. 17.2.1 Petitions for registered and unregistered users

All petitions will have one of two status options:

  • New petitions, displayed under the New tab, are open for signatures and responses.
  • Completed Petitions, displayed under the Completed tab, are available in view-only mode.

Configure a petition first in CiviCRM to be able to view and sign it in CiviMobile. Follow these steps to set up a petition in CiviCRM (for more details, see Petition Set-up section in CiviCRM documentation):

  1. Create a group of custom fields and add a custom group of questions:
    • Go to Administer > Customize Data and Screens > Custom fields and click on “Add a Set of Custom Fields”.
    • Set a name for a set of custom fields, select Activities (any type) for the “Used for” field and click “Save”.
    • Add petition questions.
Pic. 17.2.2 New Set of Fields
  1. Create Contact profile with required fields to capture the contact information of the signer
    • Go to Administer > Customize Data and Screens > Profiles and click on “Add Profile”.
    • Set a Name for a new CiviCRM profile and click “Save”.
    • Start adding new profile fields. Select Individual as the type of CiviCRM record and then field type you want to include in this profile.
Pic. 17.2.3 Contact Profile
  1. Create Activity profile to collect responses to the petition questions.
    • Go to Administer > Customize Data and Screens > Profiles and click on “Add Profile”.
    • Set Name for Activity Profile and click “Save”.
    • Start adding new profile fields. Select Activity as the type of CiviCRM record and then questions you want to include in this Petition profile.
Pic. 17.2.4 Activity Profile
  1. Create a petition
    • Go to CiviCampaign > New Petition.
    • Set Title to be displayed on the Petition list screen.
    • Configure your campaign by selecting Contact profile and Activity profile.
Pic. 17.2.5 New Petition