Difference between revisions of "Orgsearch"

Revision as of 16:16, 25 March 2013

Orgsearch is a system page where users can lookup organizations in multiple databases such as IRS, CRA, OFAC, or UK Charities. Up to now, implementation practice is to give users a button on the registration page that will open this page on a different window. The reason for that is there's a built-in function on orgsearch page which lets users to click on the organization name and it will pass information to the opener page (where you launched the new window).

Since occasionally there is a need for making modifications to this system page, parameters can be passed in the link on the opener page. To do that, you will need a script which is called onclick on a button.

<script>
 function opencra(){
 	alert('Search your organization CRA number or name on the page that will open, then find and click on your organization name.');
 	window.open('/Apps/Bridge/os_orgsearch.jsp?&database=50&namefield=cname&ctlid=cf_1335588&addressfield=address&cityfield=city&statefield=state&zipfield=postalcode&
 closeonclick=1&typeallow=,50,&rootcid=430452 &instructiondivid=instructiondivid' ,'srh_win',  'menubar=no,scrollbars=yes,
status=no,resizable=yes,top=10,left=10,dependent=yes,alwaysRaised=yes')
 	}
 </script>

Default and/or limit the option on the database type drop down

Use following for database (default option selected) and typeallow (options visible on the dropdown) parameters

ID	Name
0	IRS
1	Schools
2	Schools Agency
20	OFAC
40	UK Charities
50	Canadian Charities
60	Canadian Charities (inactive)

Put instructions on the page

To put custom instructions on this page, you need to create a hidden div on the registration page and pass the div id in the URL.

<div id=instructiondivid style="display:none"><br>NOTE: <ul><li>When searching for your charity's name, a keyword search is sufficient. Example: 
"Lawson" instead of "The Lawson Foundation"</li>
<li>When searching for your CRA number, do not include spaces or dashes. Example: 119241727RR0001 </ul></div>

Map fields to registration page fields

When clicked on the organization link, function will pass the details to the main registration page. The mapping is done on the link.

namefield=cname&ctlid=cf_1335588&addressfield=address&cityfield=city&statefield=state&zipfield=postalcode

Note: ctlid will pass the CRA or EIN number of the organization and should be mapped to the custom field where you want to store the CRA or EIN number on the organization record.

Formatting of the page

Pass rootcompanyid in the URL for colours.

Pass lang for language