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Author Topic: How to display Contacts in a Group on a Dashboard  (Read 1271 times)

CiviTeacher.com

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How to display Contacts in a Group on a Dashboard
July 13, 2010, 12:32:49 pm
Hi, I don't have a lot of experience using the Dashboard, and couldn't find docs relating to advanced dashboard features.  Could you help pleeze?

An organization wants to configure Dashboards for each of its administrator users.  Primarily each administrator is in charge of managing members of a differernt CiviCRM Group.  Each group contains between 20 and 50 people.  

When Administrator X logs in, they would like a list of all member Contacts in Group A displayed on the dashboard.

When Administrator Y logs in, they would like a list of all member Contacts in Group B displayed on the dashboard.

Is this possible? Thanks...

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Re: How to display Contacts in a Group on a Dashboard
July 13, 2010, 12:54:38 pm
Hi,

How do you identify the manager ?
(I'd probably create a contact per "group", and add a relationship "managed by" to the manager)

Would create a custom tpl for the dashboard,

1)use {crmAPI} to fetch the relationships or whatever identify the manager and if there is a group
2)use {crmAPI} to fetch the group members

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Re: How to display Contacts in a Group on a Dashboard
July 13, 2010, 01:17:57 pm
The administrator doesn't necessarily need a relationship with the group, the administrator just wants to see a list of the people in a particular group.  Just as if the administrator were to go to "Manage Groups > Members" except the result is more conveniently displayed on the dashboard in a little box, rather than having to search through all the groups.

Is this possible without custom .tpls and unnecessary relationships?
« Last Edit: July 13, 2010, 03:53:54 pm by Stoob »
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Dave Greenberg

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Re: How to display Contacts in a Group on a Dashboard
July 13, 2010, 10:58:12 pm
This should work:
- Create a separate instance of the Constituent Summary Report for each group (by setting Filter for Group = that group). Give each report instance a meaningful name - e.g. "Foobar Group Listing" and check the "Available for dashboard" box
- When each group admin logs in, they can use "Configure Dashboard" to drag the report instance for THEIR group onto their dashboard.

This should work because Dashboard widgets are configured separately for each logged in CiviCRM user (i.e. they're not defined globally for the site).
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Re: How to display Contacts in a Group on a Dashboard
July 13, 2010, 11:05:54 pm
Dave solution is less work if you don't have a lot of groups (and no problem with admin having to configure their dashboard).

On the template solution, you need to say what group is linked with the admin. through relationship or custom field containing the id group.

The goal is to find the id of the group if this is an admin, both works, and you can do both in the tpl.

Read more: http://en.flossmanuals.net/CiviCRM/DevelopAPI



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Re: How to display Contacts in a Group on a Dashboard
July 14, 2010, 02:35:36 pm
Thank you both.  I'm going to try Dave's solution.  As we only have a few groups and a few administrators, this may work and be the simplest solution.
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  • How to display Contacts in a Group on a Dashboard

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