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  • Using Profiles (Moderator: Dave Greenberg) »
  • Require staff approval of address changes made via profile
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Author Topic: Require staff approval of address changes made via profile  (Read 1256 times)

SarahG (FountainTribe)

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Require staff approval of address changes made via profile
May 27, 2010, 07:44:14 pm
Is there a way to configure a profile  ( or use a custom hook or API ) to support the following situation:

1) A registered user uses a profile to update their own email, mailing address and phone number.

2) Changes are "pending" until a staff member approves the changes.

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Donald Lobo

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Re: Require staff approval of address changes made via profile
May 27, 2010, 08:21:21 pm

one potential solution would be:

1. create a custom group to store these "updated" values

2. write some approval code so a staff member can view the new values (and compare to current values). if approved, then update the real email/address/phone and delete this old record. if not approved, reset to old values

3. to make the user experience better, you might want to copy the email/address/phone to the custom group values once its created. you can do this via a hook

if you do write the above, please share your code :)

lobo
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SarahG (FountainTribe)

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Re: Require staff approval of address changes made via profile
May 27, 2010, 08:31:03 pm
So the custom group would extend the contact record? 

How would you suggest creating the "approval" process in the staff area?
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Donald Lobo

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Re: Require staff approval of address changes made via profile
May 27, 2010, 09:34:25 pm

yes, the custom group will extend the contact record.

the approval process will need to be custom code built in the CMS/framework of your choice

lobo
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xavier

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Re: Require staff approval of address changes made via profile
May 27, 2010, 10:13:52 pm
I'd do a custom search that displays the exiting contact details and the ones to be approved, add an API approve that copies the values and an  'approve' button called using the ajax interface.

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SarahG (FountainTribe)

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Re: Require staff approval of address changes made via profile
May 28, 2010, 10:21:23 am
I found a simple ( code free ) solution to my scenario.

My solution:

1) Create a new location type called "Approval_Pending"

2) Create and expose a profile that allows a contact to update their "Approval_Pending" address.

3) Create a smart group called "Pending Address Changes" that includes any contact with a address of type "Approval_Pending"

4) Have a staff member periodically check and review contacts in the "Pending Address Changes" smart group.

5) If the staff person likes the changed address, they can remove the previous address, then change the location type from "Approval_Pending" to "Home" for the new address.

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Donald Lobo

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Re: Require staff approval of address changes made via profile
May 28, 2010, 12:27:57 pm

cool, this is such a neat way of doing it :)

good creative thinking, sarah g :)

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Require staff approval of address changes made via profile

This forum was archived on 2017-11-26.