Removing items from -more actions- menu

[ericj]

Hello,
This post numero uno for me.  I am a CiviCRM newb but am in love with the software.  A fantastic piece of open source.  My hat's off to the developers.

I have a couple of questions about removing some items from the forms and dropdowns.

1.  Under the -more actions- menu on the Find Contacts screen, is there a way to remove 'delete contact' 'email contact' and 'export contact?'

2.  On the 'new individual' form is there a way to remove Instant Messenger and OpenID from the Primary Location block?

I've search high and low without much luck...I am hoping someone here can help me out.

Regards,
Eric

[Dave Greenberg]

Thanks for the compliments - we're glad it seems useful !

Now for the 'bad' news...
1) Delete Contact should be suppressed from -more actions- for users who do not have "edit contacts" permission (assuming you're using Drupal). You'll need to hack the code to modify the list beyond that.

2) I think you'll need to "customize" (override) the standard template for that form to remove them. However, you can do that pretty easily - creating a separate copy in your custom templates path:

http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens

The base template for this is CRM/Contact/Form/Edit.tpl

[ericj]

Thanks for the quick response Dave.  I think the the edit.tpl should be no problem to edit, however do you know where I can find the -more action- code (I am using Drupal) in CiviCRM?  I took a look around in the html page source, but don't know where to find the tpl or core code to edit that list.

Thanks again!

[Dave Greenberg]

These are "tasks" and are defined in CRM/Contact/Task.php

As you're finding your way around the codebase - I find that "grep" is your friend :-) You might also want to check out the Blog posts tagged "Architecture" on http://civicrm.org/blog

[ericj]

Thanks Dave, that work beautifully.  I will do some more grep stuff from now on.  I appreciate the help.  Take care.

[nicrodgers]

Hey ericj.

I'm trying to do exactly the same thing: remove the Open ID and Instant Messenger blocks from the New Individual form.
I looked at Edit.tpl as mentioned above, and that appears to be including Location.tpl and within there are two further includes, which I have removed:

{include file="CRM/Contact/Form/IM.tpl"}
{include file="CRM/Contact/Form/OpenID.tpl"}

that does remove them from the form, but when you visit the page you get a javascript alert (actually, about   along the lines of:

showBlocks array item not in .tpl = id_location_1_im_2_show

i'd love any pointers on how to fix this, I've taken a look through the code and it seems that $showBlocks gets set in the core CiviCRM code and I couldn't see a very tidy way of editing it..

(btw I'm using CiviCRM 2.0.6)

How did you do it?

Cheers,
Nic

[Dave Greenberg]

Not sure how Eric did this, but one approach would be to retain the included tpl files, but modify them to just be empty div's.

[nicrodgers]

I managed to solve the problem by also editing /sites/all/modules/civicrm/CRM/Contact/Form/Location.php

Comment out lines 105 and 106, which relate to building the openID and instant messenger fields. So the if block should look like this after you've commented it out:

if ( ! $locationCompoments ) {
                CRM_Contact_Form_Phone::buildPhoneBlock   ($form, $location, $locationId, self::BLOCKS);
                CRM_Contact_Form_Email::buildEmailBlock   ($form, $location, $locationId, self::BLOCKS);
                //CRM_Contact_Form_IM::buildIMBlock         ($form, $location, $locationId, self::BLOCKS);
               // CRM_Contact_Form_OpenID::buildOpenIDBlock ($form, $location, $locationId, self::BLOCKS);
}

Hope this helps someone else!
Nic