CiviCRM Community Forums (archive)

Is their any way to "tokenize" some of the report filter criteria. I'd like to create an activity report for the dashboard that only shows the logged in user's activities, instead of all activities. So basically using the "source contact name" field, with a criteria of current user.

Kurund,

I've made some mods to the activity report that lets you restrict the list of activities to the current user (it filters across all three contact uses -- contact/assigned/target). You probably can make some improvements to it.

I haven't played much with the reports, but found the structure somewhat limiting. It seems that the way the filter arrays are built are really designed for a fixed structure: field / operand / value

In this case, what I really wanted to do was create a checkbox field (doesn't look like there's an option for checkbox in CRM_Report_Form) that could trigger a custom WHERE clause (i.e. look for the current id across those three values). I figured out a workaround, but think there probably should be the capability for a little more flexibility.

Either that or I'm not looking in the right place. 

-Brian

http://issues.civicrm.org/jira/browse/CRM-5902

I also notice that in this report, it only shows one assigned contact -- even if the activity was assigned to multiple people. I am taking a look at that, but it may be something you'll want to look at as well.

you mean the inclusion of multiple assigned contacts?

i only defined the Jira issue to address filtering by the current logged in user -- which is working fine (though you'll want to review). i'd suggest separating them into two issues if the multiple-assigned will take longer.

Found the issue, thanks!

http://issues.civicrm.org/jira/browse/CRM-5902

you're right -- the mod was to the report, which could be used as a dashlet.

the standard dashlet is handled by: CRM/Dashlet/Selector/Activity.php

this is a bit of a hack, but if you comment out lines 66-67

/*$admin = CRM_Core_Permission::check( 'view all activities' ) ||
                 CRM_Core_Permission::check( 'administer CiviCRM' );*/
it will indicate the user is only permissioned to view their own activities. if you're using drupal, you could change the permissions for the user. but i'm assuming you want the users to access and edit all activities -- but just have their own activities display on the dashboard

Hi,

can anybody help me to implement that. i have checked the thread and it is quite old one. and i am assuming that must be added in the civicrm. but i am not sure this feature is added in version 4. as i am using drupal 7 for development. any pointer how can i implement that ll be great and much appreciated.

Thanks
Naseem Sarwar

Hi kurund,

i am using 4.0.5 version and the filters i am getting are in the attached image. i put the limit to current user 'yes' but still it is showing all the activities on every user account.
i dont know may be i am missing something. might be simpler but i am couldnt figure this out. please help...

thanks